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 (-0,87 %) MSCI WORLD SRI ETF - 10%
$XXSC (-1,48 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-2,75 %) - 5%
$MSFT (-0,03 %) - 4%
$SHOP (-6,91 %) - 5%
$SMH (-3,58 %) Semi Conductor ETF - 5%
$AAPL (+1,14 %) Apple - 3%
$PAYC (-1,29 %) Paycom - 2%
$PATH (-10,63 %) UiPath - 2%
$VRTX (+4,19 %) Vertex Pharma - 7%
$GILD (+1,43 %) Gilead Sciences - 4%
$AZN (+0,46 %) AstraZeneca - 3%
$CRSP (-8,65 %) Crispr - 2%
$AMZN (-1,27 %) Amazon - 5%
$MELI (-0,22 %) Mercado Libre - 3%
$BKNG (+0,03 %) Booking.com - 2%
$GOOGL (-1,64 %) Alphabet - 3%
$META (-1,69 %) Meta - 3%
$ADYEN (-2,23 %) Adyen - 4%
$STNE (-0,73 %) StoneC0 - 3%
$ISP (-0,23 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+2,7 %) Wereldhave - 2%
$BYG (+0 %) Big Yellow Group - 2%
$DHL (-1,9 %) DHL - 2%
$UKW (-0,43 %) Green Coat UKW - 2%
$ENPH (-1,71 %) Enphase - 2%
