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 (+0.94%) MSCI WORLD SRI ETF - 10%
$XXSC (+0.47%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1.73%) - 5%
$MSFT (+0.27%) - 4%
$SHOP (+0.04%) - 5%
$SMH (+0.1%) Semi Conductor ETF - 5%
$AAPL (-0.21%) Apple - 3%
$PAYC (+1.72%) Paycom - 2%
$PATH (-0.6%) UiPath - 2%
$VRTX (-0.05%) Vertex Pharma - 7%
$GILD (+2.45%) Gilead Sciences - 4%
$AZN (+1.98%) AstraZeneca - 3%
$CRSP (+6.79%) Crispr - 2%
$AMZN (+0.1%) Amazon - 5%
$MELI (+0.35%) Mercado Libre - 3%
$BKNG (+1.52%) Booking.com - 2%
$GOOGL (+1.27%) Alphabet - 3%
$META (-0.65%) Meta - 3%
$ADYEN (+1.42%) Adyen - 4%
$STNE (+0.85%) StoneC0 - 3%
$ISP (+0.2%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1%) Wereldhave - 2%
$BYG (+4.26%) Big Yellow Group - 2%
$DHL (-0.99%) DHL - 2%
$UKW (+0.77%) Green Coat UKW - 2%
$ENPH (+1.33%) Enphase - 2%
