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 (-0,15 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,2 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-5,13 %) - 5%
$MSFT (-4,9 %) - 4%
$SHOP (+0,89 %) - 5%
$SMH (-1,06 %) Semi Conductor ETF - 5%
$AAPL (+1,13 %) Apple - 3%
$PAYC (-4 %) Paycom - 2%
$PATH (-6,09 %) UiPath - 2%
$VRTX (+0,14 %) Vertex Pharma - 7%
$GILD (-1,12 %) Gilead Sciences - 4%
$AZN (-1,09 %) AstraZeneca - 3%
$CRSP (-0,89 %) Crispr - 2%
$AMZN (-0,9 %) Amazon - 5%
$MELI (-2,57 %) Mercado Libre - 3%
$BKNG (+0,07 %) Booking.com - 2%
$GOOGL (-1,16 %) Alphabet - 3%
$META (+0,67 %) Meta - 3%
$ADYEN (+0,24 %) Adyen - 4%
$STNE (-2,05 %) StoneC0 - 3%
$ISP (-0,29 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,97 %) Wereldhave - 2%
$BYG (-2,04 %) Big Yellow Group - 2%
$DHL (+1,62 %) DHL - 2%
$UKW (-0,43 %) Green Coat UKW - 2%
$ENPH (-6 %) Enphase - 2%
