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 (-0,44 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,39 %) - 5%
$MSFT (+0,66 %) - 4%
$SHOP (+2,13 %) - 5%
$SMH (+0,08 %) Semi Conductor ETF - 5%
$AAPL (+0,09 %) Apple - 3%
$PAYC (+0,42 %) Paycom - 2%
$PATH (-0,86 %) UiPath - 2%
$VRTX (-0,49 %) Vertex Pharma - 7%
$GILD (+2,51 %) Gilead Sciences - 4%
$AZN (-0,5 %) AstraZeneca - 3%
$CRSP (-1,78 %) Crispr - 2%
$AMZN (-0,2 %) Amazon - 5%
$MELI (-1,2 %) Mercado Libre - 3%
$BKNG (-0,28 %) Booking.com - 2%
$GOOGL (+0,48 %) Alphabet - 3%
$META (-0,39 %) Meta - 3%
$ADYEN (+1,14 %) Adyen - 4%
$STNE (+0,18 %) StoneC0 - 3%
$ISP (+0,28 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,11 %) Wereldhave - 2%
$BYG (-1,84 %) Big Yellow Group - 2%
$DHL (+0,43 %) DHL - 2%
$UKW (-1,71 %) Green Coat UKW - 2%
$ENPH (-0,2 %) Enphase - 2%
