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 (-0,05%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,18%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,33%) - 5%
$MSFT (+0,08%) - 4%
$SHOP (+0,09%) - 5%
$SMH (+0,12%) Semi Conductor ETF - 5%
$AAPL (+0,07%) Apple - 3%
$PAYC (-0,16%) Paycom - 2%
$PATH (+0,38%) UiPath - 2%
$VRTX (-0,29%) Vertex Pharma - 7%
$GILD (-0,49%) Gilead Sciences - 4%
$AZN (+1,65%) AstraZeneca - 3%
$CRSP (+2,59%) Crispr - 2%
$AMZN (+0,6%) Amazon - 5%
$MELI (+0,35%) Mercado Libre - 3%
$BKNG (+0,18%) Booking.com - 2%
$GOOGL (+2,11%) Alphabet - 3%
$META (+0,6%) Meta - 3%
$ADYEN (-1,24%) Adyen - 4%
$STNE (-0,27%) StoneC0 - 3%
$ISP (-1,26%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,22%) Wereldhave - 2%
$BYG (-0,46%) Big Yellow Group - 2%
$DHL (+1,32%) DHL - 2%
$UKW (-0,68%) Green Coat UKW - 2%
$ENPH (+0,64%) Enphase - 2%
