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 (+0,54%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,68%) MSCI Euro Small Cap ETF - 5%
$CRWD (+2,92%) - 5%
$MSFT (+1,05%) - 4%
$SHOP (+3,3%) - 5%
$SMH (-1,48%) Semi Conductor ETF - 5%
$AAPL (-0,32%) Apple - 3%
$PAYC (+1,83%) Paycom - 2%
$PATH (+4,41%) UiPath - 2%
$VRTX (+2,71%) Vertex Pharma - 7%
$GILD (-1,16%) Gilead Sciences - 4%
$AZN (+3,53%) AstraZeneca - 3%
$CRSP (+12,21%) Crispr - 2%
$AMZN (+1,71%) Amazon - 5%
$MELI (+1,51%) Mercado Libre - 3%
$BKNG (+2,55%) Booking.com - 2%
$GOOGL (+2,55%) Alphabet - 3%
$META (+2,85%) Meta - 3%
$ADYEN (+5,44%) Adyen - 4%
$STNE (+0,06%) StoneC0 - 3%
$ISP (+0,55%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,78%) Wereldhave - 2%
$BYG (+2,91%) Big Yellow Group - 2%
$DHL (+0,19%) DHL - 2%
$UKW (+1,67%) Green Coat UKW - 2%
$ENPH (-1,89%) Enphase - 2%