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 (+0.34%) MSCI WORLD SRI ETF - 10%
$XXSC (-0.23%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1.04%) - 5%
$MSFT (+1.08%) - 4%
$SHOP (+1.28%) - 5%
$SMH (+0.81%) Semi Conductor ETF - 5%
$AAPL (+0.45%) Apple - 3%
$PAYC (-0.15%) Paycom - 2%
$PATH (+2.2%) UiPath - 2%
$VRTX (+0.56%) Vertex Pharma - 7%
$GILD (-0.19%) Gilead Sciences - 4%
$AZN (-0.1%) AstraZeneca - 3%
$CRSP (+0%) Crispr - 2%
$AMZN (+1.07%) Amazon - 5%
$MELI (+1.26%) Mercado Libre - 3%
$BKNG (+2.24%) Booking.com - 2%
$GOOGL (+0.95%) Alphabet - 3%
$META (+1.26%) Meta - 3%
$ADYEN (-0.52%) Adyen - 4%
$STNE (+1.82%) StoneC0 - 3%
$ISP (+0.31%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0.22%) Wereldhave - 2%
$BYG (-0.87%) Big Yellow Group - 2%
$DHL (-0.79%) DHL - 2%
$UKW (+0.33%) Green Coat UKW - 2%
$ENPH (+0.94%) Enphase - 2%
