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 (+0,06 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,17 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-3,56 %) - 5%
$MSFT (-1,23 %) - 4%
$SHOP (-0,92 %) - 5%
$SMH (-1,53 %) Semi Conductor ETF - 5%
$AAPL (-1,14 %) Apple - 3%
$PAYC (+1,47 %) Paycom - 2%
$PATH (-3,94 %) UiPath - 2%
$VRTX (-3,1 %) Vertex Pharma - 7%
$GILD (-2,5 %) Gilead Sciences - 4%
$AZN (-0,85 %) AstraZeneca - 3%
$CRSP (-2,42 %) Crispr - 2%
$AMZN (+1,88 %) Amazon - 5%
$MELI (+0,49 %) Mercado Libre - 3%
$BKNG (+1,53 %) Booking.com - 2%
$GOOGL (+1,03 %) Alphabet - 3%
$META (-1,9 %) Meta - 3%
$ADYEN (-1,43 %) Adyen - 4%
$STNE (+4,27 %) StoneC0 - 3%
$ISP (+0,89 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,81 %) Wereldhave - 2%
$BYG (+0,81 %) Big Yellow Group - 2%
$DHL (-0,36 %) DHL - 2%
$UKW (+0,44 %) Green Coat UKW - 2%
$ENPH (+3,19 %) Enphase - 2%
