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 (+1,52%) MSCI WORLD SRI ETF - 10%
$XXSC (+1,99%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,54%) - 5%
$MSFT (+0,76%) - 4%
$SHOP (+3,35%) - 5%
$SMH (+2,21%) Semi Conductor ETF - 5%
$AAPL (+2,55%) Apple - 3%
$PAYC (+1,24%) Paycom - 2%
$PATH (-2,11%) UiPath - 2%
$VRTX (+1,32%) Vertex Pharma - 7%
$GILD (-0,85%) Gilead Sciences - 4%
$AZN (+2,32%) AstraZeneca - 3%
$CRSP (+5,31%) Crispr - 2%
$AMZN (+0,78%) Amazon - 5%
$MELI (+1,95%) Mercado Libre - 3%
$BKNG (+3,9%) Booking.com - 2%
$GOOGL (+1,57%) Alphabet - 3%
$META (+1,93%) Meta - 3%
$ADYEN (+2,22%) Adyen - 4%
$STNE (-1,45%) StoneC0 - 3%
$ISP (+1,79%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+1,89%) Wereldhave - 2%
$BYG (+4,33%) Big Yellow Group - 2%
$DHL (+2,8%) DHL - 2%
$UKW (-3,7%) Green Coat UKW - 2%
$ENPH (+2,1%) Enphase - 2%
