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 (+0.89%) MSCI WORLD SRI ETF - 10%
$XXSC (+0.32%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0.14%) - 5%
$MSFT (+0.07%) - 4%
$SHOP (+0.84%) - 5%
$SMH (+5.71%) Semi Conductor ETF - 5%
$AAPL (+0.89%) Apple - 3%
$PAYC (+1.33%) Paycom - 2%
$PATH (+0%) UiPath - 2%
$VRTX (-0.67%) Vertex Pharma - 7%
$GILD (-1.59%) Gilead Sciences - 4%
$AZN (-1.78%) AstraZeneca - 3%
$CRSP (+0.82%) Crispr - 2%
$AMZN (+2.54%) Amazon - 5%
$MELI (+0.62%) Mercado Libre - 3%
$BKNG (-0.15%) Booking.com - 2%
$GOOGL (+1.1%) Alphabet - 3%
$META (+1.43%) Meta - 3%
$ADYEN (+1.79%) Adyen - 4%
$STNE (-3.44%) StoneC0 - 3%
$ISP (+1.63%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1.68%) Wereldhave - 2%
$BYG (-0.98%) Big Yellow Group - 2%
$DHL (-0.9%) DHL - 2%
$UKW (+1.24%) Green Coat UKW - 2%
$ENPH (+9.48%) Enphase - 2%
