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 (-0,99 %) MSCI WORLD SRI ETF - 10%
$XXSC (-1,1 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-3,01 %) - 5%
$MSFT (-1,88 %) - 4%
$SHOP (-5,5 %) - 5%
$SMH (+0,23 %) Semi Conductor ETF - 5%
$AAPL (-1,08 %) Apple - 3%
$PAYC (+0,06 %) Paycom - 2%
$PATH (-3,97 %) UiPath - 2%
$VRTX (-0,11 %) Vertex Pharma - 7%
$GILD (-0,66 %) Gilead Sciences - 4%
$AZN (-0,18 %) AstraZeneca - 3%
$CRSP (+0,49 %) Crispr - 2%
$AMZN (-4,07 %) Amazon - 5%
$MELI (+0,52 %) Mercado Libre - 3%
$BKNG (-2,76 %) Booking.com - 2%
$GOOGL (-3,75 %) Alphabet - 3%
$META (-2,18 %) Meta - 3%
$ADYEN (-2,08 %) Adyen - 4%
$STNE (-2,8 %) StoneC0 - 3%
$ISP (-1,36 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,97 %) Wereldhave - 2%
$BYG (+1,69 %) Big Yellow Group - 2%
$DHL (-1,12 %) DHL - 2%
$UKW (+2,81 %) Green Coat UKW - 2%
$ENPH (-1,6 %) Enphase - 2%
