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 (+0,28 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,06 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,99 %) - 5%
$MSFT (+0,97 %) - 4%
$SHOP (+7,76 %) - 5%
$SMH (-1,1 %) Semi Conductor ETF - 5%
$AAPL (+1,15 %) Apple - 3%
$PAYC (+0,09 %) Paycom - 2%
$PATH (+2,14 %) UiPath - 2%
$VRTX (+3,25 %) Vertex Pharma - 7%
$GILD (-0,97 %) Gilead Sciences - 4%
$AZN (+1,19 %) AstraZeneca - 3%
$CRSP (-1,45 %) Crispr - 2%
$AMZN (+2,65 %) Amazon - 5%
$MELI (-1,76 %) Mercado Libre - 3%
$BKNG (-0,14 %) Booking.com - 2%
$GOOGL (-1,01 %) Alphabet - 3%
$META (-0,09 %) Meta - 3%
$ADYEN (+0,6 %) Adyen - 4%
$STNE (-8,12 %) StoneC0 - 3%
$ISP (+0,75 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,14 %) Wereldhave - 2%
$BYG (-1,06 %) Big Yellow Group - 2%
$DHL (-1,16 %) DHL - 2%
$UKW (-0,63 %) Green Coat UKW - 2%
$ENPH (+1,68 %) Enphase - 2%
