Sample Worldwide Portfolio #1
Worldwide Portfolio WORLD · Started 4/07/2026 7:11 PM · Held 30 day(s)
Portfolio Avg
+30.54%
VT (same period)
-0.2%
156.17 → 155.86
vs VT (excess)
+30.74%
Outperforming
Best / Worst
GOOGL
+103.15%
SAP.DE
-9.67%
Open holdings (5)
| # | Ticker | Market | Company | Rationale | Buy | Now | P/L | Return | Last Checked |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | US | Alphabet Inc. | Search dominance and growing cloud segment. | 175.3 | 356.13 | +180.83 | +103.15% | 3/08/2026 8:54 PM |
| 2 | BHP.AX | ASX | BHP Group | Global resources exposure. | 42.5 | 60.72 | +18.22 | +42.87% | 3/08/2026 8:54 PM |
| 3 | MSFT | US | Microsoft Corp. | Cloud and AI leadership with durable enterprise contracts. | 420.5 | 464.72 | +44.22 | +10.52% | 3/08/2026 8:54 PM |
| 4 | 7203.T | JP | Toyota Motor | Global auto franchise. | 2800 | 2963.5 | +163.5 | +5.84% | 3/08/2026 8:54 PM |
| 5 | SAP.DE | EU | SAP SE | European enterprise software leader. | 180 | 162.6 | -17.4 | -9.67% | 3/08/2026 8:54 PM |