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 (+0,93 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,67 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-7,77 %) - 5%
$MSFT (-0,3 %) - 4%
$SHOP (+2,19 %) - 5%
$SMH (+0,06 %) Semi Conductor ETF - 5%
$AAPL (+1,51 %) Apple - 3%
$PAYC (-4,68 %) Paycom - 2%
$PATH (-3,47 %) UiPath - 2%
$VRTX (+0,9 %) Vertex Pharma - 7%
$GILD (+0,03 %) Gilead Sciences - 4%
$AZN (+0,3 %) AstraZeneca - 3%
$CRSP (-1,52 %) Crispr - 2%
$AMZN (+2,51 %) Amazon - 5%
$MELI (-0,16 %) Mercado Libre - 3%
$BKNG (+1,8 %) Booking.com - 2%
$GOOGL (+3,81 %) Alphabet - 3%
$META (+1,59 %) Meta - 3%
$ADYEN (+0,81 %) Adyen - 4%
$STNE (+5,13 %) StoneC0 - 3%
$ISP (+1,92 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,45 %) Wereldhave - 2%
$BYG (+0,83 %) Big Yellow Group - 2%
$DHL (+0,52 %) DHL - 2%
$UKW (+0 %) Green Coat UKW - 2%
$ENPH (+4,71 %) Enphase - 2%
