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 (+0,02 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,06 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,78 %) - 5%
$MSFT (+1,54 %) - 4%
$SHOP (+0,63 %) - 5%
$SMH (+0,5 %) Semi Conductor ETF - 5%
$AAPL (+0,52 %) Apple - 3%
$PAYC (+2,76 %) Paycom - 2%
$PATH (+1,99 %) UiPath - 2%
$VRTX (-1,5 %) Vertex Pharma - 7%
$GILD (-0,02 %) Gilead Sciences - 4%
$AZN (+1,71 %) AstraZeneca - 3%
$CRSP (+1,18 %) Crispr - 2%
$AMZN (+0,11 %) Amazon - 5%
$MELI (+0,09 %) Mercado Libre - 3%
$BKNG (-0,33 %) Booking.com - 2%
$GOOGL (+0,18 %) Alphabet - 3%
$META (-0,34 %) Meta - 3%
$ADYEN (-1,73 %) Adyen - 4%
$STNE (-1,62 %) StoneC0 - 3%
$ISP (-1,04 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,34 %) Wereldhave - 2%
$BYG (+0,5 %) Big Yellow Group - 2%
$DHL (-0,78 %) DHL - 2%
$UKW (+2,19 %) Green Coat UKW - 2%
$ENPH (-8,6 %) Enphase - 2%
