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 (+0,83 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,58 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,37 %) - 5%
$MSFT (-3 %) - 4%
$SHOP (+1,37 %) - 5%
$SMH (+1,87 %) Semi Conductor ETF - 5%
$AAPL (+0,41 %) Apple - 3%
$PAYC (+0,28 %) Paycom - 2%
$PATH (+0,06 %) UiPath - 2%
$VRTX (+4,03 %) Vertex Pharma - 7%
$GILD (+1,33 %) Gilead Sciences - 4%
$AZN (+1,53 %) AstraZeneca - 3%
$CRSP (+1,79 %) Crispr - 2%
$AMZN (-3,96 %) Amazon - 5%
$MELI (-2,59 %) Mercado Libre - 3%
$BKNG (-1,19 %) Booking.com - 2%
$GOOGL (-4,49 %) Alphabet - 3%
$META (-1,42 %) Meta - 3%
$ADYEN (-0,38 %) Adyen - 4%
$STNE (+2,06 %) StoneC0 - 3%
$ISP (+1,25 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,79 %) Wereldhave - 2%
$BYG (+2,01 %) Big Yellow Group - 2%
$DHL (+0,49 %) DHL - 2%
$UKW (+0,82 %) Green Coat UKW - 2%
$ENPH (-0,18 %) Enphase - 2%
