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 (+0,66%) MSCI WORLD SRI ETF - 10%
$XXSC (+0%) MSCI Euro Small Cap ETF - 5%
$CRWD (-2,57%) - 5%
$MSFT (-2,55%) - 4%
$SHOP (-5,33%) - 5%
$SMH (+2,9%) Semi Conductor ETF - 5%
$AAPL (+1,85%) Apple - 3%
$PAYC (-2,48%) Paycom - 2%
$PATH (-7,53%) UiPath - 2%
$VRTX (-2,93%) Vertex Pharma - 7%
$GILD (-2,66%) Gilead Sciences - 4%
$AZN (-1,68%) AstraZeneca - 3%
$CRSP (-4,48%) Crispr - 2%
$AMZN (-0,2%) Amazon - 5%
$MELI (-2,53%) Mercado Libre - 3%
$BKNG (-1,06%) Booking.com - 2%
$GOOGL (-0,77%) Alphabet - 3%
$META (+1,55%) Meta - 3%
$ADYEN (-2,48%) Adyen - 4%
$STNE (-2,67%) StoneC0 - 3%
$ISP (+0,5%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-2,28%) Wereldhave - 2%
$BYG (+0,79%) Big Yellow Group - 2%
$DHL (+2,25%) DHL - 2%
$UKW (+5%) Green Coat UKW - 2%
$ENPH (+4,77%) Enphase - 2%
