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 (+0.76%) MSCI WORLD SRI ETF - 10%
$XXSC (+0.8%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1.41%) - 5%
$MSFT (+0.55%) - 4%
$SHOP (+1.13%) - 5%
$SMH (+0.57%) Semi Conductor ETF - 5%
$AAPL (+0.84%) Apple - 3%
$PAYC (+1.8%) Paycom - 2%
$PATH (+1.53%) UiPath - 2%
$VRTX (+0.63%) Vertex Pharma - 7%
$GILD (+0.65%) Gilead Sciences - 4%
$AZN (+2.96%) AstraZeneca - 3%
$CRSP (+0.68%) Crispr - 2%
$AMZN (+0.91%) Amazon - 5%
$MELI (+1.45%) Mercado Libre - 3%
$BKNG (+0.44%) Booking.com - 2%
$GOOGL (+0.76%) Alphabet - 3%
$META (+0.69%) Meta - 3%
$ADYEN (+2.84%) Adyen - 4%
$STNE (+5.47%) StoneC0 - 3%
$ISP (-2.07%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0.5%) Wereldhave - 2%
$BYG (+1.17%) Big Yellow Group - 2%
$DHL (+0.71%) DHL - 2%
$UKW (+1.32%) Green Coat UKW - 2%
$ENPH (+1.38%) Enphase - 2%