10Lun·

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 (+0,91 %) MSCI WORLD SRI ETF - 10%

$XXSC (+0,71 %) MSCI Euro Small Cap ETF - 5%

$CRWD (+2,34 %) - 5%

$MSFT (+0,84 %) - 4%

$SHOP (+1,24 %) - 5%

$SMH (+0,65 %) Semi Conductor ETF - 5%

$AAPL (+0,86 %) Apple - 3%

$PAYC (+2,52 %) Paycom - 2%

$PATH (+3,14 %) UiPath - 2%

$VRTX (+0,6 %) Vertex Pharma - 7%

$GILD (+0,13 %) Gilead Sciences - 4%

$AZN (+3,21 %) AstraZeneca - 3%

$CRSP (+0,68 %) Crispr - 2%

$AMZN (+0,88 %) Amazon - 5%

$MELI (+1,68 %) Mercado Libre - 3%

$BKNG (+0,54 %) Booking.com - 2%

$GOOGL (+0,47 %) Alphabet - 3%

$META (+0,1 %) Meta - 3%

$ADYEN (+2,92 %) Adyen - 4%

$STNE (+7,03 %) StoneC0 - 3%

$ISP (-1,88 %) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (+0,21 %) Wereldhave - 2%

$BYG (+0,78 %) Big Yellow Group - 2%

$DHL (+0,63 %) DHL - 2%

$UKW (+1,32 %) Green Coat UKW - 2%

$ENPH (-0,17 %) Enphase - 2%

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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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