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 (+0,63 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,43 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-5,29 %) - 5%
$MSFT (+0,55 %) - 4%
$SHOP (-0,25 %) - 5%
$SMH (+0,75 %) Semi Conductor ETF - 5%
$AAPL (-0,01 %) Apple - 3%
$PAYC (-0,23 %) Paycom - 2%
$PATH (-1,16 %) UiPath - 2%
$VRTX (-1,9 %) Vertex Pharma - 7%
$GILD (-3,55 %) Gilead Sciences - 4%
$AZN (-3,46 %) AstraZeneca - 3%
$CRSP (-4,72 %) Crispr - 2%
$AMZN (-0,08 %) Amazon - 5%
$MELI (+2,95 %) Mercado Libre - 3%
$BKNG (+2,1 %) Booking.com - 2%
$GOOGL (-0,18 %) Alphabet - 3%
$META (+6,81 %) Meta - 3%
$ADYEN (+1,61 %) Adyen - 4%
$STNE (+2,41 %) StoneC0 - 3%
$ISP (+1,45 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,05 %) Wereldhave - 2%
$BYG (+0,49 %) Big Yellow Group - 2%
$DHL (-0,42 %) DHL - 2%
$UKW (+0,41 %) Green Coat UKW - 2%
$ENPH (-0,15 %) Enphase - 2%
