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 (-0,32 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,57 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+4,31 %) - 5%
$MSFT (+2,15 %) - 4%
$SHOP (-0,96 %) - 5%
$SMH (+0,28 %) Semi Conductor ETF - 5%
$AAPL (-1,29 %) Apple - 3%
$PAYC (+0,86 %) Paycom - 2%
$PATH (+4,06 %) UiPath - 2%
$VRTX (-0,37 %) Vertex Pharma - 7%
$GILD (-1,64 %) Gilead Sciences - 4%
$AZN (-1,87 %) AstraZeneca - 3%
$CRSP (-0,64 %) Crispr - 2%
$AMZN (-0,68 %) Amazon - 5%
$MELI (+0,4 %) Mercado Libre - 3%
$BKNG (+0,14 %) Booking.com - 2%
$GOOGL (+0,15 %) Alphabet - 3%
$META (+0,38 %) Meta - 3%
$ADYEN (+0,97 %) Adyen - 4%
$STNE (+0,54 %) StoneC0 - 3%
$ISP (-0,27 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,44 %) Wereldhave - 2%
$BYG (-0,94 %) Big Yellow Group - 2%
$DHL (-1,14 %) DHL - 2%
$UKW (+1,77 %) Green Coat UKW - 2%
$ENPH (+3,49 %) Enphase - 2%
