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 (+0.38%) MSCI WORLD SRI ETF - 10%
$XXSC (-0.22%) MSCI Euro Small Cap ETF - 5%
$CRWD (+4.31%) - 5%
$MSFT (+3.69%) - 4%
$SHOP (+1.31%) - 5%
$SMH (+1.99%) Semi Conductor ETF - 5%
$AAPL (+0.27%) Apple - 3%
$PAYC (-0.61%) Paycom - 2%
$PATH (+1.17%) UiPath - 2%
$VRTX (+0.24%) Vertex Pharma - 7%
$GILD (+0.79%) Gilead Sciences - 4%
$AZN (+0.25%) AstraZeneca - 3%
$CRSP (+7.05%) Crispr - 2%
$AMZN (+1.83%) Amazon - 5%
$MELI (-0.84%) Mercado Libre - 3%
$BKNG (-1.49%) Booking.com - 2%
$GOOGL (-0.74%) Alphabet - 3%
$META (+1.1%) Meta - 3%
$ADYEN (+0.12%) Adyen - 4%
$STNE (+1.73%) StoneC0 - 3%
$ISP (-2.62%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1.98%) Wereldhave - 2%
$BYG (+0.9%) Big Yellow Group - 2%
$DHL (-2.28%) DHL - 2%
$UKW (-1.04%) Green Coat UKW - 2%
$ENPH (-2.62%) Enphase - 2%
