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 (+0,51 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-1,85 %) - 5%
$MSFT (-0,39 %) - 4%
$SHOP (+0,81 %) - 5%
$SMH (+0,19 %) Semi Conductor ETF - 5%
$AAPL (+0,31 %) Apple - 3%
$PAYC (+1,12 %) Paycom - 2%
$PATH (-1,24 %) UiPath - 2%
$VRTX (+0,4 %) Vertex Pharma - 7%
$GILD (-0,13 %) Gilead Sciences - 4%
$AZN (+0,76 %) AstraZeneca - 3%
$CRSP (+1,49 %) Crispr - 2%
$AMZN (+1,79 %) Amazon - 5%
$MELI (+1,19 %) Mercado Libre - 3%
$BKNG (-1,91 %) Booking.com - 2%
$GOOGL (-0,29 %) Alphabet - 3%
$META (+0,26 %) Meta - 3%
$ADYEN (+0,41 %) Adyen - 4%
$STNE (+3,16 %) StoneC0 - 3%
$ISP (+0,95 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,88 %) Wereldhave - 2%
$BYG (+0,24 %) Big Yellow Group - 2%
$DHL (-0,65 %) DHL - 2%
$UKW (-1,72 %) Green Coat UKW - 2%
$ENPH (+3,41 %) Enphase - 2%