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 (-2,22%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,49%) MSCI Euro Small Cap ETF - 5%
$CRWD (-3,45%) - 5%
$MSFT (-1,84%) - 4%
$SHOP (-6,97%) - 5%
$SMH (-3,51%) Semi Conductor ETF - 5%
$AAPL (-0,49%) Apple - 3%
$PAYC (-2,13%) Paycom - 2%
$PATH (+0,92%) UiPath - 2%
$VRTX (-0,26%) Vertex Pharma - 7%
$GILD (+2,18%) Gilead Sciences - 4%
$AZN (+0,35%) AstraZeneca - 3%
$CRSP (-3,31%) Crispr - 2%
$AMZN (-2,95%) Amazon - 5%
$MELI (-3,69%) Mercado Libre - 3%
$BKNG (-1,79%) Booking.com - 2%
$GOOGL (-3,2%) Alphabet - 3%
$META (-0,21%) Meta - 3%
$ADYEN (-2,85%) Adyen - 4%
$STNE (-4,06%) StoneC0 - 3%
$ISP (-0,78%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,26%) Wereldhave - 2%
$BYG (-0,39%) Big Yellow Group - 2%
$DHL (-1,45%) DHL - 2%
$UKW (-2,95%) Green Coat UKW - 2%
$ENPH (-6,36%) Enphase - 2%
