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 (-0,11%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,88%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,75%) - 5%
$MSFT (+1,48%) - 4%
$SHOP (+0,13%) - 5%
$SMH (+0,25%) Semi Conductor ETF - 5%
$AAPL (-0,11%) Apple - 3%
$PAYC (+0,97%) Paycom - 2%
$PATH (-2,37%) UiPath - 2%
$VRTX (+0,53%) Vertex Pharma - 7%
$GILD (-0,44%) Gilead Sciences - 4%
$AZN (+0,3%) AstraZeneca - 3%
$CRSP (+4,34%) Crispr - 2%
$AMZN (-1,15%) Amazon - 5%
$MELI (+0,96%) Mercado Libre - 3%
$BKNG (-0,84%) Booking.com - 2%
$GOOGL (+0,86%) Alphabet - 3%
$META (-0,01%) Meta - 3%
$ADYEN (-0,38%) Adyen - 4%
$STNE (-1,5%) StoneC0 - 3%
$ISP (-1,71%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,73%) Wereldhave - 2%
$BYG (-1,57%) Big Yellow Group - 2%
$DHL (-1,19%) DHL - 2%
$UKW (-0,87%) Green Coat UKW - 2%
$ENPH (-0,56%) Enphase - 2%
