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 (+0,05%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,17%) MSCI Euro Small Cap ETF - 5%
$CRWD (-1,44%) - 5%
$MSFT (-0,43%) - 4%
$SHOP (-0,53%) - 5%
$SMH (+0,61%) Semi Conductor ETF - 5%
$AAPL (-0,98%) Apple - 3%
$PAYC (-2,83%) Paycom - 2%
$PATH (-4,51%) UiPath - 2%
$VRTX (-0,5%) Vertex Pharma - 7%
$GILD (+0,74%) Gilead Sciences - 4%
$AZN (+0,16%) AstraZeneca - 3%
$CRSP (+0,41%) Crispr - 2%
$AMZN (+1,13%) Amazon - 5%
$MELI (-0,24%) Mercado Libre - 3%
$BKNG (+0,2%) Booking.com - 2%
$GOOGL (+1,6%) Alphabet - 3%
$META (+0,28%) Meta - 3%
$ADYEN (-0,66%) Adyen - 4%
$STNE (+3,05%) StoneC0 - 3%
$ISP (-1,29%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,42%) Wereldhave - 2%
$BYG (+0%) Big Yellow Group - 2%
$DHL (-0,17%) DHL - 2%
$UKW (-0,45%) Green Coat UKW - 2%
$ENPH (-4,42%) Enphase - 2%
