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 (+1,33 %) MSCI WORLD SRI ETF - 10%
$XXSC (+1,18 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,38 %) - 5%
$MSFT (-0,14 %) - 4%
$SHOP (+0,79 %) - 5%
$SMH (+4,64 %) Semi Conductor ETF - 5%
$AAPL (-0,8 %) Apple - 3%
$PAYC (+0 %) Paycom - 2%
$PATH (+0,17 %) UiPath - 2%
$VRTX (-0,14 %) Vertex Pharma - 7%
$GILD (-0,28 %) Gilead Sciences - 4%
$AZN (-0,63 %) AstraZeneca - 3%
$CRSP (+0,31 %) Crispr - 2%
$AMZN (-0,2 %) Amazon - 5%
$MELI (-0,29 %) Mercado Libre - 3%
$BKNG (+0,43 %) Booking.com - 2%
$GOOGL (+0,24 %) Alphabet - 3%
$META (+1,41 %) Meta - 3%
$ADYEN (+1,59 %) Adyen - 4%
$STNE (+0,98 %) StoneC0 - 3%
$ISP (+0,28 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0 %) Wereldhave - 2%
$BYG (+0,24 %) Big Yellow Group - 2%
$DHL (+0,72 %) DHL - 2%
$UKW (+2,49 %) Green Coat UKW - 2%
$ENPH (+1,07 %) Enphase - 2%
