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 (-0,11 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,34 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,61 %) - 5%
$MSFT (+0,26 %) - 4%
$SHOP (+0,15 %) - 5%
$SMH (+0,09 %) Semi Conductor ETF - 5%
$AAPL (+0,14 %) Apple - 3%
$PAYC (+0,09 %) Paycom - 2%
$PATH (-0,68 %) UiPath - 2%
$VRTX (+0,22 %) Vertex Pharma - 7%
$GILD (+0,12 %) Gilead Sciences - 4%
$AZN (+1,07 %) AstraZeneca - 3%
$CRSP (-0,23 %) Crispr - 2%
$AMZN (+0,2 %) Amazon - 5%
$MELI (+0,3 %) Mercado Libre - 3%
$BKNG (-1,04 %) Booking.com - 2%
$GOOGL (-0,03 %) Alphabet - 3%
$META (+0,02 %) Meta - 3%
$ADYEN (-0,46 %) Adyen - 4%
$STNE (-0,04 %) StoneC0 - 3%
$ISP (+0,54 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,24 %) Wereldhave - 2%
$BYG (-0,42 %) Big Yellow Group - 2%
$DHL (+0,37 %) DHL - 2%
$UKW (-0,43 %) Green Coat UKW - 2%
$ENPH (+4,99 %) Enphase - 2%
