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 (-0,52%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,36%) MSCI Euro Small Cap ETF - 5%
$CRWD (-0,23%) - 5%
$MSFT (+0,19%) - 4%
$SHOP (+1,84%) - 5%
$SMH (-0,91%) Semi Conductor ETF - 5%
$AAPL (-0,1%) Apple - 3%
$PAYC (+0,02%) Paycom - 2%
$PATH (+0,19%) UiPath - 2%
$VRTX (-1,03%) Vertex Pharma - 7%
$GILD (+0,08%) Gilead Sciences - 4%
$AZN (-0,83%) AstraZeneca - 3%
$CRSP (-0,01%) Crispr - 2%
$AMZN (+0,09%) Amazon - 5%
$MELI (-0,19%) Mercado Libre - 3%
$BKNG (-0,26%) Booking.com - 2%
$GOOGL (-0,45%) Alphabet - 3%
$META (+1,69%) Meta - 3%
$ADYEN (+0,75%) Adyen - 4%
$STNE (-0,11%) StoneC0 - 3%
$ISP (+1,24%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,78%) Wereldhave - 2%
$BYG (+1,46%) Big Yellow Group - 2%
$DHL (+0,27%) DHL - 2%
$UKW (+0%) Green Coat UKW - 2%
$ENPH (-0,15%) Enphase - 2%
