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 (-0,37%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,44%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,48%) - 5%
$MSFT (-0,64%) - 4%
$SHOP (-2%) - 5%
$SMH (+0%) Semi Conductor ETF - 5%
$AAPL (-0,77%) Apple - 3%
$PAYC (-0,78%) Paycom - 2%
$PATH (-2,32%) UiPath - 2%
$VRTX (+0,07%) Vertex Pharma - 7%
$GILD (-1,33%) Gilead Sciences - 4%
$AZN (-0,23%) AstraZeneca - 3%
$CRSP (-1,54%) Crispr - 2%
$AMZN (-1,12%) Amazon - 5%
$MELI (-0,45%) Mercado Libre - 3%
$BKNG (-0,93%) Booking.com - 2%
$GOOGL (+0,55%) Alphabet - 3%
$META (-0,9%) Meta - 3%
$ADYEN (-1,24%) Adyen - 4%
$STNE (-1,39%) StoneC0 - 3%
$ISP (+1,08%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,11%) Wereldhave - 2%
$BYG (-0,41%) Big Yellow Group - 2%
$DHL (-0,28%) DHL - 2%
$UKW (-1,36%) Green Coat UKW - 2%
$ENPH (-0,72%) Enphase - 2%
