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 (+0,83%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,58%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,41%) - 5%
$MSFT (-2,99%) - 4%
$SHOP (+1,14%) - 5%
$SMH (+2,05%) Semi Conductor ETF - 5%
$AAPL (+0,3%) Apple - 3%
$PAYC (+0,28%) Paycom - 2%
$PATH (+0,2%) UiPath - 2%
$VRTX (+4,03%) Vertex Pharma - 7%
$GILD (+1,33%) Gilead Sciences - 4%
$AZN (+1,69%) AstraZeneca - 3%
$CRSP (+1,84%) Crispr - 2%
$AMZN (-3,96%) Amazon - 5%
$MELI (-2,59%) Mercado Libre - 3%
$BKNG (-1,19%) Booking.com - 2%
$GOOGL (-4,33%) Alphabet - 3%
$META (-1,22%) Meta - 3%
$ADYEN (-0,22%) Adyen - 4%
$STNE (+2,06%) StoneC0 - 3%
$ISP (+1,37%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,94%) Wereldhave - 2%
$BYG (+2,01%) Big Yellow Group - 2%
$DHL (+0,58%) DHL - 2%
$UKW (+0,82%) Green Coat UKW - 2%
$ENPH (-0,12%) Enphase - 2%
