2Yr·

Hi All, After many months of playing around with options and bying into positions this is where I think I am going to land with my buy to hold portfolio with ideally a 10 year horizon. Any thoughts or observations welcome. Thank you.


Cash - 6%

$SUSW (-1.57%) MSCI WORLD SRI ETF - 10%

$XXSC (-1.11%) MSCI Euro Small Cap ETF - 5%

$CRWD (-0.14%) - 5%

$MSFT (-1.54%) - 4%

$SHOP (-1.88%) - 5%

$SMH (-3.68%) Semi Conductor ETF - 5%

$AAPL (+0.38%) Apple - 3%

$PAYC (+0.51%) Paycom - 2%

$PATH (-0.64%) UiPath - 2%

$VRTX (-2.04%) Vertex Pharma - 7%

$GILD (-2.56%) Gilead Sciences - 4%

$AZN (-2.29%) AstraZeneca - 3%

$CRSP (-3.76%) Crispr - 2%

$AMZN (-2.61%) Amazon - 5%

$MELI (-3.24%) Mercado Libre - 3%

$BKNG (-2.21%) Booking.com - 2%

$GOOGL (-2.23%) Alphabet - 3%

$META (-3.11%) Meta - 3%

$ADYEN (-3.16%) Adyen - 4%

$STNE (-0.44%) StoneC0 - 3%

$ISP (-2.49%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (+0%) Wereldhave - 2%

$BYG (+2.05%) Big Yellow Group - 2%

$DHL (-2.53%) DHL - 2%

$UKW (+0%) Green Coat UKW - 2%

$ENPH (-5.54%) Enphase - 2%

2 Comments

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What’s the reason behind stocking when you get most of them in a world etf? Just curious.
@Aktienmasseur I don't think you would get most of them in one etf. The mega tech sure, and I would probably have covered some more in a few other etfs - a nasdaq 100, an s&p thing but still not covered them all and getting the diversity. Also tbh I am looking for more return than say an S&p or a world etf. So I have a world etf in there, a small cap and semiconductor to give some broad and focused base. And then all those other companies I like the look and feel off. But really I don't know what I am doing. Yours is a good question. Would be easier and have been quicker to go with 5etfs. But at the end of the day I wanted more potential upside. Thanks for the question.
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