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 (-0,6%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,32%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,43%) - 5%
$MSFT (-0,24%) - 4%
$SHOP (-1,32%) - 5%
$SMH (-0,56%) Semi Conductor ETF - 5%
$AAPL (-0,06%) Apple - 3%
$PAYC (+0%) Paycom - 2%
$PATH (-0,96%) UiPath - 2%
$VRTX (-0,32%) Vertex Pharma - 7%
$GILD (+0,56%) Gilead Sciences - 4%
$AZN (-0,54%) AstraZeneca - 3%
$CRSP (-0,4%) Crispr - 2%
$AMZN (-0,18%) Amazon - 5%
$MELI (-0,67%) Mercado Libre - 3%
$BKNG (-0,02%) Booking.com - 2%
$GOOGL (-0,06%) Alphabet - 3%
$META (-0,37%) Meta - 3%
$ADYEN (-1,88%) Adyen - 4%
$STNE (+0,26%) StoneC0 - 3%
$ISP (+0,23%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-1,81%) Wereldhave - 2%
$BYG (-1,73%) Big Yellow Group - 2%
$DHL (-1,25%) DHL - 2%
$UKW (-0,41%) Green Coat UKW - 2%
$ENPH (+0,43%) Enphase - 2%
