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 (+0,38%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,25%) MSCI Euro Small Cap ETF - 5%
$CRWD (+4,31%) - 5%
$MSFT (+3,69%) - 4%
$SHOP (+1,31%) - 5%
$SMH (+1,99%) Semi Conductor ETF - 5%
$AAPL (+0,27%) Apple - 3%
$PAYC (-0,61%) Paycom - 2%
$PATH (+1,17%) UiPath - 2%
$VRTX (+0,24%) Vertex Pharma - 7%
$GILD (+0,79%) Gilead Sciences - 4%
$AZN (+0,25%) AstraZeneca - 3%
$CRSP (+7,05%) Crispr - 2%
$AMZN (+1,83%) Amazon - 5%
$MELI (-0,84%) Mercado Libre - 3%
$BKNG (-1,49%) Booking.com - 2%
$GOOGL (-0,74%) Alphabet - 3%
$META (+1,1%) Meta - 3%
$ADYEN (+0,12%) Adyen - 4%
$STNE (+1,73%) StoneC0 - 3%
$ISP (-2,62%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,98%) Wereldhave - 2%
$BYG (+0,9%) Big Yellow Group - 2%
$DHL (-2,28%) DHL - 2%
$UKW (-1,04%) Green Coat UKW - 2%
$ENPH (-2,62%) Enphase - 2%
