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 (-0,38 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,2 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-5,75 %) - 5%
$MSFT (-0,35 %) - 4%
$SHOP (-0,82 %) - 5%
$SMH (-2,15 %) Semi Conductor ETF - 5%
$AAPL (+1,27 %) Apple - 3%
$PAYC (+1,85 %) Paycom - 2%
$PATH (+0,52 %) UiPath - 2%
$VRTX (+2,79 %) Vertex Pharma - 7%
$GILD (+2,17 %) Gilead Sciences - 4%
$AZN (+2,5 %) AstraZeneca - 3%
$CRSP (+11 %) Crispr - 2%
$AMZN (+1,81 %) Amazon - 5%
$MELI (+6,3 %) Mercado Libre - 3%
$BKNG (+1,69 %) Booking.com - 2%
$GOOGL (-0,56 %) Alphabet - 3%
$META (-0,51 %) Meta - 3%
$ADYEN (-0,01 %) Adyen - 4%
$STNE (+2,15 %) StoneC0 - 3%
$ISP (-1,27 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,22 %) Wereldhave - 2%
$BYG (-0,94 %) Big Yellow Group - 2%
$DHL (+0,38 %) DHL - 2%
$UKW (+0,77 %) Green Coat UKW - 2%
$ENPH (+3,76 %) Enphase - 2%
