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 (+0,99 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,53 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,22 %) - 5%
$MSFT (+1,69 %) - 4%
$SHOP (+6,17 %) - 5%
$SMH (+1,38 %) Semi Conductor ETF - 5%
$AAPL (+0,52 %) Apple - 3%
$PAYC (+1,03 %) Paycom - 2%
$PATH (+0 %) UiPath - 2%
$VRTX (-0,97 %) Vertex Pharma - 7%
$GILD (+0,6 %) Gilead Sciences - 4%
$AZN (+0,04 %) AstraZeneca - 3%
$CRSP (-1,04 %) Crispr - 2%
$AMZN (+0,73 %) Amazon - 5%
$MELI (-1,92 %) Mercado Libre - 3%
$BKNG (+1,34 %) Booking.com - 2%
$GOOGL (+0,78 %) Alphabet - 3%
$META (+0,12 %) Meta - 3%
$ADYEN (+1,4 %) Adyen - 4%
$STNE (+0,55 %) StoneC0 - 3%
$ISP (+0,06 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,4 %) Wereldhave - 2%
$BYG (+3,27 %) Big Yellow Group - 2%
$DHL (+0,64 %) DHL - 2%
$UKW (+0 %) Green Coat UKW - 2%
$ENPH (-0,33 %) Enphase - 2%
