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 (+0,61 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,34 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,31 %) - 5%
$MSFT (-1,75 %) - 4%
$SHOP (-1,76 %) - 5%
$SMH (+2,43 %) Semi Conductor ETF - 5%
$AAPL (-1,23 %) Apple - 3%
$PAYC (-3,05 %) Paycom - 2%
$PATH (-3,57 %) UiPath - 2%
$VRTX (+0,49 %) Vertex Pharma - 7%
$GILD (+0,52 %) Gilead Sciences - 4%
$AZN (-0,87 %) AstraZeneca - 3%
$CRSP (-0,42 %) Crispr - 2%
$AMZN (-1,3 %) Amazon - 5%
$MELI (-2,35 %) Mercado Libre - 3%
$BKNG (-0,81 %) Booking.com - 2%
$GOOGL (-0,74 %) Alphabet - 3%
$META (-3,05 %) Meta - 3%
$ADYEN (-2,45 %) Adyen - 4%
$STNE (-1,29 %) StoneC0 - 3%
$ISP (+0,04 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,16 %) Wereldhave - 2%
$BYG (+0 %) Big Yellow Group - 2%
$DHL (-0,07 %) DHL - 2%
$UKW (+0,37 %) Green Coat UKW - 2%
$ENPH (-2,7 %) Enphase - 2%
