11Mon·

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 (-0.6%) MSCI WORLD SRI ETF - 10%

$XXSC (-0.62%) MSCI Euro Small Cap ETF - 5%

$CRWD (-0.87%) - 5%

$MSFT (-0.35%) - 4%

$SHOP (-3.86%) - 5%

$SMH (-0.69%) Semi Conductor ETF - 5%

$AAPL (-2.12%) Apple - 3%

$PAYC (+2.46%) Paycom - 2%

$PATH (-1.16%) UiPath - 2%

$VRTX (-0.34%) Vertex Pharma - 7%

$GILD (+1.16%) Gilead Sciences - 4%

$AZN (-0.59%) AstraZeneca - 3%

$CRSP (+0%) Crispr - 2%

$AMZN (-0.6%) Amazon - 5%

$MELI (+1.35%) Mercado Libre - 3%

$BKNG (-2.07%) Booking.com - 2%

$GOOGL (-0.01%) Alphabet - 3%

$META (+3.16%) Meta - 3%

$ADYEN (-0.65%) Adyen - 4%

$STNE (-0.21%) StoneC0 - 3%

$ISP (+0.57%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (-0.36%) Wereldhave - 2%

$BYG (-2.28%) Big Yellow Group - 2%

$DHL (-0.15%) DHL - 2%

$UKW (-0.66%) Green Coat UKW - 2%

$ENPH (-2.65%) Enphase - 2%

3 Comments

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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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