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 (-0,43%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,13%) MSCI Euro Small Cap ETF - 5%
$CRWD (-6,58%) - 5%
$MSFT (+5,61%) - 4%
$SHOP (+1,43%) - 5%
$SMH (+0,96%) Semi Conductor ETF - 5%
$AAPL (-1,02%) Apple - 3%
$PAYC (-1,53%) Paycom - 2%
$PATH (-1,98%) UiPath - 2%
$VRTX (+2,8%) Vertex Pharma - 7%
$GILD (+2,24%) Gilead Sciences - 4%
$AZN (-0,28%) AstraZeneca - 3%
$CRSP (+4,82%) Crispr - 2%
$AMZN (+0,5%) Amazon - 5%
$MELI (-0,76%) Mercado Libre - 3%
$BKNG (-1,11%) Booking.com - 2%
$GOOGL (-9,94%) Alphabet - 3%
$META (-0,39%) Meta - 3%
$ADYEN (-13,66%) Adyen - 4%
$STNE (-1,38%) StoneC0 - 3%
$ISP (-1,68%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,06%) Wereldhave - 2%
$BYG (+1,35%) Big Yellow Group - 2%
$DHL (-1,67%) DHL - 2%
$UKW (+0,7%) Green Coat UKW - 2%
$ENPH (-0,84%) Enphase - 2%
