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 (-0,37 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,97 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+4,07 %) - 5%
$MSFT (+0,32 %) - 4%
$SHOP (+1,75 %) - 5%
$SMH (-1,63 %) Semi Conductor ETF - 5%
$AAPL (-1,21 %) Apple - 3%
$PAYC (+1,88 %) Paycom - 2%
$PATH (+3,08 %) UiPath - 2%
$VRTX (-0,37 %) Vertex Pharma - 7%
$GILD (+1,07 %) Gilead Sciences - 4%
$AZN (+1,73 %) AstraZeneca - 3%
$CRSP (+0,32 %) Crispr - 2%
$AMZN (-0,23 %) Amazon - 5%
$MELI (+2,09 %) Mercado Libre - 3%
$BKNG (+0,25 %) Booking.com - 2%
$GOOGL (+0,5 %) Alphabet - 3%
$META (-0,58 %) Meta - 3%
$ADYEN (+2,11 %) Adyen - 4%
$STNE (+5,64 %) StoneC0 - 3%
$ISP (-2,25 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,87 %) Wereldhave - 2%
$BYG (-0,52 %) Big Yellow Group - 2%
$DHL (+1,32 %) DHL - 2%
$UKW (+0,44 %) Green Coat UKW - 2%
$ENPH (-4,89 %) Enphase - 2%
