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 (+0,4 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,05 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,79 %) - 5%
$MSFT (+2,17 %) - 4%
$SHOP (+0,08 %) - 5%
$SMH (+0,61 %) Semi Conductor ETF - 5%
$AAPL (-0,83 %) Apple - 3%
$PAYC (+1,67 %) Paycom - 2%
$PATH (+0,34 %) UiPath - 2%
$VRTX (-1,12 %) Vertex Pharma - 7%
$GILD (-0,45 %) Gilead Sciences - 4%
$AZN (-0,16 %) AstraZeneca - 3%
$CRSP (-2,24 %) Crispr - 2%
$AMZN (+0,82 %) Amazon - 5%
$MELI (-2,6 %) Mercado Libre - 3%
$BKNG (-0,25 %) Booking.com - 2%
$GOOGL (+0,21 %) Alphabet - 3%
$META (+0,68 %) Meta - 3%
$ADYEN (-0,69 %) Adyen - 4%
$STNE (+3,65 %) StoneC0 - 3%
$ISP (-0,66 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,13 %) Wereldhave - 2%
$BYG (+0,48 %) Big Yellow Group - 2%
$DHL (+0,77 %) DHL - 2%
$UKW (-1,22 %) Green Coat UKW - 2%
$ENPH (-0,7 %) Enphase - 2%
