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 (+1,19%) MSCI WORLD SRI ETF - 10%
$XXSC (+1,2%) MSCI Euro Small Cap ETF - 5%
$CRWD (+4,74%) - 5%
$MSFT (+1,55%) - 4%
$SHOP (+1,18%) - 5%
$SMH (-0,04%) Semi Conductor ETF - 5%
$AAPL (+1,26%) Apple - 3%
$PAYC (+3,31%) Paycom - 2%
$PATH (+4,96%) UiPath - 2%
$VRTX (+1,3%) Vertex Pharma - 7%
$GILD (+1,09%) Gilead Sciences - 4%
$AZN (+3,35%) AstraZeneca - 3%
$CRSP (+4,07%) Crispr - 2%
$AMZN (+0,2%) Amazon - 5%
$MELI (+2,36%) Mercado Libre - 3%
$BKNG (-0,07%) Booking.com - 2%
$GOOGL (+0,04%) Alphabet - 3%
$META (+0,15%) Meta - 3%
$ADYEN (+1,95%) Adyen - 4%
$STNE (+10,94%) StoneC0 - 3%
$ISP (-1,02%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,78%) Wereldhave - 2%
$BYG (+1,56%) Big Yellow Group - 2%
$DHL (+1,33%) DHL - 2%
$UKW (+1,64%) Green Coat UKW - 2%
$ENPH (+5,27%) Enphase - 2%
