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 (+0,34%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,02%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,97%) - 5%
$MSFT (+0,16%) - 4%
$SHOP (-1,04%) - 5%
$SMH (+1%) Semi Conductor ETF - 5%
$AAPL (+4,45%) Apple - 3%
$PAYC (-0,89%) Paycom - 2%
$PATH (-2,91%) UiPath - 2%
$VRTX (-2,95%) Vertex Pharma - 7%
$GILD (+7,1%) Gilead Sciences - 4%
$AZN (-0,16%) AstraZeneca - 3%
$CRSP (-2,09%) Crispr - 2%
$AMZN (-0,39%) Amazon - 5%
$MELI (-0,11%) Mercado Libre - 3%
$BKNG (-0,75%) Booking.com - 2%
$GOOGL (+2,27%) Alphabet - 3%
$META (+0%) Meta - 3%
$ADYEN (-1,4%) Adyen - 4%
$STNE (+3,42%) StoneC0 - 3%
$ISP (+1,44%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+2,14%) Wereldhave - 2%
$BYG (+0,91%) Big Yellow Group - 2%
$DHL (+1,87%) DHL - 2%
$UKW (+0%) Green Coat UKW - 2%
$ENPH (+0,87%) Enphase - 2%
