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 (-0,1 %) MSCI WORLD SRI ETF - 10%
$XXSC (-1,47 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,76 %) - 5%
$MSFT (-1,06 %) - 4%
$SHOP (-1,98 %) - 5%
$SMH (+0,43 %) Semi Conductor ETF - 5%
$AAPL (-1,61 %) Apple - 3%
$PAYC (+0,05 %) Paycom - 2%
$PATH (+3,06 %) UiPath - 2%
$VRTX (-1,13 %) Vertex Pharma - 7%
$GILD (+0,91 %) Gilead Sciences - 4%
$AZN (-1 %) AstraZeneca - 3%
$CRSP (+0,71 %) Crispr - 2%
$AMZN (-0,33 %) Amazon - 5%
$MELI (+0,59 %) Mercado Libre - 3%
$BKNG (+1,26 %) Booking.com - 2%
$GOOGL (-0,11 %) Alphabet - 3%
$META (-3,39 %) Meta - 3%
$ADYEN (-0,24 %) Adyen - 4%
$STNE (+0,25 %) StoneC0 - 3%
$ISP (-0,83 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,36 %) Wereldhave - 2%
$BYG (-0,46 %) Big Yellow Group - 2%
$DHL (-1,85 %) DHL - 2%
$UKW (-0,87 %) Green Coat UKW - 2%
$ENPH (+3,6 %) Enphase - 2%
