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 (-0,25 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,87 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+2,9 %) - 5%
$MSFT (+5,11 %) - 4%
$SHOP (+4,15 %) - 5%
$SMH (-4,28 %) Semi Conductor ETF - 5%
$AAPL (+2,41 %) Apple - 3%
$PAYC (+3,65 %) Paycom - 2%
$PATH (+5,37 %) UiPath - 2%
$VRTX (+0,97 %) Vertex Pharma - 7%
$GILD (+2,72 %) Gilead Sciences - 4%
$AZN (+1,39 %) AstraZeneca - 3%
$CRSP (+1,37 %) Crispr - 2%
$AMZN (+1,94 %) Amazon - 5%
$MELI (+3,29 %) Mercado Libre - 3%
$BKNG (+1,94 %) Booking.com - 2%
$GOOGL (-1,7 %) Alphabet - 3%
$META (+0,95 %) Meta - 3%
$ADYEN (+0,29 %) Adyen - 4%
$STNE (+1,8 %) StoneC0 - 3%
$ISP (-1,04 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+2,03 %) Wereldhave - 2%
$BYG (+0 %) Big Yellow Group - 2%
$DHL (-1,36 %) DHL - 2%
$UKW (-1,63 %) Green Coat UKW - 2%
$ENPH (+0,07 %) Enphase - 2%
