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 (+1,15%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,68%) MSCI Euro Small Cap ETF - 5%
$CRWD (+3,17%) - 5%
$MSFT (+1,48%) - 4%
$SHOP (+2,02%) - 5%
$SMH (+4,64%) Semi Conductor ETF - 5%
$AAPL (+0,42%) Apple - 3%
$PAYC (+1,35%) Paycom - 2%
$PATH (+2,42%) UiPath - 2%
$VRTX (+0,82%) Vertex Pharma - 7%
$GILD (-0,65%) Gilead Sciences - 4%
$AZN (-0,78%) AstraZeneca - 3%
$CRSP (+2,72%) Crispr - 2%
$AMZN (-2,06%) Amazon - 5%
$MELI (-1,55%) Mercado Libre - 3%
$BKNG (-0,19%) Booking.com - 2%
$GOOGL (+0,81%) Alphabet - 3%
$META (-1,85%) Meta - 3%
$ADYEN (+2,59%) Adyen - 4%
$STNE (-1,14%) StoneC0 - 3%
$ISP (+1,02%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,42%) Wereldhave - 2%
$BYG (+2,14%) Big Yellow Group - 2%
$DHL (+0,71%) DHL - 2%
$UKW (+0,74%) Green Coat UKW - 2%
$ENPH (+3,14%) Enphase - 2%
