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 (-0.84%) MSCI WORLD SRI ETF - 10%

$XXSC (-0.79%) MSCI Euro Small Cap ETF - 5%

$CRWD (+4.86%) - 5%

$MSFT (+0.55%) - 4%

$SHOP (-0.23%) - 5%

$SMH (+1.39%) Semi Conductor ETF - 5%

$AAPL (-0.16%) Apple - 3%

$PAYC (+0.02%) Paycom - 2%

$PATH (-0.69%) UiPath - 2%

$VRTX (-1.92%) Vertex Pharma - 7%

$GILD (-0.71%) Gilead Sciences - 4%

$AZN (-1.54%) AstraZeneca - 3%

$CRSP (-2.65%) Crispr - 2%

$AMZN (-0.81%) Amazon - 5%

$MELI (-0.85%) Mercado Libre - 3%

$BKNG (-2.52%) Booking.com - 2%

$GOOGL (-0.32%) Alphabet - 3%

$META (+0.04%) Meta - 3%

$ADYEN (-3.06%) Adyen - 4%

$STNE (-1.16%) StoneC0 - 3%

$ISP (-1.48%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (-1.89%) Wereldhave - 2%

$BYG (+0.46%) Big Yellow Group - 2%

$DHL (-0.86%) DHL - 2%

$UKW (+1.09%) Green Coat UKW - 2%

$ENPH (+2.13%) 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.
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@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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