10Mes·

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 (+0,85%) MSCI WORLD SRI ETF - 10%

$XXSC (+0,8%) MSCI Euro Small Cap ETF - 5%

$CRWD (+1,48%) - 5%

$MSFT (+0,63%) - 4%

$SHOP (+1,2%) - 5%

$SMH (+0,71%) Semi Conductor ETF - 5%

$AAPL (+0,97%) Apple - 3%

$PAYC (+1,84%) Paycom - 2%

$PATH (+1,61%) UiPath - 2%

$VRTX (+0,68%) Vertex Pharma - 7%

$GILD (+0,73%) Gilead Sciences - 4%

$AZN (+2,9%) AstraZeneca - 3%

$CRSP (+0,68%) Crispr - 2%

$AMZN (+0,96%) Amazon - 5%

$MELI (+1,52%) Mercado Libre - 3%

$BKNG (+0,59%) Booking.com - 2%

$GOOGL (+0,89%) Alphabet - 3%

$META (+0,8%) Meta - 3%

$ADYEN (+2,73%) Adyen - 4%

$STNE (+5,14%) StoneC0 - 3%

$ISP (-2,5%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (+0,5%) Wereldhave - 2%

$BYG (+1,56%) Big Yellow Group - 2%

$DHL (+0,65%) DHL - 2%

$UKW (+1,32%) Green Coat UKW - 2%

$ENPH (+1,81%) Enphase - 2%

3 Commenti

immagine del profilo
What’s the reason behind stocking when you get most of them in a world etf? Just curious.
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