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 (-0,09 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,01 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+2,85 %) - 5%
$MSFT (-1,05 %) - 4%
$SHOP (+0,9 %) - 5%
$SMH (+1,1 %) Semi Conductor ETF - 5%
$AAPL (+1,34 %) Apple - 3%
$PAYC (-0,5 %) Paycom - 2%
$PATH (+3,5 %) UiPath - 2%
$VRTX (-0,44 %) Vertex Pharma - 7%
$GILD (+1,02 %) Gilead Sciences - 4%
$AZN (+1,05 %) AstraZeneca - 3%
$CRSP (-1,27 %) Crispr - 2%
$AMZN (+0,26 %) Amazon - 5%
$MELI (+2,5 %) Mercado Libre - 3%
$BKNG (-1,19 %) Booking.com - 2%
$GOOGL (+0,94 %) Alphabet - 3%
$META (-2,23 %) Meta - 3%
$ADYEN (-0,21 %) Adyen - 4%
$STNE (+1,94 %) StoneC0 - 3%
$ISP (-0,94 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,25 %) Wereldhave - 2%
$BYG (+0,87 %) Big Yellow Group - 2%
$DHL (+0,13 %) DHL - 2%
$UKW (+0,66 %) Green Coat UKW - 2%
$ENPH (+6,64 %) Enphase - 2%