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 (-0,09%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,01%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,19%) - 5%
$MSFT (+0,03%) - 4%
$SHOP (-0,14%) - 5%
$SMH (+0,82%) Semi Conductor ETF - 5%
$AAPL (-0,27%) Apple - 3%
$PAYC (+0,3%) Paycom - 2%
$PATH (-0,12%) UiPath - 2%
$VRTX (+0,33%) Vertex Pharma - 7%
$GILD (+0,32%) Gilead Sciences - 4%
$AZN (+0,29%) AstraZeneca - 3%
$CRSP (+0,33%) Crispr - 2%
$AMZN (+0,21%) Amazon - 5%
$MELI (-0,06%) Mercado Libre - 3%
$BKNG (+0,02%) Booking.com - 2%
$GOOGL (+2,21%) Alphabet - 3%
$META (+0,66%) Meta - 3%
$ADYEN (-1,48%) Adyen - 4%
$STNE (+0,29%) StoneC0 - 3%
$ISP (-0,88%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,04%) Wereldhave - 2%
$BYG (-1,28%) Big Yellow Group - 2%
$DHL (+0,16%) DHL - 2%
$UKW (+0,75%) Green Coat UKW - 2%
$ENPH (+0,26%) Enphase - 2%
