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 (+0,89%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,32%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,14%) - 5%
$MSFT (+0,07%) - 4%
$SHOP (+0,84%) - 5%
$SMH (+5,71%) Semi Conductor ETF - 5%
$AAPL (+0,89%) Apple - 3%
$PAYC (+1,33%) Paycom - 2%
$PATH (+0%) UiPath - 2%
$VRTX (-0,67%) Vertex Pharma - 7%
$GILD (-1,59%) Gilead Sciences - 4%
$AZN (-1,78%) AstraZeneca - 3%
$CRSP (+0,82%) Crispr - 2%
$AMZN (+2,54%) Amazon - 5%
$MELI (+0,62%) Mercado Libre - 3%
$BKNG (-0,15%) Booking.com - 2%
$GOOGL (+1,1%) Alphabet - 3%
$META (+1,43%) Meta - 3%
$ADYEN (+1,79%) Adyen - 4%
$STNE (-3,44%) StoneC0 - 3%
$ISP (+1,63%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,68%) Wereldhave - 2%
$BYG (-0,98%) Big Yellow Group - 2%
$DHL (-0,9%) DHL - 2%
$UKW (+1,24%) Green Coat UKW - 2%
$ENPH (+9,48%) Enphase - 2%
