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 (+0,84%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,47%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,5%) - 5%
$MSFT (-2,3%) - 4%
$SHOP (+1,19%) - 5%
$SMH (+1,18%) Semi Conductor ETF - 5%
$AAPL (+1,19%) Apple - 3%
$PAYC (-0,83%) Paycom - 2%
$PATH (-0,55%) UiPath - 2%
$VRTX (+3,96%) Vertex Pharma - 7%
$GILD (+1,03%) Gilead Sciences - 4%
$AZN (+1,73%) AstraZeneca - 3%
$CRSP (+2,18%) Crispr - 2%
$AMZN (-3,28%) Amazon - 5%
$MELI (-1,95%) Mercado Libre - 3%
$BKNG (-1,81%) Booking.com - 2%
$GOOGL (-4,69%) Alphabet - 3%
$META (-0,8%) Meta - 3%
$ADYEN (-0,22%) Adyen - 4%
$STNE (+1,67%) StoneC0 - 3%
$ISP (+1,1%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,68%) Wereldhave - 2%
$BYG (+2,76%) Big Yellow Group - 2%
$DHL (+0,23%) DHL - 2%
$UKW (+0,82%) Green Coat UKW - 2%
$ENPH (-0,23%) Enphase - 2%
