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Mon Petit Portfolio

My portfoliosCommunityStocks and ETFs

Objectif 1Million d'euro.

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Portfolio composition

Open positions ordered by portfolio weight

Amundi PEA Chine (MSCI China) Screened UCITS ETF - Acc

17.14%

Amundi PEA S&P 500 UCITS ETF Acc

14.45%

Amundi PEA Nasdaq-100 UCITS ETF Acc

14.30%

AMUNDI PEA MONDE MSCI World UCI

11.20%

Amundi PEA Japon (TOPIX) UCITS ETF EUR Acc

8.46%

Amundi PEA MSCI Emerging Latin America Selection UCITS ETF - Acc

8.32%

BNP Paribas Easy Stoxx Europe 600 UCITS ETF EUR C

7.40%

Amundi MSCI EMU Climate Paris Aligned UCITS ETF Acc

7.27%

Amundi PEA Emergent (MSCI Emerging) ESG Transition UCITS ETF Acc

7.14%

Amundi Nasdaq-100 Daily (2x) Leveraged UCITS ETF Acc

4.31%

Analysis

Generated based on publicly available portfolio data

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Analysis

Generated based on your portfolio data

🌍 Geographic depth – Dominant European exposure limits systemic risk, but Asia’s thin footprint amplifies regional volatility.

💰 Fee drag – Overly high costs erode returns in low-volatility regimes, where passive exposure would otherwise shine.

📉 Cyclical overhang – Heavy tech and financial weight amplifies downturns during earnings contractions, stifling recovery.

🔄 Recovery pattern – Post-crisis rebounds tend to be earnings-driven, but prolonged downturns drag down cyclical sectors first.

Portfolio growth

Growth rate since Mar 2025

-3.64%

Indexed values (base 100 at inception): market value vs. invested capital

Growth Rate (IRR)

The Growth Rate is calculated using the Internal Rate of Return (IRR), a performance metric that accounts for all contributions, withdrawals, and timing of cash flows in your portfolio. An IRR of 7% means your portfolio grew as if it earned a consistent 7% annual return over the selected period.

Yearly Growth Rate

No data available

Quarterly Growth Rate

No data available

Sector Classifications

Sensitive

47.91%

Cyclical

32.13%

Defensive

19.96%

Sectors

Information Technology

24.88%

Financials

18.28%

Industrials

13.74%

Health Care

9.96%

Consumer Discretionary

9.89%

Communication Services

6.70%

Consumer Staples

5.70%

Utilities

4.29%

Energy

2.59%

Real Estate

2.22%

Materials

1.74%

Continents

Europe

75.03%

North America

17.23%

Asia

7.73%

Countries

France

64.51%

United States of America

17.23%

China

5.18%

Germany

2.66%

Japan

2.56%

Netherlands

1.72%

United Kingdom

1.67%

Spain

1.12%

Switzerland

1.02%

Italy

0.95%

Sweden

0.52%

Finland

0.37%

Denmark

0.22%

Belgium

0.20%

Ireland

0.08%