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 (-0,11 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,04 %) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,6 %) - 5%
$MSFT (+1,53 %) - 4%
$SHOP (+2,35 %) - 5%
$SMH (-5,11 %) Semi Conductor ETF - 5%
$AAPL (+0,89 %) Apple - 3%
$PAYC (+5,53 %) Paycom - 2%
$PATH (+4,04 %) UiPath - 2%
$VRTX (+2,29 %) Vertex Pharma - 7%
$GILD (+3,19 %) Gilead Sciences - 4%
$AZN (+2,14 %) AstraZeneca - 3%
$CRSP (+0,65 %) Crispr - 2%
$AMZN (-0,47 %) Amazon - 5%
$MELI (+2,07 %) Mercado Libre - 3%
$BKNG (+6,11 %) Booking.com - 2%
$GOOGL (+1,73 %) Alphabet - 3%
$META (-0,3 %) Meta - 3%
$ADYEN (+6,12 %) Adyen - 4%
$STNE (+1,61 %) StoneC0 - 3%
$ISP (-0,23 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,05 %) Wereldhave - 2%
$BYG (-1,41 %) Big Yellow Group - 2%
$DHL (+0,23 %) DHL - 2%
$UKW (+0,39 %) Green Coat UKW - 2%
$ENPH (-4,32 %) Enphase - 2%