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 (-0,99 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,44 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-4,23 %) - 5%
$MSFT (-0,64 %) - 4%
$SHOP (-0,42 %) - 5%
$SMH (-2,92 %) Semi Conductor ETF - 5%
$AAPL (-0,09 %) Apple - 3%
$PAYC (+0,58 %) Paycom - 2%
$PATH (-1,55 %) UiPath - 2%
$VRTX (-0,29 %) Vertex Pharma - 7%
$GILD (-0,13 %) Gilead Sciences - 4%
$AZN (+0,15 %) AstraZeneca - 3%
$CRSP (-2,64 %) Crispr - 2%
$AMZN (-1,14 %) Amazon - 5%
$MELI (-0,17 %) Mercado Libre - 3%
$BKNG (-0,49 %) Booking.com - 2%
$GOOGL (+0,48 %) Alphabet - 3%
$META (-1,58 %) Meta - 3%
$ADYEN (-0,21 %) Adyen - 4%
$STNE (-1,05 %) StoneC0 - 3%
$ISP (-0,64 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,81 %) Wereldhave - 2%
$BYG (-0,92 %) Big Yellow Group - 2%
$DHL (-0,17 %) DHL - 2%
$UKW (-0,39 %) Green Coat UKW - 2%
$ENPH (+0,34 %) Enphase - 2%