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 (+0,31 %) MSCI WORLD SRI ETF - 10%
$XXSC (+1,14 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,07 %) - 5%
$MSFT (+0,05 %) - 4%
$SHOP (+0,3 %) - 5%
$SMH (-0,5 %) Semi Conductor ETF - 5%
$AAPL (-0,14 %) Apple - 3%
$PAYC (+3,36 %) Paycom - 2%
$PATH (+1,38 %) UiPath - 2%
$VRTX (+0,96 %) Vertex Pharma - 7%
$GILD (-0,3 %) Gilead Sciences - 4%
$AZN (+2,94 %) AstraZeneca - 3%
$CRSP (+3,13 %) Crispr - 2%
$AMZN (+1,06 %) Amazon - 5%
$MELI (+2,01 %) Mercado Libre - 3%
$BKNG (+0,12 %) Booking.com - 2%
$GOOGL (+0,16 %) Alphabet - 3%
$META (+2,95 %) Meta - 3%
$ADYEN (+0,8 %) Adyen - 4%
$STNE (+1,13 %) StoneC0 - 3%
$ISP (+1,42 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,79 %) Wereldhave - 2%
$BYG (+0 %) Big Yellow Group - 2%
$DHL (+1,09 %) DHL - 2%
$UKW (-1,31 %) Green Coat UKW - 2%
$ENPH (+2,58 %) Enphase - 2%
