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 (-1,89 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,92 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-2,29 %) - 5%
$MSFT (-1,57 %) - 4%
$SHOP (-1,85 %) - 5%
$SMH (-0,29 %) Semi Conductor ETF - 5%
$AAPL (-1,28 %) Apple - 3%
$PAYC (-1,17 %) Paycom - 2%
$PATH (-2,39 %) UiPath - 2%
$VRTX (-0,43 %) Vertex Pharma - 7%
$GILD (-1,19 %) Gilead Sciences - 4%
$AZN (-1,09 %) AstraZeneca - 3%
$CRSP (-2,16 %) Crispr - 2%
$AMZN (-1,52 %) Amazon - 5%
$MELI (-2,41 %) Mercado Libre - 3%
$BKNG (-3,36 %) Booking.com - 2%
$GOOGL (-1,25 %) Alphabet - 3%
$META (-2,27 %) Meta - 3%
$ADYEN (-1,18 %) Adyen - 4%
$STNE (-0,66 %) StoneC0 - 3%
$ISP (-0,5 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,12 %) Wereldhave - 2%
$BYG (-3,18 %) Big Yellow Group - 2%
$DHL (+1,02 %) DHL - 2%
$UKW (+3,03 %) Green Coat UKW - 2%
$ENPH (+2,36 %) Enphase - 2%
