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 (+0,87%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,1%) MSCI Euro Small Cap ETF - 5%
$CRWD (+2,6%) - 5%
$MSFT (+0,04%) - 4%
$SHOP (+1,35%) - 5%
$SMH (+3,84%) Semi Conductor ETF - 5%
$AAPL (-0,34%) Apple - 3%
$PAYC (-1,5%) Paycom - 2%
$PATH (+1,02%) UiPath - 2%
$VRTX (-0,05%) Vertex Pharma - 7%
$GILD (-0,37%) Gilead Sciences - 4%
$AZN (-1,09%) AstraZeneca - 3%
$CRSP (+0,64%) Crispr - 2%
$AMZN (+0,37%) Amazon - 5%
$MELI (+1,37%) Mercado Libre - 3%
$BKNG (+0,23%) Booking.com - 2%
$GOOGL (+1,06%) Alphabet - 3%
$META (+0,91%) Meta - 3%
$ADYEN (-0,18%) Adyen - 4%
$STNE (+1,6%) StoneC0 - 3%
$ISP (-1,23%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,81%) Wereldhave - 2%
$BYG (-0,87%) Big Yellow Group - 2%
$DHL (+0,42%) DHL - 2%
$UKW (-1,99%) Green Coat UKW - 2%
$ENPH (+2,13%) Enphase - 2%
