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 (+0.82%) MSCI WORLD SRI ETF - 10%
$XXSC (+0.5%) MSCI Euro Small Cap ETF - 5%
$CRWD (-1.49%) - 5%
$MSFT (-1.56%) - 4%
$SHOP (-2.19%) - 5%
$SMH (+2.67%) Semi Conductor ETF - 5%
$AAPL (-0.81%) Apple - 3%
$PAYC (-2.66%) Paycom - 2%
$PATH (-2.8%) UiPath - 2%
$VRTX (-0.2%) Vertex Pharma - 7%
$GILD (-0.13%) Gilead Sciences - 4%
$AZN (-0.31%) AstraZeneca - 3%
$CRSP (-0.15%) Crispr - 2%
$AMZN (-1.15%) Amazon - 5%
$MELI (-3.11%) Mercado Libre - 3%
$BKNG (-0.34%) Booking.com - 2%
$GOOGL (-0.51%) Alphabet - 3%
$META (-3.32%) Meta - 3%
$ADYEN (-2.04%) Adyen - 4%
$STNE (-0.07%) StoneC0 - 3%
$ISP (+0.46%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0.43%) Wereldhave - 2%
$BYG (-0.24%) Big Yellow Group - 2%
$DHL (+0.04%) DHL - 2%
$UKW (+0.75%) Green Coat UKW - 2%
$ENPH (-3.31%) Enphase - 2%
