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 (-0,46%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,55%) MSCI Euro Small Cap ETF - 5%
$CRWD (+2,97%) - 5%
$MSFT (+3,6%) - 4%
$SHOP (-4,31%) - 5%
$SMH (-0,77%) Semi Conductor ETF - 5%
$AAPL (-2,89%) Apple - 3%
$PAYC (-0,82%) Paycom - 2%
$PATH (+3,25%) UiPath - 2%
$VRTX (+0,29%) Vertex Pharma - 7%
$GILD (-0,83%) Gilead Sciences - 4%
$AZN (-0,79%) AstraZeneca - 3%
$CRSP (-1,09%) Crispr - 2%
$AMZN (+6,74%) Amazon - 5%
$MELI (-0,65%) Mercado Libre - 3%
$BKNG (-0,37%) Booking.com - 2%
$GOOGL (+6,34%) Alphabet - 3%
$META (+2,62%) Meta - 3%
$ADYEN (-1,11%) Adyen - 4%
$STNE (-0,9%) StoneC0 - 3%
$ISP (+0,61%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,78%) Wereldhave - 2%
$BYG (+0%) Big Yellow Group - 2%
$DHL (+0,56%) DHL - 2%
$UKW (-0,38%) Green Coat UKW - 2%
$ENPH (+0,43%) Enphase - 2%
