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 (+0,1 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,41 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,4 %) - 5%
$MSFT (+0,07 %) - 4%
$SHOP (+0,5 %) - 5%
$SMH (+0,73 %) Semi Conductor ETF - 5%
$AAPL (+0,04 %) Apple - 3%
$PAYC (-0,05 %) Paycom - 2%
$PATH (-0,06 %) UiPath - 2%
$VRTX (-0,51 %) Vertex Pharma - 7%
$GILD (+0 %) Gilead Sciences - 4%
$AZN (+0,53 %) AstraZeneca - 3%
$CRSP (+0,5 %) Crispr - 2%
$AMZN (+0,27 %) Amazon - 5%
$MELI (+0,17 %) Mercado Libre - 3%
$BKNG (-0,01 %) Booking.com - 2%
$GOOGL (+0,32 %) Alphabet - 3%
$META (+0,29 %) Meta - 3%
$ADYEN (+0,5 %) Adyen - 4%
$STNE (+0,54 %) StoneC0 - 3%
$ISP (+0,67 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,41 %) Wereldhave - 2%
$BYG (-5,24 %) Big Yellow Group - 2%
$DHL (-0,1 %) DHL - 2%
$UKW (+0 %) Green Coat UKW - 2%
$ENPH (-0,25 %) Enphase - 2%
