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 (-0,38 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,42 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+3,35 %) - 5%
$MSFT (-0,68 %) - 4%
$SHOP (-0,36 %) - 5%
$SMH (-2,24 %) Semi Conductor ETF - 5%
$AAPL (+1,23 %) Apple - 3%
$PAYC (-1,88 %) Paycom - 2%
$PATH (+0,88 %) UiPath - 2%
$VRTX (+1,41 %) Vertex Pharma - 7%
$GILD (-2,79 %) Gilead Sciences - 4%
$AZN (-0,93 %) AstraZeneca - 3%
$CRSP (+0,93 %) Crispr - 2%
$AMZN (-1,41 %) Amazon - 5%
$MELI (-2,56 %) Mercado Libre - 3%
$BKNG (-5,13 %) Booking.com - 2%
$GOOGL (-2,82 %) Alphabet - 3%
$META (+1,88 %) Meta - 3%
$ADYEN (-0,25 %) Adyen - 4%
$STNE (-4,89 %) StoneC0 - 3%
$ISP (+0,14 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,23 %) Wereldhave - 2%
$BYG (-1,37 %) Big Yellow Group - 2%
$DHL (-0,19 %) DHL - 2%
$UKW (+0 %) Green Coat UKW - 2%
$ENPH (-1,54 %) Enphase - 2%
