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 (-0,09%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,08%) MSCI Euro Small Cap ETF - 5%
$CRWD (+8,15%) - 5%
$MSFT (+4,66%) - 4%
$SHOP (+3,25%) - 5%
$SMH (-0,33%) Semi Conductor ETF - 5%
$AAPL (-0,41%) Apple - 3%
$PAYC (+2,04%) Paycom - 2%
$PATH (+0,6%) UiPath - 2%
$VRTX (+0,01%) Vertex Pharma - 7%
$GILD (-1,46%) Gilead Sciences - 4%
$AZN (-0,77%) AstraZeneca - 3%
$CRSP (-0,08%) Crispr - 2%
$AMZN (-1,23%) Amazon - 5%
$MELI (-0,21%) Mercado Libre - 3%
$BKNG (-1,1%) Booking.com - 2%
$GOOGL (-2,65%) Alphabet - 3%
$META (-0,35%) Meta - 3%
$ADYEN (+0,76%) Adyen - 4%
$STNE (+1,03%) StoneC0 - 3%
$ISP (+0,54%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,24%) Wereldhave - 2%
$BYG (+0,77%) Big Yellow Group - 2%
$DHL (-0,27%) DHL - 2%
$UKW (-2,52%) Green Coat UKW - 2%
$ENPH (-1,77%) Enphase - 2%
