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 (+1,95 %) MSCI WORLD SRI ETF - 10%
$XXSC (+1,11 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+2,74 %) - 5%
$MSFT (+0,86 %) - 4%
$SHOP (+1,98 %) - 5%
$SMH (+5,57 %) Semi Conductor ETF - 5%
$AAPL (+0,66 %) Apple - 3%
$PAYC (-1,45 %) Paycom - 2%
$PATH (+6,38 %) UiPath - 2%
$VRTX (+2,72 %) Vertex Pharma - 7%
$GILD (+0,97 %) Gilead Sciences - 4%
$AZN (+2,91 %) AstraZeneca - 3%
$CRSP (+4,07 %) Crispr - 2%
$AMZN (+1,3 %) Amazon - 5%
$MELI (-3,14 %) Mercado Libre - 3%
$BKNG (-1,09 %) Booking.com - 2%
$GOOGL (-1,75 %) Alphabet - 3%
$META (-0,3 %) Meta - 3%
$ADYEN (+0,28 %) Adyen - 4%
$STNE (+3,59 %) StoneC0 - 3%
$ISP (+0,78 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,65 %) Wereldhave - 2%
$BYG (+0,83 %) Big Yellow Group - 2%
$DHL (+0,73 %) DHL - 2%
$UKW (+0 %) Green Coat UKW - 2%
$ENPH (+1,53 %) Enphase - 2%
