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 (+0.02%) MSCI WORLD SRI ETF - 10%
$XXSC (-0.17%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0.31%) - 5%
$MSFT (+0.23%) - 4%
$SHOP (-0.49%) - 5%
$SMH (-0.4%) Semi Conductor ETF - 5%
$AAPL (-0.19%) Apple - 3%
$PAYC (-0.15%) Paycom - 2%
$PATH (-0.09%) UiPath - 2%
$VRTX (+1.09%) Vertex Pharma - 7%
$GILD (+0.31%) Gilead Sciences - 4%
$AZN (-0.56%) AstraZeneca - 3%
$CRSP (-0.62%) Crispr - 2%
$AMZN (-0.3%) Amazon - 5%
$MELI (-0.42%) Mercado Libre - 3%
$BKNG (+0.31%) Booking.com - 2%
$GOOGL (-0.43%) Alphabet - 3%
$META (+0.92%) Meta - 3%
$ADYEN (-0.79%) Adyen - 4%
$STNE (-0.17%) StoneC0 - 3%
$ISP (-1.21%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0.11%) Wereldhave - 2%
$BYG (+0.48%) Big Yellow Group - 2%
$DHL (-0.58%) DHL - 2%
$UKW (-2.48%) Green Coat UKW - 2%
$ENPH (-0.55%) Enphase - 2%
