Here’s a detailed look into my current investment positions — a mix of ETFs and hand-picked stocks from both U.S. and European markets. This breakdown shows my asset allocation, top holdings, unrealized gains, and the sectors I’m leaning into.
🧾 Total Portfolio Value: $12,513.58
- Long Positions: $12,513.58
- Short Positions: -$0.22 (essentially negligible — small USD FX movement)
🧩 Asset Allocation
- ETF Exposure (CSSMI – Swiss Market ETF): $2,313.44 (18.49%)
- Top 5 Stocks:
- MU (Micron Technology): $956.66 (7.64%)
- GOOGL (Alphabet Inc. – Class A): $922.57 (7.37%)
- TSM (Taiwan Semiconductor): $856.00 (6.84%)
- MSFT (Microsoft): $840.66 (6.72%)
- Other Holdings: $6,622.09 (52.92%)
This distribution gives me both global exposure and tech-heavy upside potential, while keeping some local stability via the CSSMI ETF.
💡 ETF Holdings
- CSSMI – iShares SMI ETF CH:
- Quantity: 15.216
- Value: $2,313.44
- Unrealized P&L: -$68.68
The Swiss ETF is slightly in the red, but I’m holding this for long-term local market stability.
🏢 European Stock Positions
- LVMH, L’Oréal, Orange (ORA):
- Combined Value: $587.06
- Unrealized P&L: -$22.39
Small, symbolic positions in luxury and telco, mostly for diversification. These haven’t moved much.
🇺🇸 U.S. Stock Portfolio
🔝 Top U.S. Positions by Value:
- GOOGL: $922.57 (+$49.51)
- MU: $956.66 (+$146.51)
- MSFT: $840.66 (+$51.04)
- NVDA: $862.61 (+$153.86)
- TSM: $856.00 (+$127.57)
These tech giants are doing the heavy lifting. NVDA and MU are clear stars with strong double-digit gains since purchase.
🟥 Bottom Performers:
- LLY (Eli Lilly): -$12.31
- BABA (Alibaba): -$11.86
- USD Cash Position (FX Impact): -$9.12
Not every pick is a winner, but the winners are far outweighing the laggards.
💰 Cash Holdings (FX Breakdown)
- EUR Cash: €5.66 → $6.50
- USD Cash: $16.65
- Total Cash: $22.55 (0.18% of the portfolio)
Nearly fully deployed — I’m comfortable staying aggressive in the current environment.
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