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 (-0,97%) MSCI WORLD SRI ETF - 10%
$XXSC (-1,16%) MSCI Euro Small Cap ETF - 5%
$CRWD (-5,57%) - 5%
$MSFT (-1,71%) - 4%
$SHOP (-3,23%) - 5%
$SMH (-1,03%) Semi Conductor ETF - 5%
$AAPL (-0,59%) Apple - 3%
$PAYC (-2,08%) Paycom - 2%
$PATH (-3,1%) UiPath - 2%
$VRTX (-2,45%) Vertex Pharma - 7%
$GILD (-0,42%) Gilead Sciences - 4%
$AZN (+4,06%) AstraZeneca - 3%
$CRSP (-2,89%) Crispr - 2%
$AMZN (-3,27%) Amazon - 5%
$MELI (-1,76%) Mercado Libre - 3%
$BKNG (-3,04%) Booking.com - 2%
$GOOGL (-1,28%) Alphabet - 3%
$META (-3,56%) Meta - 3%
$ADYEN (-1,97%) Adyen - 4%
$STNE (+0,39%) StoneC0 - 3%
$ISP (+0,45%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,36%) Wereldhave - 2%
$BYG (-1,47%) Big Yellow Group - 2%
$DHL (-1,1%) DHL - 2%
$UKW (-2,17%) Green Coat UKW - 2%
$ENPH (-3,01%) Enphase - 2%
