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 (+1,06%) MSCI WORLD SRI ETF - 10%
$XXSC (+1,09%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,93%) - 5%
$MSFT (+10,35%) - 4%
$SHOP (-3,7%) - 5%
$SMH (+6,71%) Semi Conductor ETF - 5%
$AAPL (-2,52%) Apple - 3%
$PAYC (-6,55%) Paycom - 2%
$PATH (-5,13%) UiPath - 2%
$VRTX (-2,3%) Vertex Pharma - 7%
$GILD (-3,57%) Gilead Sciences - 4%
$AZN (-1,75%) AstraZeneca - 3%
$CRSP (+0,43%) Crispr - 2%
$AMZN (+3,96%) Amazon - 5%
$MELI (-1,25%) Mercado Libre - 3%
$BKNG (-5,37%) Booking.com - 2%
$GOOGL (-0,75%) Alphabet - 3%
$META (-1,29%) Meta - 3%
$ADYEN (+1,35%) Adyen - 4%
$STNE (+0,71%) StoneC0 - 3%
$ISP (+1,51%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,89%) Wereldhave - 2%
$BYG (+0,48%) Big Yellow Group - 2%
$DHL (+0,68%) DHL - 2%
$UKW (+4,44%) Green Coat UKW - 2%
$ENPH (+2,25%) Enphase - 2%
