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 (+0,74%) MSCI WORLD SRI ETF - 10%

$XXSC (+0,73%) MSCI Euro Small Cap ETF - 5%

$CRWD (+1,07%) - 5%

$MSFT (-0,24%) - 4%

$SHOP (+3,44%) - 5%

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

$AAPL (+0,59%) Apple - 3%

$PAYC (-2,78%) Paycom - 2%

$PATH (+1,79%) UiPath - 2%

$VRTX (+0,53%) Vertex Pharma - 7%

$GILD (+0,41%) Gilead Sciences - 4%

$AZN (+1,18%) AstraZeneca - 3%

$CRSP (-1,08%) Crispr - 2%

$AMZN (+2,29%) Amazon - 5%

$MELI (+0,02%) Mercado Libre - 3%

$BKNG (+0,19%) Booking.com - 2%

$GOOGL (+3,49%) Alphabet - 3%

$META (+1,78%) Meta - 3%

$ADYEN (+0,72%) Adyen - 4%

$STNE (+0,12%) StoneC0 - 3%

$ISP (+1,57%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (-0,22%) Wereldhave - 2%

$BYG (+0,41%) Big Yellow Group - 2%

$DHL (+0,45%) DHL - 2%

$UKW (-2,27%) Green Coat UKW - 2%

$ENPH (+3,14%) Enphase - 2%

Aktienmasseur@Aktienmasseur

2Anno

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

@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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