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 (-0,82%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,23%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,76%) - 5%
$MSFT (-0,48%) - 4%
$SHOP (-3,23%) - 5%
$SMH (-3,51%) Semi Conductor ETF - 5%
$AAPL (-1%) Apple - 3%
$PAYC (+1,08%) Paycom - 2%
$PATH (+2,83%) UiPath - 2%
$VRTX (-1,45%) Vertex Pharma - 7%
$GILD (-0,51%) Gilead Sciences - 4%
$AZN (-2,23%) AstraZeneca - 3%
$CRSP (-2,82%) Crispr - 2%
$AMZN (-2,34%) Amazon - 5%
$MELI (+0,44%) Mercado Libre - 3%
$BKNG (-1,02%) Booking.com - 2%
$GOOGL (-0,59%) Alphabet - 3%
$META (-2,49%) Meta - 3%
$ADYEN (-0,8%) Adyen - 4%
$STNE (-0,59%) StoneC0 - 3%
$ISP (-2,91%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-2,53%) Wereldhave - 2%
$BYG (-1,79%) Big Yellow Group - 2%
$DHL (+1,07%) DHL - 2%
$UKW (+0,9%) Green Coat UKW - 2%
$ENPH (-2,21%) Enphase - 2%
