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 (+0,68 %) MSCI WORLD SRI ETF - 10%
$XXSC (+0,08 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,23 %) - 5%
$MSFT (+0,41 %) - 4%
$SHOP (-0,66 %) - 5%
$SMH (+1,43 %) Semi Conductor ETF - 5%
$AAPL (+4,37 %) Apple - 3%
$PAYC (-1,47 %) Paycom - 2%
$PATH (-2,49 %) UiPath - 2%
$VRTX (-3,31 %) Vertex Pharma - 7%
$GILD (+6,66 %) Gilead Sciences - 4%
$AZN (-0,02 %) AstraZeneca - 3%
$CRSP (-0,21 %) Crispr - 2%
$AMZN (-0,06 %) Amazon - 5%
$MELI (+1,02 %) Mercado Libre - 3%
$BKNG (-0,26 %) Booking.com - 2%
$GOOGL (+2,76 %) Alphabet - 3%
$META (+1,07 %) Meta - 3%
$ADYEN (-1,3 %) Adyen - 4%
$STNE (+2,39 %) StoneC0 - 3%
$ISP (+1,65 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+2,41 %) Wereldhave - 2%
$BYG (+1,37 %) Big Yellow Group - 2%
$DHL (+1,95 %) DHL - 2%
$UKW (+0,37 %) Green Coat UKW - 2%
$ENPH (+1,86 %) Enphase - 2%