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 (+0,38%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,3%) MSCI Euro Small Cap ETF - 5%
$CRWD (-2,55%) - 5%
$MSFT (+3,85%) - 4%
$SHOP (-2,41%) - 5%
$SMH (+1,02%) Semi Conductor ETF - 5%
$AAPL (+1,52%) Apple - 3%
$PAYC (-0,24%) Paycom - 2%
$PATH (-1,17%) UiPath - 2%
$VRTX (+0,24%) Vertex Pharma - 7%
$GILD (+1,5%) Gilead Sciences - 4%
$AZN (+1,16%) AstraZeneca - 3%
$CRSP (-2,08%) Crispr - 2%
$AMZN (+0,13%) Amazon - 5%
$MELI (-0,26%) Mercado Libre - 3%
$BKNG (+4,38%) Booking.com - 2%
$GOOGL (+0,58%) Alphabet - 3%
$META (-3,45%) Meta - 3%
$ADYEN (+3,09%) Adyen - 4%
$STNE (+1,62%) StoneC0 - 3%
$ISP (+1,17%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,18%) Wereldhave - 2%
$BYG (-0,78%) Big Yellow Group - 2%
$DHL (+1,4%) DHL - 2%
$UKW (-0,37%) Green Coat UKW - 2%
$ENPH (-0,59%) Enphase - 2%
