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 (+0.53%) MSCI WORLD SRI ETF - 10%
$XXSC (+0.18%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0.39%) - 5%
$MSFT (+0.71%) - 4%
$SHOP (+1.26%) - 5%
$SMH (+0.9%) Semi Conductor ETF - 5%
$AAPL (+0.42%) Apple - 3%
$PAYC (+0.3%) Paycom - 2%
$PATH (+1.08%) UiPath - 2%
$VRTX (+0.9%) Vertex Pharma - 7%
$GILD (+0.18%) Gilead Sciences - 4%
$AZN (+0.84%) AstraZeneca - 3%
$CRSP (+2.83%) Crispr - 2%
$AMZN (+0.64%) Amazon - 5%
$MELI (+1.19%) Mercado Libre - 3%
$BKNG (+1.74%) Booking.com - 2%
$GOOGL (+0.89%) Alphabet - 3%
$META (+0.52%) Meta - 3%
$ADYEN (-0.42%) Adyen - 4%
$STNE (+0.51%) StoneC0 - 3%
$ISP (+0.15%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0.8%) Wereldhave - 2%
$BYG (+0%) Big Yellow Group - 2%
$DHL (-0.37%) DHL - 2%
$UKW (+0.66%) Green Coat UKW - 2%
$ENPH (+0.92%) Enphase - 2%
