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 (-0,39%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,66%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,56%) - 5%
$MSFT (+0%) - 4%
$SHOP (+0,39%) - 5%
$SMH (+0,86%) Semi Conductor ETF - 5%
$AAPL (+0,11%) Apple - 3%
$PAYC (-0,81%) Paycom - 2%
$PATH (+0,39%) UiPath - 2%
$VRTX (-0,83%) Vertex Pharma - 7%
$GILD (-1,71%) Gilead Sciences - 4%
$AZN (-0,67%) AstraZeneca - 3%
$CRSP (-4,84%) Crispr - 2%
$AMZN (-0,71%) Amazon - 5%
$MELI (+1,48%) Mercado Libre - 3%
$BKNG (-1,02%) Booking.com - 2%
$GOOGL (+0,43%) Alphabet - 3%
$META (+0,17%) Meta - 3%
$ADYEN (-0,48%) Adyen - 4%
$STNE (+3,71%) StoneC0 - 3%
$ISP (-0,89%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,35%) Wereldhave - 2%
$BYG (+0,45%) Big Yellow Group - 2%
$DHL (-0,59%) DHL - 2%
$UKW (+1,32%) Green Coat UKW - 2%
$ENPH (+0,46%) Enphase - 2%
