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Mon Petit Portfolio

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Objectif 1Million d'euro.

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Portfolio composition

Open positions ordered by portfolio weight

Amundi PEA Nasdaq-100 UCITS ETF Acc

16.60%

Amundi PEA S&P 500 UCITS ETF Acc

16.24%

AMUNDI PEA MONDE MSCI World UCI

12.51%

Amundi PEA Japon (TOPIX) UCITS ETF EUR Acc

9.28%

BNP Paribas Easy Stoxx Europe 600 UCITS ETF EUR C

8.16%

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

8.14%

Amundi MSCI EMU Climate Paris Aligned UCITS ETF Acc

8.05%

Amundi PEA MSCI Emerging Latin America Selection UCITS ETF - Acc

7.98%

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

7.58%

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

5.48%

Analysis

Generated based on publicly available portfolio data

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Analysis

Generated based on your portfolio data

🌍 Global exposure depth – Overwhelmingly diversified beyond core markets, but concentrated in Europe and North America’s high-liquidity zones.

💰 Geopolitical and sector fragility – Heavy exposure to cyclical sectors and sensitive regions amplifies downturn risks during regime shifts.

📉 Structural underperformance risk – Defensive sectors and Asia’s underweighted presence weaken resilience in liquidity contractions or trade tensions.

Portfolio growth

Growth rate since Jan 2026

-78.09%

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.

Yearly Growth Rate

An IRR of 7% means your portfolio grew as if it earned a consistent 7% annual return over the selected period.

Quarterly Growth Rate (TWR)

Time-Weighted Return (TWR) isolates each quarter's return from the effect of deposits and withdrawals, showing how your investments actually performed regardless of when money was added or removed.

Sector Classifications

Sensitive

52.49%

Cyclical

31.00%

Defensive

16.50%

Sectors

Information Technology

28.54%

Financials

14.26%

Consumer Discretionary

11.95%

Industrials

10.26%

Communication Services

9.30%

Health Care

6.82%

Consumer Staples

6.23%

Energy

4.39%

Utilities

3.46%

Materials

3.38%

Real Estate

1.41%

Continents

Europe

53.34%

North America

35.00%

Asia

11.55%

South America

0.10%

Countries

France

40.99%

United States of America

34.76%

Japan

9.28%

Germany

3.12%

China

2.27%

Netherlands

2.15%

United Kingdom

1.96%

Spain

1.31%

Switzerland

1.20%

Italy

1.12%

Sweden

0.47%

Finland

0.44%

Denmark

0.26%

Canada

0.24%

Belgium

0.24%

Brazil

0.10%

Ireland

0.10%