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 (-0,16 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,02 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,28 %) - 5%
$MSFT (+0,07 %) - 4%
$SHOP (+0,75 %) - 5%
$SMH (+0,76 %) Semi Conductor ETF - 5%
$AAPL (-0,61 %) Apple - 3%
$PAYC (+0,11 %) Paycom - 2%
$PATH (+0,91 %) UiPath - 2%
$VRTX (-0,29 %) Vertex Pharma - 7%
$GILD (+0,63 %) Gilead Sciences - 4%
$AZN (+0,02 %) AstraZeneca - 3%
$CRSP (+2,14 %) Crispr - 2%
$AMZN (+0,02 %) Amazon - 5%
$MELI (+1,12 %) Mercado Libre - 3%
$BKNG (+0,04 %) Booking.com - 2%
$GOOGL (-0,04 %) Alphabet - 3%
$META (-0,39 %) Meta - 3%
$ADYEN (+0,73 %) Adyen - 4%
$STNE (+1,31 %) StoneC0 - 3%
$ISP (-0,2 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0 %) Wereldhave - 2%
$BYG (-0,84 %) Big Yellow Group - 2%
$DHL (+0,91 %) DHL - 2%
$UKW (-0,88 %) Green Coat UKW - 2%
$ENPH (+0,61 %) Enphase - 2%
