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 (-1,97%) MSCI WORLD SRI ETF - 10%
$XXSC (-1,42%) MSCI Euro Small Cap ETF - 5%
$CRWD (-3,13%) - 5%
$MSFT (-1,76%) - 4%
$SHOP (-2,05%) - 5%
$SMH (-1,17%) Semi Conductor ETF - 5%
$AAPL (-1,57%) Apple - 3%
$PAYC (-0,69%) Paycom - 2%
$PATH (-3,52%) UiPath - 2%
$VRTX (-1,42%) Vertex Pharma - 7%
$GILD (-1,23%) Gilead Sciences - 4%
$AZN (-1,05%) AstraZeneca - 3%
$CRSP (-2,4%) Crispr - 2%
$AMZN (-2,06%) Amazon - 5%
$MELI (-2,42%) Mercado Libre - 3%
$BKNG (-3,91%) Booking.com - 2%
$GOOGL (-1,57%) Alphabet - 3%
$META (-2,45%) Meta - 3%
$ADYEN (-1,82%) Adyen - 4%
$STNE (-2,79%) StoneC0 - 3%
$ISP (-1,39%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,06%) Wereldhave - 2%
$BYG (-3,18%) Big Yellow Group - 2%
$DHL (-2%) DHL - 2%
$UKW (+2,6%) Green Coat UKW - 2%
$ENPH (-2,18%) Enphase - 2%
