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 (-3,7%) MSCI WORLD SRI ETF - 10%
$XXSC (-1,64%) MSCI Euro Small Cap ETF - 5%
$CRWD (-9,81%) - 5%
$MSFT (-2,63%) - 4%
$SHOP (-6,6%) - 5%
$SMH (-10,18%) Semi Conductor ETF - 5%
$AAPL (-1,44%) Apple - 3%
$PAYC (+6,61%) Paycom - 2%
$PATH (-2,93%) UiPath - 2%
$VRTX (+0,05%) Vertex Pharma - 7%
$GILD (-2,28%) Gilead Sciences - 4%
$AZN (-0,5%) AstraZeneca - 3%
$CRSP (-7,25%) Crispr - 2%
$AMZN (-1,9%) Amazon - 5%
$MELI (-11,89%) Mercado Libre - 3%
$BKNG (-2,26%) Booking.com - 2%
$GOOGL (-2,38%) Alphabet - 3%
$META (-4,37%) Meta - 3%
$ADYEN (+3,02%) Adyen - 4%
$STNE (-3,06%) StoneC0 - 3%
$ISP (-0,9%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,33%) Wereldhave - 2%
$BYG (+0,86%) Big Yellow Group - 2%
$DHL (-0,89%) DHL - 2%
$UKW (+0,68%) Green Coat UKW - 2%
$ENPH (-12,35%) Enphase - 2%
