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 (+0,08%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,04%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,47%) - 5%
$MSFT (+0%) - 4%
$SHOP (-0,48%) - 5%
$SMH (+0,27%) Semi Conductor ETF - 5%
$AAPL (+0%) Apple - 3%
$PAYC (+0,11%) Paycom - 2%
$PATH (+0,72%) UiPath - 2%
$VRTX (+0,25%) Vertex Pharma - 7%
$GILD (+0,14%) Gilead Sciences - 4%
$AZN (+0,28%) AstraZeneca - 3%
$CRSP (+0%) Crispr - 2%
$AMZN (-0,05%) Amazon - 5%
$MELI (-0,11%) Mercado Libre - 3%
$BKNG (-0,13%) Booking.com - 2%
$GOOGL (+0,39%) Alphabet - 3%
$META (-0,18%) Meta - 3%
$ADYEN (-0,12%) Adyen - 4%
$STNE (+0,46%) StoneC0 - 3%
$ISP (+0,19%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,06%) Wereldhave - 2%
$BYG (-1,21%) Big Yellow Group - 2%
$DHL (+0,35%) DHL - 2%
$UKW (+0%) Green Coat UKW - 2%
$ENPH (+0,65%) Enphase - 2%
