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 (-0,11 %) MSCI WORLD SRI ETF - 10%

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

$CRWD (+0,89 %) - 5%

$MSFT (-1,19 %) - 4%

$SHOP (+21,37 %) - 5%

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

$AAPL (+3,5 %) Apple - 3%

$PAYC (+7,22 %) Paycom - 2%

$PATH (-0,23 %) UiPath - 2%

$VRTX (+2,03 %) Vertex Pharma - 7%

$GILD (-2,83 %) Gilead Sciences - 4%

$AZN (-2,41 %) AstraZeneca - 3%

$CRSP (+0,83 %) Crispr - 2%

$AMZN (+2,85 %) Amazon - 5%

$MELI (-4,7 %) Mercado Libre - 3%

$BKNG (+0,53 %) Booking.com - 2%

$GOOGL (-0,08 %) Alphabet - 3%

$META (+0,36 %) Meta - 3%

$ADYEN (+2,55 %) Adyen - 4%

$STNE (+3,94 %) StoneC0 - 3%

$ISP (+0,63 %) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (+1,86 %) Wereldhave - 2%

$BYG (+0,9 %) Big Yellow Group - 2%

$DHL (+0,34 %) DHL - 2%

$UKW (-0,74 %) Green Coat UKW - 2%

$ENPH (-5,4 %) 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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