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 (+0.25%) MSCI WORLD SRI ETF - 10%

$XXSC (-0.08%) MSCI Euro Small Cap ETF - 5%

$CRWD (-0.49%) - 5%

$MSFT (+0.29%) - 4%

$SHOP (-1.47%) - 5%

$SMH (+0.78%) Semi Conductor ETF - 5%

$AAPL (+0.94%) Apple - 3%

$PAYC (-1.89%) Paycom - 2%

$PATH (-1.11%) UiPath - 2%

$VRTX (-1.26%) Vertex Pharma - 7%

$GILD (+6.15%) Gilead Sciences - 4%

$AZN (-0.81%) AstraZeneca - 3%

$CRSP (-0.42%) Crispr - 2%

$AMZN (-0.47%) Amazon - 5%

$MELI (-0.42%) Mercado Libre - 3%

$BKNG (-0.74%) Booking.com - 2%

$GOOGL (+2.35%) Alphabet - 3%

$META (+0.19%) Meta - 3%

$ADYEN (-2%) Adyen - 4%

$STNE (+0.99%) StoneC0 - 3%

$ISP (+1.16%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (+1.82%) Wereldhave - 2%

$BYG (+1.37%) Big Yellow Group - 2%

$DHL (+1.44%) DHL - 2%

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

$ENPH (+1.55%) 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.

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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.

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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.

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