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 (+0,5%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,28%) MSCI Euro Small Cap ETF - 5%
$CRWD (+5,15%) - 5%
$MSFT (+0,16%) - 4%
$SHOP (+2,48%) - 5%
$SMH (+0,09%) Semi Conductor ETF - 5%
$AAPL (+1,22%) Apple - 3%
$PAYC (-0,47%) Paycom - 2%
$PATH (+2,09%) UiPath - 2%
$VRTX (-0,08%) Vertex Pharma - 7%
$GILD (-2,26%) Gilead Sciences - 4%
$AZN (-0,5%) AstraZeneca - 3%
$CRSP (+1,17%) Crispr - 2%
$AMZN (-0,26%) Amazon - 5%
$MELI (-1,01%) Mercado Libre - 3%
$BKNG (-3,8%) Booking.com - 2%
$GOOGL (-1,39%) Alphabet - 3%
$META (+5,45%) Meta - 3%
$ADYEN (+0,62%) Adyen - 4%
$STNE (-4,1%) StoneC0 - 3%
$ISP (+1,15%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,64%) Wereldhave - 2%
$BYG (-0,46%) Big Yellow Group - 2%
$DHL (+0,14%) DHL - 2%
$UKW (+0,72%) Green Coat UKW - 2%
$ENPH (+0%) Enphase - 2%
