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 (-0,26 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,01 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,35 %) - 5%
$MSFT (+0,2 %) - 4%
$SHOP (+0,48 %) - 5%
$SMH (-0,55 %) Semi Conductor ETF - 5%
$AAPL (-0,25 %) Apple - 3%
$PAYC (-0,36 %) Paycom - 2%
$PATH (+0,15 %) UiPath - 2%
$VRTX (-0,44 %) Vertex Pharma - 7%
$GILD (-1,32 %) Gilead Sciences - 4%
$AZN (-0,35 %) AstraZeneca - 3%
$CRSP (-0,42 %) Crispr - 2%
$AMZN (-0,26 %) Amazon - 5%
$MELI (-1,63 %) Mercado Libre - 3%
$BKNG (-0,67 %) Booking.com - 2%
$GOOGL (-0,64 %) Alphabet - 3%
$META (+0,87 %) Meta - 3%
$ADYEN (+0,24 %) Adyen - 4%
$STNE (-3,07 %) StoneC0 - 3%
$ISP (-0,12 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,66 %) Wereldhave - 2%
$BYG (-1,7 %) Big Yellow Group - 2%
$DHL (-0,65 %) DHL - 2%
$UKW (+0 %) Green Coat UKW - 2%
$ENPH (+1,65 %) Enphase - 2%
