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 (-0,04%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,03%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,06%) - 5%
$MSFT (-0,04%) - 4%
$SHOP (+0,08%) - 5%
$SMH (+0,52%) Semi Conductor ETF - 5%
$AAPL (-0,15%) Apple - 3%
$PAYC (+0,21%) Paycom - 2%
$PATH (+3,07%) UiPath - 2%
$VRTX (-0,9%) Vertex Pharma - 7%
$GILD (-0,47%) Gilead Sciences - 4%
$AZN (-0,7%) AstraZeneca - 3%
$CRSP (+1,73%) Crispr - 2%
$AMZN (-0,31%) Amazon - 5%
$MELI (-0,11%) Mercado Libre - 3%
$BKNG (-0,06%) Booking.com - 2%
$GOOGL (+0,57%) Alphabet - 3%
$META (+1,11%) Meta - 3%
$ADYEN (-0,53%) Adyen - 4%
$STNE (+0,37%) StoneC0 - 3%
$ISP (+0,45%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,89%) Wereldhave - 2%
$BYG (+1,16%) Big Yellow Group - 2%
$DHL (+1,54%) DHL - 2%
$UKW (+0%) Green Coat UKW - 2%
$ENPH (+0,69%) Enphase - 2%
