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 (+0,89 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,32 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,14 %) - 5%
$MSFT (+0,07 %) - 4%
$SHOP (+0,84 %) - 5%
$SMH (+5,71 %) Semi Conductor ETF - 5%
$AAPL (+0,89 %) Apple - 3%
$PAYC (+1,33 %) Paycom - 2%
$PATH (+0 %) UiPath - 2%
$VRTX (-0,67 %) Vertex Pharma - 7%
$GILD (-1,59 %) Gilead Sciences - 4%
$AZN (-1,78 %) AstraZeneca - 3%
$CRSP (+0,82 %) Crispr - 2%
$AMZN (+2,54 %) Amazon - 5%
$MELI (+0,62 %) Mercado Libre - 3%
$BKNG (-0,15 %) Booking.com - 2%
$GOOGL (+1,1 %) Alphabet - 3%
$META (+1,43 %) Meta - 3%
$ADYEN (+1,79 %) Adyen - 4%
$STNE (-3,44 %) StoneC0 - 3%
$ISP (+1,63 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,68 %) Wereldhave - 2%
$BYG (-0,98 %) Big Yellow Group - 2%
$DHL (-0,9 %) DHL - 2%
$UKW (+1,24 %) Green Coat UKW - 2%
$ENPH (+9,48 %) Enphase - 2%
