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 (-0,38%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,2%) MSCI Euro Small Cap ETF - 5%
$CRWD (-5,75%) - 5%
$MSFT (-0,35%) - 4%
$SHOP (-0,82%) - 5%
$SMH (-2,15%) Semi Conductor ETF - 5%
$AAPL (+1,27%) Apple - 3%
$PAYC (+1,85%) Paycom - 2%
$PATH (+0,52%) UiPath - 2%
$VRTX (+2,79%) Vertex Pharma - 7%
$GILD (+2,17%) Gilead Sciences - 4%
$AZN (+2,5%) AstraZeneca - 3%
$CRSP (+11%) Crispr - 2%
$AMZN (+1,81%) Amazon - 5%
$MELI (+6,3%) Mercado Libre - 3%
$BKNG (+1,69%) Booking.com - 2%
$GOOGL (-0,56%) Alphabet - 3%
$META (-0,51%) Meta - 3%
$ADYEN (-0,01%) Adyen - 4%
$STNE (+2,15%) StoneC0 - 3%
$ISP (-1,27%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,22%) Wereldhave - 2%
$BYG (-0,94%) Big Yellow Group - 2%
$DHL (+0,38%) DHL - 2%
$UKW (+0,77%) Green Coat UKW - 2%
$ENPH (+3,76%) Enphase - 2%
