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 (-0,39 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,66 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,56 %) - 5%
$MSFT (+0 %) - 4%
$SHOP (+0,39 %) - 5%
$SMH (+0,86 %) Semi Conductor ETF - 5%
$AAPL (+0,11 %) Apple - 3%
$PAYC (-0,81 %) Paycom - 2%
$PATH (+0,39 %) UiPath - 2%
$VRTX (-0,83 %) Vertex Pharma - 7%
$GILD (-1,71 %) Gilead Sciences - 4%
$AZN (-0,67 %) AstraZeneca - 3%
$CRSP (-4,84 %) Crispr - 2%
$AMZN (-0,71 %) Amazon - 5%
$MELI (+1,48 %) Mercado Libre - 3%
$BKNG (-1,02 %) Booking.com - 2%
$GOOGL (+0,43 %) Alphabet - 3%
$META (+0,17 %) Meta - 3%
$ADYEN (-0,48 %) Adyen - 4%
$STNE (+3,71 %) StoneC0 - 3%
$ISP (-0,89 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,35 %) Wereldhave - 2%
$BYG (+0,45 %) Big Yellow Group - 2%
$DHL (-0,59 %) DHL - 2%
$UKW (+1,32 %) Green Coat UKW - 2%
$ENPH (+0,46 %) Enphase - 2%
