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 (-0,71%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,61%) MSCI Euro Small Cap ETF - 5%
$CRWD (-1,88%) - 5%
$MSFT (-1,81%) - 4%
$SHOP (+0,49%) - 5%
$SMH (-4,51%) Semi Conductor ETF - 5%
$AAPL (+0,82%) Apple - 3%
$PAYC (-4,28%) Paycom - 2%
$PATH (-2,79%) UiPath - 2%
$VRTX (+0,32%) Vertex Pharma - 7%
$GILD (+2,21%) Gilead Sciences - 4%
$AZN (+0,13%) AstraZeneca - 3%
$CRSP (-0,82%) Crispr - 2%
$AMZN (-0,29%) Amazon - 5%
$MELI (+1,67%) Mercado Libre - 3%
$BKNG (+0,23%) Booking.com - 2%
$GOOGL (+0,38%) Alphabet - 3%
$META (+0,7%) Meta - 3%
$ADYEN (+2,82%) Adyen - 4%
$STNE (-0,11%) StoneC0 - 3%
$ISP (+1,71%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,22%) Wereldhave - 2%
$BYG (+1,5%) Big Yellow Group - 2%
$DHL (+0,63%) DHL - 2%
$UKW (+1,26%) Green Coat UKW - 2%
$ENPH (-3,83%) Enphase - 2%
