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 (+0,34%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,23%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,03%) - 5%
$MSFT (+0,98%) - 4%
$SHOP (+1,26%) - 5%
$SMH (+0,75%) Semi Conductor ETF - 5%
$AAPL (+0,33%) Apple - 3%
$PAYC (-0,19%) Paycom - 2%
$PATH (+2,47%) UiPath - 2%
$VRTX (+0,53%) Vertex Pharma - 7%
$GILD (-0,19%) Gilead Sciences - 4%
$AZN (-0,12%) AstraZeneca - 3%
$CRSP (+2,83%) Crispr - 2%
$AMZN (+0,93%) Amazon - 5%
$MELI (+1,23%) Mercado Libre - 3%
$BKNG (+2,23%) Booking.com - 2%
$GOOGL (+0,73%) Alphabet - 3%
$META (+1,29%) Meta - 3%
$ADYEN (-0,58%) Adyen - 4%
$STNE (+1,78%) StoneC0 - 3%
$ISP (+0,16%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,22%) Wereldhave - 2%
$BYG (-0,43%) Big Yellow Group - 2%
$DHL (-0,85%) DHL - 2%
$UKW (+0,66%) Green Coat UKW - 2%
$ENPH (+0,87%) Enphase - 2%
