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 (+1,51 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,79 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,17 %) - 5%
$MSFT (+0,13 %) - 4%
$SHOP (+0,9 %) - 5%
$SMH (+3,75 %) Semi Conductor ETF - 5%
$AAPL (+0,21 %) Apple - 3%
$PAYC (+0,15 %) Paycom - 2%
$PATH (+0,09 %) UiPath - 2%
$VRTX (+0,43 %) Vertex Pharma - 7%
$GILD (+0,28 %) Gilead Sciences - 4%
$AZN (+0,17 %) AstraZeneca - 3%
$CRSP (+0,79 %) Crispr - 2%
$AMZN (+0,88 %) Amazon - 5%
$MELI (+0,31 %) Mercado Libre - 3%
$BKNG (+0,05 %) Booking.com - 2%
$GOOGL (-1 %) Alphabet - 3%
$META (+0,69 %) Meta - 3%
$ADYEN (+2,28 %) Adyen - 4%
$STNE (+1,3 %) StoneC0 - 3%
$ISP (-0,86 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+2,58 %) Wereldhave - 2%
$BYG (+2,37 %) Big Yellow Group - 2%
$DHL (+0,91 %) DHL - 2%
$UKW (+2,95 %) Green Coat UKW - 2%
$ENPH (+3,63 %) Enphase - 2%
