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 (-0,55 %) MSCI WORLD SRI ETF - 10%

$XXSC (-0,22 %) MSCI Euro Small Cap ETF - 5%

$CRWD (-0,42 %) - 5%

$MSFT (-1,59 %) - 4%

$SHOP (-1,14 %) - 5%

$SMH (-2,38 %) Semi Conductor ETF - 5%

$AAPL (+0,5 %) Apple - 3%

$PAYC (-2,74 %) Paycom - 2%

$PATH (+1,05 %) UiPath - 2%

$VRTX (-0,04 %) Vertex Pharma - 7%

$GILD (-1,21 %) Gilead Sciences - 4%

$AZN (-0,2 %) AstraZeneca - 3%

$CRSP (-1,81 %) Crispr - 2%

$AMZN (-1,05 %) Amazon - 5%

$MELI (-2,05 %) Mercado Libre - 3%

$BKNG (-1,07 %) Booking.com - 2%

$GOOGL (-2,66 %) Alphabet - 3%

$META (-2,93 %) Meta - 3%

$ADYEN (-1,99 %) Adyen - 4%

$STNE (-0,41 %) StoneC0 - 3%

$ISP (-1,4 %) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (+0 %) Wereldhave - 2%

$BYG (+0 %) Big Yellow Group - 2%

$DHL (-0,37 %) DHL - 2%

$UKW (+0,4 %) Green Coat UKW - 2%

$ENPH (+1,03 %) 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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