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 (+0,95 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,18 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+2,33 %) - 5%
$MSFT (+1,92 %) - 4%
$SHOP (-0,59 %) - 5%
$SMH (+3,99 %) Semi Conductor ETF - 5%
$AAPL (+3,02 %) Apple - 3%
$PAYC (-1,3 %) Paycom - 2%
$PATH (+2,03 %) UiPath - 2%
$VRTX (+0,21 %) Vertex Pharma - 7%
$GILD (+0,29 %) Gilead Sciences - 4%
$AZN (-0,67 %) AstraZeneca - 3%
$CRSP (-3,33 %) Crispr - 2%
$AMZN (-0,3 %) Amazon - 5%
$MELI (+0,83 %) Mercado Libre - 3%
$BKNG (-2,29 %) Booking.com - 2%
$GOOGL (+0,86 %) Alphabet - 3%
$META (-0,1 %) Meta - 3%
$ADYEN (-1,55 %) Adyen - 4%
$STNE (+0,32 %) StoneC0 - 3%
$ISP (+1,48 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,02 %) Wereldhave - 2%
$BYG (-0,93 %) Big Yellow Group - 2%
$DHL (+1,24 %) DHL - 2%
$UKW (+0,42 %) Green Coat UKW - 2%
$ENPH (+1,89 %) Enphase - 2%
