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 (+1.08%) MSCI WORLD SRI ETF - 10%
$XXSC (+1.23%) MSCI Euro Small Cap ETF - 5%
$CRWD (+4.29%) - 5%
$MSFT (+0.96%) - 4%
$SHOP (+1.31%) - 5%
$SMH (-0.22%) Semi Conductor ETF - 5%
$AAPL (+1.04%) Apple - 3%
$PAYC (+3.08%) Paycom - 2%
$PATH (+6.11%) UiPath - 2%
$VRTX (+0.73%) Vertex Pharma - 7%
$GILD (+1.12%) Gilead Sciences - 4%
$AZN (+3.41%) AstraZeneca - 3%
$CRSP (+3.39%) Crispr - 2%
$AMZN (+0.23%) Amazon - 5%
$MELI (+3.17%) Mercado Libre - 3%
$BKNG (-0.31%) Booking.com - 2%
$GOOGL (+0.07%) Alphabet - 3%
$META (-0.02%) Meta - 3%
$ADYEN (+2.35%) Adyen - 4%
$STNE (+12.42%) StoneC0 - 3%
$ISP (-1.02%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0.78%) Wereldhave - 2%
$BYG (+1.56%) Big Yellow Group - 2%
$DHL (+1.3%) DHL - 2%
$UKW (+1.32%) Green Coat UKW - 2%
$ENPH (+5.74%) Enphase - 2%
