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 (+1,06 %) MSCI WORLD SRI ETF - 10%
$XXSC (+1,23 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+4,24 %) - 5%
$MSFT (+0,93 %) - 4%
$SHOP (+1,31 %) - 5%
$SMH (-0,16 %) Semi Conductor ETF - 5%
$AAPL (+1,25 %) Apple - 3%
$PAYC (+2,94 %) Paycom - 2%
$PATH (+5,43 %) UiPath - 2%
$VRTX (+0,8 %) Vertex Pharma - 7%
$GILD (+0,9 %) Gilead Sciences - 4%
$AZN (+3,37 %) AstraZeneca - 3%
$CRSP (+3,85 %) Crispr - 2%
$AMZN (+0,18 %) Amazon - 5%
$MELI (+2,94 %) Mercado Libre - 3%
$BKNG (-0,27 %) Booking.com - 2%
$GOOGL (-0,07 %) Alphabet - 3%
$META (+0,07 %) Meta - 3%
$ADYEN (+2,84 %) Adyen - 4%
$STNE (+12,41 %) StoneC0 - 3%
$ISP (-0,99 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,78 %) Wereldhave - 2%
$BYG (+1,56 %) Big Yellow Group - 2%
$DHL (+1,25 %) DHL - 2%
$UKW (+1,32 %) Green Coat UKW - 2%
$ENPH (+5,54 %) Enphase - 2%
