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 (+1,42%) MSCI WORLD SRI ETF - 10%
$XXSC (+1,37%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,43%) - 5%
$MSFT (+6,41%) - 4%
$SHOP (-1,13%) - 5%
$SMH (+4,99%) Semi Conductor ETF - 5%
$AAPL (-1,16%) Apple - 3%
$PAYC (-2,19%) Paycom - 2%
$PATH (-1,2%) UiPath - 2%
$VRTX (-0,79%) Vertex Pharma - 7%
$GILD (-1,98%) Gilead Sciences - 4%
$AZN (-1,22%) AstraZeneca - 3%
$CRSP (+1,31%) Crispr - 2%
$AMZN (+3,35%) Amazon - 5%
$MELI (+0,56%) Mercado Libre - 3%
$BKNG (-1,38%) Booking.com - 2%
$GOOGL (+0,5%) Alphabet - 3%
$META (-1,06%) Meta - 3%
$ADYEN (+0,97%) Adyen - 4%
$STNE (+1,75%) StoneC0 - 3%
$ISP (+1,01%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,36%) Wereldhave - 2%
$BYG (+0,95%) Big Yellow Group - 2%
$DHL (+1,29%) DHL - 2%
$UKW (+4,84%) Green Coat UKW - 2%
$ENPH (+3,1%) Enphase - 2%
