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 (+0,59%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,56%) MSCI Euro Small Cap ETF - 5%
$CRWD (-1,59%) - 5%
$MSFT (+1,03%) - 4%
$SHOP (+3,37%) - 5%
$SMH (+2,1%) Semi Conductor ETF - 5%
$AAPL (+2,89%) Apple - 3%
$PAYC (+0,97%) Paycom - 2%
$PATH (-0,65%) UiPath - 2%
$VRTX (-1,06%) Vertex Pharma - 7%
$GILD (-0,63%) Gilead Sciences - 4%
$AZN (-0,82%) AstraZeneca - 3%
$CRSP (-0,13%) Crispr - 2%
$AMZN (+1,78%) Amazon - 5%
$MELI (+0,48%) Mercado Libre - 3%
$BKNG (-0,22%) Booking.com - 2%
$GOOGL (+2,99%) Alphabet - 3%
$META (+1,59%) Meta - 3%
$ADYEN (+0,77%) Adyen - 4%
$STNE (-0,91%) StoneC0 - 3%
$ISP (+2,7%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,17%) Wereldhave - 2%
$BYG (+1,84%) Big Yellow Group - 2%
$DHL (+0,18%) DHL - 2%
$UKW (+0,77%) Green Coat UKW - 2%
$ENPH (+1,55%) Enphase - 2%
