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 (+0,69 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,61 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,14 %) - 5%
$MSFT (-0,17 %) - 4%
$SHOP (+2,49 %) - 5%
$SMH (+1,33 %) Semi Conductor ETF - 5%
$AAPL (+0,3 %) Apple - 3%
$PAYC (-1,39 %) Paycom - 2%
$PATH (+6,4 %) UiPath - 2%
$VRTX (+1,94 %) Vertex Pharma - 7%
$GILD (+1,97 %) Gilead Sciences - 4%
$AZN (+0,38 %) AstraZeneca - 3%
$CRSP (+3,34 %) Crispr - 2%
$AMZN (+0,56 %) Amazon - 5%
$MELI (-0,66 %) Mercado Libre - 3%
$BKNG (+1,87 %) Booking.com - 2%
$GOOGL (-1,31 %) Alphabet - 3%
$META (-0,06 %) Meta - 3%
$ADYEN (-0,19 %) Adyen - 4%
$STNE (-4,77 %) StoneC0 - 3%
$ISP (+0,05 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,16 %) Wereldhave - 2%
$BYG (-0,93 %) Big Yellow Group - 2%
$DHL (+0,25 %) DHL - 2%
$UKW (-0,74 %) Green Coat UKW - 2%
$ENPH (+5,38 %) Enphase - 2%
