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 (+0,06 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,58 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,41 %) - 5%
$MSFT (-0,42 %) - 4%
$SHOP (+0,7 %) - 5%
$SMH (+0,8 %) Semi Conductor ETF - 5%
$AAPL (+1,12 %) Apple - 3%
$PAYC (-3,12 %) Paycom - 2%
$PATH (-2,45 %) UiPath - 2%
$VRTX (+0,94 %) Vertex Pharma - 7%
$GILD (+0,6 %) Gilead Sciences - 4%
$AZN (+1,69 %) AstraZeneca - 3%
$CRSP (+1,83 %) Crispr - 2%
$AMZN (+1,16 %) Amazon - 5%
$MELI (+1,37 %) Mercado Libre - 3%
$BKNG (+1,91 %) Booking.com - 2%
$GOOGL (+0,14 %) Alphabet - 3%
$META (+0,29 %) Meta - 3%
$ADYEN (-0,56 %) Adyen - 4%
$STNE (+1,22 %) StoneC0 - 3%
$ISP (-1 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,12 %) Wereldhave - 2%
$BYG (-0,77 %) Big Yellow Group - 2%
$DHL (+0,3 %) DHL - 2%
$UKW (+0,87 %) Green Coat UKW - 2%
$ENPH (+16,35 %) Enphase - 2%
