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 (-1,07%) MSCI WORLD SRI ETF - 10%
$XXSC (-1%) MSCI Euro Small Cap ETF - 5%
$CRWD (-6,44%) - 5%
$MSFT (-1,06%) - 4%
$SHOP (-4,6%) - 5%
$SMH (-1,7%) Semi Conductor ETF - 5%
$AAPL (+2,74%) Apple - 3%
$PAYC (-0,24%) Paycom - 2%
$PATH (-2,55%) UiPath - 2%
$VRTX (+1,2%) Vertex Pharma - 7%
$GILD (+2,01%) Gilead Sciences - 4%
$AZN (+0,3%) AstraZeneca - 3%
$CRSP (+0,66%) Crispr - 2%
$AMZN (-1,76%) Amazon - 5%
$MELI (+1,48%) Mercado Libre - 3%
$BKNG (-1,37%) Booking.com - 2%
$GOOGL (-1,15%) Alphabet - 3%
$META (+1,34%) Meta - 3%
$ADYEN (-4,18%) Adyen - 4%
$STNE (+0%) StoneC0 - 3%
$ISP (-2,43%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,02%) Wereldhave - 2%
$BYG (-3,64%) Big Yellow Group - 2%
$DHL (-1,24%) DHL - 2%
$UKW (-0,78%) Green Coat UKW - 2%
$ENPH (-2,29%) Enphase - 2%
