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 (-0,42%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,03%) MSCI Euro Small Cap ETF - 5%
$CRWD (-3,85%) - 5%
$MSFT (-0,54%) - 4%
$SHOP (-2,91%) - 5%
$SMH (-0,86%) Semi Conductor ETF - 5%
$AAPL (-0,02%) Apple - 3%
$PAYC (-3,12%) Paycom - 2%
$PATH (-2,67%) UiPath - 2%
$VRTX (-2,42%) Vertex Pharma - 7%
$GILD (-0,33%) Gilead Sciences - 4%
$AZN (-0,9%) AstraZeneca - 3%
$CRSP (-1,39%) Crispr - 2%
$AMZN (-1,28%) Amazon - 5%
$MELI (+0,13%) Mercado Libre - 3%
$BKNG (+0,24%) Booking.com - 2%
$GOOGL (-0,22%) Alphabet - 3%
$META (-0,86%) Meta - 3%
$ADYEN (+0,39%) Adyen - 4%
$STNE (-4,29%) StoneC0 - 3%
$ISP (+0,3%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0%) Wereldhave - 2%
$BYG (+0,71%) Big Yellow Group - 2%
$DHL (-0,61%) DHL - 2%
$UKW (-0,38%) Green Coat UKW - 2%
$ENPH (-0,6%) Enphase - 2%
