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 (+0,06%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,44%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,39%) - 5%
$MSFT (+0,66%) - 4%
$SHOP (+2,13%) - 5%
$SMH (+0,08%) Semi Conductor ETF - 5%
$AAPL (+0,09%) Apple - 3%
$PAYC (+0,42%) Paycom - 2%
$PATH (-0,86%) UiPath - 2%
$VRTX (-0,49%) Vertex Pharma - 7%
$GILD (+2,51%) Gilead Sciences - 4%
$AZN (-0,5%) AstraZeneca - 3%
$CRSP (-1,78%) Crispr - 2%
$AMZN (-0,2%) Amazon - 5%
$MELI (-1,2%) Mercado Libre - 3%
$BKNG (-0,28%) Booking.com - 2%
$GOOGL (+0,48%) Alphabet - 3%
$META (-0,39%) Meta - 3%
$ADYEN (+1,14%) Adyen - 4%
$STNE (+0,18%) StoneC0 - 3%
$ISP (+0,28%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,11%) Wereldhave - 2%
$BYG (-1,84%) Big Yellow Group - 2%
$DHL (+0,43%) DHL - 2%
$UKW (-1,71%) Green Coat UKW - 2%
$ENPH (-0,2%) Enphase - 2%
