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 (+0,96 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,39 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,44 %) - 5%
$MSFT (+1,59 %) - 4%
$SHOP (+2,96 %) - 5%
$SMH (+2,88 %) Semi Conductor ETF - 5%
$AAPL (-1,47 %) Apple - 3%
$PAYC (+2,7 %) Paycom - 2%
$PATH (+8,74 %) UiPath - 2%
$VRTX (+4,75 %) Vertex Pharma - 7%
$GILD (+2,89 %) Gilead Sciences - 4%
$AZN (+4,52 %) AstraZeneca - 3%
$CRSP (+6,93 %) Crispr - 2%
$AMZN (+3,76 %) Amazon - 5%
$MELI (+2,17 %) Mercado Libre - 3%
$BKNG (-0,75 %) Booking.com - 2%
$GOOGL (-0,43 %) Alphabet - 3%
$META (+0,39 %) Meta - 3%
$ADYEN (+1,19 %) Adyen - 4%
$STNE (+0 %) StoneC0 - 3%
$ISP (-1,12 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,31 %) Wereldhave - 2%
$BYG (+0,83 %) Big Yellow Group - 2%
$DHL (+2,15 %) DHL - 2%
$UKW (+0 %) Green Coat UKW - 2%
$ENPH (+2,21 %) Enphase - 2%
