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 (+1,05 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,07 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,2 %) - 5%
$MSFT (+1,38 %) - 4%
$SHOP (+1,03 %) - 5%
$SMH (+3,92 %) Semi Conductor ETF - 5%
$AAPL (-0,73 %) Apple - 3%
$PAYC (-1,72 %) Paycom - 2%
$PATH (+1,74 %) UiPath - 2%
$VRTX (-0,82 %) Vertex Pharma - 7%
$GILD (-2,24 %) Gilead Sciences - 4%
$AZN (-1,52 %) AstraZeneca - 3%
$CRSP (-10,93 %) Crispr - 2%
$AMZN (+3,03 %) Amazon - 5%
$MELI (+0,95 %) Mercado Libre - 3%
$BKNG (+2,43 %) Booking.com - 2%
$GOOGL (+1,36 %) Alphabet - 3%
$META (+2,51 %) Meta - 3%
$ADYEN (+0,26 %) Adyen - 4%
$STNE (-16,24 %) StoneC0 - 3%
$ISP (+0,51 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,45 %) Wereldhave - 2%
$BYG (+0 %) Big Yellow Group - 2%
$DHL (+0,64 %) DHL - 2%
$UKW (+0,43 %) Green Coat UKW - 2%
$ENPH (-1,29 %) Enphase - 2%
