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 (+0,8 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,29 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+2,61 %) - 5%
$MSFT (+0,04 %) - 4%
$SHOP (+1,28 %) - 5%
$SMH (+4,23 %) Semi Conductor ETF - 5%
$AAPL (-0,4 %) Apple - 3%
$PAYC (-0,56 %) Paycom - 2%
$PATH (+1,02 %) UiPath - 2%
$VRTX (-0,1 %) Vertex Pharma - 7%
$GILD (-0,07 %) Gilead Sciences - 4%
$AZN (-1,13 %) AstraZeneca - 3%
$CRSP (+1,18 %) Crispr - 2%
$AMZN (+0,38 %) Amazon - 5%
$MELI (+1,46 %) Mercado Libre - 3%
$BKNG (-0,37 %) Booking.com - 2%
$GOOGL (+1,18 %) Alphabet - 3%
$META (+0,86 %) Meta - 3%
$ADYEN (-1,08 %) Adyen - 4%
$STNE (+2,27 %) StoneC0 - 3%
$ISP (-2,06 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,97 %) Wereldhave - 2%
$BYG (-0,87 %) Big Yellow Group - 2%
$DHL (+0,02 %) DHL - 2%
$UKW (-1,99 %) Green Coat UKW - 2%
$ENPH (+2,5 %) Enphase - 2%
