1Ano·

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 (-1,13%) MSCI WORLD SRI ETF - 10%

$XXSC (-0,94%) MSCI Euro Small Cap ETF - 5%

$CRWD (-1,32%) - 5%

$MSFT (-2,35%) - 4%

$SHOP (-7,56%) - 5%

$SMH (+0,29%) Semi Conductor ETF - 5%

$AAPL (-5,01%) Apple - 3%

$PAYC (-1,76%) Paycom - 2%

$PATH (+0%) UiPath - 2%

$VRTX (-0,93%) Vertex Pharma - 7%

$GILD (-1,63%) Gilead Sciences - 4%

$AZN (-2,47%) AstraZeneca - 3%

$CRSP (-0,98%) Crispr - 2%

$AMZN (-3,07%) Amazon - 5%

$MELI (+0,49%) Mercado Libre - 3%

$BKNG (-0,58%) Booking.com - 2%

$GOOGL (-2,85%) Alphabet - 3%

$META (-4,66%) Meta - 3%

$ADYEN (-0,47%) Adyen - 4%

$STNE (+0,97%) StoneC0 - 3%

$ISP (-1,39%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (-1,3%) Wereldhave - 2%

$BYG (-2,62%) Big Yellow Group - 2%

$DHL (-2,99%) DHL - 2%

$UKW (-2,61%) Green Coat UKW - 2%

$ENPH (-2,97%) Enphase - 2%

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What’s the reason behind stocking when you get most of them in a world etf? Just curious.
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