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 (+1,2%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,64%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,55%) - 5%
$MSFT (+0,15%) - 4%
$SHOP (+2,94%) - 5%
$SMH (+0,07%) Semi Conductor ETF - 5%
$AAPL (+0,65%) Apple - 3%
$PAYC (+1,45%) Paycom - 2%
$PATH (-0,49%) UiPath - 2%
$VRTX (+3,85%) Vertex Pharma - 7%
$GILD (-0,06%) Gilead Sciences - 4%
$AZN (+0,56%) AstraZeneca - 3%
$CRSP (+0,21%) Crispr - 2%
$AMZN (-0,02%) Amazon - 5%
$MELI (+6,83%) Mercado Libre - 3%
$BKNG (+1,31%) Booking.com - 2%
$GOOGL (-0,6%) Alphabet - 3%
$META (+0,4%) Meta - 3%
$ADYEN (-4,7%) Adyen - 4%
$STNE (+0,38%) StoneC0 - 3%
$ISP (-0,48%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,57%) Wereldhave - 2%
$BYG (+1,75%) Big Yellow Group - 2%
$DHL (+0,1%) DHL - 2%
$UKW (-0,31%) Green Coat UKW - 2%
$ENPH (-6,08%) Enphase - 2%
