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 (+0,7%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,06%) MSCI Euro Small Cap ETF - 5%
$CRWD (+3,12%) - 5%
$MSFT (+1,26%) - 4%
$SHOP (+3,97%) - 5%
$SMH (+1,35%) Semi Conductor ETF - 5%
$AAPL (+0,17%) Apple - 3%
$PAYC (-0,59%) Paycom - 2%
$PATH (+1,86%) UiPath - 2%
$VRTX (-0,33%) Vertex Pharma - 7%
$GILD (-0,01%) Gilead Sciences - 4%
$AZN (-1,06%) AstraZeneca - 3%
$CRSP (-3,8%) Crispr - 2%
$AMZN (-0,77%) Amazon - 5%
$MELI (+3,25%) Mercado Libre - 3%
$BKNG (+0,04%) Booking.com - 2%
$GOOGL (-0,13%) Alphabet - 3%
$META (+0,74%) Meta - 3%
$ADYEN (+1,31%) Adyen - 4%
$STNE (+7,35%) StoneC0 - 3%
$ISP (+0,35%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,58%) Wereldhave - 2%
$BYG (-2,22%) Big Yellow Group - 2%
$DHL (-0,04%) DHL - 2%
$UKW (-0,85%) Green Coat UKW - 2%
$ENPH (+14,4%) Enphase - 2%
