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 (-0,09%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,01%) MSCI Euro Small Cap ETF - 5%
$CRWD (+2,85%) - 5%
$MSFT (-1,05%) - 4%
$SHOP (+0,9%) - 5%
$SMH (+1,1%) Semi Conductor ETF - 5%
$AAPL (+1,34%) Apple - 3%
$PAYC (-0,5%) Paycom - 2%
$PATH (+3,5%) UiPath - 2%
$VRTX (-0,44%) Vertex Pharma - 7%
$GILD (+1,02%) Gilead Sciences - 4%
$AZN (+1,05%) AstraZeneca - 3%
$CRSP (-1,27%) Crispr - 2%
$AMZN (+0,26%) Amazon - 5%
$MELI (+2,5%) Mercado Libre - 3%
$BKNG (-1,19%) Booking.com - 2%
$GOOGL (+0,94%) Alphabet - 3%
$META (-2,23%) Meta - 3%
$ADYEN (-0,21%) Adyen - 4%
$STNE (+1,94%) StoneC0 - 3%
$ISP (-0,94%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,25%) Wereldhave - 2%
$BYG (+0,87%) Big Yellow Group - 2%
$DHL (+0,13%) DHL - 2%
$UKW (+0,66%) Green Coat UKW - 2%
$ENPH (+6,64%) Enphase - 2%