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 (-2,58 %) MSCI WORLD SRI ETF - 10%

$XXSC (-1,88 %) MSCI Euro Small Cap ETF - 5%

$CRWD (-6,68 %) - 5%

$MSFT (-2,23 %) - 4%

$SHOP (-5,99 %) - 5%

$SMH (-8,63 %) Semi Conductor ETF - 5%

$AAPL (-0,45 %) Apple - 3%

$PAYC (+1,14 %) Paycom - 2%

$PATH (-2,82 %) UiPath - 2%

$VRTX (+0,97 %) Vertex Pharma - 7%

$GILD (+0,54 %) Gilead Sciences - 4%

$AZN (+2,49 %) AstraZeneca - 3%

$CRSP (-8,1 %) Crispr - 2%

$AMZN (-2,32 %) Amazon - 5%

$MELI (-0,82 %) Mercado Libre - 3%

$BKNG (-0,21 %) Booking.com - 2%

$GOOGL (-0,05 %) Alphabet - 3%

$META (-4,83 %) Meta - 3%

$ADYEN (-8,41 %) Adyen - 4%

$STNE (-2,18 %) StoneC0 - 3%

$ISP (-1,57 %) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (-1,79 %) Wereldhave - 2%

$BYG (-1,55 %) Big Yellow Group - 2%

$DHL (-1,5 %) DHL - 2%

$UKW (-2,47 %) Green Coat UKW - 2%

$ENPH (-18,26 %) 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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