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 (-0,18%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,25%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,12%) - 5%
$MSFT (-0,01%) - 4%
$SHOP (-0,94%) - 5%
$SMH (-0,08%) Semi Conductor ETF - 5%
$AAPL (+0,1%) Apple - 3%
$PAYC (+1,44%) Paycom - 2%
$PATH (-0,76%) UiPath - 2%
$VRTX (+0,37%) Vertex Pharma - 7%
$GILD (-0,2%) Gilead Sciences - 4%
$AZN (-1,03%) AstraZeneca - 3%
$CRSP (-0,73%) Crispr - 2%
$AMZN (-0,02%) Amazon - 5%
$MELI (+0,56%) Mercado Libre - 3%
$BKNG (-0,13%) Booking.com - 2%
$GOOGL (+0%) Alphabet - 3%
$META (-0,45%) Meta - 3%
$ADYEN (-0,65%) Adyen - 4%
$STNE (+0,88%) StoneC0 - 3%
$ISP (+0,54%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0%) Wereldhave - 2%
$BYG (-1,23%) Big Yellow Group - 2%
$DHL (-0,15%) DHL - 2%
$UKW (-0,89%) Green Coat UKW - 2%
$ENPH (+0,56%) Enphase - 2%
