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 (+0,5%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,21%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,86%) - 5%
$MSFT (+0,63%) - 4%
$SHOP (+3,64%) - 5%
$SMH (+1,41%) Semi Conductor ETF - 5%
$AAPL (+1,23%) Apple - 3%
$PAYC (-0,33%) Paycom - 2%
$PATH (+6,86%) UiPath - 2%
$VRTX (+0,88%) Vertex Pharma - 7%
$GILD (+0,53%) Gilead Sciences - 4%
$AZN (+0,1%) AstraZeneca - 3%
$CRSP (+0%) Crispr - 2%
$AMZN (+1,56%) Amazon - 5%
$MELI (+0,32%) Mercado Libre - 3%
$BKNG (+0,72%) Booking.com - 2%
$GOOGL (+1,8%) Alphabet - 3%
$META (+0,46%) Meta - 3%
$ADYEN (+0,77%) Adyen - 4%
$STNE (+1,37%) StoneC0 - 3%
$ISP (-0,36%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,75%) Wereldhave - 2%
$BYG (-0,73%) Big Yellow Group - 2%
$DHL (-0,13%) DHL - 2%
$UKW (+0,8%) Green Coat UKW - 2%
$ENPH (+1,79%) Enphase - 2%
