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 (-0,16%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,94%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,18%) - 5%
$MSFT (-0,14%) - 4%
$SHOP (+0,51%) - 5%
$SMH (-0,26%) Semi Conductor ETF - 5%
$AAPL (-0,03%) Apple - 3%
$PAYC (+0%) Paycom - 2%
$PATH (-0,04%) UiPath - 2%
$VRTX (+0,12%) Vertex Pharma - 7%
$GILD (+0,11%) Gilead Sciences - 4%
$AZN (-0,2%) AstraZeneca - 3%
$CRSP (+0%) Crispr - 2%
$AMZN (-0,09%) Amazon - 5%
$MELI (+0,27%) Mercado Libre - 3%
$BKNG (+0,01%) Booking.com - 2%
$GOOGL (+0,1%) Alphabet - 3%
$META (+0,04%) Meta - 3%
$ADYEN (-0,65%) Adyen - 4%
$STNE (+0,04%) StoneC0 - 3%
$ISP (-0,17%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,44%) Wereldhave - 2%
$BYG (-1,38%) Big Yellow Group - 2%
$DHL (-0,41%) DHL - 2%
$UKW (+0,34%) Green Coat UKW - 2%
$ENPH (+0,32%) Enphase - 2%
