Global Mix
Diversified across US, Europe, Israel, and Asia
Total Value
$65,651
Total P&L
$33,326
+103.10%
Today
$162
+0.25%
Holdings
10
Portfolio Performance
Simulated 1Y history for this sample
Today's biggest moves
CHKP
+3.00%
SAP
+2.05%
TSM
-1.80%
NESN.SW
+1.22%
MSFT
+1.08%
Holdings
| Ticker | Name | Shares | Price | Value | P&L | Today | Weight |
|---|---|---|---|---|---|---|---|
| ASML | 8 | $1,657 | $13,260 | +154.99% | +0.45% | 20.2% | |
| TSM | 30 | $422 | $12,668 | +344.47% | -1.80% | 19.3% | |
| AAPL | 25 | $342 | $8,550 | +101.18% | -0.28% | 13.0% | |
| TEVA | 200 | $41 | $8,222 | +242.58% | +0.96% | 12.5% | |
| MSFT | 15 | $539 | $8,092 | +68.58% | +1.08% | 12.3% | |
| VEA | 50 | $70 | $3,483 | +51.43% | +0.52% | 5.3% | |
| SAP | 15 | $225 | $3,375 | +36.36% | +2.05% | 5.1% | |
| BABA | 25 | $111 | $2,778 | +26.28% | -0.04% | 4.2% | |
| CHKP | 20 | $138 | $2,762 | +2.30% | +3.00% | 4.2% | |
| NESN.SW | 30 | $82 | $2,462 | -21.85% | +1.22% | 3.7% |
Sector breakdown
Country exposure
AI Morning Briefing
Sample — Finovi generates this daily for your real portfolio
Global mix gains 0.52% (+$640) as Netherlands and Taiwan exposure offsets China weakness; ASML and TSM lead.
The portfolio is up 0.52% (+$640) today, in line with the MSCI World's 0.49% on broad strength. ASML (+1.6%, +$210) leads on a positive analyst note about lithography demand, with TSM (+1.4%, +$120) following on supply-deal news. AAPL and MSFT add modestly together (+$160). BABA (-1.8%, -$40) is the largest drag on continued China-tech sentiment weakness, and TEVA ADR (-0.6%, -$15) follows the parent-stock move. Geographic diversification is paying off today — non-US exposure (51%) outperformed US (49%).
Currency exposure split: 80% USD, 20% other
20% of the portfolio is denominated in CHF (NESN.SW) or has direct EUR/Asia exposure. A 5% USD strengthening from here would knock ~$1,230 off the portfolio in USD terms — roughly the same as a single bad earnings print.
Tech is 65% of the portfolio across geographies
Even though this is the 'global mix' portfolio, tech (AAPL, MSFT, ASML, CHKP, TSM, SAP) accounts for 65% of weight. Truly diversifying would mean adding a non-tech European or Japanese name.
★ VEA + global names = double exposure
VEA (5.4%) holds many of the same European names you already hold directly (NESN.SW, ASML, SAP). Effective European exposure is closer to 22% than the 17% headline. Worth knowing if you're using VEA as a 'rest of developed markets' anchor.
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