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 (+2,25%) MSCI WORLD SRI ETF - 10%
$XXSC (+1,78%) MSCI Euro Small Cap ETF - 5%
$CRWD (-2,39%) - 5%
$MSFT (+0,22%) - 4%
$SHOP (-2,6%) - 5%
$SMH (+3,68%) Semi Conductor ETF - 5%
$AAPL (+0,99%) Apple - 3%
$PAYC (-4,48%) Paycom - 2%
$PATH (-2,3%) UiPath - 2%
$VRTX (+1,18%) Vertex Pharma - 7%
$GILD (+2,13%) Gilead Sciences - 4%
$AZN (+1,34%) AstraZeneca - 3%
$CRSP (+4,43%) Crispr - 2%
$AMZN (+0,34%) Amazon - 5%
$MELI (+0,86%) Mercado Libre - 3%
$BKNG (-0,05%) Booking.com - 2%
$GOOGL (+0,51%) Alphabet - 3%
$META (+0,92%) Meta - 3%
$ADYEN (-0,5%) Adyen - 4%
$STNE (+2,88%) StoneC0 - 3%
$ISP (+3,76%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,6%) Wereldhave - 2%
$BYG (+2,18%) Big Yellow Group - 2%
$DHL (+1,11%) DHL - 2%
$UKW (-2,53%) Green Coat UKW - 2%
$ENPH (-1,11%) Enphase - 2%
