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 (-0,14 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,52 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,49 %) - 5%
$MSFT (+1,06 %) - 4%
$SHOP (+0,08 %) - 5%
$SMH (-0,02 %) Semi Conductor ETF - 5%
$AAPL (+0,26 %) Apple - 3%
$PAYC (-0,78 %) Paycom - 2%
$PATH (-0,69 %) UiPath - 2%
$VRTX (-0,56 %) Vertex Pharma - 7%
$GILD (-0,54 %) Gilead Sciences - 4%
$AZN (-1,57 %) AstraZeneca - 3%
$CRSP (-1,76 %) Crispr - 2%
$AMZN (+0,01 %) Amazon - 5%
$MELI (+0,4 %) Mercado Libre - 3%
$BKNG (-7,55 %) Booking.com - 2%
$GOOGL (+0,19 %) Alphabet - 3%
$META (+0,07 %) Meta - 3%
$ADYEN (+1,43 %) Adyen - 4%
$STNE (+0,68 %) StoneC0 - 3%
$ISP (-1,58 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,45 %) Wereldhave - 2%
$BYG (-0,41 %) Big Yellow Group - 2%
$DHL (-0,53 %) DHL - 2%
$UKW (-1,83 %) Green Coat UKW - 2%
$ENPH (-3,49 %) Enphase - 2%
