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 (+0,89 %) MSCI WORLD SRI ETF - 10%
$XXSC (+1,13 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+4,5 %) - 5%
$MSFT (+2,41 %) - 4%
$SHOP (+3,6 %) - 5%
$SMH (-0,54 %) Semi Conductor ETF - 5%
$AAPL (-1,19 %) Apple - 3%
$PAYC (+1,07 %) Paycom - 2%
$PATH (+1,86 %) UiPath - 2%
$VRTX (+2,4 %) Vertex Pharma - 7%
$GILD (+2,77 %) Gilead Sciences - 4%
$AZN (+0,44 %) AstraZeneca - 3%
$CRSP (+5,55 %) Crispr - 2%
$AMZN (+3,14 %) Amazon - 5%
$MELI (+1,82 %) Mercado Libre - 3%
$BKNG (+0,56 %) Booking.com - 2%
$GOOGL (+0,84 %) Alphabet - 3%
$META (-0,3 %) Meta - 3%
$ADYEN (+2,18 %) Adyen - 4%
$STNE (+7,15 %) StoneC0 - 3%
$ISP (+0,42 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,89 %) Wereldhave - 2%
$BYG (+0 %) Big Yellow Group - 2%
$DHL (+1,61 %) DHL - 2%
$UKW (+0,37 %) Green Coat UKW - 2%
$ENPH (-0,38 %) Enphase - 2%
