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 (+0,73 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,61 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,54 %) - 5%
$MSFT (-0,08 %) - 4%
$SHOP (+2,91 %) - 5%
$SMH (+1,39 %) Semi Conductor ETF - 5%
$AAPL (+0,3 %) Apple - 3%
$PAYC (-1,23 %) Paycom - 2%
$PATH (+6,49 %) UiPath - 2%
$VRTX (+1,86 %) Vertex Pharma - 7%
$GILD (+2,66 %) Gilead Sciences - 4%
$AZN (+0,38 %) AstraZeneca - 3%
$CRSP (+2,85 %) Crispr - 2%
$AMZN (+0,63 %) Amazon - 5%
$MELI (-0,66 %) Mercado Libre - 3%
$BKNG (+2,64 %) Booking.com - 2%
$GOOGL (-1,31 %) Alphabet - 3%
$META (+0,42 %) Meta - 3%
$ADYEN (-0,19 %) Adyen - 4%
$STNE (-4,44 %) StoneC0 - 3%
$ISP (+0,05 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,16 %) Wereldhave - 2%
$BYG (-0,93 %) Big Yellow Group - 2%
$DHL (+0,25 %) DHL - 2%
$UKW (-0,74 %) Green Coat UKW - 2%
$ENPH (+5,44 %) Enphase - 2%
