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 (+0,15%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,79%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,61%) - 5%
$MSFT (+1,19%) - 4%
$SHOP (+3,43%) - 5%
$SMH (-3,56%) Semi Conductor ETF - 5%
$AAPL (-0,33%) Apple - 3%
$PAYC (+2,95%) Paycom - 2%
$PATH (+3,12%) UiPath - 2%
$VRTX (+2,98%) Vertex Pharma - 7%
$GILD (-0,35%) Gilead Sciences - 4%
$AZN (+2,84%) AstraZeneca - 3%
$CRSP (+9,51%) Crispr - 2%
$AMZN (+1,06%) Amazon - 5%
$MELI (+1,4%) Mercado Libre - 3%
$BKNG (+2,15%) Booking.com - 2%
$GOOGL (+2,13%) Alphabet - 3%
$META (+2,67%) Meta - 3%
$ADYEN (+5,73%) Adyen - 4%
$STNE (-0,1%) StoneC0 - 3%
$ISP (+0,75%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,25%) Wereldhave - 2%
$BYG (+2,91%) Big Yellow Group - 2%
$DHL (+0,73%) DHL - 2%
$UKW (+1,67%) Green Coat UKW - 2%
$ENPH (-2,91%) Enphase - 2%