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 (+0,73%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,61%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,54%) - 5%
$MSFT (-0,08%) - 4%
$SHOP (+2,91%) - 5%
$SMH (+1,39%) Semi Conductor ETF - 5%
$AAPL (+0,3%) Apple - 3%
$PAYC (-1,23%) Paycom - 2%
$PATH (+6,49%) UiPath - 2%
$VRTX (+1,86%) Vertex Pharma - 7%
$GILD (+2,66%) Gilead Sciences - 4%
$AZN (+0,38%) AstraZeneca - 3%
$CRSP (+2,85%) Crispr - 2%
$AMZN (+0,63%) Amazon - 5%
$MELI (-0,66%) Mercado Libre - 3%
$BKNG (+2,64%) Booking.com - 2%
$GOOGL (-1,31%) Alphabet - 3%
$META (+0,42%) Meta - 3%
$ADYEN (-0,19%) Adyen - 4%
$STNE (-4,44%) StoneC0 - 3%
$ISP (+0,05%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,16%) Wereldhave - 2%
$BYG (-0,93%) Big Yellow Group - 2%
$DHL (+0,25%) DHL - 2%
$UKW (-0,74%) Green Coat UKW - 2%
$ENPH (+5,44%) Enphase - 2%
