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 (+0,93%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,67%) MSCI Euro Small Cap ETF - 5%
$CRWD (-7,77%) - 5%
$MSFT (-0,3%) - 4%
$SHOP (+2,19%) - 5%
$SMH (+0,06%) Semi Conductor ETF - 5%
$AAPL (+1,51%) Apple - 3%
$PAYC (-4,68%) Paycom - 2%
$PATH (-3,47%) UiPath - 2%
$VRTX (+0,9%) Vertex Pharma - 7%
$GILD (+0,03%) Gilead Sciences - 4%
$AZN (+0,3%) AstraZeneca - 3%
$CRSP (-1,52%) Crispr - 2%
$AMZN (+2,51%) Amazon - 5%
$MELI (-0,16%) Mercado Libre - 3%
$BKNG (+1,8%) Booking.com - 2%
$GOOGL (+3,81%) Alphabet - 3%
$META (+1,59%) Meta - 3%
$ADYEN (+0,81%) Adyen - 4%
$STNE (+5,13%) StoneC0 - 3%
$ISP (+1,92%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,45%) Wereldhave - 2%
$BYG (+0,83%) Big Yellow Group - 2%
$DHL (+0,52%) DHL - 2%
$UKW (+0%) Green Coat UKW - 2%
$ENPH (+4,71%) Enphase - 2%
