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 (+0,32 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,2 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-3,09 %) - 5%
$MSFT (-0,87 %) - 4%
$SHOP (-1,82 %) - 5%
$SMH (-0,57 %) Semi Conductor ETF - 5%
$AAPL (+1,38 %) Apple - 3%
$PAYC (+1,21 %) Paycom - 2%
$PATH (-0,09 %) UiPath - 2%
$VRTX (+2,44 %) Vertex Pharma - 7%
$GILD (+0,74 %) Gilead Sciences - 4%
$AZN (+1,8 %) AstraZeneca - 3%
$CRSP (+0,73 %) Crispr - 2%
$AMZN (+0,75 %) Amazon - 5%
$MELI (-4,01 %) Mercado Libre - 3%
$BKNG (-0,61 %) Booking.com - 2%
$GOOGL (-0,73 %) Alphabet - 3%
$META (-2,32 %) Meta - 3%
$ADYEN (-1,43 %) Adyen - 4%
$STNE (-0,42 %) StoneC0 - 3%
$ISP (-0,67 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,76 %) Wereldhave - 2%
$BYG (+2,11 %) Big Yellow Group - 2%
$DHL (-0,13 %) DHL - 2%
$UKW (+0,35 %) Green Coat UKW - 2%
$ENPH (+4,3 %) Enphase - 2%
