1Anno·

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 (-5,53%) MSCI WORLD SRI ETF - 10%

$XXSC (-6,64%) MSCI Euro Small Cap ETF - 5%

$CRWD (-5,76%) - 5%

$MSFT (-2,36%) - 4%

$SHOP (-5,55%) - 5%

$SMH (-6,84%) Semi Conductor ETF - 5%

$AAPL (-6,8%) Apple - 3%

$PAYC (-6,43%) Paycom - 2%

$PATH (-1,94%) UiPath - 2%

$VRTX (+0,82%) Vertex Pharma - 7%

$GILD (-4,32%) Gilead Sciences - 4%

$AZN (-7,9%) AstraZeneca - 3%

$CRSP (-0,34%) Crispr - 2%

$AMZN (-3,47%) Amazon - 5%

$MELI (-4,71%) Mercado Libre - 3%

$BKNG (-2,79%) Booking.com - 2%

$GOOGL (-2,74%) Alphabet - 3%

$META (-4,44%) Meta - 3%

$ADYEN (-5,35%) Adyen - 4%

$STNE (-6,8%) StoneC0 - 3%

$ISP (-8,26%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (-4,66%) Wereldhave - 2%

$BYG (-6,14%) Big Yellow Group - 2%

$DHL (-6,85%) DHL - 2%

$UKW (-3,14%) Green Coat UKW - 2%

$ENPH (+1,11%) Enphase - 2%

3 Commenti

Aktienmasseur@Aktienmasseur

1Anno

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

1Anno

@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

1Anno

@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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