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 (+0,22%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,04%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,53%) - 5%
$MSFT (+0,57%) - 4%
$SHOP (+4,34%) - 5%
$SMH (-0,98%) Semi Conductor ETF - 5%
$AAPL (+0,84%) Apple - 3%
$PAYC (+3,27%) Paycom - 2%
$PATH (+3,64%) UiPath - 2%
$VRTX (+2,78%) Vertex Pharma - 7%
$GILD (-0,25%) Gilead Sciences - 4%
$AZN (+1,32%) AstraZeneca - 3%
$CRSP (+1,37%) Crispr - 2%
$AMZN (+3,82%) Amazon - 5%
$MELI (+5,83%) Mercado Libre - 3%
$BKNG (+8,68%) Booking.com - 2%
$GOOGL (+2,01%) Alphabet - 3%
$META (-0,43%) Meta - 3%
$ADYEN (+1,34%) Adyen - 4%
$STNE (+2,06%) StoneC0 - 3%
$ISP (-0,2%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,55%) Wereldhave - 2%
$BYG (+5,71%) Big Yellow Group - 2%
$DHL (+0,1%) DHL - 2%
$UKW (-2%) Green Coat UKW - 2%
$ENPH (+2,71%) Enphase - 2%
