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 (-0,06%) MSCI WORLD SRI ETF - 10%
$XXSC (+0%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,6%) - 5%
$MSFT (-1,05%) - 4%
$SHOP (-0,41%) - 5%
$SMH (-2,5%) Semi Conductor ETF - 5%
$AAPL (+2,04%) Apple - 3%
$PAYC (+0,55%) Paycom - 2%
$PATH (+1,37%) UiPath - 2%
$VRTX (-1,3%) Vertex Pharma - 7%
$GILD (-1,33%) Gilead Sciences - 4%
$AZN (-1,63%) AstraZeneca - 3%
$CRSP (+4,06%) Crispr - 2%
$AMZN (+0,65%) Amazon - 5%
$MELI (+2,67%) Mercado Libre - 3%
$BKNG (-1,49%) Booking.com - 2%
$GOOGL (+1,64%) Alphabet - 3%
$META (+1,17%) Meta - 3%
$ADYEN (+0,91%) Adyen - 4%
$STNE (-3,15%) StoneC0 - 3%
$ISP (+1,43%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,76%) Wereldhave - 2%
$BYG (+0%) Big Yellow Group - 2%
$DHL (-0,23%) DHL - 2%
$UKW (+0%) Green Coat UKW - 2%
$ENPH (+2,76%) Enphase - 2%
