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 (-0,23 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,28 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,12 %) - 5%
$MSFT (-0,06 %) - 4%
$SHOP (-0,94 %) - 5%
$SMH (-0,13 %) Semi Conductor ETF - 5%
$AAPL (+0,09 %) Apple - 3%
$PAYC (+1,41 %) Paycom - 2%
$PATH (-0,76 %) UiPath - 2%
$VRTX (+0,37 %) Vertex Pharma - 7%
$GILD (-0,16 %) Gilead Sciences - 4%
$AZN (-1,03 %) AstraZeneca - 3%
$CRSP (-0,73 %) Crispr - 2%
$AMZN (+0 %) Amazon - 5%
$MELI (+0,57 %) Mercado Libre - 3%
$BKNG (-0,13 %) Booking.com - 2%
$GOOGL (-0,05 %) Alphabet - 3%
$META (-0,47 %) Meta - 3%
$ADYEN (-1,44 %) Adyen - 4%
$STNE (+0,8 %) StoneC0 - 3%
$ISP (+0,32 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0 %) Wereldhave - 2%
$BYG (-1,23 %) Big Yellow Group - 2%
$DHL (-0,19 %) DHL - 2%
$UKW (-0,89 %) Green Coat UKW - 2%
$ENPH (+0,56 %) Enphase - 2%
