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 (-0.61%) MSCI WORLD SRI ETF - 10%
$XXSC (-0.66%) MSCI Euro Small Cap ETF - 5%
$CRWD (-2.29%) - 5%
$MSFT (+0.41%) - 4%
$SHOP (-2.57%) - 5%
$SMH (+0%) Semi Conductor ETF - 5%
$AAPL (-0.76%) Apple - 3%
$PAYC (-3.91%) Paycom - 2%
$PATH (-4.34%) UiPath - 2%
$VRTX (-1.88%) Vertex Pharma - 7%
$GILD (-4.4%) Gilead Sciences - 4%
$AZN (-0.39%) AstraZeneca - 3%
$CRSP (-4.17%) Crispr - 2%
$AMZN (+0.72%) Amazon - 5%
$MELI (-0.65%) Mercado Libre - 3%
$BKNG (-0.25%) Booking.com - 2%
$GOOGL (+1.49%) Alphabet - 3%
$META (-1.26%) Meta - 3%
$ADYEN (-0.57%) Adyen - 4%
$STNE (-3.01%) StoneC0 - 3%
$ISP (-1.63%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0.58%) Wereldhave - 2%
$BYG (-1.81%) Big Yellow Group - 2%
$DHL (-2.19%) DHL - 2%
$UKW (+0.35%) Green Coat UKW - 2%
$ENPH (-2.7%) Enphase - 2%
