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 (-1,85%) MSCI WORLD SRI ETF - 10%
$XXSC (-1,22%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,87%) - 5%
$MSFT (-0,93%) - 4%
$SHOP (-8,15%) - 5%
$SMH (-1,8%) Semi Conductor ETF - 5%
$AAPL (-5,12%) Apple - 3%
$PAYC (+9,99%) Paycom - 2%
$PATH (-4,44%) UiPath - 2%
$VRTX (+0,81%) Vertex Pharma - 7%
$GILD (-3,08%) Gilead Sciences - 4%
$AZN (-0,18%) AstraZeneca - 3%
$CRSP (+0,74%) Crispr - 2%
$AMZN (-2,63%) Amazon - 5%
$MELI (-0,88%) Mercado Libre - 3%
$BKNG (-3,9%) Booking.com - 2%
$GOOGL (-1,06%) Alphabet - 3%
$META (-3,74%) Meta - 3%
$ADYEN (-21,09%) Adyen - 4%
$STNE (-5,41%) StoneC0 - 3%
$ISP (-0,71%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,96%) Wereldhave - 2%
$BYG (+0%) Big Yellow Group - 2%
$DHL (-5,05%) DHL - 2%
$UKW (-1,32%) Green Coat UKW - 2%
$ENPH (-8,81%) Enphase - 2%
