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 (-0,38 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,41 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-1,19 %) - 5%
$MSFT (-1,41 %) - 4%
$SHOP (-0,9 %) - 5%
$SMH (-2,9 %) Semi Conductor ETF - 5%
$AAPL (+1,03 %) Apple - 3%
$PAYC (+2,7 %) Paycom - 2%
$PATH (+1,29 %) UiPath - 2%
$VRTX (-0,61 %) Vertex Pharma - 7%
$GILD (+0,04 %) Gilead Sciences - 4%
$AZN (-1 %) AstraZeneca - 3%
$CRSP (-3,38 %) Crispr - 2%
$AMZN (-2,16 %) Amazon - 5%
$MELI (-1,09 %) Mercado Libre - 3%
$BKNG (+2,52 %) Booking.com - 2%
$GOOGL (-0,45 %) Alphabet - 3%
$META (-0,27 %) Meta - 3%
$ADYEN (-0,01 %) Adyen - 4%
$STNE (+0,68 %) StoneC0 - 3%
$ISP (-2,08 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,42 %) Wereldhave - 2%
$BYG (-2,07 %) Big Yellow Group - 2%
$DHL (-0,68 %) DHL - 2%
$UKW (+0,37 %) Green Coat UKW - 2%
$ENPH (-1,45 %) Enphase - 2%
