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 (+0,85%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,8%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,48%) - 5%
$MSFT (+0,63%) - 4%
$SHOP (+1,2%) - 5%
$SMH (+0,71%) Semi Conductor ETF - 5%
$AAPL (+0,97%) Apple - 3%
$PAYC (+1,84%) Paycom - 2%
$PATH (+1,61%) UiPath - 2%
$VRTX (+0,68%) Vertex Pharma - 7%
$GILD (+0,73%) Gilead Sciences - 4%
$AZN (+2,9%) AstraZeneca - 3%
$CRSP (+0,68%) Crispr - 2%
$AMZN (+0,96%) Amazon - 5%
$MELI (+1,52%) Mercado Libre - 3%
$BKNG (+0,59%) Booking.com - 2%
$GOOGL (+0,89%) Alphabet - 3%
$META (+0,8%) Meta - 3%
$ADYEN (+2,73%) Adyen - 4%
$STNE (+5,14%) StoneC0 - 3%
$ISP (-2,5%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,5%) Wereldhave - 2%
$BYG (+1,56%) Big Yellow Group - 2%
$DHL (+0,65%) DHL - 2%
$UKW (+1,32%) Green Coat UKW - 2%
$ENPH (+1,81%) Enphase - 2%