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 (-0,67%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,18%) MSCI Euro Small Cap ETF - 5%
$CRWD (+7,27%) - 5%
$MSFT (+2,7%) - 4%
$SHOP (+3,92%) - 5%
$SMH (-0,49%) Semi Conductor ETF - 5%
$AAPL (+0,84%) Apple - 3%
$PAYC (+6,58%) Paycom - 2%
$PATH (+4,56%) UiPath - 2%
$VRTX (+0,19%) Vertex Pharma - 7%
$GILD (-0,65%) Gilead Sciences - 4%
$AZN (-1,63%) AstraZeneca - 3%
$CRSP (-1,84%) Crispr - 2%
$AMZN (-1,05%) Amazon - 5%
$MELI (+1,65%) Mercado Libre - 3%
$BKNG (+2,88%) Booking.com - 2%
$GOOGL (-0,52%) Alphabet - 3%
$META (+1,37%) Meta - 3%
$ADYEN (-0,89%) Adyen - 4%
$STNE (-2,74%) StoneC0 - 3%
$ISP (-0,13%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,24%) Wereldhave - 2%
$BYG (-0,95%) Big Yellow Group - 2%
$DHL (+1,44%) DHL - 2%
$UKW (+0,87%) Green Coat UKW - 2%
$ENPH (+0%) Enphase - 2%
