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 (+0,63%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,43%) MSCI Euro Small Cap ETF - 5%
$CRWD (-5,29%) - 5%
$MSFT (+0,55%) - 4%
$SHOP (-0,25%) - 5%
$SMH (+0,75%) Semi Conductor ETF - 5%
$AAPL (-0,01%) Apple - 3%
$PAYC (-0,23%) Paycom - 2%
$PATH (-1,16%) UiPath - 2%
$VRTX (-1,9%) Vertex Pharma - 7%
$GILD (-3,55%) Gilead Sciences - 4%
$AZN (-3,46%) AstraZeneca - 3%
$CRSP (-4,72%) Crispr - 2%
$AMZN (-0,08%) Amazon - 5%
$MELI (+2,95%) Mercado Libre - 3%
$BKNG (+2,1%) Booking.com - 2%
$GOOGL (-0,18%) Alphabet - 3%
$META (+6,81%) Meta - 3%
$ADYEN (+1,61%) Adyen - 4%
$STNE (+2,41%) StoneC0 - 3%
$ISP (+1,45%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,05%) Wereldhave - 2%
$BYG (+0,49%) Big Yellow Group - 2%
$DHL (-0,42%) DHL - 2%
$UKW (+0,41%) Green Coat UKW - 2%
$ENPH (-0,15%) Enphase - 2%
