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 (-0,33 %) MSCI WORLD SRI ETF - 10%
$XXSC (+1 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+4,09 %) - 5%
$MSFT (+0,37 %) - 4%
$SHOP (+1,79 %) - 5%
$SMH (-2,03 %) Semi Conductor ETF - 5%
$AAPL (-1,21 %) Apple - 3%
$PAYC (+1,88 %) Paycom - 2%
$PATH (+3,05 %) UiPath - 2%
$VRTX (+0,84 %) Vertex Pharma - 7%
$GILD (+1,07 %) Gilead Sciences - 4%
$AZN (+1,75 %) AstraZeneca - 3%
$CRSP (+0,3 %) Crispr - 2%
$AMZN (-0,06 %) Amazon - 5%
$MELI (+2,06 %) Mercado Libre - 3%
$BKNG (+0,25 %) Booking.com - 2%
$GOOGL (+0,58 %) Alphabet - 3%
$META (-0,57 %) Meta - 3%
$ADYEN (+2,32 %) Adyen - 4%
$STNE (+5,67 %) StoneC0 - 3%
$ISP (-2,25 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,87 %) Wereldhave - 2%
$BYG (-0,52 %) Big Yellow Group - 2%
$DHL (+1,34 %) DHL - 2%
$UKW (+0,44 %) Green Coat UKW - 2%
$ENPH (-5,11 %) Enphase - 2%
