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 (+0,29 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+5,73 %) - 5%
$MSFT (+3,3 %) - 4%
$SHOP (+2,84 %) - 5%
$SMH (+0,84 %) Semi Conductor ETF - 5%
$AAPL (-0,9 %) Apple - 3%
$PAYC (+4,96 %) Paycom - 2%
$PATH (+7,47 %) UiPath - 2%
$VRTX (+0,42 %) Vertex Pharma - 7%
$GILD (-0,67 %) Gilead Sciences - 4%
$AZN (-1,33 %) AstraZeneca - 3%
$CRSP (+6,2 %) Crispr - 2%
$AMZN (+0,41 %) Amazon - 5%
$MELI (+3,29 %) Mercado Libre - 3%
$BKNG (+1,71 %) Booking.com - 2%
$GOOGL (+0,89 %) Alphabet - 3%
$META (+0,44 %) Meta - 3%
$ADYEN (+3,35 %) Adyen - 4%
$STNE (+4,59 %) StoneC0 - 3%
$ISP (+1,36 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,33 %) Wereldhave - 2%
$BYG (-0,97 %) Big Yellow Group - 2%
$DHL (-1,16 %) DHL - 2%
$UKW (+2,1 %) Green Coat UKW - 2%
$ENPH (-0,26 %) Enphase - 2%
