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 (-0,96 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,08 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,49 %) - 5%
$MSFT (+2,62 %) - 4%
$SHOP (-0,61 %) - 5%
$SMH (-1,19 %) Semi Conductor ETF - 5%
$AAPL (-0,82 %) Apple - 3%
$PAYC (-0,98 %) Paycom - 2%
$PATH (-2,8 %) UiPath - 2%
$VRTX (-0,75 %) Vertex Pharma - 7%
$GILD (+2,47 %) Gilead Sciences - 4%
$AZN (+0,35 %) AstraZeneca - 3%
$CRSP (-8,29 %) Crispr - 2%
$AMZN (+1,27 %) Amazon - 5%
$MELI (-0,55 %) Mercado Libre - 3%
$BKNG (-1,49 %) Booking.com - 2%
$GOOGL (-1,46 %) Alphabet - 3%
$META (+1,15 %) Meta - 3%
$ADYEN (-2,17 %) Adyen - 4%
$STNE (-1,17 %) StoneC0 - 3%
$ISP (-1,16 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,12 %) Wereldhave - 2%
$BYG (+0,83 %) Big Yellow Group - 2%
$DHL (-1,5 %) DHL - 2%
$UKW (+0,44 %) Green Coat UKW - 2%
$ENPH (-4,16 %) Enphase - 2%
