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 (-0,31%) MSCI WORLD SRI ETF - 10%
$XXSC (+1,03%) MSCI Euro Small Cap ETF - 5%
$CRWD (+4,1%) - 5%
$MSFT (+0,37%) - 4%
$SHOP (+1,81%) - 5%
$SMH (-2,03%) Semi Conductor ETF - 5%
$AAPL (-1,21%) Apple - 3%
$PAYC (+1,88%) Paycom - 2%
$PATH (+3,05%) UiPath - 2%
$VRTX (+0,84%) Vertex Pharma - 7%
$GILD (+1,07%) Gilead Sciences - 4%
$AZN (+1,75%) AstraZeneca - 3%
$CRSP (+0,31%) Crispr - 2%
$AMZN (-0,06%) Amazon - 5%
$MELI (+2,06%) Mercado Libre - 3%
$BKNG (+0,25%) Booking.com - 2%
$GOOGL (+0,58%) Alphabet - 3%
$META (-0,56%) Meta - 3%
$ADYEN (+2,33%) Adyen - 4%
$STNE (+5,7%) StoneC0 - 3%
$ISP (-2,47%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,12%) Wereldhave - 2%
$BYG (-0,52%) Big Yellow Group - 2%
$DHL (+1,36%) DHL - 2%
$UKW (+0,87%) Green Coat UKW - 2%
$ENPH (-5,09%) Enphase - 2%
