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 (-0,25%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,87%) MSCI Euro Small Cap ETF - 5%
$CRWD (+2,9%) - 5%
$MSFT (+5,11%) - 4%
$SHOP (+4,15%) - 5%
$SMH (-4,28%) Semi Conductor ETF - 5%
$AAPL (+2,41%) Apple - 3%
$PAYC (+3,65%) Paycom - 2%
$PATH (+5,37%) UiPath - 2%
$VRTX (+0,97%) Vertex Pharma - 7%
$GILD (+2,72%) Gilead Sciences - 4%
$AZN (+1,39%) AstraZeneca - 3%
$CRSP (+1,37%) Crispr - 2%
$AMZN (+1,94%) Amazon - 5%
$MELI (+3,29%) Mercado Libre - 3%
$BKNG (+1,94%) Booking.com - 2%
$GOOGL (-1,7%) Alphabet - 3%
$META (+0,95%) Meta - 3%
$ADYEN (+0,29%) Adyen - 4%
$STNE (+1,8%) StoneC0 - 3%
$ISP (-1,04%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+2,03%) Wereldhave - 2%
$BYG (+0%) Big Yellow Group - 2%
$DHL (-1,36%) DHL - 2%
$UKW (-1,63%) Green Coat UKW - 2%
$ENPH (+0,07%) Enphase - 2%
