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 (+0,1%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,43%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,4%) - 5%
$MSFT (+0,05%) - 4%
$SHOP (+0,49%) - 5%
$SMH (+0,7%) Semi Conductor ETF - 5%
$AAPL (+0,04%) Apple - 3%
$PAYC (-0,05%) Paycom - 2%
$PATH (-0,42%) UiPath - 2%
$VRTX (-0,49%) Vertex Pharma - 7%
$GILD (+0,17%) Gilead Sciences - 4%
$AZN (+0,48%) AstraZeneca - 3%
$CRSP (+0,5%) Crispr - 2%
$AMZN (+0,33%) Amazon - 5%
$MELI (+0,21%) Mercado Libre - 3%
$BKNG (-0,02%) Booking.com - 2%
$GOOGL (+0,3%) Alphabet - 3%
$META (+0,29%) Meta - 3%
$ADYEN (+0,67%) Adyen - 4%
$STNE (+0,37%) StoneC0 - 3%
$ISP (+0,67%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,21%) Wereldhave - 2%
$BYG (-4,84%) Big Yellow Group - 2%
$DHL (-0,04%) DHL - 2%
$UKW (+0%) Green Coat UKW - 2%
$ENPH (-0,29%) Enphase - 2%
