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 (-0.56%) MSCI WORLD SRI ETF - 10%
$XXSC (-1.51%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0.57%) - 5%
$MSFT (+1.59%) - 4%
$SHOP (+19.4%) - 5%
$SMH (-0.36%) Semi Conductor ETF - 5%
$AAPL (+0.17%) Apple - 3%
$PAYC (+0.82%) Paycom - 2%
$PATH (-3.76%) UiPath - 2%
$VRTX (-1.85%) Vertex Pharma - 7%
$GILD (-2.32%) Gilead Sciences - 4%
$AZN (+0.29%) AstraZeneca - 3%
$CRSP (-7.31%) Crispr - 2%
$AMZN (+1.9%) Amazon - 5%
$MELI (+1.33%) Mercado Libre - 3%
$BKNG (-0.55%) Booking.com - 2%
$GOOGL (+1.13%) Alphabet - 3%
$META (+0.4%) Meta - 3%
$ADYEN (-1.86%) Adyen - 4%
$STNE (+0%) StoneC0 - 3%
$ISP (-2.68%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1.49%) Wereldhave - 2%
$BYG (-3.73%) Big Yellow Group - 2%
$DHL (-1.76%) DHL - 2%
$UKW (-1.25%) Green Coat UKW - 2%
$ENPH (-5.34%) Enphase - 2%
