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 (+0,47 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,17 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,22 %) - 5%
$MSFT (+0,63 %) - 4%
$SHOP (+1,21 %) - 5%
$SMH (+0,78 %) Semi Conductor ETF - 5%
$AAPL (+0,37 %) Apple - 3%
$PAYC (+0,24 %) Paycom - 2%
$PATH (+1,12 %) UiPath - 2%
$VRTX (+0,85 %) Vertex Pharma - 7%
$GILD (+0,08 %) Gilead Sciences - 4%
$AZN (+0,66 %) AstraZeneca - 3%
$CRSP (+2,83 %) Crispr - 2%
$AMZN (+0,63 %) Amazon - 5%
$MELI (+1,33 %) Mercado Libre - 3%
$BKNG (+1,7 %) Booking.com - 2%
$GOOGL (+0,68 %) Alphabet - 3%
$META (+0,45 %) Meta - 3%
$ADYEN (-0,32 %) Adyen - 4%
$STNE (+0,58 %) StoneC0 - 3%
$ISP (+0,28 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,73 %) Wereldhave - 2%
$BYG (+0 %) Big Yellow Group - 2%
$DHL (-0,34 %) DHL - 2%
$UKW (+0,66 %) Green Coat UKW - 2%
$ENPH (+0,46 %) Enphase - 2%
