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 (-0,04%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,28%) MSCI Euro Small Cap ETF - 5%
$CRWD (-3,48%) - 5%
$MSFT (-1,26%) - 4%
$SHOP (-2,35%) - 5%
$SMH (-1,17%) Semi Conductor ETF - 5%
$AAPL (+1,76%) Apple - 3%
$PAYC (+0,89%) Paycom - 2%
$PATH (-0,46%) UiPath - 2%
$VRTX (+2,19%) Vertex Pharma - 7%
$GILD (+0,23%) Gilead Sciences - 4%
$AZN (+1,76%) AstraZeneca - 3%
$CRSP (-0,24%) Crispr - 2%
$AMZN (+0,16%) Amazon - 5%
$MELI (-4,36%) Mercado Libre - 3%
$BKNG (-1,15%) Booking.com - 2%
$GOOGL (-0,87%) Alphabet - 3%
$META (-2,88%) Meta - 3%
$ADYEN (-1,73%) Adyen - 4%
$STNE (-0,88%) StoneC0 - 3%
$ISP (-0,78%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,35%) Wereldhave - 2%
$BYG (+1,69%) Big Yellow Group - 2%
$DHL (+0,18%) DHL - 2%
$UKW (-0,35%) Green Coat UKW - 2%
$ENPH (+3,07%) Enphase - 2%
