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 (+1,05 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,73 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,38 %) - 5%
$MSFT (+0,82 %) - 4%
$SHOP (+0,92 %) - 5%
$SMH (+2,16 %) Semi Conductor ETF - 5%
$AAPL (-0,09 %) Apple - 3%
$PAYC (+5,31 %) Paycom - 2%
$PATH (+4,95 %) UiPath - 2%
$VRTX (-1,71 %) Vertex Pharma - 7%
$GILD (+0,05 %) Gilead Sciences - 4%
$AZN (-1,99 %) AstraZeneca - 3%
$CRSP (+0,35 %) Crispr - 2%
$AMZN (+0,34 %) Amazon - 5%
$MELI (-1,83 %) Mercado Libre - 3%
$BKNG (-0,33 %) Booking.com - 2%
$GOOGL (-2,4 %) Alphabet - 3%
$META (+0,63 %) Meta - 3%
$ADYEN (-2,17 %) Adyen - 4%
$STNE (+1,69 %) StoneC0 - 3%
$ISP (-3,71 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,92 %) Wereldhave - 2%
$BYG (-2,31 %) Big Yellow Group - 2%
$DHL (-2,48 %) DHL - 2%
$UKW (-1,47 %) Green Coat UKW - 2%
$ENPH (+0,38 %) Enphase - 2%
