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 (+0,29%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,16%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,21%) - 5%
$MSFT (+2,05%) - 4%
$SHOP (+0%) - 5%
$SMH (+0,3%) Semi Conductor ETF - 5%
$AAPL (-0,71%) Apple - 3%
$PAYC (+2,05%) Paycom - 2%
$PATH (+1,28%) UiPath - 2%
$VRTX (-1,8%) Vertex Pharma - 7%
$GILD (-1,01%) Gilead Sciences - 4%
$AZN (-0,15%) AstraZeneca - 3%
$CRSP (-2,1%) Crispr - 2%
$AMZN (+0,6%) Amazon - 5%
$MELI (-2,68%) Mercado Libre - 3%
$BKNG (+0,37%) Booking.com - 2%
$GOOGL (-0,19%) Alphabet - 3%
$META (+0,33%) Meta - 3%
$ADYEN (-0,57%) Adyen - 4%
$STNE (+1,76%) StoneC0 - 3%
$ISP (-0,77%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,13%) Wereldhave - 2%
$BYG (+0,97%) Big Yellow Group - 2%
$DHL (+0,79%) DHL - 2%
$UKW (-0,81%) Green Coat UKW - 2%
$ENPH (-1,61%) Enphase - 2%
