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 (-0,88 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,06 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-6,19 %) - 5%
$MSFT (-1,57 %) - 4%
$SHOP (-5,86 %) - 5%
$SMH (-2,63 %) Semi Conductor ETF - 5%
$AAPL (+0,26 %) Apple - 3%
$PAYC (-0,22 %) Paycom - 2%
$PATH (-4,38 %) UiPath - 2%
$VRTX (+0,82 %) Vertex Pharma - 7%
$GILD (+0,34 %) Gilead Sciences - 4%
$AZN (+1,03 %) AstraZeneca - 3%
$CRSP (-4,8 %) Crispr - 2%
$AMZN (-2,39 %) Amazon - 5%
$MELI (-4,31 %) Mercado Libre - 3%
$BKNG (-5,35 %) Booking.com - 2%
$GOOGL (-2,28 %) Alphabet - 3%
$META (-1,11 %) Meta - 3%
$ADYEN (-0,84 %) Adyen - 4%
$STNE (-1,56 %) StoneC0 - 3%
$ISP (+0,32 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,26 %) Wereldhave - 2%
$BYG (+1,33 %) Big Yellow Group - 2%
$DHL (+0,55 %) DHL - 2%
$UKW (-0,76 %) Green Coat UKW - 2%
$ENPH (-1,43 %) Enphase - 2%
