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 (+0,4%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,49%) MSCI Euro Small Cap ETF - 5%
$CRWD (-1,43%) - 5%
$MSFT (+0,09%) - 4%
$SHOP (+1,38%) - 5%
$SMH (-0,38%) Semi Conductor ETF - 5%
$AAPL (-1,51%) Apple - 3%
$PAYC (+2%) Paycom - 2%
$PATH (+13,11%) UiPath - 2%
$VRTX (-0,35%) Vertex Pharma - 7%
$GILD (-1,15%) Gilead Sciences - 4%
$AZN (-0,82%) AstraZeneca - 3%
$CRSP (+4,48%) Crispr - 2%
$AMZN (-1,49%) Amazon - 5%
$MELI (+1,54%) Mercado Libre - 3%
$BKNG (+0,43%) Booking.com - 2%
$GOOGL (-0,61%) Alphabet - 3%
$META (+3,89%) Meta - 3%
$ADYEN (-2,62%) Adyen - 4%
$STNE (-0,88%) StoneC0 - 3%
$ISP (+0,41%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,77%) Wereldhave - 2%
$BYG (-0,4%) Big Yellow Group - 2%
$DHL (+0,83%) DHL - 2%
$UKW (+0,88%) Green Coat UKW - 2%
$ENPH (+2,18%) Enphase - 2%
