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 (+0,67%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,4%) MSCI Euro Small Cap ETF - 5%
$CRWD (+12,71%) - 5%
$MSFT (-1,69%) - 4%
$SHOP (+0,53%) - 5%
$SMH (+2,11%) Semi Conductor ETF - 5%
$AAPL (-1,17%) Apple - 3%
$PAYC (-2,29%) Paycom - 2%
$PATH (-0,1%) UiPath - 2%
$VRTX (-1,13%) Vertex Pharma - 7%
$GILD (-0,31%) Gilead Sciences - 4%
$AZN (-3,21%) AstraZeneca - 3%
$CRSP (-0,36%) Crispr - 2%
$AMZN (-0,23%) Amazon - 5%
$MELI (+0,05%) Mercado Libre - 3%
$BKNG (-0,94%) Booking.com - 2%
$GOOGL (+1,42%) Alphabet - 3%
$META (+0,13%) Meta - 3%
$ADYEN (-1,44%) Adyen - 4%
$STNE (+0,91%) StoneC0 - 3%
$ISP (+0,48%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,31%) Wereldhave - 2%
$BYG (+0%) Big Yellow Group - 2%
$DHL (+0,9%) DHL - 2%
$UKW (+0,83%) Green Coat UKW - 2%
$ENPH (+4,68%) Enphase - 2%
