1Yr·

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 (-0.18%) MSCI WORLD SRI ETF - 10%

$XXSC (+0.09%) MSCI Euro Small Cap ETF - 5%

$CRWD (+2.43%) - 5%

$MSFT (+0.62%) - 4%

$SHOP (-0.16%) - 5%

$SMH (-1.64%) Semi Conductor ETF - 5%

$AAPL (+0.57%) Apple - 3%

$PAYC (+1.56%) Paycom - 2%

$PATH (-6.45%) UiPath - 2%

$VRTX (-0.98%) Vertex Pharma - 7%

$GILD (-0.64%) Gilead Sciences - 4%

$AZN (+3.07%) AstraZeneca - 3%

$CRSP (-1.23%) Crispr - 2%

$AMZN (-0.1%) Amazon - 5%

$MELI (+1.83%) Mercado Libre - 3%

$BKNG (+0.51%) Booking.com - 2%

$GOOGL (-0.13%) Alphabet - 3%

$META (+0.56%) Meta - 3%

$ADYEN (+0.71%) Adyen - 4%

$STNE (+2%) StoneC0 - 3%

$ISP (+1.57%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (-0.23%) Wereldhave - 2%

$BYG (-0.84%) Big Yellow Group - 2%

$DHL (+0.73%) DHL - 2%

$UKW (+0.74%) Green Coat UKW - 2%

$ENPH (+5.79%) Enphase - 2%

3 Comments

Aktienmasseur@Aktienmasseur

1Yr

What’s the reason behind stocking when you get most of them in a world etf? Just curious.

••

William@financial_ninja_60

1Yr

@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.

•

Pedro@littlemage

1Yr

@Aktienmasseur
Stocks have potential for higher returns, control, and dividends. Consider risks and time commitment. ETFs: Diversification, great for simplicity. Assess goals and risk tolerance. Managing a portfolio of individual stocks sometimes requires time, research, and knowledge. ETFs offer a more hands-off approach.

••