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 (+0,59 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,94 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,01 %) - 5%
$MSFT (+0,23 %) - 4%
$SHOP (+0,97 %) - 5%
$SMH (-0,57 %) Semi Conductor ETF - 5%
$AAPL (-0,76 %) Apple - 3%
$PAYC (+1,21 %) Paycom - 2%
$PATH (+2,5 %) UiPath - 2%
$VRTX (+1,85 %) Vertex Pharma - 7%
$GILD (+2,3 %) Gilead Sciences - 4%
$AZN (+0,89 %) AstraZeneca - 3%
$CRSP (+2,63 %) Crispr - 2%
$AMZN (-0,38 %) Amazon - 5%
$MELI (+0,07 %) Mercado Libre - 3%
$BKNG (-0,15 %) Booking.com - 2%
$GOOGL (+1,27 %) Alphabet - 3%
$META (+0,8 %) Meta - 3%
$ADYEN (+1,64 %) Adyen - 4%
$STNE (+2,28 %) StoneC0 - 3%
$ISP (-0,26 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,33 %) Wereldhave - 2%
$BYG (-0,47 %) Big Yellow Group - 2%
$DHL (+1,2 %) DHL - 2%
$UKW (+0,77 %) Green Coat UKW - 2%
$ENPH (+1,07 %) Enphase - 2%
