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 (+0,19%) MSCI Euro Small Cap ETF - 5%
$CRWD (-2,39%) - 5%
$MSFT (-0,66%) - 4%
$SHOP (-1,01%) - 5%
$SMH (+0,34%) Semi Conductor ETF - 5%
$AAPL (-1,51%) Apple - 3%
$PAYC (-1,85%) Paycom - 2%
$PATH (-6,18%) UiPath - 2%
$VRTX (-0,55%) Vertex Pharma - 7%
$GILD (+0,34%) Gilead Sciences - 4%
$AZN (+0,93%) AstraZeneca - 3%
$CRSP (-0,21%) Crispr - 2%
$AMZN (-1,43%) Amazon - 5%
$MELI (-1,87%) Mercado Libre - 3%
$BKNG (+2,82%) Booking.com - 2%
$GOOGL (-0,34%) Alphabet - 3%
$META (+1,22%) Meta - 3%
$ADYEN (+1,06%) Adyen - 4%
$STNE (+0,06%) StoneC0 - 3%
$ISP (+2,21%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,16%) Wereldhave - 2%
$BYG (+0,43%) Big Yellow Group - 2%
$DHL (-0,16%) DHL - 2%
$UKW (+0,45%) Green Coat UKW - 2%
$ENPH (-2,01%) Enphase - 2%
