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 (-0,46 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,55 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+2,97 %) - 5%
$MSFT (+3,6 %) - 4%
$SHOP (-4,31 %) - 5%
$SMH (-0,77 %) Semi Conductor ETF - 5%
$AAPL (-2,89 %) Apple - 3%
$PAYC (-0,82 %) Paycom - 2%
$PATH (+3,25 %) UiPath - 2%
$VRTX (+0,29 %) Vertex Pharma - 7%
$GILD (-0,83 %) Gilead Sciences - 4%
$AZN (-0,79 %) AstraZeneca - 3%
$CRSP (-1,09 %) Crispr - 2%
$AMZN (+6,74 %) Amazon - 5%
$MELI (-0,65 %) Mercado Libre - 3%
$BKNG (-0,37 %) Booking.com - 2%
$GOOGL (+6,34 %) Alphabet - 3%
$META (+2,62 %) Meta - 3%
$ADYEN (-1,11 %) Adyen - 4%
$STNE (-0,9 %) StoneC0 - 3%
$ISP (+0,61 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,78 %) Wereldhave - 2%
$BYG (+0 %) Big Yellow Group - 2%
$DHL (+0,56 %) DHL - 2%
$UKW (-0,38 %) Green Coat UKW - 2%
$ENPH (+0,43 %) Enphase - 2%
