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 (-1,51 %) MSCI WORLD SRI ETF - 10%
$XXSC (-1,02 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-1,79 %) - 5%
$MSFT (-1,02 %) - 4%
$SHOP (-1,78 %) - 5%
$SMH (-1,07 %) Semi Conductor ETF - 5%
$AAPL (-0,72 %) Apple - 3%
$PAYC (+0,92 %) Paycom - 2%
$PATH (-1,05 %) UiPath - 2%
$VRTX (-1,38 %) Vertex Pharma - 7%
$GILD (-0,41 %) Gilead Sciences - 4%
$AZN (-0,77 %) AstraZeneca - 3%
$CRSP (-1,2 %) Crispr - 2%
$AMZN (-1,64 %) Amazon - 5%
$MELI (-2,26 %) Mercado Libre - 3%
$BKNG (-3,19 %) Booking.com - 2%
$GOOGL (-1,47 %) Alphabet - 3%
$META (-1,85 %) Meta - 3%
$ADYEN (-0,5 %) Adyen - 4%
$STNE (-2,13 %) StoneC0 - 3%
$ISP (-1,94 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,23 %) Wereldhave - 2%
$BYG (-3,64 %) Big Yellow Group - 2%
$DHL (-1,8 %) DHL - 2%
$UKW (+3,9 %) Green Coat UKW - 2%
$ENPH (-1,8 %) Enphase - 2%
