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 (-0,3 %) MSCI WORLD SRI ETF - 10%

$XXSC (-0,24 %) MSCI Euro Small Cap ETF - 5%

$CRWD (-0,75 %) - 5%

$MSFT (-0,32 %) - 4%

$SHOP (+0,04 %) - 5%

$SMH (-0,51 %) Semi Conductor ETF - 5%

$AAPL (-0,49 %) Apple - 3%

$PAYC (+0,09 %) Paycom - 2%

$PATH (+1,29 %) UiPath - 2%

$VRTX (-0,67 %) Vertex Pharma - 7%

$GILD (-0,3 %) Gilead Sciences - 4%

$AZN (-0,66 %) AstraZeneca - 3%

$CRSP (+1,93 %) Crispr - 2%

$AMZN (-0,52 %) Amazon - 5%

$MELI (+0,1 %) Mercado Libre - 3%

$BKNG (-0,41 %) Booking.com - 2%

$GOOGL (-0,33 %) Alphabet - 3%

$META (+0,35 %) Meta - 3%

$ADYEN (-0,35 %) Adyen - 4%

$STNE (+0,27 %) StoneC0 - 3%

$ISP (+0,13 %) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (+1,37 %) Wereldhave - 2%

$BYG (+0,78 %) Big Yellow Group - 2%

$DHL (+0,18 %) DHL - 2%

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

$ENPH (+0,44 %) 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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