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 (+0,65 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,67 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+2,47 %) - 5%
$MSFT (+1,32 %) - 4%
$SHOP (+2,12 %) - 5%
$SMH (+1,7 %) Semi Conductor ETF - 5%
$AAPL (+0,28 %) Apple - 3%
$PAYC (+0,25 %) Paycom - 2%
$PATH (+2,11 %) UiPath - 2%
$VRTX (+1,35 %) Vertex Pharma - 7%
$GILD (+1,09 %) Gilead Sciences - 4%
$AZN (+0,12 %) AstraZeneca - 3%
$CRSP (-1,46 %) Crispr - 2%
$AMZN (+0,25 %) Amazon - 5%
$MELI (+1,25 %) Mercado Libre - 3%
$BKNG (+0,21 %) Booking.com - 2%
$GOOGL (-1,98 %) Alphabet - 3%
$META (+0,53 %) Meta - 3%
$ADYEN (-0,53 %) Adyen - 4%
$STNE (+2,89 %) StoneC0 - 3%
$ISP (+3,01 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,97 %) Wereldhave - 2%
$BYG (+0,88 %) Big Yellow Group - 2%
$DHL (-0,46 %) DHL - 2%
$UKW (+0,38 %) Green Coat UKW - 2%
$ENPH (+2,87 %) Enphase - 2%
