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 (+0,18 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,33 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,87 %) - 5%
$MSFT (-0,26 %) - 4%
$SHOP (-1,77 %) - 5%
$SMH (+1,53 %) Semi Conductor ETF - 5%
$AAPL (+0,38 %) Apple - 3%
$PAYC (+2,68 %) Paycom - 2%
$PATH (+3,64 %) UiPath - 2%
$VRTX (+0,63 %) Vertex Pharma - 7%
$GILD (+2,8 %) Gilead Sciences - 4%
$AZN (-1,48 %) AstraZeneca - 3%
$CRSP (+0,77 %) Crispr - 2%
$AMZN (+0,21 %) Amazon - 5%
$MELI (-0,62 %) Mercado Libre - 3%
$BKNG (+0,93 %) Booking.com - 2%
$GOOGL (+0,01 %) Alphabet - 3%
$META (+0,64 %) Meta - 3%
$ADYEN (+1,15 %) Adyen - 4%
$STNE (-1,26 %) StoneC0 - 3%
$ISP (-0,76 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,97 %) Wereldhave - 2%
$BYG (+0 %) Big Yellow Group - 2%
$DHL (+3,12 %) DHL - 2%
$UKW (+0,86 %) Green Coat UKW - 2%
$ENPH (+2,6 %) Enphase - 2%
