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 (+1,4 %) MSCI WORLD SRI ETF - 10%
$XXSC (+1,44 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+4,91 %) - 5%
$MSFT (+1,53 %) - 4%
$SHOP (+7,37 %) - 5%
$SMH (+4,94 %) Semi Conductor ETF - 5%
$AAPL (+1,18 %) Apple - 3%
$PAYC (+0,18 %) Paycom - 2%
$PATH (+1,97 %) UiPath - 2%
$VRTX (+0,66 %) Vertex Pharma - 7%
$GILD (-0,24 %) Gilead Sciences - 4%
$AZN (+1,35 %) AstraZeneca - 3%
$CRSP (+4,21 %) Crispr - 2%
$AMZN (+1,87 %) Amazon - 5%
$MELI (+2,04 %) Mercado Libre - 3%
$BKNG (+0,51 %) Booking.com - 2%
$GOOGL (+1,82 %) Alphabet - 3%
$META (+11,61 %) Meta - 3%
$ADYEN (+1,58 %) Adyen - 4%
$STNE (+2,28 %) StoneC0 - 3%
$ISP (+0,77 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,06 %) Wereldhave - 2%
$BYG (+1,3 %) Big Yellow Group - 2%
$DHL (+2,52 %) DHL - 2%
$UKW (-1,48 %) Green Coat UKW - 2%
$ENPH (+0,43 %) Enphase - 2%
