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 (+0,52 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,57 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-1,44 %) - 5%
$MSFT (+0,72 %) - 4%
$SHOP (+3,65 %) - 5%
$SMH (+1,86 %) Semi Conductor ETF - 5%
$AAPL (+2,65 %) Apple - 3%
$PAYC (+1,05 %) Paycom - 2%
$PATH (-0,06 %) UiPath - 2%
$VRTX (-0,77 %) Vertex Pharma - 7%
$GILD (-0,41 %) Gilead Sciences - 4%
$AZN (-0,44 %) AstraZeneca - 3%
$CRSP (-0,13 %) Crispr - 2%
$AMZN (+1,66 %) Amazon - 5%
$MELI (+0,5 %) Mercado Libre - 3%
$BKNG (-0,12 %) Booking.com - 2%
$GOOGL (+2,59 %) Alphabet - 3%
$META (+0,87 %) Meta - 3%
$ADYEN (+0,92 %) Adyen - 4%
$STNE (-1,63 %) StoneC0 - 3%
$ISP (+2,83 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,17 %) Wereldhave - 2%
$BYG (+2,11 %) Big Yellow Group - 2%
$DHL (+0,22 %) DHL - 2%
$UKW (+1,16 %) Green Coat UKW - 2%
$ENPH (+1,14 %) Enphase - 2%
