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 (+0,39 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,22 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,06 %) - 5%
$MSFT (+1,08 %) - 4%
$SHOP (+1,29 %) - 5%
$SMH (+0,81 %) Semi Conductor ETF - 5%
$AAPL (+0,46 %) Apple - 3%
$PAYC (+0,01 %) Paycom - 2%
$PATH (+2,2 %) UiPath - 2%
$VRTX (+0,53 %) Vertex Pharma - 7%
$GILD (-0,19 %) Gilead Sciences - 4%
$AZN (-0,04 %) AstraZeneca - 3%
$CRSP (+2,83 %) Crispr - 2%
$AMZN (+1,05 %) Amazon - 5%
$MELI (+1,24 %) Mercado Libre - 3%
$BKNG (+2,24 %) Booking.com - 2%
$GOOGL (+0,81 %) Alphabet - 3%
$META (+1,27 %) Meta - 3%
$ADYEN (-0,51 %) Adyen - 4%
$STNE (+1,85 %) StoneC0 - 3%
$ISP (+0,32 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,22 %) Wereldhave - 2%
$BYG (-0,43 %) Big Yellow Group - 2%
$DHL (-0,76 %) DHL - 2%
$UKW (+0,66 %) Green Coat UKW - 2%
$ENPH (+0,98 %) Enphase - 2%
