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 (+2,3%) MSCI WORLD SRI ETF - 10%
$XXSC (+3,03%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,07%) - 5%
$MSFT (-0,23%) - 4%
$SHOP (+1,8%) - 5%
$SMH (+4,81%) Semi Conductor ETF - 5%
$AAPL (+1,68%) Apple - 3%
$PAYC (-5,65%) Paycom - 2%
$PATH (-5,69%) UiPath - 2%
$VRTX (+1,77%) Vertex Pharma - 7%
$GILD (+1,04%) Gilead Sciences - 4%
$AZN (+0,78%) AstraZeneca - 3%
$CRSP (+4,79%) Crispr - 2%
$AMZN (+2,48%) Amazon - 5%
$MELI (+1,28%) Mercado Libre - 3%
$BKNG (+3,16%) Booking.com - 2%
$GOOGL (+3,05%) Alphabet - 3%
$META (+5,75%) Meta - 3%
$ADYEN (+2,84%) Adyen - 4%
$STNE (+1,52%) StoneC0 - 3%
$ISP (+4,73%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+2,06%) Wereldhave - 2%
$BYG (+5,03%) Big Yellow Group - 2%
$DHL (+3,66%) DHL - 2%
$UKW (+2,11%) Green Coat UKW - 2%
$ENPH (+0,9%) Enphase - 2%
