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 (-0,55 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,22 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,42 %) - 5%
$MSFT (-1,59 %) - 4%
$SHOP (-1,14 %) - 5%
$SMH (-2,38 %) Semi Conductor ETF - 5%
$AAPL (+0,5 %) Apple - 3%
$PAYC (-2,74 %) Paycom - 2%
$PATH (+1,05 %) UiPath - 2%
$VRTX (-0,04 %) Vertex Pharma - 7%
$GILD (-1,21 %) Gilead Sciences - 4%
$AZN (-0,2 %) AstraZeneca - 3%
$CRSP (-1,81 %) Crispr - 2%
$AMZN (-1,05 %) Amazon - 5%
$MELI (-2,05 %) Mercado Libre - 3%
$BKNG (-1,07 %) Booking.com - 2%
$GOOGL (-2,66 %) Alphabet - 3%
$META (-2,93 %) Meta - 3%
$ADYEN (-1,99 %) Adyen - 4%
$STNE (-0,41 %) StoneC0 - 3%
$ISP (-1,4 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0 %) Wereldhave - 2%
$BYG (+0 %) Big Yellow Group - 2%
$DHL (-0,37 %) DHL - 2%
$UKW (+0,4 %) Green Coat UKW - 2%
$ENPH (+1,03 %) Enphase - 2%