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 (-0,04 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,28 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-3,48 %) - 5%
$MSFT (-1,26 %) - 4%
$SHOP (-2,35 %) - 5%
$SMH (-1,17 %) Semi Conductor ETF - 5%
$AAPL (+1,76 %) Apple - 3%
$PAYC (+0,89 %) Paycom - 2%
$PATH (-0,46 %) UiPath - 2%
$VRTX (+2,19 %) Vertex Pharma - 7%
$GILD (+0,23 %) Gilead Sciences - 4%
$AZN (+1,76 %) AstraZeneca - 3%
$CRSP (-0,24 %) Crispr - 2%
$AMZN (+0,16 %) Amazon - 5%
$MELI (-4,36 %) Mercado Libre - 3%
$BKNG (-1,15 %) Booking.com - 2%
$GOOGL (-0,87 %) Alphabet - 3%
$META (-2,88 %) Meta - 3%
$ADYEN (-1,73 %) Adyen - 4%
$STNE (-0,88 %) StoneC0 - 3%
$ISP (-0,78 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,35 %) Wereldhave - 2%
$BYG (+1,69 %) Big Yellow Group - 2%
$DHL (+0,18 %) DHL - 2%
$UKW (-0,35 %) Green Coat UKW - 2%
$ENPH (+3,07 %) Enphase - 2%
