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 (-0,25%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,55%) MSCI Euro Small Cap ETF - 5%
$CRWD (+4,49%) - 5%
$MSFT (+2,21%) - 4%
$SHOP (-0,58%) - 5%
$SMH (+0,44%) Semi Conductor ETF - 5%
$AAPL (-1,08%) Apple - 3%
$PAYC (+1,22%) Paycom - 2%
$PATH (+4,26%) UiPath - 2%
$VRTX (-0,48%) Vertex Pharma - 7%
$GILD (-1,88%) Gilead Sciences - 4%
$AZN (-1,78%) AstraZeneca - 3%
$CRSP (-0,65%) Crispr - 2%
$AMZN (-0,67%) Amazon - 5%
$MELI (+0,56%) Mercado Libre - 3%
$BKNG (+0,21%) Booking.com - 2%
$GOOGL (+0,19%) Alphabet - 3%
$META (+0,51%) Meta - 3%
$ADYEN (+0,99%) Adyen - 4%
$STNE (+0,75%) StoneC0 - 3%
$ISP (-0,25%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,44%) Wereldhave - 2%
$BYG (-0,94%) Big Yellow Group - 2%
$DHL (-1,14%) DHL - 2%
$UKW (+1,77%) Green Coat UKW - 2%
$ENPH (+3,78%) Enphase - 2%
