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 (+0,05 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,38 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,1 %) - 5%
$MSFT (+0,77 %) - 4%
$SHOP (-1,02 %) - 5%
$SMH (+1,02 %) Semi Conductor ETF - 5%
$AAPL (-0,88 %) Apple - 3%
$PAYC (-2,56 %) Paycom - 2%
$PATH (-3,06 %) UiPath - 2%
$VRTX (+0,95 %) Vertex Pharma - 7%
$GILD (+2,73 %) Gilead Sciences - 4%
$AZN (+0,65 %) AstraZeneca - 3%
$CRSP (-1,48 %) Crispr - 2%
$AMZN (+0,66 %) Amazon - 5%
$MELI (-0,79 %) Mercado Libre - 3%
$BKNG (-0,29 %) Booking.com - 2%
$GOOGL (-0,71 %) Alphabet - 3%
$META (-0,07 %) Meta - 3%
$ADYEN (-0,85 %) Adyen - 4%
$STNE (-1,96 %) StoneC0 - 3%
$ISP (-0,75 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,73 %) Wereldhave - 2%
$BYG (+0 %) Big Yellow Group - 2%
$DHL (-0,22 %) DHL - 2%
$UKW (-0,86 %) Green Coat UKW - 2%
$ENPH (-0,92 %) Enphase - 2%
