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 (-0,1%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,42%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,72%) - 5%
$MSFT (-1,22%) - 4%
$SHOP (+0,05%) - 5%
$SMH (+0,47%) Semi Conductor ETF - 5%
$AAPL (+0,67%) Apple - 3%
$PAYC (-0,7%) Paycom - 2%
$PATH (-7,45%) UiPath - 2%
$VRTX (-1,04%) Vertex Pharma - 7%
$GILD (-0,32%) Gilead Sciences - 4%
$AZN (+0,7%) AstraZeneca - 3%
$CRSP (+2,55%) Crispr - 2%
$AMZN (-1,16%) Amazon - 5%
$MELI (-3,4%) Mercado Libre - 3%
$BKNG (-1,41%) Booking.com - 2%
$GOOGL (+1,55%) Alphabet - 3%
$META (-1,59%) Meta - 3%
$ADYEN (-2,19%) Adyen - 4%
$STNE (-2,81%) StoneC0 - 3%
$ISP (+0,02%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,37%) Wereldhave - 2%
$BYG (-0,82%) Big Yellow Group - 2%
$DHL (-1,05%) DHL - 2%
$UKW (-0,87%) Green Coat UKW - 2%
$ENPH (-1,14%) Enphase - 2%
