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 (+0,12 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,25 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-1,11 %) - 5%
$MSFT (-1,72 %) - 4%
$SHOP (-0,49 %) - 5%
$SMH (+0,06 %) Semi Conductor ETF - 5%
$AAPL (+0,24 %) Apple - 3%
$PAYC (+0,17 %) Paycom - 2%
$PATH (-0,33 %) UiPath - 2%
$VRTX (+0,39 %) Vertex Pharma - 7%
$GILD (-0,15 %) Gilead Sciences - 4%
$AZN (-0,56 %) AstraZeneca - 3%
$CRSP (+0 %) Crispr - 2%
$AMZN (-0,9 %) Amazon - 5%
$MELI (+0,08 %) Mercado Libre - 3%
$BKNG (-0,69 %) Booking.com - 2%
$GOOGL (+0,25 %) Alphabet - 3%
$META (-0,84 %) Meta - 3%
$ADYEN (-0,66 %) Adyen - 4%
$STNE (-0,05 %) StoneC0 - 3%
$ISP (-0,6 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,48 %) Wereldhave - 2%
$BYG (-1,63 %) Big Yellow Group - 2%
$DHL (+1,26 %) DHL - 2%
$UKW (-1,73 %) Green Coat UKW - 2%
$ENPH (+0,05 %) Enphase - 2%
