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 (+1,13 %) MSCI WORLD SRI ETF - 10%
$XXSC (+1,3 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+4,19 %) - 5%
$MSFT (+0,94 %) - 4%
$SHOP (+1,24 %) - 5%
$SMH (+0,04 %) Semi Conductor ETF - 5%
$AAPL (+1,35 %) Apple - 3%
$PAYC (+2,78 %) Paycom - 2%
$PATH (+5,51 %) UiPath - 2%
$VRTX (+1,03 %) Vertex Pharma - 7%
$GILD (+0,88 %) Gilead Sciences - 4%
$AZN (+3,43 %) AstraZeneca - 3%
$CRSP (+3,85 %) Crispr - 2%
$AMZN (+0,53 %) Amazon - 5%
$MELI (+2,66 %) Mercado Libre - 3%
$BKNG (-0,33 %) Booking.com - 2%
$GOOGL (+0,17 %) Alphabet - 3%
$META (+0,24 %) Meta - 3%
$ADYEN (+2,38 %) Adyen - 4%
$STNE (+12,34 %) StoneC0 - 3%
$ISP (-0,97 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,78 %) Wereldhave - 2%
$BYG (+1,17 %) Big Yellow Group - 2%
$DHL (+1,15 %) DHL - 2%
$UKW (+1,32 %) Green Coat UKW - 2%
$ENPH (+4,49 %) Enphase - 2%
