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 (+0,49 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,64 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,52 %) - 5%
$MSFT (+0,16 %) - 4%
$SHOP (+0,6 %) - 5%
$SMH (+0,53 %) Semi Conductor ETF - 5%
$AAPL (+0,37 %) Apple - 3%
$PAYC (+0,23 %) Paycom - 2%
$PATH (+0,79 %) UiPath - 2%
$VRTX (-0,01 %) Vertex Pharma - 7%
$GILD (-0,11 %) Gilead Sciences - 4%
$AZN (+0,12 %) AstraZeneca - 3%
$CRSP (+0,25 %) Crispr - 2%
$AMZN (+0,56 %) Amazon - 5%
$MELI (+0,23 %) Mercado Libre - 3%
$BKNG (+0,14 %) Booking.com - 2%
$GOOGL (+0,81 %) Alphabet - 3%
$META (+0,73 %) Meta - 3%
$ADYEN (+1,53 %) Adyen - 4%
$STNE (+0,86 %) StoneC0 - 3%
$ISP (+0,13 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,52 %) Wereldhave - 2%
$BYG (+1,69 %) Big Yellow Group - 2%
$DHL (+1,42 %) DHL - 2%
$UKW (+1,41 %) Green Coat UKW - 2%
$ENPH (-1,2 %) Enphase - 2%