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 (-0,45 %) MSCI WORLD SRI ETF - 10%

$XXSC (-0,32 %) MSCI Euro Small Cap ETF - 5%

$CRWD (+8,57 %) - 5%

$MSFT (+0,62 %) - 4%

$SHOP (+0,45 %) - 5%

$SMH (+1,32 %) Semi Conductor ETF - 5%

$AAPL (-0,05 %) Apple - 3%

$PAYC (+1,03 %) Paycom - 2%

$PATH (+1,86 %) UiPath - 2%

$VRTX (-1,69 %) Vertex Pharma - 7%

$GILD (-0,61 %) Gilead Sciences - 4%

$AZN (-0,21 %) AstraZeneca - 3%

$CRSP (-0,97 %) Crispr - 2%

$AMZN (-0,76 %) Amazon - 5%

$MELI (-0,64 %) Mercado Libre - 3%

$BKNG (-2,99 %) Booking.com - 2%

$GOOGL (-0,92 %) Alphabet - 3%

$META (-0,39 %) Meta - 3%

$ADYEN (-1,55 %) Adyen - 4%

$STNE (+3,38 %) StoneC0 - 3%

$ISP (+0,06 %) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (-0,8 %) Wereldhave - 2%

$BYG (+1,37 %) Big Yellow Group - 2%

$DHL (+0,4 %) DHL - 2%

$UKW (+1,09 %) Green Coat UKW - 2%

$ENPH (+2,68 %) Enphase - 2%

Aktienmasseur@Aktienmasseur

2Año

What’s the reason behind stocking when you get most of them in a world etf? Just curious.

••

William@financial_ninja_60

@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.

Ver una respuesta más