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 (-0,26 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,08 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,69 %) - 5%
$MSFT (-3,17 %) - 4%
$SHOP (+0,46 %) - 5%
$SMH (+0,73 %) Semi Conductor ETF - 5%
$AAPL (-0,66 %) Apple - 3%
$PAYC (-0,75 %) Paycom - 2%
$PATH (+1,98 %) UiPath - 2%
$VRTX (-0,54 %) Vertex Pharma - 7%
$GILD (+1,83 %) Gilead Sciences - 4%
$AZN (-0,41 %) AstraZeneca - 3%
$CRSP (+2,86 %) Crispr - 2%
$AMZN (-1,95 %) Amazon - 5%
$MELI (-0,51 %) Mercado Libre - 3%
$BKNG (-2,06 %) Booking.com - 2%
$GOOGL (+0,59 %) Alphabet - 3%
$META (-0,3 %) Meta - 3%
$ADYEN (-1,25 %) Adyen - 4%
$STNE (+4,16 %) StoneC0 - 3%
$ISP (-1,39 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,21 %) Wereldhave - 2%
$BYG (+2,37 %) Big Yellow Group - 2%
$DHL (-0,29 %) DHL - 2%
$UKW (+0 %) Green Coat UKW - 2%
$ENPH (+7,94 %) Enphase - 2%
