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 (+0,16 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,68 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,01 %) - 5%
$MSFT (-0,41 %) - 4%
$SHOP (-7,42 %) - 5%
$SMH (-2,14 %) Semi Conductor ETF - 5%
$AAPL (+0,68 %) Apple - 3%
$PAYC (+1,34 %) Paycom - 2%
$PATH (-4,5 %) UiPath - 2%
$VRTX (-0,72 %) Vertex Pharma - 7%
$GILD (+3,34 %) Gilead Sciences - 4%
$AZN (+1,34 %) AstraZeneca - 3%
$CRSP (-5,16 %) Crispr - 2%
$AMZN (+0,15 %) Amazon - 5%
$MELI (-2,07 %) Mercado Libre - 3%
$BKNG (-1,03 %) Booking.com - 2%
$GOOGL (+0,9 %) Alphabet - 3%
$META (-1,53 %) Meta - 3%
$ADYEN (-2,47 %) Adyen - 4%
$STNE (-3,3 %) StoneC0 - 3%
$ISP (+1,64 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,12 %) Wereldhave - 2%
$BYG (+0 %) Big Yellow Group - 2%
$DHL (+0,22 %) DHL - 2%
$UKW (+0 %) Green Coat UKW - 2%
$ENPH (-2,07 %) Enphase - 2%
