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 (-0,36%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,25%) MSCI Euro Small Cap ETF - 5%
$CRWD (-2,15%) - 5%
$MSFT (-2,22%) - 4%
$SHOP (-6,09%) - 5%
$SMH (-0,83%) Semi Conductor ETF - 5%
$AAPL (-0,52%) Apple - 3%
$PAYC (-1,85%) Paycom - 2%
$PATH (-3,29%) UiPath - 2%
$VRTX (-0,83%) Vertex Pharma - 7%
$GILD (+2,26%) Gilead Sciences - 4%
$AZN (+0,97%) AstraZeneca - 3%
$CRSP (+1,45%) Crispr - 2%
$AMZN (-2,47%) Amazon - 5%
$MELI (+1,42%) Mercado Libre - 3%
$BKNG (-1,83%) Booking.com - 2%
$GOOGL (-0,38%) Alphabet - 3%
$META (-2,38%) Meta - 3%
$ADYEN (-0,97%) Adyen - 4%
$STNE (-0,72%) StoneC0 - 3%
$ISP (-0,4%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+2,05%) Wereldhave - 2%
$BYG (+0%) Big Yellow Group - 2%
$DHL (-0,1%) DHL - 2%
$UKW (+0%) Green Coat UKW - 2%
$ENPH (-0,38%) Enphase - 2%
