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 (-0,82 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,23 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,76 %) - 5%
$MSFT (-0,48 %) - 4%
$SHOP (-3,23 %) - 5%
$SMH (-3,51 %) Semi Conductor ETF - 5%
$AAPL (-1 %) Apple - 3%
$PAYC (+1,08 %) Paycom - 2%
$PATH (+2,83 %) UiPath - 2%
$VRTX (-1,45 %) Vertex Pharma - 7%
$GILD (-0,51 %) Gilead Sciences - 4%
$AZN (-2,23 %) AstraZeneca - 3%
$CRSP (-2,82 %) Crispr - 2%
$AMZN (-2,34 %) Amazon - 5%
$MELI (+0,44 %) Mercado Libre - 3%
$BKNG (-1,02 %) Booking.com - 2%
$GOOGL (-0,59 %) Alphabet - 3%
$META (-2,49 %) Meta - 3%
$ADYEN (-0,8 %) Adyen - 4%
$STNE (-0,59 %) StoneC0 - 3%
$ISP (-2,91 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-2,53 %) Wereldhave - 2%
$BYG (-1,79 %) Big Yellow Group - 2%
$DHL (+1,07 %) DHL - 2%
$UKW (+0,9 %) Green Coat UKW - 2%
$ENPH (-2,21 %) Enphase - 2%
