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 (+0.08%) MSCI WORLD SRI ETF - 10%
$XXSC (+0.43%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1.5%) - 5%
$MSFT (+0.53%) - 4%
$SHOP (+1.61%) - 5%
$SMH (+0.24%) Semi Conductor ETF - 5%
$AAPL (-0.33%) Apple - 3%
$PAYC (+0.01%) Paycom - 2%
$PATH (+0.77%) UiPath - 2%
$VRTX (-0.56%) Vertex Pharma - 7%
$GILD (-0.48%) Gilead Sciences - 4%
$AZN (+1.67%) AstraZeneca - 3%
$CRSP (+2.44%) Crispr - 2%
$AMZN (+0.32%) Amazon - 5%
$MELI (+0.27%) Mercado Libre - 3%
$BKNG (-0.21%) Booking.com - 2%
$GOOGL (+0.27%) Alphabet - 3%
$META (+0.02%) Meta - 3%
$ADYEN (+0.98%) Adyen - 4%
$STNE (-0.51%) StoneC0 - 3%
$ISP (+0.7%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1.43%) Wereldhave - 2%
$BYG (+0.26%) Big Yellow Group - 2%
$DHL (+0.96%) DHL - 2%
$UKW (-1.12%) Green Coat UKW - 2%
$ENPH (+1.48%) Enphase - 2%
