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 (+1,34%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,88%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,92%) - 5%
$MSFT (+1,34%) - 4%
$SHOP (+3,48%) - 5%
$SMH (+1,86%) Semi Conductor ETF - 5%
$AAPL (-0,01%) Apple - 3%
$PAYC (+0,88%) Paycom - 2%
$PATH (+1,4%) UiPath - 2%
$VRTX (+0,71%) Vertex Pharma - 7%
$GILD (-1,21%) Gilead Sciences - 4%
$AZN (+1,62%) AstraZeneca - 3%
$CRSP (+2,08%) Crispr - 2%
$AMZN (+1,51%) Amazon - 5%
$MELI (+0,59%) Mercado Libre - 3%
$BKNG (+1,17%) Booking.com - 2%
$GOOGL (+1,09%) Alphabet - 3%
$META (+1,67%) Meta - 3%
$ADYEN (+4,37%) Adyen - 4%
$STNE (+1,21%) StoneC0 - 3%
$ISP (+0,91%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,28%) Wereldhave - 2%
$BYG (-0,47%) Big Yellow Group - 2%
$DHL (+1,6%) DHL - 2%
$UKW (+1,56%) Green Coat UKW - 2%
$ENPH (+2,3%) Enphase - 2%
