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 (+0.1%) MSCI WORLD SRI ETF - 10%
$XXSC (+0.41%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0.4%) - 5%
$MSFT (+0.07%) - 4%
$SHOP (+0.5%) - 5%
$SMH (+0.73%) Semi Conductor ETF - 5%
$AAPL (+0.04%) Apple - 3%
$PAYC (-0.05%) Paycom - 2%
$PATH (-0.06%) UiPath - 2%
$VRTX (-0.51%) Vertex Pharma - 7%
$GILD (+0%) Gilead Sciences - 4%
$AZN (+0.53%) AstraZeneca - 3%
$CRSP (+0.5%) Crispr - 2%
$AMZN (+0.27%) Amazon - 5%
$MELI (+0.17%) Mercado Libre - 3%
$BKNG (-0.01%) Booking.com - 2%
$GOOGL (+0.32%) Alphabet - 3%
$META (+0.29%) Meta - 3%
$ADYEN (+0.5%) Adyen - 4%
$STNE (+0.54%) StoneC0 - 3%
$ISP (+0.67%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0.41%) Wereldhave - 2%
$BYG (-5.24%) Big Yellow Group - 2%
$DHL (-0.11%) DHL - 2%
$UKW (+0%) Green Coat UKW - 2%
$ENPH (-0.25%) Enphase - 2%
