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 (+1,39%) MSCI WORLD SRI ETF - 10%
$XXSC (+1,27%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,77%) - 5%
$MSFT (+12,49%) - 4%
$SHOP (-3,56%) - 5%
$SMH (+6,77%) Semi Conductor ETF - 5%
$AAPL (-2,54%) Apple - 3%
$PAYC (-5,33%) Paycom - 2%
$PATH (-3,7%) UiPath - 2%
$VRTX (-2,26%) Vertex Pharma - 7%
$GILD (-3,47%) Gilead Sciences - 4%
$AZN (-1,77%) AstraZeneca - 3%
$CRSP (+0,3%) Crispr - 2%
$AMZN (+4,38%) Amazon - 5%
$MELI (-0,99%) Mercado Libre - 3%
$BKNG (-5,01%) Booking.com - 2%
$GOOGL (-0,09%) Alphabet - 3%
$META (-1,59%) Meta - 3%
$ADYEN (+1,7%) Adyen - 4%
$STNE (+1,84%) StoneC0 - 3%
$ISP (+1,49%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1%) Wereldhave - 2%
$BYG (+0%) Big Yellow Group - 2%
$DHL (+0,68%) DHL - 2%
$UKW (+3,63%) Green Coat UKW - 2%
$ENPH (+2,88%) Enphase - 2%
