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 (+0,22%) MSCI WORLD SRI ETF - 10%

$XXSC (+0,06%) MSCI Euro Small Cap ETF - 5%

$CRWD (-0,7%) - 5%

$MSFT (+0,53%) - 4%

$SHOP (+4,73%) - 5%

$SMH (-0,98%) Semi Conductor ETF - 5%

$AAPL (+0,92%) Apple - 3%

$PAYC (+3,21%) Paycom - 2%

$PATH (+3,51%) UiPath - 2%

$VRTX (+2,82%) Vertex Pharma - 7%

$GILD (-0,16%) Gilead Sciences - 4%

$AZN (+1,35%) AstraZeneca - 3%

$CRSP (+1,34%) Crispr - 2%

$AMZN (+3,75%) Amazon - 5%

$MELI (+5,72%) Mercado Libre - 3%

$BKNG (+8,29%) Booking.com - 2%

$GOOGL (+2,05%) Alphabet - 3%

$META (-0,44%) Meta - 3%

$ADYEN (+1,34%) Adyen - 4%

$STNE (+1,74%) StoneC0 - 3%

$ISP (-0,34%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (+0,55%) Wereldhave - 2%

$BYG (+5,71%) Big Yellow Group - 2%

$DHL (+0,12%) DHL - 2%

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

$ENPH (+2,98%) 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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