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 (+0,7 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,42 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+7,92 %) - 5%
$MSFT (+1,2 %) - 4%
$SHOP (+1,84 %) - 5%
$SMH (+2,34 %) Semi Conductor ETF - 5%
$AAPL (+0,28 %) Apple - 3%
$PAYC (+1,89 %) Paycom - 2%
$PATH (+7,61 %) UiPath - 2%
$VRTX (-0,95 %) Vertex Pharma - 7%
$GILD (-0,08 %) Gilead Sciences - 4%
$AZN (-1,19 %) AstraZeneca - 3%
$CRSP (+0,04 %) Crispr - 2%
$AMZN (-1,57 %) Amazon - 5%
$MELI (-1,14 %) Mercado Libre - 3%
$BKNG (-2,96 %) Booking.com - 2%
$GOOGL (-0,48 %) Alphabet - 3%
$META (-0,85 %) Meta - 3%
$ADYEN (+0,89 %) Adyen - 4%
$STNE (-2,13 %) StoneC0 - 3%
$ISP (-0,36 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,27 %) Wereldhave - 2%
$BYG (-2,36 %) Big Yellow Group - 2%
$DHL (-0,97 %) DHL - 2%
$UKW (-0,38 %) Green Coat UKW - 2%
$ENPH (+1,57 %) Enphase - 2%
