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 (-0,99%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,44%) MSCI Euro Small Cap ETF - 5%
$CRWD (-4,23%) - 5%
$MSFT (-0,64%) - 4%
$SHOP (-0,42%) - 5%
$SMH (-2,92%) Semi Conductor ETF - 5%
$AAPL (-0,09%) Apple - 3%
$PAYC (+0,58%) Paycom - 2%
$PATH (-1,55%) UiPath - 2%
$VRTX (-0,29%) Vertex Pharma - 7%
$GILD (-0,13%) Gilead Sciences - 4%
$AZN (+0,15%) AstraZeneca - 3%
$CRSP (-2,64%) Crispr - 2%
$AMZN (-1,14%) Amazon - 5%
$MELI (-0,17%) Mercado Libre - 3%
$BKNG (-0,49%) Booking.com - 2%
$GOOGL (+0,48%) Alphabet - 3%
$META (-1,58%) Meta - 3%
$ADYEN (-0,21%) Adyen - 4%
$STNE (-1,05%) StoneC0 - 3%
$ISP (-0,64%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,81%) Wereldhave - 2%
$BYG (-0,92%) Big Yellow Group - 2%
$DHL (-0,17%) DHL - 2%
$UKW (-0,39%) Green Coat UKW - 2%
$ENPH (+0,34%) Enphase - 2%
