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 (-0,45%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,13%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,36%) - 5%
$MSFT (-0,38%) - 4%
$SHOP (+0,96%) - 5%
$SMH (-0,46%) Semi Conductor ETF - 5%
$AAPL (+1,41%) Apple - 3%
$PAYC (+1,25%) Paycom - 2%
$PATH (+0,09%) UiPath - 2%
$VRTX (-0,53%) Vertex Pharma - 7%
$GILD (-0,32%) Gilead Sciences - 4%
$AZN (-0,46%) AstraZeneca - 3%
$CRSP (+3,51%) Crispr - 2%
$AMZN (-1,65%) Amazon - 5%
$MELI (+1,34%) Mercado Libre - 3%
$BKNG (+1,09%) Booking.com - 2%
$GOOGL (-1,18%) Alphabet - 3%
$META (+0,06%) Meta - 3%
$ADYEN (-0,63%) Adyen - 4%
$STNE (+3,73%) StoneC0 - 3%
$ISP (+0,23%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,47%) Wereldhave - 2%
$BYG (-0,84%) Big Yellow Group - 2%
$DHL (-1,96%) DHL - 2%
$UKW (-1,74%) Green Coat UKW - 2%
$ENPH (-3,89%) Enphase - 2%
