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 (-0,36 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,22 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-2,05 %) - 5%
$MSFT (-2,19 %) - 4%
$SHOP (-6,08 %) - 5%
$SMH (-0,83 %) Semi Conductor ETF - 5%
$AAPL (-0,5 %) Apple - 3%
$PAYC (-1,87 %) Paycom - 2%
$PATH (-3,43 %) UiPath - 2%
$VRTX (-0,82 %) Vertex Pharma - 7%
$GILD (+2,27 %) Gilead Sciences - 4%
$AZN (+0,97 %) AstraZeneca - 3%
$CRSP (+1,45 %) Crispr - 2%
$AMZN (-2,46 %) Amazon - 5%
$MELI (+1,42 %) Mercado Libre - 3%
$BKNG (-1,83 %) Booking.com - 2%
$GOOGL (-0,38 %) Alphabet - 3%
$META (-2,36 %) Meta - 3%
$ADYEN (-0,97 %) Adyen - 4%
$STNE (-0,72 %) StoneC0 - 3%
$ISP (-0,4 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+2,05 %) Wereldhave - 2%
$BYG (+0 %) Big Yellow Group - 2%
$DHL (-0,1 %) DHL - 2%
$UKW (+0 %) Green Coat UKW - 2%
$ENPH (-0,38 %) Enphase - 2%
