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 (-0,19 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,48 %) - 5%
$MSFT (+0,87 %) - 4%
$SHOP (+2,49 %) - 5%
$SMH (+2,25 %) Semi Conductor ETF - 5%
$AAPL (-1,53 %) Apple - 3%
$PAYC (-1,98 %) Paycom - 2%
$PATH (+0,19 %) UiPath - 2%
$VRTX (-1,01 %) Vertex Pharma - 7%
$GILD (-1,31 %) Gilead Sciences - 4%
$AZN (-0,72 %) AstraZeneca - 3%
$CRSP (+0,41 %) Crispr - 2%
$AMZN (+0,46 %) Amazon - 5%
$MELI (+0,15 %) Mercado Libre - 3%
$BKNG (-1,26 %) Booking.com - 2%
$GOOGL (-0,66 %) Alphabet - 3%
$META (+1,21 %) Meta - 3%
$ADYEN (-0,2 %) Adyen - 4%
$STNE (+1,41 %) StoneC0 - 3%
$ISP (+0,24 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,17 %) Wereldhave - 2%
$BYG (-0,26 %) Big Yellow Group - 2%
$DHL (-0,05 %) DHL - 2%
$UKW (+1,12 %) Green Coat UKW - 2%
$ENPH (+1,43 %) Enphase - 2%