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 (+0,74 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,12 %) - 5%
$MSFT (+1 %) - 4%
$SHOP (+1,03 %) - 5%
$SMH Semi Conductor ETF - 5%
$AAPL Apple - 3%
$PAYC Paycom - 2%
$PATH UiPath - 2%
$VRTX Vertex Pharma - 7%
$GILD Gilead Sciences - 4%
$AZN (+1,87 %) AstraZeneca - 3%
$CRSP (+1,46 %) Crispr - 2%
$AMZN Amazon - 5%
$MELI Mercado Libre - 3%
$BKNG Booking.com - 2%
$GOOGL (+0,62 %) Alphabet - 3%
$META (+0,15 %) Meta - 3%
$ADYEN Adyen - 4%
$STNE (+0,45 %) StoneC0 - 3%
$ISP (+1,9 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,81 %) Wereldhave - 2%
$BYG (+0,76 %) Big Yellow Group - 2%
$DHL (+1,43 %) DHL - 2%
$UKW (-2,59 %) Green Coat UKW - 2%
$ENPH (+2,3 %) Enphase - 2%
