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 (-0,02%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,07%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,26%) - 5%
$MSFT (+0,08%) - 4%
$SHOP (-0,05%) - 5%
$SMH (-0,33%) Semi Conductor ETF - 5%
$AAPL (+0,21%) Apple - 3%
$PAYC (-0,05%) Paycom - 2%
$PATH (+0,12%) UiPath - 2%
$VRTX (+0,06%) Vertex Pharma - 7%
$GILD (-0,6%) Gilead Sciences - 4%
$AZN (+1,96%) AstraZeneca - 3%
$CRSP (-0,25%) Crispr - 2%
$AMZN (+0,13%) Amazon - 5%
$MELI (+1,48%) Mercado Libre - 3%
$BKNG (-0,55%) Booking.com - 2%
$GOOGL (+0,55%) Alphabet - 3%
$META (+0,16%) Meta - 3%
$ADYEN (+0,71%) Adyen - 4%
$STNE (-0,41%) StoneC0 - 3%
$ISP (+0,41%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,14%) Wereldhave - 2%
$BYG (+0%) Big Yellow Group - 2%
$DHL (-1,56%) DHL - 2%
$UKW (+0%) Green Coat UKW - 2%
$ENPH (+1,4%) Enphase - 2%
