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 (+0,94%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,47%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,73%) - 5%
$MSFT (+0,27%) - 4%
$SHOP (+0,04%) - 5%
$SMH (+0,1%) Semi Conductor ETF - 5%
$AAPL (-0,21%) Apple - 3%
$PAYC (+1,72%) Paycom - 2%
$PATH (-0,6%) UiPath - 2%
$VRTX (-0,05%) Vertex Pharma - 7%
$GILD (+2,45%) Gilead Sciences - 4%
$AZN (+1,98%) AstraZeneca - 3%
$CRSP (+6,79%) Crispr - 2%
$AMZN (+0,1%) Amazon - 5%
$MELI (+0,35%) Mercado Libre - 3%
$BKNG (+1,52%) Booking.com - 2%
$GOOGL (+1,27%) Alphabet - 3%
$META (-0,65%) Meta - 3%
$ADYEN (+1,42%) Adyen - 4%
$STNE (+0,85%) StoneC0 - 3%
$ISP (+0,2%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1%) Wereldhave - 2%
$BYG (+4,26%) Big Yellow Group - 2%
$DHL (-0,99%) DHL - 2%
$UKW (+0,77%) Green Coat UKW - 2%
$ENPH (+1,33%) Enphase - 2%
