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 (+0,62%) MSCI WORLD SRI ETF - 10%
$XXSC (+1,13%) MSCI Euro Small Cap ETF - 5%
$CRWD (+5,95%) - 5%
$MSFT (+0,41%) - 4%
$SHOP (+2,62%) - 5%
$SMH (-1,35%) Semi Conductor ETF - 5%
$AAPL (-0,17%) Apple - 3%
$PAYC (-0,61%) Paycom - 2%
$PATH (+1,11%) UiPath - 2%
$VRTX (+3,2%) Vertex Pharma - 7%
$GILD (-0,16%) Gilead Sciences - 4%
$AZN (+3,17%) AstraZeneca - 3%
$CRSP (+9,07%) Crispr - 2%
$AMZN (+1,39%) Amazon - 5%
$MELI (-0,45%) Mercado Libre - 3%
$BKNG (+0,77%) Booking.com - 2%
$GOOGL (+3,83%) Alphabet - 3%
$META (+0,82%) Meta - 3%
$ADYEN (+5,21%) Adyen - 4%
$STNE (-0,54%) StoneC0 - 3%
$ISP (+0,97%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,15%) Wereldhave - 2%
$BYG (+2,12%) Big Yellow Group - 2%
$DHL (-0,1%) DHL - 2%
$UKW (+1,67%) Green Coat UKW - 2%
$ENPH (-0,25%) Enphase - 2%