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 (+0,31 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,01 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,82 %) - 5%
$MSFT (+0,15 %) - 4%
$SHOP (-1,22 %) - 5%
$SMH (+0,85 %) Semi Conductor ETF - 5%
$AAPL (+4,83 %) Apple - 3%
$PAYC (-1,2 %) Paycom - 2%
$PATH (-2,77 %) UiPath - 2%
$VRTX (-2,64 %) Vertex Pharma - 7%
$GILD (+7,34 %) Gilead Sciences - 4%
$AZN (-0,24 %) AstraZeneca - 3%
$CRSP (-2,09 %) Crispr - 2%
$AMZN (-0,33 %) Amazon - 5%
$MELI (-0,2 %) Mercado Libre - 3%
$BKNG (-1,05 %) Booking.com - 2%
$GOOGL (+2,23 %) Alphabet - 3%
$META (-0,08 %) Meta - 3%
$ADYEN (-1,41 %) Adyen - 4%
$STNE (+4,9 %) StoneC0 - 3%
$ISP (+1,43 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+2,14 %) Wereldhave - 2%
$BYG (+0,91 %) Big Yellow Group - 2%
$DHL (+1,68 %) DHL - 2%
$UKW (+0 %) Green Coat UKW - 2%
$ENPH (+1,07 %) Enphase - 2%
