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 (+0,7 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,08 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-2,51 %) - 5%
$MSFT (-2,7 %) - 4%
$SHOP (-5,32 %) - 5%
$SMH (+3,11 %) Semi Conductor ETF - 5%
$AAPL (+2,25 %) Apple - 3%
$PAYC (-2,74 %) Paycom - 2%
$PATH (-7,51 %) UiPath - 2%
$VRTX (-2,74 %) Vertex Pharma - 7%
$GILD (-2,66 %) Gilead Sciences - 4%
$AZN (-1,58 %) AstraZeneca - 3%
$CRSP (-4,17 %) Crispr - 2%
$AMZN (-0,24 %) Amazon - 5%
$MELI (-2,73 %) Mercado Libre - 3%
$BKNG (-1,39 %) Booking.com - 2%
$GOOGL (-0,35 %) Alphabet - 3%
$META (+1,48 %) Meta - 3%
$ADYEN (-2,33 %) Adyen - 4%
$STNE (-3,01 %) StoneC0 - 3%
$ISP (+0,59 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-2,16 %) Wereldhave - 2%
$BYG (+0,79 %) Big Yellow Group - 2%
$DHL (+2,25 %) DHL - 2%
$UKW (+5 %) Green Coat UKW - 2%
$ENPH (+4,67 %) Enphase - 2%
