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 (-0,55%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,22%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,42%) - 5%
$MSFT (-1,59%) - 4%
$SHOP (-1,14%) - 5%
$SMH (-2,38%) Semi Conductor ETF - 5%
$AAPL (+0,5%) Apple - 3%
$PAYC (-2,74%) Paycom - 2%
$PATH (+1,05%) UiPath - 2%
$VRTX (-0,04%) Vertex Pharma - 7%
$GILD (-1,21%) Gilead Sciences - 4%
$AZN (-0,2%) AstraZeneca - 3%
$CRSP (-1,81%) Crispr - 2%
$AMZN (-1,05%) Amazon - 5%
$MELI (-2,05%) Mercado Libre - 3%
$BKNG (-1,07%) Booking.com - 2%
$GOOGL (-2,66%) Alphabet - 3%
$META (-2,93%) Meta - 3%
$ADYEN (-1,99%) Adyen - 4%
$STNE (-0,41%) StoneC0 - 3%
$ISP (-1,4%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0%) Wereldhave - 2%
$BYG (+0%) Big Yellow Group - 2%
$DHL (-0,37%) DHL - 2%
$UKW (+0,4%) Green Coat UKW - 2%
$ENPH (+1,03%) Enphase - 2%
