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 (+0,22%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,72%) MSCI Euro Small Cap ETF - 5%
$CRWD (+2,41%) - 5%
$MSFT (+1,52%) - 4%
$SHOP (+1,68%) - 5%
$SMH (+1,13%) Semi Conductor ETF - 5%
$AAPL (+0,75%) Apple - 3%
$PAYC (+0,28%) Paycom - 2%
$PATH (-0,57%) UiPath - 2%
$VRTX (+1,33%) Vertex Pharma - 7%
$GILD (-1,21%) Gilead Sciences - 4%
$AZN (+0,48%) AstraZeneca - 3%
$CRSP (+0,46%) Crispr - 2%
$AMZN (+0,05%) Amazon - 5%
$MELI (-0,3%) Mercado Libre - 3%
$BKNG (+0,14%) Booking.com - 2%
$GOOGL (-0,24%) Alphabet - 3%
$META (+0,14%) Meta - 3%
$ADYEN (+0,47%) Adyen - 4%
$STNE (-0,19%) StoneC0 - 3%
$ISP (-1,92%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,62%) Wereldhave - 2%
$BYG (-0,79%) Big Yellow Group - 2%
$DHL (-1,1%) DHL - 2%
$UKW (-0,87%) Green Coat UKW - 2%
$ENPH (+1,84%) Enphase - 2%
