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 (-0,01%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,39%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,46%) - 5%
$MSFT (-1,84%) - 4%
$SHOP (-0,3%) - 5%
$SMH (+2,65%) Semi Conductor ETF - 5%
$AAPL (-2,43%) Apple - 3%
$PAYC (-3,6%) Paycom - 2%
$PATH (-11,02%) UiPath - 2%
$VRTX (-2,06%) Vertex Pharma - 7%
$GILD (-0,8%) Gilead Sciences - 4%
$AZN (-1,06%) AstraZeneca - 3%
$CRSP (-0,6%) Crispr - 2%
$AMZN (-0,15%) Amazon - 5%
$MELI (-0,43%) Mercado Libre - 3%
$BKNG (-0,71%) Booking.com - 2%
$GOOGL (-0,89%) Alphabet - 3%
$META (+0,86%) Meta - 3%
$ADYEN (-0,9%) Adyen - 4%
$STNE (-0,58%) StoneC0 - 3%
$ISP (+0,18%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,81%) Wereldhave - 2%
$BYG (-0,77%) Big Yellow Group - 2%
$DHL (-0,65%) DHL - 2%
$UKW (+1,56%) Green Coat UKW - 2%
$ENPH (+0,16%) Enphase - 2%
