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 (+1.13%) MSCI Euro Small Cap ETF - 5%
$CRWD (+4.5%) - 5%
$MSFT (+2.41%) - 4%
$SHOP (+3.6%) - 5%
$SMH (-0.54%) Semi Conductor ETF - 5%
$AAPL (-1.19%) Apple - 3%
$PAYC (+1.07%) Paycom - 2%
$PATH (+1.86%) UiPath - 2%
$VRTX (+2.4%) Vertex Pharma - 7%
$GILD (+2.77%) Gilead Sciences - 4%
$AZN (+0.44%) AstraZeneca - 3%
$CRSP (+5.55%) Crispr - 2%
$AMZN (+3.14%) Amazon - 5%
$MELI (+1.82%) Mercado Libre - 3%
$BKNG (+0.56%) Booking.com - 2%
$GOOGL (+0.84%) Alphabet - 3%
$META (-0.3%) Meta - 3%
$ADYEN (+2.18%) Adyen - 4%
$STNE (+7.15%) StoneC0 - 3%
$ISP (+0.42%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0.89%) Wereldhave - 2%
$BYG (+0%) Big Yellow Group - 2%
$DHL (+1.61%) DHL - 2%
$UKW (+0.37%) Green Coat UKW - 2%
$ENPH (-0.38%) Enphase - 2%
