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 (-0,56 %) MSCI WORLD SRI ETF - 10%
$XXSC (-1,51 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,57 %) - 5%
$MSFT (+1,59 %) - 4%
$SHOP (+19,4 %) - 5%
$SMH (-0,36 %) Semi Conductor ETF - 5%
$AAPL (+0,17 %) Apple - 3%
$PAYC (+0,82 %) Paycom - 2%
$PATH (-3,76 %) UiPath - 2%
$VRTX (-1,85 %) Vertex Pharma - 7%
$GILD (-2,32 %) Gilead Sciences - 4%
$AZN (+0,29 %) AstraZeneca - 3%
$CRSP (-7,31 %) Crispr - 2%
$AMZN (+1,9 %) Amazon - 5%
$MELI (+1,33 %) Mercado Libre - 3%
$BKNG (-0,55 %) Booking.com - 2%
$GOOGL (+1,13 %) Alphabet - 3%
$META (+0,4 %) Meta - 3%
$ADYEN (-1,86 %) Adyen - 4%
$STNE (+0 %) StoneC0 - 3%
$ISP (-2,68 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,49 %) Wereldhave - 2%
$BYG (-3,73 %) Big Yellow Group - 2%
$DHL (-1,76 %) DHL - 2%
$UKW (-1,25 %) Green Coat UKW - 2%
$ENPH (-5,34 %) Enphase - 2%
