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 (+0,67 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,74 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,34 %) - 5%
$MSFT (+0,39 %) - 4%
$SHOP (+1,03 %) - 5%
$SMH (+0,54 %) Semi Conductor ETF - 5%
$AAPL (+0,71 %) Apple - 3%
$PAYC (+1,75 %) Paycom - 2%
$PATH (+1,54 %) UiPath - 2%
$VRTX (+0,56 %) Vertex Pharma - 7%
$GILD (+0,47 %) Gilead Sciences - 4%
$AZN (+3,15 %) AstraZeneca - 3%
$CRSP (+0,68 %) Crispr - 2%
$AMZN (+0,81 %) Amazon - 5%
$MELI (+1,22 %) Mercado Libre - 3%
$BKNG (+0,39 %) Booking.com - 2%
$GOOGL (+0,49 %) Alphabet - 3%
$META (+0,58 %) Meta - 3%
$ADYEN (+2,75 %) Adyen - 4%
$STNE (+6,65 %) StoneC0 - 3%
$ISP (-2,03 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,5 %) Wereldhave - 2%
$BYG (+0,78 %) Big Yellow Group - 2%
$DHL (+0,78 %) DHL - 2%
$UKW (+1,32 %) Green Coat UKW - 2%
$ENPH (+1,22 %) Enphase - 2%