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 (+0,32%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,63%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,09%) - 5%
$MSFT (+0,45%) - 4%
$SHOP (+1,07%) - 5%
$SMH (+1,3%) Semi Conductor ETF - 5%
$AAPL (-0,13%) Apple - 3%
$PAYC (-0,7%) Paycom - 2%
$PATH (-0,01%) UiPath - 2%
$VRTX (-0,3%) Vertex Pharma - 7%
$GILD (+0,13%) Gilead Sciences - 4%
$AZN (-1,1%) AstraZeneca - 3%
$CRSP (-0,19%) Crispr - 2%
$AMZN (-0,1%) Amazon - 5%
$MELI (-0,1%) Mercado Libre - 3%
$BKNG (+0,52%) Booking.com - 2%
$GOOGL (+0,3%) Alphabet - 3%
$META (+0,4%) Meta - 3%
$ADYEN (-4,33%) Adyen - 4%
$STNE (-15,54%) StoneC0 - 3%
$ISP (-1,19%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0%) Wereldhave - 2%
$BYG (-1,42%) Big Yellow Group - 2%
$DHL (-0,9%) DHL - 2%
$UKW (-0,86%) Green Coat UKW - 2%
$ENPH (+0,36%) Enphase - 2%
