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 (-0,24 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,16 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,24 %) - 5%
$MSFT (+1,2 %) - 4%
$SHOP (-0,31 %) - 5%
$SMH (+0,06 %) Semi Conductor ETF - 5%
$AAPL (+0,23 %) Apple - 3%
$PAYC (+0,82 %) Paycom - 2%
$PATH (-2,14 %) UiPath - 2%
$VRTX (-0,78 %) Vertex Pharma - 7%
$GILD (+0,07 %) Gilead Sciences - 4%
$AZN (+0,85 %) AstraZeneca - 3%
$CRSP (-3,02 %) Crispr - 2%
$AMZN (+1,73 %) Amazon - 5%
$MELI (+0,22 %) Mercado Libre - 3%
$BKNG (-1,29 %) Booking.com - 2%
$GOOGL (-0,24 %) Alphabet - 3%
$META (+0,43 %) Meta - 3%
$ADYEN (-1,14 %) Adyen - 4%
$STNE (-4,93 %) StoneC0 - 3%
$ISP (-0,78 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,22 %) Wereldhave - 2%
$BYG (-0,91 %) Big Yellow Group - 2%
$DHL (+0,28 %) DHL - 2%
$UKW (-0,34 %) Green Coat UKW - 2%
$ENPH (-2,14 %) Enphase - 2%
