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 (+1,43%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,75%) MSCI Euro Small Cap ETF - 5%
$CRWD (+3,06%) - 5%
$MSFT (+1,5%) - 4%
$SHOP (+2,04%) - 5%
$SMH (+4,95%) Semi Conductor ETF - 5%
$AAPL (+0,59%) Apple - 3%
$PAYC (+1,59%) Paycom - 2%
$PATH (+4,35%) UiPath - 2%
$VRTX (+1,28%) Vertex Pharma - 7%
$GILD (-0,05%) Gilead Sciences - 4%
$AZN (-0,45%) AstraZeneca - 3%
$CRSP (+5,53%) Crispr - 2%
$AMZN (-1,42%) Amazon - 5%
$MELI (-1,3%) Mercado Libre - 3%
$BKNG (-1,71%) Booking.com - 2%
$GOOGL (+0,82%) Alphabet - 3%
$META (-1,73%) Meta - 3%
$ADYEN (+2,63%) Adyen - 4%
$STNE (-1,7%) StoneC0 - 3%
$ISP (+1,15%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,32%) Wereldhave - 2%
$BYG (+2,14%) Big Yellow Group - 2%
$DHL (+0,47%) DHL - 2%
$UKW (+1,1%) Green Coat UKW - 2%
$ENPH (+4,37%) Enphase - 2%
