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 (+1.39%) MSCI WORLD SRI ETF - 10%
$XXSC (+1.4%) MSCI Euro Small Cap ETF - 5%
$CRWD (+3.09%) - 5%
$MSFT (+1.09%) - 4%
$SHOP (+3.75%) - 5%
$SMH (+3.77%) Semi Conductor ETF - 5%
$AAPL (+2.87%) Apple - 3%
$PAYC (+0.78%) Paycom - 2%
$PATH (+0.36%) UiPath - 2%
$VRTX (+0.36%) Vertex Pharma - 7%
$GILD (-1.15%) Gilead Sciences - 4%
$AZN (-0.35%) AstraZeneca - 3%
$CRSP (-2.21%) Crispr - 2%
$AMZN (+1.14%) Amazon - 5%
$MELI (-0.23%) Mercado Libre - 3%
$BKNG (-1.99%) Booking.com - 2%
$GOOGL (+0.99%) Alphabet - 3%
$META (+3.24%) Meta - 3%
$ADYEN (+4.56%) Adyen - 4%
$STNE (+0.09%) StoneC0 - 3%
$ISP (+0.13%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0.48%) Wereldhave - 2%
$BYG (+1.97%) Big Yellow Group - 2%
$DHL (-1.71%) DHL - 2%
$UKW (+0.3%) Green Coat UKW - 2%
$ENPH (-2.38%) Enphase - 2%
