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 (+1.44%) MSCI WORLD SRI ETF - 10%
$XXSC (+0.33%) MSCI Euro Small Cap ETF - 5%
$CRWD (+2.04%) - 5%
$MSFT (+0.93%) - 4%
$SHOP (+7%) - 5%
$SMH (+1.02%) Semi Conductor ETF - 5%
$AAPL (+2.14%) Apple - 3%
$PAYC (+1.13%) Paycom - 2%
$PATH (+0.17%) UiPath - 2%
$VRTX (+1.98%) Vertex Pharma - 7%
$GILD (+2.95%) Gilead Sciences - 4%
$AZN (+1.35%) AstraZeneca - 3%
$CRSP (+8.33%) Crispr - 2%
$AMZN (+3.59%) Amazon - 5%
$MELI (-3.61%) Mercado Libre - 3%
$BKNG (+1.21%) Booking.com - 2%
$GOOGL (+3.98%) Alphabet - 3%
$META (+2.82%) Meta - 3%
$ADYEN (+1.95%) Adyen - 4%
$STNE (-1.16%) StoneC0 - 3%
$ISP (+1.55%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0.11%) Wereldhave - 2%
$BYG (+0%) Big Yellow Group - 2%
$DHL (+1.58%) DHL - 2%
$UKW (+0.36%) Green Coat UKW - 2%
$ENPH (+0.87%) Enphase - 2%
