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 (-0,39%) MSCI WORLD SRI ETF - 10%
$XXSC (-0,13%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,54%) - 5%
$MSFT (-0,24%) - 4%
$SHOP (+0,73%) - 5%
$SMH (-0,25%) Semi Conductor ETF - 5%
$AAPL (+1,12%) Apple - 3%
$PAYC (+1,17%) Paycom - 2%
$PATH (+0,55%) UiPath - 2%
$VRTX (+0,29%) Vertex Pharma - 7%
$GILD (+0,05%) Gilead Sciences - 4%
$AZN (-0,23%) AstraZeneca - 3%
$CRSP (+3,51%) Crispr - 2%
$AMZN (-1,84%) Amazon - 5%
$MELI (+1,07%) Mercado Libre - 3%
$BKNG (+0,94%) Booking.com - 2%
$GOOGL (-1,46%) Alphabet - 3%
$META (+0,36%) Meta - 3%
$ADYEN (-0,57%) Adyen - 4%
$STNE (+2,93%) StoneC0 - 3%
$ISP (+0,39%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (+0,76%) Wereldhave - 2%
$BYG (-0,84%) Big Yellow Group - 2%
$DHL (-1,86%) DHL - 2%
$UKW (-1,74%) Green Coat UKW - 2%
$ENPH (-3,42%) Enphase - 2%