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 (+1,22 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,17 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,9 %) - 5%
$MSFT (+0,01 %) - 4%
$SHOP (+0,84 %) - 5%
$SMH (+2,81 %) Semi Conductor ETF - 5%
$AAPL (+0,34 %) Apple - 3%
$PAYC (-0,02 %) Paycom - 2%
$PATH (-0,47 %) UiPath - 2%
$VRTX (+0,34 %) Vertex Pharma - 7%
$GILD (+0,68 %) Gilead Sciences - 4%
$AZN (-0,16 %) AstraZeneca - 3%
$CRSP (-0,01 %) Crispr - 2%
$AMZN (+0,64 %) Amazon - 5%
$MELI (+0,28 %) Mercado Libre - 3%
$BKNG (+0,42 %) Booking.com - 2%
$GOOGL (-1,16 %) Alphabet - 3%
$META (+0,67 %) Meta - 3%
$ADYEN (+1,7 %) Adyen - 4%
$STNE (+1,12 %) StoneC0 - 3%
$ISP (-2,01 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,69 %) Wereldhave - 2%
$BYG (+1,84 %) Big Yellow Group - 2%
$DHL (+0,31 %) DHL - 2%
$UKW (+2,95 %) Green Coat UKW - 2%
$ENPH (+2,6 %) Enphase - 2%
