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 (+0,6 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,72 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,22 %) - 5%
$MSFT (+0,54 %) - 4%
$SHOP (+1,34 %) - 5%
$SMH (+0,76 %) Semi Conductor ETF - 5%
$AAPL (-0,08 %) Apple - 3%
$PAYC (-0,14 %) Paycom - 2%
$PATH (+0,12 %) UiPath - 2%
$VRTX (-0,29 %) Vertex Pharma - 7%
$GILD (-0,75 %) Gilead Sciences - 4%
$AZN (+0,72 %) AstraZeneca - 3%
$CRSP (+0,97 %) Crispr - 2%
$AMZN (+0,55 %) Amazon - 5%
$MELI (+0,09 %) Mercado Libre - 3%
$BKNG (+0,56 %) Booking.com - 2%
$GOOGL (+0,48 %) Alphabet - 3%
$META (+0,27 %) Meta - 3%
$ADYEN (+0,84 %) Adyen - 4%
$STNE (+0,14 %) StoneC0 - 3%
$ISP (+1,51 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,35 %) Wereldhave - 2%
$BYG (+0,51 %) Big Yellow Group - 2%
$DHL (+1,75 %) DHL - 2%
$UKW (-1,29 %) Green Coat UKW - 2%
$ENPH (+1,34 %) Enphase - 2%
