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 (-0,06 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,19 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-9,13 %) - 5%
$MSFT (-1,09 %) - 4%
$SHOP (+0,69 %) - 5%
$SMH (+0,06 %) Semi Conductor ETF - 5%
$AAPL (+0,34 %) Apple - 3%
$PAYC (-6,01 %) Paycom - 2%
$PATH (-4,62 %) UiPath - 2%
$VRTX (+0,8 %) Vertex Pharma - 7%
$GILD (-0,84 %) Gilead Sciences - 4%
$AZN (-0,22 %) AstraZeneca - 3%
$CRSP (-3,46 %) Crispr - 2%
$AMZN (+1,08 %) Amazon - 5%
$MELI (-1,18 %) Mercado Libre - 3%
$BKNG (+0,63 %) Booking.com - 2%
$GOOGL (+2,84 %) Alphabet - 3%
$META (+0,16 %) Meta - 3%
$ADYEN (+0,55 %) Adyen - 4%
$STNE (+2,95 %) StoneC0 - 3%
$ISP (+2,07 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,11 %) Wereldhave - 2%
$BYG (+0,41 %) Big Yellow Group - 2%
$DHL (-0,34 %) DHL - 2%
$UKW (-2,27 %) Green Coat UKW - 2%
$ENPH (+3,48 %) Enphase - 2%
