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 (+0,13%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,87%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,23%) - 5%
$MSFT (+0,48%) - 4%
$SHOP (+0,3%) - 5%
$SMH (-0,43%) Semi Conductor ETF - 5%
$AAPL (+0,29%) Apple - 3%
$PAYC (-1,1%) Paycom - 2%
$PATH (+1,09%) UiPath - 2%
$VRTX (+1,17%) Vertex Pharma - 7%
$GILD (-1,45%) Gilead Sciences - 4%
$AZN (+0,12%) AstraZeneca - 3%
$CRSP (-1,48%) Crispr - 2%
$AMZN (+0,03%) Amazon - 5%
$MELI (-1,79%) Mercado Libre - 3%
$BKNG (+2,56%) Booking.com - 2%
$GOOGL (-0,22%) Alphabet - 3%
$META (-1,25%) Meta - 3%
$ADYEN (+0,31%) Adyen - 4%
$STNE (-3,36%) StoneC0 - 3%
$ISP (+1,93%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,5%) Wereldhave - 2%
$BYG (-2,67%) Big Yellow Group - 2%
$DHL (+0,42%) DHL - 2%
$UKW (-2,26%) Green Coat UKW - 2%
$ENPH (-5,49%) Enphase - 2%