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 (+1,2 %) MSCI WORLD SRI ETF - 10%
$XXSC (+1,23 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+4,14 %) - 5%
$MSFT (+1,08 %) - 4%
$SHOP (+1,24 %) - 5%
$SMH (-0,04 %) Semi Conductor ETF - 5%
$AAPL (+1,11 %) Apple - 3%
$PAYC (+3,06 %) Paycom - 2%
$PATH (+5,19 %) UiPath - 2%
$VRTX (+0,73 %) Vertex Pharma - 7%
$GILD (+1,22 %) Gilead Sciences - 4%
$AZN (+3,43 %) AstraZeneca - 3%
$CRSP (+3,39 %) Crispr - 2%
$AMZN (+0,34 %) Amazon - 5%
$MELI (+2,89 %) Mercado Libre - 3%
$BKNG (-0,4 %) Booking.com - 2%
$GOOGL (+0,08 %) Alphabet - 3%
$META (+0,05 %) Meta - 3%
$ADYEN (+2,41 %) Adyen - 4%
$STNE (+11,84 %) StoneC0 - 3%
$ISP (-0,99 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,78 %) Wereldhave - 2%
$BYG (+1,56 %) Big Yellow Group - 2%
$DHL (+1,28 %) DHL - 2%
$UKW (+1,32 %) Green Coat UKW - 2%
$ENPH (+5,38 %) Enphase - 2%
