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 (+0,22 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,11 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,03 %) - 5%
$MSFT (+0,89 %) - 4%
$SHOP (+1,28 %) - 5%
$SMH (+1,19 %) Semi Conductor ETF - 5%
$AAPL (+0,31 %) Apple - 3%
$PAYC (+0,05 %) Paycom - 2%
$PATH (+1,69 %) UiPath - 2%
$VRTX (+0,84 %) Vertex Pharma - 7%
$GILD (-0,22 %) Gilead Sciences - 4%
$AZN (-0,04 %) AstraZeneca - 3%
$CRSP (+0 %) Crispr - 2%
$AMZN (+0,7 %) Amazon - 5%
$MELI (+1,21 %) Mercado Libre - 3%
$BKNG (+2,28 %) Booking.com - 2%
$GOOGL (+1,05 %) Alphabet - 3%
$META (+0,95 %) Meta - 3%
$ADYEN (-0,17 %) Adyen - 4%
$STNE (+2,95 %) StoneC0 - 3%
$ISP (-0,05 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,07 %) Wereldhave - 2%
$BYG (+0,43 %) Big Yellow Group - 2%
$DHL (+0,22 %) DHL - 2%
$UKW (+0 %) Green Coat UKW - 2%
$ENPH (+0,78 %) Enphase - 2%
