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 (-3,76%) MSCI WORLD SRI ETF - 10%
$XXSC (-1,74%) MSCI Euro Small Cap ETF - 5%
$CRWD (-10,04%) - 5%
$MSFT (-2,8%) - 4%
$SHOP (-5,97%) - 5%
$SMH (-9,9%) Semi Conductor ETF - 5%
$AAPL (-1,7%) Apple - 3%
$PAYC (+4,26%) Paycom - 2%
$PATH (-3,06%) UiPath - 2%
$VRTX (-0,17%) Vertex Pharma - 7%
$GILD (-2,44%) Gilead Sciences - 4%
$AZN (-0,61%) AstraZeneca - 3%
$CRSP (-6,55%) Crispr - 2%
$AMZN (-2,28%) Amazon - 5%
$MELI (-12,19%) Mercado Libre - 3%
$BKNG (-1,93%) Booking.com - 2%
$GOOGL (-2,73%) Alphabet - 3%
$META (-4,58%) Meta - 3%
$ADYEN (+2,85%) Adyen - 4%
$STNE (-3,53%) StoneC0 - 3%
$ISP (-1,28%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,55%) Wereldhave - 2%
$BYG (+0,86%) Big Yellow Group - 2%
$DHL (-1,14%) DHL - 2%
$UKW (-0,68%) Green Coat UKW - 2%
$ENPH (-11,93%) Enphase - 2%
