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 (+0,08%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,34%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,47%) - 5%
$MSFT (+0,09%) - 4%
$SHOP (+0,5%) - 5%
$SMH (+0,71%) Semi Conductor ETF - 5%
$AAPL (+0,12%) Apple - 3%
$PAYC (-0,05%) Paycom - 2%
$PATH (-0,03%) UiPath - 2%
$VRTX (-0,49%) Vertex Pharma - 7%
$GILD (+0,04%) Gilead Sciences - 4%
$AZN (+0,45%) AstraZeneca - 3%
$CRSP (+0,5%) Crispr - 2%
$AMZN (+0,27%) Amazon - 5%
$MELI (+0,17%) Mercado Libre - 3%
$BKNG (-0,01%) Booking.com - 2%
$GOOGL (+0,34%) Alphabet - 3%
$META (+0,18%) Meta - 3%
$ADYEN (+0,56%) Adyen - 4%
$STNE (+0,57%) StoneC0 - 3%
$ISP (+0,54%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,36%) Wereldhave - 2%
$BYG (-4,44%) Big Yellow Group - 2%
$DHL (-0,2%) DHL - 2%
$UKW (+0%) Green Coat UKW - 2%
$ENPH (-0,08%) Enphase - 2%
