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 (+0,14 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,16 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-1,1 %) - 5%
$MSFT (+0,86 %) - 4%
$SHOP (-3,37 %) - 5%
$SMH (-0,14 %) Semi Conductor ETF - 5%
$AAPL (+0,28 %) Apple - 3%
$PAYC (-1,99 %) Paycom - 2%
$PATH (-1,7 %) UiPath - 2%
$VRTX (-0,94 %) Vertex Pharma - 7%
$GILD (-0,54 %) Gilead Sciences - 4%
$AZN (+0,65 %) AstraZeneca - 3%
$CRSP (-0,5 %) Crispr - 2%
$AMZN (+3,53 %) Amazon - 5%
$MELI (+0,2 %) Mercado Libre - 3%
$BKNG (+1,24 %) Booking.com - 2%
$GOOGL (+1,28 %) Alphabet - 3%
$META (+0,67 %) Meta - 3%
$ADYEN (-5,46 %) Adyen - 4%
$STNE (-1,94 %) StoneC0 - 3%
$ISP (+2,27 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,22 %) Wereldhave - 2%
$BYG (+0 %) Big Yellow Group - 2%
$DHL (-0,05 %) DHL - 2%
$UKW (-2,19 %) Green Coat UKW - 2%
$ENPH (-6,12 %) Enphase - 2%
