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 (+1,12%) MSCI WORLD SRI ETF - 10%
$XXSC (+1,25%) MSCI Euro Small Cap ETF - 5%
$CRWD (+4,16%) - 5%
$MSFT (+0,87%) - 4%
$SHOP (+1,23%) - 5%
$SMH (+0%) Semi Conductor ETF - 5%
$AAPL (+1,34%) Apple - 3%
$PAYC (+2,78%) Paycom - 2%
$PATH (+5,88%) UiPath - 2%
$VRTX (+0,88%) Vertex Pharma - 7%
$GILD (+0,83%) Gilead Sciences - 4%
$AZN (+3,43%) AstraZeneca - 3%
$CRSP (+3,85%) Crispr - 2%
$AMZN (+0,5%) Amazon - 5%
$MELI (+2,56%) Mercado Libre - 3%
$BKNG (-0,36%) Booking.com - 2%
$GOOGL (+0,15%) Alphabet - 3%
$META (+0,33%) Meta - 3%
$ADYEN (+2,18%) Adyen - 4%
$STNE (+12,47%) StoneC0 - 3%
$ISP (-1,03%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,78%) Wereldhave - 2%
$BYG (+1,17%) Big Yellow Group - 2%
$DHL (+1,14%) DHL - 2%
$UKW (+1,32%) Green Coat UKW - 2%
$ENPH (+4,39%) Enphase - 2%
