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 (+0.65%) MSCI WORLD SRI ETF - 10%
$XXSC (+0.67%) MSCI Euro Small Cap ETF - 5%
$CRWD (+2.47%) - 5%
$MSFT (+1.32%) - 4%
$SHOP (+2.12%) - 5%
$SMH (+1.7%) Semi Conductor ETF - 5%
$AAPL (+0.28%) Apple - 3%
$PAYC (+0.25%) Paycom - 2%
$PATH (+2.11%) UiPath - 2%
$VRTX (+1.35%) Vertex Pharma - 7%
$GILD (+1.09%) Gilead Sciences - 4%
$AZN (+0.12%) AstraZeneca - 3%
$CRSP (-1.46%) Crispr - 2%
$AMZN (+0.25%) Amazon - 5%
$MELI (+1.25%) Mercado Libre - 3%
$BKNG (+0.21%) Booking.com - 2%
$GOOGL (-1.98%) Alphabet - 3%
$META (+0.53%) Meta - 3%
$ADYEN (-0.53%) Adyen - 4%
$STNE (+2.89%) StoneC0 - 3%
$ISP (+3.01%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0.97%) Wereldhave - 2%
$BYG (+0.88%) Big Yellow Group - 2%
$DHL (-0.46%) DHL - 2%
$UKW (+0.38%) Green Coat UKW - 2%
$ENPH (+2.87%) Enphase - 2%
