2Ano·

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 (+0,15%) MSCI WORLD SRI ETF - 10%

$XXSC (+0,79%) MSCI Euro Small Cap ETF - 5%

$CRWD (+1,61%) - 5%

$MSFT (+1,19%) - 4%

$SHOP (+3,43%) - 5%

$SMH (-3,56%) Semi Conductor ETF - 5%

$AAPL (-0,33%) Apple - 3%

$PAYC (+2,95%) Paycom - 2%

$PATH (+3,12%) UiPath - 2%

$VRTX (+2,98%) Vertex Pharma - 7%

$GILD (-0,35%) Gilead Sciences - 4%

$AZN (+2,84%) AstraZeneca - 3%

$CRSP (+9,51%) Crispr - 2%

$AMZN (+1,06%) Amazon - 5%

$MELI (+1,4%) Mercado Libre - 3%

$BKNG (+2,15%) Booking.com - 2%

$GOOGL (+2,13%) Alphabet - 3%

$META (+2,67%) Meta - 3%

$ADYEN (+5,73%) Adyen - 4%

$STNE (-0,1%) StoneC0 - 3%

$ISP (+0,75%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (+0,25%) Wereldhave - 2%

$BYG (+2,91%) Big Yellow Group - 2%

$DHL (+0,73%) DHL - 2%

$UKW (+1,67%) Green Coat UKW - 2%

$ENPH (-2,91%) Enphase - 2%

2 Comentários

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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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