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 (+1,44%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,33%) MSCI Euro Small Cap ETF - 5%
$CRWD (+2,04%) - 5%
$MSFT (+0,93%) - 4%
$SHOP (+7%) - 5%
$SMH (+1,02%) Semi Conductor ETF - 5%
$AAPL (+2,14%) Apple - 3%
$PAYC (+1,13%) Paycom - 2%
$PATH (+0,17%) UiPath - 2%
$VRTX (+1,98%) Vertex Pharma - 7%
$GILD (+2,95%) Gilead Sciences - 4%
$AZN (+1,35%) AstraZeneca - 3%
$CRSP (+8,33%) Crispr - 2%
$AMZN (+3,59%) Amazon - 5%
$MELI (-3,61%) Mercado Libre - 3%
$BKNG (+1,21%) Booking.com - 2%
$GOOGL (+3,98%) Alphabet - 3%
$META (+2,82%) Meta - 3%
$ADYEN (+1,95%) Adyen - 4%
$STNE (-1,16%) StoneC0 - 3%
$ISP (+1,55%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,11%) Wereldhave - 2%
$BYG (+0%) Big Yellow Group - 2%
$DHL (+1,58%) DHL - 2%
$UKW (+0,36%) Green Coat UKW - 2%
$ENPH (+0,87%) Enphase - 2%
