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 (+0,01 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,11 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,05 %) - 5%
$MSFT (+0,12 %) - 4%
$SHOP (-0,01 %) - 5%
$SMH (+0,82 %) Semi Conductor ETF - 5%
$AAPL (-0,2 %) Apple - 3%
$PAYC (+0,36 %) Paycom - 2%
$PATH (-0,08 %) UiPath - 2%
$VRTX (+0,41 %) Vertex Pharma - 7%
$GILD (+0,16 %) Gilead Sciences - 4%
$AZN (+0,26 %) AstraZeneca - 3%
$CRSP (+0,36 %) Crispr - 2%
$AMZN (+0,3 %) Amazon - 5%
$MELI (-0,03 %) Mercado Libre - 3%
$BKNG (+0,13 %) Booking.com - 2%
$GOOGL (+2,24 %) Alphabet - 3%
$META (+0,8 %) Meta - 3%
$ADYEN (-1,38 %) Adyen - 4%
$STNE (+0,39 %) StoneC0 - 3%
$ISP (-0,62 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,88 %) Wereldhave - 2%
$BYG (-1,02 %) Big Yellow Group - 2%
$DHL (+0,18 %) DHL - 2%
$UKW (+0,75 %) Green Coat UKW - 2%
$ENPH (+0,27 %) Enphase - 2%
