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 (+0,69%) MSCI WORLD SRI ETF - 10%
$XXSC (+1,29%) MSCI Euro Small Cap ETF - 5%
$CRWD (-2,34%) - 5%
$MSFT (-0,32%) - 4%
$SHOP (-2%) - 5%
$SMH (+0,66%) Semi Conductor ETF - 5%
$AAPL (-0,05%) Apple - 3%
$PAYC (+1,16%) Paycom - 2%
$PATH (+0,09%) UiPath - 2%
$VRTX (+1,56%) Vertex Pharma - 7%
$GILD (+2,36%) Gilead Sciences - 4%
$AZN (+4,02%) AstraZeneca - 3%
$CRSP (+2,69%) Crispr - 2%
$AMZN (+0,27%) Amazon - 5%
$MELI (+0,04%) Mercado Libre - 3%
$BKNG (-0,64%) Booking.com - 2%
$GOOGL (-0,65%) Alphabet - 3%
$META (+1,08%) Meta - 3%
$ADYEN (+0,63%) Adyen - 4%
$STNE (-0,29%) StoneC0 - 3%
$ISP (+2,73%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,33%) Wereldhave - 2%
$BYG (-0,9%) Big Yellow Group - 2%
$DHL (+4,33%) DHL - 2%
$UKW (+0,69%) Green Coat UKW - 2%
$ENPH (-8,36%) Enphase - 2%