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 (-5,53%) MSCI WORLD SRI ETF - 10%
$XXSC (-6,64%) MSCI Euro Small Cap ETF - 5%
$CRWD (-5,76%) - 5%
$MSFT (-2,36%) - 4%
$SHOP (-5,55%) - 5%
$SMH (-6,84%) Semi Conductor ETF - 5%
$AAPL (-6,8%) Apple - 3%
$PAYC (-6,43%) Paycom - 2%
$PATH (-1,94%) UiPath - 2%
$VRTX (+0,82%) Vertex Pharma - 7%
$GILD (-4,32%) Gilead Sciences - 4%
$AZN (-7,9%) AstraZeneca - 3%
$CRSP (-0,34%) Crispr - 2%
$AMZN (-3,47%) Amazon - 5%
$MELI (-4,71%) Mercado Libre - 3%
$BKNG (-2,79%) Booking.com - 2%
$GOOGL (-2,74%) Alphabet - 3%
$META (-4,44%) Meta - 3%
$ADYEN (-5,35%) Adyen - 4%
$STNE (-6,8%) StoneC0 - 3%
$ISP (-8,26%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-4,66%) Wereldhave - 2%
$BYG (-6,14%) Big Yellow Group - 2%
$DHL (-6,85%) DHL - 2%
$UKW (-3,14%) Green Coat UKW - 2%
$ENPH (+1,11%) Enphase - 2%
