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 (-0,1%) MSCI WORLD SRI ETF - 10%
$XXSC (-1,47%) MSCI Euro Small Cap ETF - 5%
$CRWD (+0,76%) - 5%
$MSFT (-1,06%) - 4%
$SHOP (-1,98%) - 5%
$SMH (+0,43%) Semi Conductor ETF - 5%
$AAPL (-1,61%) Apple - 3%
$PAYC (+0,05%) Paycom - 2%
$PATH (+3,06%) UiPath - 2%
$VRTX (-1,13%) Vertex Pharma - 7%
$GILD (+0,91%) Gilead Sciences - 4%
$AZN (-1%) AstraZeneca - 3%
$CRSP (+0,71%) Crispr - 2%
$AMZN (-0,33%) Amazon - 5%
$MELI (+0,59%) Mercado Libre - 3%
$BKNG (+1,26%) Booking.com - 2%
$GOOGL (-0,11%) Alphabet - 3%
$META (-3,39%) Meta - 3%
$ADYEN (-0,24%) Adyen - 4%
$STNE (+0,25%) StoneC0 - 3%
$ISP (-0,83%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,36%) Wereldhave - 2%
$BYG (-0,46%) Big Yellow Group - 2%
$DHL (-1,85%) DHL - 2%
$UKW (-0,87%) Green Coat UKW - 2%
$ENPH (+3,6%) Enphase - 2%
