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 (-0,26%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,08%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,69%) - 5%
$MSFT (-3,17%) - 4%
$SHOP (+0,46%) - 5%
$SMH (+0,73%) Semi Conductor ETF - 5%
$AAPL (-0,66%) Apple - 3%
$PAYC (-0,75%) Paycom - 2%
$PATH (+1,98%) UiPath - 2%
$VRTX (-0,54%) Vertex Pharma - 7%
$GILD (+1,83%) Gilead Sciences - 4%
$AZN (-0,41%) AstraZeneca - 3%
$CRSP (+2,86%) Crispr - 2%
$AMZN (-1,95%) Amazon - 5%
$MELI (-0,51%) Mercado Libre - 3%
$BKNG (-2,06%) Booking.com - 2%
$GOOGL (+0,59%) Alphabet - 3%
$META (-0,3%) Meta - 3%
$ADYEN (-1,25%) Adyen - 4%
$STNE (+4,16%) StoneC0 - 3%
$ISP (-1,39%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,21%) Wereldhave - 2%
$BYG (+2,37%) Big Yellow Group - 2%
$DHL (-0,29%) DHL - 2%
$UKW (+0%) Green Coat UKW - 2%
$ENPH (+7,94%) Enphase - 2%