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 (-0,1 %) MSCI WORLD SRI ETF - 10%

$XXSC (-1,47 %) MSCI Euro Small Cap ETF - 5%

$CRWD (+0,76 %) - 5%

$MSFT (-1,06 %) - 4%

$SHOP (-1,98 %) - 5%

$SMH (+0,43 %) Semi Conductor ETF - 5%

$AAPL (-1,61 %) Apple - 3%

$PAYC (+0,05 %) Paycom - 2%

$PATH (+3,06 %) UiPath - 2%

$VRTX (-1,13 %) Vertex Pharma - 7%

$GILD (+0,91 %) Gilead Sciences - 4%

$AZN (-1 %) AstraZeneca - 3%

$CRSP (+0,71 %) Crispr - 2%

$AMZN (-0,33 %) Amazon - 5%

$MELI (+0,59 %) Mercado Libre - 3%

$BKNG (+1,26 %) Booking.com - 2%

$GOOGL (-0,11 %) Alphabet - 3%

$META (-3,39 %) Meta - 3%

$ADYEN (-0,24 %) Adyen - 4%

$STNE (+0,25 %) StoneC0 - 3%

$ISP (-0,83 %) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (-0,36 %) Wereldhave - 2%

$BYG (-0,46 %) Big Yellow Group - 2%

$DHL (-1,85 %) DHL - 2%

$UKW (-0,87 %) Green Coat UKW - 2%

$ENPH (+3,6 %) 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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