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 (+0,65%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,67%) MSCI Euro Small Cap ETF - 5%
$CRWD (+2,47%) - 5%
$MSFT (+1,32%) - 4%
$SHOP (+2,12%) - 5%
$SMH (+1,7%) Semi Conductor ETF - 5%
$AAPL (+0,28%) Apple - 3%
$PAYC (+0,25%) Paycom - 2%
$PATH (+2,11%) UiPath - 2%
$VRTX (+1,35%) Vertex Pharma - 7%
$GILD (+1,09%) Gilead Sciences - 4%
$AZN (+0,12%) AstraZeneca - 3%
$CRSP (-1,46%) Crispr - 2%
$AMZN (+0,25%) Amazon - 5%
$MELI (+1,25%) Mercado Libre - 3%
$BKNG (+0,21%) Booking.com - 2%
$GOOGL (-1,98%) Alphabet - 3%
$META (+0,53%) Meta - 3%
$ADYEN (-0,53%) Adyen - 4%
$STNE (+2,89%) StoneC0 - 3%
$ISP (+3,01%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,97%) Wereldhave - 2%
$BYG (+0,88%) Big Yellow Group - 2%
$DHL (-0,46%) DHL - 2%
$UKW (+0,38%) Green Coat UKW - 2%
$ENPH (+2,87%) Enphase - 2%
