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 (+1.13%) MSCI WORLD SRI ETF - 10%
$XXSC (+1.3%) MSCI Euro Small Cap ETF - 5%
$CRWD (+4.02%) - 5%
$MSFT (+0.95%) - 4%
$SHOP (+1.18%) - 5%
$SMH (-0.04%) Semi Conductor ETF - 5%
$AAPL (+1.25%) Apple - 3%
$PAYC (+3.03%) Paycom - 2%
$PATH (+5.57%) UiPath - 2%
$VRTX (+1.02%) Vertex Pharma - 7%
$GILD (+0.89%) Gilead Sciences - 4%
$AZN (+3.43%) AstraZeneca - 3%
$CRSP (+3.85%) Crispr - 2%
$AMZN (+0.53%) Amazon - 5%
$MELI (+2.77%) Mercado Libre - 3%
$BKNG (-0.35%) Booking.com - 2%
$GOOGL (-0.01%) Alphabet - 3%
$META (+0.29%) Meta - 3%
$ADYEN (+2.58%) Adyen - 4%
$STNE (+12.61%) StoneC0 - 3%
$ISP (-0.98%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0.78%) Wereldhave - 2%
$BYG (+1.56%) Big Yellow Group - 2%
$DHL (+1.27%) DHL - 2%
$UKW (+1.32%) Green Coat UKW - 2%
$ENPH (+4.96%) Enphase - 2%
