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 (-0,42 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,03 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-3,85 %) - 5%
$MSFT (-0,54 %) - 4%
$SHOP (-2,91 %) - 5%
$SMH (-0,86 %) Semi Conductor ETF - 5%
$AAPL (-0,02 %) Apple - 3%
$PAYC (-3,12 %) Paycom - 2%
$PATH (-2,67 %) UiPath - 2%
$VRTX (-2,42 %) Vertex Pharma - 7%
$GILD (-0,33 %) Gilead Sciences - 4%
$AZN (-0,9 %) AstraZeneca - 3%
$CRSP (-1,39 %) Crispr - 2%
$AMZN (-1,28 %) Amazon - 5%
$MELI (+0,13 %) Mercado Libre - 3%
$BKNG (+0,24 %) Booking.com - 2%
$GOOGL (-0,22 %) Alphabet - 3%
$META (-0,86 %) Meta - 3%
$ADYEN (+0,39 %) Adyen - 4%
$STNE (-4,29 %) StoneC0 - 3%
$ISP (+0,3 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0 %) Wereldhave - 2%
$BYG (+0,71 %) Big Yellow Group - 2%
$DHL (-0,61 %) DHL - 2%
$UKW (-0,38 %) Green Coat UKW - 2%
$ENPH (-0,6 %) Enphase - 2%
