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 (+0,18 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,08 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,51 %) - 5%
$MSFT (+0,06 %) - 4%
$SHOP (-0,12 %) - 5%
$SMH (+0,41 %) Semi Conductor ETF - 5%
$AAPL (+0,18 %) Apple - 3%
$PAYC (+0,3 %) Paycom - 2%
$PATH (+0,59 %) UiPath - 2%
$VRTX (+0,19 %) Vertex Pharma - 7%
$GILD (-0,81 %) Gilead Sciences - 4%
$AZN (-0,33 %) AstraZeneca - 3%
$CRSP (+0,21 %) Crispr - 2%
$AMZN (+0,22 %) Amazon - 5%
$MELI (+0,49 %) Mercado Libre - 3%
$BKNG (+0,01 %) Booking.com - 2%
$GOOGL (+0,16 %) Alphabet - 3%
$META (-0,1 %) Meta - 3%
$ADYEN (+1,08 %) Adyen - 4%
$STNE (+0,21 %) StoneC0 - 3%
$ISP (+1,02 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,16 %) Wereldhave - 2%
$BYG (-0,86 %) Big Yellow Group - 2%
$DHL (+0,17 %) DHL - 2%
$UKW (-0,89 %) Green Coat UKW - 2%
$ENPH (+0,37 %) Enphase - 2%
