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 (+0,21 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,75 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-1,48 %) - 5%
$MSFT (-0,15 %) - 4%
$SHOP (+6,58 %) - 5%
$SMH (-0,76 %) Semi Conductor ETF - 5%
$AAPL (-0,07 %) Apple - 3%
$PAYC (+1,66 %) Paycom - 2%
$PATH (+0,73 %) UiPath - 2%
$VRTX (-1,28 %) Vertex Pharma - 7%
$GILD (+2,58 %) Gilead Sciences - 4%
$AZN (+2,18 %) AstraZeneca - 3%
$CRSP (-6,83 %) Crispr - 2%
$AMZN (-1,27 %) Amazon - 5%
$MELI (-3,51 %) Mercado Libre - 3%
$BKNG (-0,28 %) Booking.com - 2%
$GOOGL (-0,67 %) Alphabet - 3%
$META (-2,33 %) Meta - 3%
$ADYEN (-0,73 %) Adyen - 4%
$STNE (-0,71 %) StoneC0 - 3%
$ISP (+0,08 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,47 %) Wereldhave - 2%
$BYG (+0,85 %) Big Yellow Group - 2%
$DHL (+0,32 %) DHL - 2%
$UKW (+0 %) Green Coat UKW - 2%
$ENPH (-2,64 %) Enphase - 2%
