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 (-0.04%) MSCI WORLD SRI ETF - 10%
$XXSC (-0.28%) MSCI Euro Small Cap ETF - 5%
$CRWD (-3.48%) - 5%
$MSFT (-1.26%) - 4%
$SHOP (-2.35%) - 5%
$SMH (-1.17%) Semi Conductor ETF - 5%
$AAPL (+1.76%) Apple - 3%
$PAYC (+0.89%) Paycom - 2%
$PATH (-0.46%) UiPath - 2%
$VRTX (+2.19%) Vertex Pharma - 7%
$GILD (+0.23%) Gilead Sciences - 4%
$AZN (+1.76%) AstraZeneca - 3%
$CRSP (-0.24%) Crispr - 2%
$AMZN (+0.16%) Amazon - 5%
$MELI (-4.36%) Mercado Libre - 3%
$BKNG (-1.15%) Booking.com - 2%
$GOOGL (-0.87%) Alphabet - 3%
$META (-2.88%) Meta - 3%
$ADYEN (-1.73%) Adyen - 4%
$STNE (-0.88%) StoneC0 - 3%
$ISP (-0.78%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1.35%) Wereldhave - 2%
$BYG (+1.69%) Big Yellow Group - 2%
$DHL (+0.18%) DHL - 2%
$UKW (-0.35%) Green Coat UKW - 2%
$ENPH (+3.07%) Enphase - 2%
