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 (-0.38%) MSCI WORLD SRI ETF - 10%
$XXSC (+0.11%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0.72%) - 5%
$MSFT (+0.9%) - 4%
$SHOP (+1.91%) - 5%
$SMH (-0.97%) Semi Conductor ETF - 5%
$AAPL (-0.01%) Apple - 3%
$PAYC (+0.72%) Paycom - 2%
$PATH (+0.61%) UiPath - 2%
$VRTX (-0.05%) Vertex Pharma - 7%
$GILD (+0.04%) Gilead Sciences - 4%
$AZN (-1.39%) AstraZeneca - 3%
$CRSP (-0.15%) Crispr - 2%
$AMZN (+0.51%) Amazon - 5%
$MELI (+0.06%) Mercado Libre - 3%
$BKNG (+0.11%) Booking.com - 2%
$GOOGL (+0.06%) Alphabet - 3%
$META (+2.64%) Meta - 3%
$ADYEN (-0.02%) Adyen - 4%
$STNE (-0.05%) StoneC0 - 3%
$ISP (+1.2%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0.42%) Wereldhave - 2%
$BYG (+1.46%) Big Yellow Group - 2%
$DHL (+0%) DHL - 2%
$UKW (-0.41%) Green Coat UKW - 2%
$ENPH (+0.13%) Enphase - 2%
