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 (-0,42 %) MSCI WORLD SRI ETF - 10%

$XXSC (-0,07 %) MSCI Euro Small Cap ETF - 5%

$CRWD (+11,17 %) - 5%

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

$SHOP (+1,43 %) - 5%

$SMH (+0,64 %) Semi Conductor ETF - 5%

$AAPL (+0,25 %) Apple - 3%

$PAYC (-0,69 %) Paycom - 2%

$PATH (+1,26 %) UiPath - 2%

$VRTX (+0,13 %) Vertex Pharma - 7%

$GILD (-1,59 %) Gilead Sciences - 4%

$AZN (-0,36 %) AstraZeneca - 3%

$CRSP (-1,09 %) Crispr - 2%

$AMZN (+0,92 %) Amazon - 5%

$MELI (+2,25 %) Mercado Libre - 3%

$BKNG (-0,13 %) Booking.com - 2%

$GOOGL (+1,61 %) Alphabet - 3%

$META (-0,03 %) Meta - 3%

$ADYEN (+0,02 %) Adyen - 4%

$STNE (+3,75 %) StoneC0 - 3%

$ISP (+0,39 %) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (-1,55 %) Wereldhave - 2%

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

$DHL (-0,31 %) DHL - 2%

$UKW (+2,78 %) Green Coat UKW - 2%

$ENPH (-1,32 %) 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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