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 (+0,32 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,23 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+4,34 %) - 5%
$MSFT (+3,61 %) - 4%
$SHOP (+1,26 %) - 5%
$SMH (+2,41 %) Semi Conductor ETF - 5%
$AAPL (-0,19 %) Apple - 3%
$PAYC (-1,38 %) Paycom - 2%
$PATH (+1,26 %) UiPath - 2%
$VRTX (+0,48 %) Vertex Pharma - 7%
$GILD (+0,71 %) Gilead Sciences - 4%
$AZN (+0,04 %) AstraZeneca - 3%
$CRSP (+3,53 %) Crispr - 2%
$AMZN (+1,15 %) Amazon - 5%
$MELI (-0,82 %) Mercado Libre - 3%
$BKNG (-1,7 %) Booking.com - 2%
$GOOGL (-0,96 %) Alphabet - 3%
$META (+1,44 %) Meta - 3%
$ADYEN (+0,22 %) Adyen - 4%
$STNE (+2,66 %) StoneC0 - 3%
$ISP (-2,13 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,84 %) Wereldhave - 2%
$BYG (+0,9 %) Big Yellow Group - 2%
$DHL (-2,52 %) DHL - 2%
$UKW (-1,04 %) Green Coat UKW - 2%
$ENPH (-1,52 %) Enphase - 2%
