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 (+0,29%) MSCI WORLD SRI ETF - 10%
$XXSC (+1,18%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,28%) - 5%
$MSFT (+0,16%) - 4%
$SHOP (+0,7%) - 5%
$SMH (-0,42%) Semi Conductor ETF - 5%
$AAPL (-0,16%) Apple - 3%
$PAYC (+3,36%) Paycom - 2%
$PATH (+1,45%) UiPath - 2%
$VRTX (+0,9%) Vertex Pharma - 7%
$GILD (+0,63%) Gilead Sciences - 4%
$AZN (+2,94%) AstraZeneca - 3%
$CRSP (+3,36%) Crispr - 2%
$AMZN (+1%) Amazon - 5%
$MELI (+2,01%) Mercado Libre - 3%
$BKNG (+0,47%) Booking.com - 2%
$GOOGL (+0,13%) Alphabet - 3%
$META (+2,92%) Meta - 3%
$ADYEN (+0,8%) Adyen - 4%
$STNE (+1,13%) StoneC0 - 3%
$ISP (+1,42%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,79%) Wereldhave - 2%
$BYG (+0%) Big Yellow Group - 2%
$DHL (+1,09%) DHL - 2%
$UKW (-1,31%) Green Coat UKW - 2%
$ENPH (+2,72%) Enphase - 2%
