Global Mix
Diversified across US, Europe, Israel, and Asia
Total Value
$61,580
Total P&L
$29,255
+90.50%
Today
$476
+0.78%
Holdings
10
Portfolio Performance
Simulated 1Y history for this sample
Today's biggest moves
MSFT
+5.45%
SAP
+3.61%
CHKP
+2.83%
TEVA
+2.32%
BABA
-1.54%
Holdings
| Ticker | Name | Shares | Price | Value | P&L | Today | Weight |
|---|---|---|---|---|---|---|---|
| ASML | 8 | $1,613 | $12,902 | +148.12% | +0.44% | 21.0% | |
| TSM | 30 | $418 | $12,554 | +340.47% | -1.51% | 20.4% | |
| AAPL | 25 | $312 | $7,802 | +83.56% | -0.14% | 12.7% | |
| TEVA | 200 | $35 | $7,064 | +194.33% | +2.32% | 11.5% | |
| MSFT | 15 | $450 | $6,754 | +40.70% | +5.45% | 11.0% | |
| VEA | 50 | $72 | $3,589 | +56.02% | +0.15% | 5.8% | |
| BABA | 25 | $124 | $3,106 | +41.16% | -1.54% | 5.0% | |
| SAP | 15 | $182 | $2,727 | +10.18% | +3.61% | 4.4% | |
| CHKP | 20 | $135 | $2,701 | +0.04% | +2.83% | 4.4% | |
| NESN.SW | 30 | $79 | $2,383 | -24.34% | -0.49% | 3.9% |
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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