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 (-2,58 %) MSCI WORLD SRI ETF - 10%
$XXSC (-1,88 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-6,68 %) - 5%
$MSFT (-2,23 %) - 4%
$SHOP (-5,99 %) - 5%
$SMH (-8,63 %) Semi Conductor ETF - 5%
$AAPL (-0,45 %) Apple - 3%
$PAYC (+1,14 %) Paycom - 2%
$PATH (-2,82 %) UiPath - 2%
$VRTX (+0,97 %) Vertex Pharma - 7%
$GILD (+0,54 %) Gilead Sciences - 4%
$AZN (+2,49 %) AstraZeneca - 3%
$CRSP (-8,1 %) Crispr - 2%
$AMZN (-2,32 %) Amazon - 5%
$MELI (-0,82 %) Mercado Libre - 3%
$BKNG (-0,21 %) Booking.com - 2%
$GOOGL (-0,05 %) Alphabet - 3%
$META (-4,83 %) Meta - 3%
$ADYEN (-8,41 %) Adyen - 4%
$STNE (-2,18 %) StoneC0 - 3%
$ISP (-1,57 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,79 %) Wereldhave - 2%
$BYG (-1,55 %) Big Yellow Group - 2%
$DHL (-1,5 %) DHL - 2%
$UKW (-2,47 %) Green Coat UKW - 2%
$ENPH (-18,26 %) Enphase - 2%