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 (-0,37 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,11 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,72 %) - 5%
$MSFT (+0,89 %) - 4%
$SHOP (+1,91 %) - 5%
$SMH (-0,88 %) Semi Conductor ETF - 5%
$AAPL (-0,04 %) Apple - 3%
$PAYC (+0,72 %) Paycom - 2%
$PATH (+0,61 %) UiPath - 2%
$VRTX (-0,05 %) Vertex Pharma - 7%
$GILD (+0,03 %) Gilead Sciences - 4%
$AZN (-1,33 %) AstraZeneca - 3%
$CRSP (-0,15 %) Crispr - 2%
$AMZN (+0,52 %) Amazon - 5%
$MELI (+0,06 %) Mercado Libre - 3%
$BKNG (+0,11 %) Booking.com - 2%
$GOOGL (+0,06 %) Alphabet - 3%
$META (+2,69 %) Meta - 3%
$ADYEN (+0,02 %) Adyen - 4%
$STNE (-0,05 %) StoneC0 - 3%
$ISP (+1,2 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,42 %) Wereldhave - 2%
$BYG (+1,46 %) Big Yellow Group - 2%
$DHL (-0,02 %) DHL - 2%
$UKW (-0,41 %) Green Coat UKW - 2%
$ENPH (+0,13 %) Enphase - 2%
