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 (-5,53 %) MSCI WORLD SRI ETF - 10%
$XXSC (-6,64 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-5,76 %) - 5%
$MSFT (-2,36 %) - 4%
$SHOP (-5,55 %) - 5%
$SMH (-6,84 %) Semi Conductor ETF - 5%
$AAPL (-6,8 %) Apple - 3%
$PAYC (-6,43 %) Paycom - 2%
$PATH (-1,94 %) UiPath - 2%
$VRTX (+0,82 %) Vertex Pharma - 7%
$GILD (-4,32 %) Gilead Sciences - 4%
$AZN (-7,9 %) AstraZeneca - 3%
$CRSP (-0,34 %) Crispr - 2%
$AMZN (-3,47 %) Amazon - 5%
$MELI (-4,71 %) Mercado Libre - 3%
$BKNG (-2,79 %) Booking.com - 2%
$GOOGL (-2,74 %) Alphabet - 3%
$META (-4,44 %) Meta - 3%
$ADYEN (-5,35 %) Adyen - 4%
$STNE (-6,8 %) StoneC0 - 3%
$ISP (-8,26 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-4,66 %) Wereldhave - 2%
$BYG (-6,14 %) Big Yellow Group - 2%
$DHL (-6,85 %) DHL - 2%
$UKW (-3,14 %) Green Coat UKW - 2%
$ENPH (+1,11 %) Enphase - 2%
