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 (-2,07%) MSCI WORLD SRI ETF - 10%
$XXSC (-3,34%) MSCI Euro Small Cap ETF - 5%
$CRWD (-5,63%) - 5%
$MSFT (-2,01%) - 4%
$SHOP (-6,59%) - 5%
$SMH (-4,44%) Semi Conductor ETF - 5%
$AAPL (-3,53%) Apple - 3%
$PAYC (-2,73%) Paycom - 2%
$PATH (-4,26%) UiPath - 2%
$VRTX (-3,29%) Vertex Pharma - 7%
$GILD (-0,84%) Gilead Sciences - 4%
$AZN (-5,11%) AstraZeneca - 3%
$CRSP (+0%) Crispr - 2%
$AMZN (-3,23%) Amazon - 5%
$MELI (-4,27%) Mercado Libre - 3%
$BKNG (-3,07%) Booking.com - 2%
$GOOGL (-2,18%) Alphabet - 3%
$META (-3,63%) Meta - 3%
$ADYEN (-3,11%) Adyen - 4%
$STNE (-3,78%) StoneC0 - 3%
$ISP (-5,1%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,5%) Wereldhave - 2%
$BYG (-3,74%) Big Yellow Group - 2%
$DHL (-4,56%) DHL - 2%
$UKW (-0,81%) Green Coat UKW - 2%
$ENPH (-6,33%) Enphase - 2%
