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 (-0,28 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,08 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-5,44 %) - 5%
$MSFT (-5,96 %) - 4%
$SHOP (+0,59 %) - 5%
$SMH (-0,98 %) Semi Conductor ETF - 5%
$AAPL (+0,27 %) Apple - 3%
$PAYC (-3,55 %) Paycom - 2%
$PATH (-7,4 %) UiPath - 2%
$VRTX (+0,13 %) Vertex Pharma - 7%
$GILD (-0,78 %) Gilead Sciences - 4%
$AZN (-0,99 %) AstraZeneca - 3%
$CRSP (-0,89 %) Crispr - 2%
$AMZN (-1,08 %) Amazon - 5%
$MELI (-2,68 %) Mercado Libre - 3%
$BKNG (+0,42 %) Booking.com - 2%
$GOOGL (-1,74 %) Alphabet - 3%
$META (+1,23 %) Meta - 3%
$ADYEN (+0,17 %) Adyen - 4%
$STNE (-1,75 %) StoneC0 - 3%
$ISP (-0,37 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,97 %) Wereldhave - 2%
$BYG (-1,63 %) Big Yellow Group - 2%
$DHL (+1,56 %) DHL - 2%
$UKW (+0 %) Green Coat UKW - 2%
$ENPH (-6,8 %) Enphase - 2%
