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 (+0.99%) MSCI WORLD SRI ETF - 10%
$XXSC (+0.53%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0.22%) - 5%
$MSFT (+1.69%) - 4%
$SHOP (+6.17%) - 5%
$SMH (+1.38%) Semi Conductor ETF - 5%
$AAPL (+0.52%) Apple - 3%
$PAYC (+1.03%) Paycom - 2%
$PATH (+0%) UiPath - 2%
$VRTX (-0.97%) Vertex Pharma - 7%
$GILD (+0.6%) Gilead Sciences - 4%
$AZN (+0.04%) AstraZeneca - 3%
$CRSP (-1.04%) Crispr - 2%
$AMZN (+0.73%) Amazon - 5%
$MELI (-1.92%) Mercado Libre - 3%
$BKNG (+1.34%) Booking.com - 2%
$GOOGL (+0.78%) Alphabet - 3%
$META (+0.12%) Meta - 3%
$ADYEN (+1.4%) Adyen - 4%
$STNE (+0.55%) StoneC0 - 3%
$ISP (+0.06%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0.4%) Wereldhave - 2%
$BYG (+3.27%) Big Yellow Group - 2%
$DHL (+0.64%) DHL - 2%
$UKW (+0%) Green Coat UKW - 2%
$ENPH (-0.33%) Enphase - 2%
