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 (-0,7 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,56 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-2,48 %) - 5%
$MSFT (-0,97 %) - 4%
$SHOP (-4,87 %) - 5%
$SMH (-3,65 %) Semi Conductor ETF - 5%
$AAPL (-1,58 %) Apple - 3%
$PAYC (+1,54 %) Paycom - 2%
$PATH (+0,99 %) UiPath - 2%
$VRTX (+1,64 %) Vertex Pharma - 7%
$GILD (+0,16 %) Gilead Sciences - 4%
$AZN (+6,73 %) AstraZeneca - 3%
$CRSP (-4,47 %) Crispr - 2%
$AMZN (+4,71 %) Amazon - 5%
$MELI (-1,4 %) Mercado Libre - 3%
$BKNG (-1,39 %) Booking.com - 2%
$GOOGL (+0 %) Alphabet - 3%
$META (-0,98 %) Meta - 3%
$ADYEN (+0,92 %) Adyen - 4%
$STNE (-2,09 %) StoneC0 - 3%
$ISP (-0,97 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,35 %) Wereldhave - 2%
$BYG (+1,79 %) Big Yellow Group - 2%
$DHL (-0,71 %) DHL - 2%
$UKW (+0 %) Green Coat UKW - 2%
$ENPH (+1,77 %) Enphase - 2%
