1Año·

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 (+0,01 %) MSCI Euro Small Cap ETF - 5%

$CRWD (-0,39 %) - 5%

$MSFT (+0,17 %) - 4%

$SHOP (+0,12 %) - 5%

$SMH (-0,62 %) Semi Conductor ETF - 5%

$AAPL (-0,27 %) Apple - 3%

$PAYC (-0,79 %) Paycom - 2%

$PATH (-0,2 %) UiPath - 2%

$VRTX (-0,47 %) Vertex Pharma - 7%

$GILD (-1,1 %) Gilead Sciences - 4%

$AZN (-0,35 %) AstraZeneca - 3%

$CRSP (-1,04 %) Crispr - 2%

$AMZN (-0,22 %) Amazon - 5%

$MELI (-1,63 %) Mercado Libre - 3%

$BKNG (-0,64 %) Booking.com - 2%

$GOOGL (-0,7 %) Alphabet - 3%

$META (+0,82 %) Meta - 3%

$ADYEN (+0,24 %) Adyen - 4%

$STNE (-4,3 %) StoneC0 - 3%

$ISP (-0,12 %) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (+1,66 %) Wereldhave - 2%

$BYG (-1,7 %) Big Yellow Group - 2%

$DHL (-0,71 %) DHL - 2%

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

$ENPH (+1,89 %) Enphase - 2%

3 Comentarios

Aktienmasseur@Aktienmasseur

1Año

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

1Año

@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

1Año

@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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