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 (+0,93 %) MSCI WORLD SRI ETF - 10%

$XXSC (+0,67 %) MSCI Euro Small Cap ETF - 5%

$CRWD (-7,77 %) - 5%

$MSFT (-0,3 %) - 4%

$SHOP (+2,19 %) - 5%

$SMH (+0,06 %) Semi Conductor ETF - 5%

$AAPL (+1,51 %) Apple - 3%

$PAYC (-4,68 %) Paycom - 2%

$PATH (-3,47 %) UiPath - 2%

$VRTX (+0,9 %) Vertex Pharma - 7%

$GILD (+0,03 %) Gilead Sciences - 4%

$AZN (+0,3 %) AstraZeneca - 3%

$CRSP (-1,52 %) Crispr - 2%

$AMZN (+2,51 %) Amazon - 5%

$MELI (-0,16 %) Mercado Libre - 3%

$BKNG (+1,8 %) Booking.com - 2%

$GOOGL (+3,81 %) Alphabet - 3%

$META (+1,59 %) Meta - 3%

$ADYEN (+0,81 %) Adyen - 4%

$STNE (+5,13 %) StoneC0 - 3%

$ISP (+1,92 %) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (+0,45 %) Wereldhave - 2%

$BYG (+0,83 %) Big Yellow Group - 2%

$DHL (+0,52 %) DHL - 2%

$UKW (+0 %) Green Coat UKW - 2%

$ENPH (+4,71 %) 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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