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 (+0,03 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,79 %) - 5%
$MSFT (+0,09 %) - 4%
$SHOP (+0,09 %) - 5%
$SMH (+0,82 %) Semi Conductor ETF - 5%
$AAPL (+0,6 %) Apple - 3%
$PAYC (+0,36 %) Paycom - 2%
$PATH (+0,05 %) UiPath - 2%
$VRTX (-0,09 %) Vertex Pharma - 7%
$GILD (+2,87 %) Gilead Sciences - 4%
$AZN (-0,63 %) AstraZeneca - 3%
$CRSP (+1,46 %) Crispr - 2%
$AMZN (+0,27 %) Amazon - 5%
$MELI (+0,4 %) Mercado Libre - 3%
$BKNG (+0,69 %) Booking.com - 2%
$GOOGL (+0,55 %) Alphabet - 3%
$META (+0,15 %) Meta - 3%
$ADYEN (-1,7 %) Adyen - 4%
$STNE (+3,71 %) StoneC0 - 3%
$ISP (+1,05 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+2,84 %) Wereldhave - 2%
$BYG (+1,37 %) Big Yellow Group - 2%
$DHL (+1,37 %) DHL - 2%
$UKW (+0,37 %) Green Coat UKW - 2%
$ENPH (+0,9 %) Enphase - 2%
