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 (-0.71%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0.17%) - 5%
$MSFT (+0%) - 4%
$SHOP (-0.7%) - 5%
$SMH (-0.61%) Semi Conductor ETF - 5%
$AAPL (-0.27%) Apple - 3%
$PAYC (+0.3%) Paycom - 2%
$PATH (+0.15%) UiPath - 2%
$VRTX (+0.9%) Vertex Pharma - 7%
$GILD (+0.35%) Gilead Sciences - 4%
$AZN (-0.13%) AstraZeneca - 3%
$CRSP (-0.81%) Crispr - 2%
$AMZN (-0.43%) Amazon - 5%
$MELI (-0.12%) Mercado Libre - 3%
$BKNG (+0.34%) Booking.com - 2%
$GOOGL (-0.59%) Alphabet - 3%
$META (+0.09%) Meta - 3%
$ADYEN (-2.83%) Adyen - 4%
$STNE (-0.44%) StoneC0 - 3%
$ISP (-1.35%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0.22%) Wereldhave - 2%
$BYG (-0.48%) Big Yellow Group - 2%
$DHL (+0.01%) DHL - 2%
$UKW (-1.65%) Green Coat UKW - 2%
$ENPH (-0.55%) Enphase - 2%
