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 (+0,59%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,94%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,01%) - 5%
$MSFT (+0,23%) - 4%
$SHOP (+0,97%) - 5%
$SMH (-0,57%) Semi Conductor ETF - 5%
$AAPL (-0,76%) Apple - 3%
$PAYC (+1,21%) Paycom - 2%
$PATH (+2,5%) UiPath - 2%
$VRTX (+1,85%) Vertex Pharma - 7%
$GILD (+2,3%) Gilead Sciences - 4%
$AZN (+0,89%) AstraZeneca - 3%
$CRSP (+2,63%) Crispr - 2%
$AMZN (-0,38%) Amazon - 5%
$MELI (+0,07%) Mercado Libre - 3%
$BKNG (-0,15%) Booking.com - 2%
$GOOGL (+1,27%) Alphabet - 3%
$META (+0,8%) Meta - 3%
$ADYEN (+1,64%) Adyen - 4%
$STNE (+2,28%) StoneC0 - 3%
$ISP (-0,26%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,33%) Wereldhave - 2%
$BYG (-0,47%) Big Yellow Group - 2%
$DHL (+1,2%) DHL - 2%
$UKW (+0,77%) Green Coat UKW - 2%
$ENPH (+1,07%) Enphase - 2%
