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 (-0,24%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,16%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,24%) - 5%
$MSFT (+1,2%) - 4%
$SHOP (-0,31%) - 5%
$SMH (+0,06%) Semi Conductor ETF - 5%
$AAPL (+0,23%) Apple - 3%
$PAYC (+0,82%) Paycom - 2%
$PATH (-2,14%) UiPath - 2%
$VRTX (-0,78%) Vertex Pharma - 7%
$GILD (+0,07%) Gilead Sciences - 4%
$AZN (+0,85%) AstraZeneca - 3%
$CRSP (-3,02%) Crispr - 2%
$AMZN (+1,73%) Amazon - 5%
$MELI (+0,22%) Mercado Libre - 3%
$BKNG (-1,29%) Booking.com - 2%
$GOOGL (-0,24%) Alphabet - 3%
$META (+0,43%) Meta - 3%
$ADYEN (-1,14%) Adyen - 4%
$STNE (-4,93%) StoneC0 - 3%
$ISP (-0,78%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,22%) Wereldhave - 2%
$BYG (-0,91%) Big Yellow Group - 2%
$DHL (+0,28%) DHL - 2%
$UKW (-0,34%) Green Coat UKW - 2%
$ENPH (-2,14%) Enphase - 2%
