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 (+0,21%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,75%) MSCI Euro Small Cap ETF - 5%
$CRWD (-1,48%) - 5%
$MSFT (-0,15%) - 4%
$SHOP (+6,58%) - 5%
$SMH (-0,76%) Semi Conductor ETF - 5%
$AAPL (-0,07%) Apple - 3%
$PAYC (+1,66%) Paycom - 2%
$PATH (+0,73%) UiPath - 2%
$VRTX (-1,28%) Vertex Pharma - 7%
$GILD (+2,58%) Gilead Sciences - 4%
$AZN (+2,18%) AstraZeneca - 3%
$CRSP (-6,83%) Crispr - 2%
$AMZN (-1,27%) Amazon - 5%
$MELI (-3,51%) Mercado Libre - 3%
$BKNG (-0,28%) Booking.com - 2%
$GOOGL (-0,67%) Alphabet - 3%
$META (-2,33%) Meta - 3%
$ADYEN (-0,73%) Adyen - 4%
$STNE (-0,71%) StoneC0 - 3%
$ISP (+0,08%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,47%) Wereldhave - 2%
$BYG (+0,85%) Big Yellow Group - 2%
$DHL (+0,32%) DHL - 2%
$UKW (+0%) Green Coat UKW - 2%
$ENPH (-2,64%) Enphase - 2%
