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 (+1,05 %) MSCI WORLD SRI ETF - 10%
$XXSC (+1,09 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-1,09 %) - 5%
$MSFT (+10,54 %) - 4%
$SHOP (-3,77 %) - 5%
$SMH (+6,7 %) Semi Conductor ETF - 5%
$AAPL (-2,58 %) Apple - 3%
$PAYC (-6,55 %) Paycom - 2%
$PATH (-5,24 %) UiPath - 2%
$VRTX (-2,25 %) Vertex Pharma - 7%
$GILD (-3,53 %) Gilead Sciences - 4%
$AZN (-1,74 %) AstraZeneca - 3%
$CRSP (+0,42 %) Crispr - 2%
$AMZN (+3,98 %) Amazon - 5%
$MELI (-1,25 %) Mercado Libre - 3%
$BKNG (-5,32 %) Booking.com - 2%
$GOOGL (-0,8 %) Alphabet - 3%
$META (-1,18 %) Meta - 3%
$ADYEN (+1,39 %) Adyen - 4%
$STNE (+0,71 %) StoneC0 - 3%
$ISP (+1,48 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,89 %) Wereldhave - 2%
$BYG (+0,48 %) Big Yellow Group - 2%
$DHL (+0,63 %) DHL - 2%
$UKW (+4,44 %) Green Coat UKW - 2%
$ENPH (+1,89 %) Enphase - 2%
