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 (+0,14%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,16%) MSCI Euro Small Cap ETF - 5%
$CRWD (-1,1%) - 5%
$MSFT (+0,86%) - 4%
$SHOP (-3,37%) - 5%
$SMH (-0,14%) Semi Conductor ETF - 5%
$AAPL (+0,28%) Apple - 3%
$PAYC (-1,99%) Paycom - 2%
$PATH (-1,7%) UiPath - 2%
$VRTX (-0,94%) Vertex Pharma - 7%
$GILD (-0,54%) Gilead Sciences - 4%
$AZN (+0,65%) AstraZeneca - 3%
$CRSP (-0,5%) Crispr - 2%
$AMZN (+3,53%) Amazon - 5%
$MELI (+0,2%) Mercado Libre - 3%
$BKNG (+1,24%) Booking.com - 2%
$GOOGL (+1,28%) Alphabet - 3%
$META (+0,67%) Meta - 3%
$ADYEN (-5,46%) Adyen - 4%
$STNE (-1,94%) StoneC0 - 3%
$ISP (+2,27%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,22%) Wereldhave - 2%
$BYG (+0%) Big Yellow Group - 2%
$DHL (-0,05%) DHL - 2%
$UKW (-2,19%) Green Coat UKW - 2%
$ENPH (-6,12%) Enphase - 2%
