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 (+1,39 %) MSCI WORLD SRI ETF - 10%
$XXSC (+1,4 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+3,09 %) - 5%
$MSFT (+1,09 %) - 4%
$SHOP (+3,75 %) - 5%
$SMH (+3,77 %) Semi Conductor ETF - 5%
$AAPL (+2,87 %) Apple - 3%
$PAYC (+0,78 %) Paycom - 2%
$PATH (+0,36 %) UiPath - 2%
$VRTX (+0,36 %) Vertex Pharma - 7%
$GILD (-1,15 %) Gilead Sciences - 4%
$AZN (-0,35 %) AstraZeneca - 3%
$CRSP (-2,21 %) Crispr - 2%
$AMZN (+1,14 %) Amazon - 5%
$MELI (-0,23 %) Mercado Libre - 3%
$BKNG (-1,99 %) Booking.com - 2%
$GOOGL (+0,99 %) Alphabet - 3%
$META (+3,24 %) Meta - 3%
$ADYEN (+4,56 %) Adyen - 4%
$STNE (+0,09 %) StoneC0 - 3%
$ISP (+0,13 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,48 %) Wereldhave - 2%
$BYG (+1,97 %) Big Yellow Group - 2%
$DHL (-1,71 %) DHL - 2%
$UKW (+0,3 %) Green Coat UKW - 2%
$ENPH (-2,38 %) Enphase - 2%
