2Año·

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 (+0,28 %) MSCI WORLD SRI ETF - 10%

$XXSC (+0,51 %) MSCI Euro Small Cap ETF - 5%

$CRWD (-1,85 %) - 5%

$MSFT (-0,39 %) - 4%

$SHOP (+0,81 %) - 5%

$SMH (+0,19 %) Semi Conductor ETF - 5%

$AAPL (+0,31 %) Apple - 3%

$PAYC (+1,12 %) Paycom - 2%

$PATH (-1,24 %) UiPath - 2%

$VRTX (+0,4 %) Vertex Pharma - 7%

$GILD (-0,13 %) Gilead Sciences - 4%

$AZN (+0,76 %) AstraZeneca - 3%

$CRSP (+1,49 %) Crispr - 2%

$AMZN (+1,79 %) Amazon - 5%

$MELI (+1,19 %) Mercado Libre - 3%

$BKNG (-1,91 %) Booking.com - 2%

$GOOGL (-0,29 %) Alphabet - 3%

$META (+0,26 %) Meta - 3%

$ADYEN (+0,41 %) Adyen - 4%

$STNE (+3,16 %) StoneC0 - 3%

$ISP (+0,95 %) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (-1,88 %) Wereldhave - 2%

$BYG (+0,24 %) Big Yellow Group - 2%

$DHL (-0,65 %) DHL - 2%

$UKW (-1,72 %) Green Coat UKW - 2%

$ENPH (+3,41 %) Enphase - 2%

2 Comentarios

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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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