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 (-1,09%) MSCI WORLD SRI ETF - 10%

$XXSC (-0,71%) MSCI Euro Small Cap ETF - 5%

$CRWD (+0,43%) - 5%

$MSFT (-0,01%) - 4%

$SHOP (-2,01%) - 5%

$SMH (-2,48%) Semi Conductor ETF - 5%

$AAPL (-1,19%) Apple - 3%

$PAYC (-2,35%) Paycom - 2%

$PATH (-4,02%) UiPath - 2%

$VRTX (-2,34%) Vertex Pharma - 7%

$GILD (-0,25%) Gilead Sciences - 4%

$AZN (+0,13%) AstraZeneca - 3%

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

$AMZN (-0,77%) Amazon - 5%

$MELI (-4,82%) Mercado Libre - 3%

$BKNG (-1,66%) Booking.com - 2%

$GOOGL (-0,6%) Alphabet - 3%

$META (-1,64%) Meta - 3%

$ADYEN (-0,84%) Adyen - 4%

$STNE (-3,98%) StoneC0 - 3%

$ISP (-2,15%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (-0,71%) Wereldhave - 2%

$BYG (-1,8%) Big Yellow Group - 2%

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

$UKW (-0,87%) Green Coat UKW - 2%

$ENPH (-0,61%) Enphase - 2%

Aktienmasseur@Aktienmasseur

2Ano

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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