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 (+1,39%) MSCI WORLD SRI ETF - 10%
$XXSC (+1,4%) MSCI Euro Small Cap ETF - 5%
$CRWD (+3,09%) - 5%
$MSFT (+1,09%) - 4%
$SHOP (+3,75%) - 5%
$SMH (+3,77%) Semi Conductor ETF - 5%
$AAPL (+2,87%) Apple - 3%
$PAYC (+0,78%) Paycom - 2%
$PATH (+0,36%) UiPath - 2%
$VRTX (+0,36%) Vertex Pharma - 7%
$GILD (-1,15%) Gilead Sciences - 4%
$AZN (-0,35%) AstraZeneca - 3%
$CRSP (-2,21%) Crispr - 2%
$AMZN (+1,14%) Amazon - 5%
$MELI (-0,23%) Mercado Libre - 3%
$BKNG (-1,99%) Booking.com - 2%
$GOOGL (+0,99%) Alphabet - 3%
$META (+3,24%) Meta - 3%
$ADYEN (+4,56%) Adyen - 4%
$STNE (+0,09%) StoneC0 - 3%
$ISP (+0,13%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,48%) Wereldhave - 2%
$BYG (+1,97%) Big Yellow Group - 2%
$DHL (-1,71%) DHL - 2%
$UKW (+0,3%) Green Coat UKW - 2%
$ENPH (-2,38%) Enphase - 2%