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 (+2.1%) MSCI WORLD SRI ETF - 10%
$XXSC (+1.31%) MSCI Euro Small Cap ETF - 5%
$CRWD (+3.98%) - 5%
$MSFT (+1.45%) - 4%
$SHOP (+1.61%) - 5%
$SMH (+6.23%) Semi Conductor ETF - 5%
$AAPL (-0.2%) Apple - 3%
$PAYC (-1.05%) Paycom - 2%
$PATH (+7.25%) UiPath - 2%
$VRTX (+3.05%) Vertex Pharma - 7%
$GILD (+1.12%) Gilead Sciences - 4%
$AZN (+2.66%) AstraZeneca - 3%
$CRSP (+4.33%) Crispr - 2%
$AMZN (+2.35%) Amazon - 5%
$MELI (-2.84%) Mercado Libre - 3%
$BKNG (-1.27%) Booking.com - 2%
$GOOGL (-0.82%) Alphabet - 3%
$META (+0.23%) Meta - 3%
$ADYEN (-0.15%) Adyen - 4%
$STNE (+4%) StoneC0 - 3%
$ISP (+1.04%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1.77%) Wereldhave - 2%
$BYG (+0.83%) Big Yellow Group - 2%
$DHL (+0.7%) DHL - 2%
$UKW (+0%) Green Coat UKW - 2%
$ENPH (+3.97%) Enphase - 2%
