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 (+1,22%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,17%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,9%) - 5%
$MSFT (+0,02%) - 4%
$SHOP (+0,84%) - 5%
$SMH (+2,79%) Semi Conductor ETF - 5%
$AAPL (+0,34%) Apple - 3%
$PAYC (-0,02%) Paycom - 2%
$PATH (-0,47%) UiPath - 2%
$VRTX (+0,34%) Vertex Pharma - 7%
$GILD (+0,7%) Gilead Sciences - 4%
$AZN (-0,16%) AstraZeneca - 3%
$CRSP (-0,01%) Crispr - 2%
$AMZN (+0,64%) Amazon - 5%
$MELI (+0,29%) Mercado Libre - 3%
$BKNG (+0,4%) Booking.com - 2%
$GOOGL (-1,23%) Alphabet - 3%
$META (+0,66%) Meta - 3%
$ADYEN (+1,73%) Adyen - 4%
$STNE (+1,12%) StoneC0 - 3%
$ISP (-2%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,69%) Wereldhave - 2%
$BYG (+1,84%) Big Yellow Group - 2%
$DHL (+0,31%) DHL - 2%
$UKW (+2,95%) Green Coat UKW - 2%
$ENPH (+2,65%) Enphase - 2%
