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 (+0,08 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,86 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+2,35 %) - 5%
$MSFT (+1,46 %) - 4%
$SHOP (+0,94 %) - 5%
$SMH (+0,49 %) Semi Conductor ETF - 5%
$AAPL (+0,47 %) Apple - 3%
$PAYC (+0,53 %) Paycom - 2%
$PATH (-1,98 %) UiPath - 2%
$VRTX (+0,91 %) Vertex Pharma - 7%
$GILD (-0,96 %) Gilead Sciences - 4%
$AZN (+0,28 %) AstraZeneca - 3%
$CRSP (+4,79 %) Crispr - 2%
$AMZN (-0,6 %) Amazon - 5%
$MELI (+0,88 %) Mercado Libre - 3%
$BKNG (-0,63 %) Booking.com - 2%
$GOOGL (-0,4 %) Alphabet - 3%
$META (+0,48 %) Meta - 3%
$ADYEN (-0,28 %) Adyen - 4%
$STNE (-0,26 %) StoneC0 - 3%
$ISP (-1,86 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,73 %) Wereldhave - 2%
$BYG (-1,18 %) Big Yellow Group - 2%
$DHL (-1,24 %) DHL - 2%
$UKW (-0,87 %) Green Coat UKW - 2%
$ENPH (-0,67 %) Enphase - 2%
