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 (+0,22 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,63 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,32 %) - 5%
$MSFT (-0,13 %) - 4%
$SHOP (-0,32 %) - 5%
$SMH (+0,06 %) Semi Conductor ETF - 5%
$AAPL (+0,04 %) Apple - 3%
$PAYC (-0,03 %) Paycom - 2%
$PATH (+0,28 %) UiPath - 2%
$VRTX (-0,22 %) Vertex Pharma - 7%
$GILD (-0,37 %) Gilead Sciences - 4%
$AZN (-0,33 %) AstraZeneca - 3%
$CRSP (+0 %) Crispr - 2%
$AMZN (+0,39 %) Amazon - 5%
$MELI (+0,02 %) Mercado Libre - 3%
$BKNG (-0,23 %) Booking.com - 2%
$GOOGL (+0,39 %) Alphabet - 3%
$META (+0,14 %) Meta - 3%
$ADYEN (+1,25 %) Adyen - 4%
$STNE (+0,29 %) StoneC0 - 3%
$ISP (+0,31 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,47 %) Wereldhave - 2%
$BYG (+1,27 %) Big Yellow Group - 2%
$DHL (+1,27 %) DHL - 2%
$UKW (+1,41 %) Green Coat UKW - 2%
$ENPH (-1,58 %) Enphase - 2%
