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 (-0,82%) MSCI WORLD SRI ETF - 10%

$XXSC (-0,23%) MSCI Euro Small Cap ETF - 5%

$CRWD (+0,76%) - 5%

$MSFT (-0,48%) - 4%

$SHOP (-3,23%) - 5%

$SMH (-3,51%) Semi Conductor ETF - 5%

$AAPL (-1%) Apple - 3%

$PAYC (+1,08%) Paycom - 2%

$PATH (+2,83%) UiPath - 2%

$VRTX (-1,45%) Vertex Pharma - 7%

$GILD (-0,51%) Gilead Sciences - 4%

$AZN (-2,23%) AstraZeneca - 3%

$CRSP (-2,82%) Crispr - 2%

$AMZN (-2,34%) Amazon - 5%

$MELI (+0,44%) Mercado Libre - 3%

$BKNG (-1,02%) Booking.com - 2%

$GOOGL (-0,59%) Alphabet - 3%

$META (-2,49%) Meta - 3%

$ADYEN (-0,8%) Adyen - 4%

$STNE (-0,59%) StoneC0 - 3%

$ISP (-2,91%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (-2,53%) Wereldhave - 2%

$BYG (-1,79%) Big Yellow Group - 2%

$DHL (+1,07%) DHL - 2%

$UKW (+0,9%) Green Coat UKW - 2%

$ENPH (-2,21%) 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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