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 (+0,23 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,14 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,2 %) - 5%
$MSFT (+0,12 %) - 4%
$SHOP (-0,81 %) - 5%
$SMH (+1,16 %) Semi Conductor ETF - 5%
$AAPL (+0,4 %) Apple - 3%
$PAYC (+0,18 %) Paycom - 2%
$PATH (-0,1 %) UiPath - 2%
$VRTX (+1,09 %) Vertex Pharma - 7%
$GILD (+0,04 %) Gilead Sciences - 4%
$AZN (+1,58 %) AstraZeneca - 3%
$CRSP (+0,22 %) Crispr - 2%
$AMZN (+0,23 %) Amazon - 5%
$MELI (+0,79 %) Mercado Libre - 3%
$BKNG (-0,14 %) Booking.com - 2%
$GOOGL (-0,03 %) Alphabet - 3%
$META (-0,77 %) Meta - 3%
$ADYEN (-1,64 %) Adyen - 4%
$STNE (+0,71 %) StoneC0 - 3%
$ISP (-2,52 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,1 %) Wereldhave - 2%
$BYG (+0,82 %) Big Yellow Group - 2%
$DHL (-0,92 %) DHL - 2%
$UKW (+1,15 %) Green Coat UKW - 2%
$ENPH (+0,31 %) Enphase - 2%
