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 (-0,38%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,41%) MSCI Euro Small Cap ETF - 5%
$CRWD (-1,19%) - 5%
$MSFT (-1,41%) - 4%
$SHOP (-0,9%) - 5%
$SMH (-2,9%) Semi Conductor ETF - 5%
$AAPL (+1,03%) Apple - 3%
$PAYC (+2,7%) Paycom - 2%
$PATH (+1,29%) UiPath - 2%
$VRTX (-0,61%) Vertex Pharma - 7%
$GILD (+0,04%) Gilead Sciences - 4%
$AZN (-1%) AstraZeneca - 3%
$CRSP (-3,38%) Crispr - 2%
$AMZN (-2,16%) Amazon - 5%
$MELI (-1,09%) Mercado Libre - 3%
$BKNG (+2,52%) Booking.com - 2%
$GOOGL (-0,45%) Alphabet - 3%
$META (-0,27%) Meta - 3%
$ADYEN (-0,01%) Adyen - 4%
$STNE (+0,68%) StoneC0 - 3%
$ISP (-2,08%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,42%) Wereldhave - 2%
$BYG (-2,07%) Big Yellow Group - 2%
$DHL (-0,68%) DHL - 2%
$UKW (+0,37%) Green Coat UKW - 2%
$ENPH (-1,45%) Enphase - 2%