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 (+0,7%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,42%) MSCI Euro Small Cap ETF - 5%
$CRWD (+7,92%) - 5%
$MSFT (+1,2%) - 4%
$SHOP (+1,84%) - 5%
$SMH (+2,34%) Semi Conductor ETF - 5%
$AAPL (+0,28%) Apple - 3%
$PAYC (+1,89%) Paycom - 2%
$PATH (+7,61%) UiPath - 2%
$VRTX (-0,95%) Vertex Pharma - 7%
$GILD (-0,08%) Gilead Sciences - 4%
$AZN (-1,19%) AstraZeneca - 3%
$CRSP (+0,04%) Crispr - 2%
$AMZN (-1,57%) Amazon - 5%
$MELI (-1,14%) Mercado Libre - 3%
$BKNG (-2,96%) Booking.com - 2%
$GOOGL (-0,48%) Alphabet - 3%
$META (-0,85%) Meta - 3%
$ADYEN (+0,89%) Adyen - 4%
$STNE (-2,13%) StoneC0 - 3%
$ISP (-0,36%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,27%) Wereldhave - 2%
$BYG (-2,36%) Big Yellow Group - 2%
$DHL (-0,97%) DHL - 2%
$UKW (-0,38%) Green Coat UKW - 2%
$ENPH (+1,57%) Enphase - 2%
