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 (-1,57 %) MSCI WORLD SRI ETF - 10%
$XXSC (-1,11 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,14 %) - 5%
$MSFT (-1,54 %) - 4%
$SHOP (-1,88 %) - 5%
$SMH (-3,68 %) Semi Conductor ETF - 5%
$AAPL (+0,38 %) Apple - 3%
$PAYC (+0,51 %) Paycom - 2%
$PATH (-0,64 %) UiPath - 2%
$VRTX (-2,04 %) Vertex Pharma - 7%
$GILD (-2,56 %) Gilead Sciences - 4%
$AZN (-2,29 %) AstraZeneca - 3%
$CRSP (-3,76 %) Crispr - 2%
$AMZN (-2,61 %) Amazon - 5%
$MELI (-3,24 %) Mercado Libre - 3%
$BKNG (-2,21 %) Booking.com - 2%
$GOOGL (-2,23 %) Alphabet - 3%
$META (-3,11 %) Meta - 3%
$ADYEN (-3,16 %) Adyen - 4%
$STNE (-0,44 %) StoneC0 - 3%
$ISP (-2,49 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0 %) Wereldhave - 2%
$BYG (+2,05 %) Big Yellow Group - 2%
$DHL (-2,53 %) DHL - 2%
$UKW (+0 %) Green Coat UKW - 2%
$ENPH (-5,54 %) Enphase - 2%
