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 (+0,82 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,79 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+4,85 %) - 5%
$MSFT (+1,8 %) - 4%
$SHOP (+2,75 %) - 5%
$SMH (+0,16 %) Semi Conductor ETF - 5%
$AAPL (+0,6 %) Apple - 3%
$PAYC (+1,5 %) Paycom - 2%
$PATH (-5,53 %) UiPath - 2%
$VRTX (+0,25 %) Vertex Pharma - 7%
$GILD (+1,09 %) Gilead Sciences - 4%
$AZN (+1,54 %) AstraZeneca - 3%
$CRSP (-0,99 %) Crispr - 2%
$AMZN (+1,09 %) Amazon - 5%
$MELI (-1,29 %) Mercado Libre - 3%
$BKNG (-2,11 %) Booking.com - 2%
$GOOGL (+1,16 %) Alphabet - 3%
$META (+2,34 %) Meta - 3%
$ADYEN (+0,03 %) Adyen - 4%
$STNE (-1,12 %) StoneC0 - 3%
$ISP (+0,42 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,65 %) Wereldhave - 2%
$BYG (-0,76 %) Big Yellow Group - 2%
$DHL (+0,44 %) DHL - 2%
$UKW (-1,16 %) Green Coat UKW - 2%
$ENPH (+1,86 %) Enphase - 2%