2Anno·

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 (-1,93%) MSCI WORLD SRI ETF - 10%

$XXSC (-1,92%) MSCI Euro Small Cap ETF - 5%

$CRWD (-6,03%) - 5%

$MSFT (-2,31%) - 4%

$SHOP (-3,71%) - 5%

$SMH (-2,21%) Semi Conductor ETF - 5%

$AAPL (-2,05%) Apple - 3%

$PAYC (-3,59%) Paycom - 2%

$PATH (-3,33%) UiPath - 2%

$VRTX (-5,14%) Vertex Pharma - 7%

$GILD (-2,3%) Gilead Sciences - 4%

$AZN (+3,13%) AstraZeneca - 3%

$CRSP (-4,34%) Crispr - 2%

$AMZN (-4,03%) Amazon - 5%

$MELI (-2,09%) Mercado Libre - 3%

$BKNG (-3,89%) Booking.com - 2%

$GOOGL (-2,37%) Alphabet - 3%

$META (-4,3%) Meta - 3%

$ADYEN (-2,9%) Adyen - 4%

$STNE (-3,63%) StoneC0 - 3%

$ISP (-0,67%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (-1,7%) Wereldhave - 2%

$BYG (-1,47%) Big Yellow Group - 2%

$DHL (-2,99%) DHL - 2%

$UKW (-2,61%) Green Coat UKW - 2%

$ENPH (-6,32%) Enphase - 2%

2 Commenti

immagine del profilo
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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