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 (-2,22 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,49 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-3,45 %) - 5%
$MSFT (-1,84 %) - 4%
$SHOP (-6,97 %) - 5%
$SMH (-3,51 %) Semi Conductor ETF - 5%
$AAPL (-0,49 %) Apple - 3%
$PAYC (-2,13 %) Paycom - 2%
$PATH (+0,92 %) UiPath - 2%
$VRTX (-0,26 %) Vertex Pharma - 7%
$GILD (+2,18 %) Gilead Sciences - 4%
$AZN (+0,35 %) AstraZeneca - 3%
$CRSP (-3,31 %) Crispr - 2%
$AMZN (-2,95 %) Amazon - 5%
$MELI (-3,69 %) Mercado Libre - 3%
$BKNG (-1,79 %) Booking.com - 2%
$GOOGL (-3,2 %) Alphabet - 3%
$META (-0,21 %) Meta - 3%
$ADYEN (-2,85 %) Adyen - 4%
$STNE (-4,06 %) StoneC0 - 3%
$ISP (-0,78 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,26 %) Wereldhave - 2%
$BYG (-0,39 %) Big Yellow Group - 2%
$DHL (-1,45 %) DHL - 2%
$UKW (-2,95 %) Green Coat UKW - 2%
$ENPH (-6,36 %) Enphase - 2%
