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 (-0,46 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,15 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,97 %) - 5%
$MSFT (-1,75 %) - 4%
$SHOP (-3,78 %) - 5%
$SMH (+0,7 %) Semi Conductor ETF - 5%
$AAPL (-0,03 %) Apple - 3%
$PAYC (-3,48 %) Paycom - 2%
$PATH (-11,3 %) UiPath - 2%
$VRTX (-2,07 %) Vertex Pharma - 7%
$GILD (+1,15 %) Gilead Sciences - 4%
$AZN (+0,29 %) AstraZeneca - 3%
$CRSP (-2,2 %) Crispr - 2%
$AMZN (-0,88 %) Amazon - 5%
$MELI (-1,32 %) Mercado Libre - 3%
$BKNG (-0,67 %) Booking.com - 2%
$GOOGL (-2,08 %) Alphabet - 3%
$META (-2,87 %) Meta - 3%
$ADYEN (+0,37 %) Adyen - 4%
$STNE (+1,24 %) StoneC0 - 3%
$ISP (+0,26 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,42 %) Wereldhave - 2%
$BYG (-0,24 %) Big Yellow Group - 2%
$DHL (-0,23 %) DHL - 2%
$UKW (-0,4 %) Green Coat UKW - 2%
$ENPH (-0,45 %) Enphase - 2%
