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 (-0,43 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,13 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-6,58 %) - 5%
$MSFT (+5,61 %) - 4%
$SHOP (+1,43 %) - 5%
$SMH (+0,96 %) Semi Conductor ETF - 5%
$AAPL (-1,02 %) Apple - 3%
$PAYC (-1,53 %) Paycom - 2%
$PATH (-1,98 %) UiPath - 2%
$VRTX (+2,8 %) Vertex Pharma - 7%
$GILD (+2,24 %) Gilead Sciences - 4%
$AZN (-0,28 %) AstraZeneca - 3%
$CRSP (+4,82 %) Crispr - 2%
$AMZN (+0,5 %) Amazon - 5%
$MELI (-0,76 %) Mercado Libre - 3%
$BKNG (-1,11 %) Booking.com - 2%
$GOOGL (-9,94 %) Alphabet - 3%
$META (-0,39 %) Meta - 3%
$ADYEN (-13,66 %) Adyen - 4%
$STNE (-1,38 %) StoneC0 - 3%
$ISP (-1,68 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,06 %) Wereldhave - 2%
$BYG (+1,35 %) Big Yellow Group - 2%
$DHL (-1,67 %) DHL - 2%
$UKW (+0,7 %) Green Coat UKW - 2%
$ENPH (-0,84 %) Enphase - 2%
