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 (-0,83 %) MSCI WORLD SRI ETF - 10%
$XXSC (-0,71 %) MSCI Euro Small Cap ETF - 5%
$CRWD (-1,73 %) - 5%
$MSFT (-0,88 %) - 4%
$SHOP (-3,7 %) - 5%
$SMH (-1,06 %) Semi Conductor ETF - 5%
$AAPL (-1,69 %) Apple - 3%
$PAYC (+2,46 %) Paycom - 2%
$PATH (-2,01 %) UiPath - 2%
$VRTX (-0,43 %) Vertex Pharma - 7%
$GILD (+1,88 %) Gilead Sciences - 4%
$AZN (-0,55 %) AstraZeneca - 3%
$CRSP (-0,5 %) Crispr - 2%
$AMZN (-1,09 %) Amazon - 5%
$MELI (+1,15 %) Mercado Libre - 3%
$BKNG (-2,09 %) Booking.com - 2%
$GOOGL (-0,59 %) Alphabet - 3%
$META (+2,21 %) Meta - 3%
$ADYEN (-0,8 %) Adyen - 4%
$STNE (-0,91 %) StoneC0 - 3%
$ISP (+0,6 %) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,64 %) Wereldhave - 2%
$BYG (-2,28 %) Big Yellow Group - 2%
$DHL (-0,29 %) DHL - 2%
$UKW (-0,66 %) Green Coat UKW - 2%
$ENPH (-4,11 %) Enphase - 2%
