Portfolio — weights in %

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ETF all-in (live + exits)

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Stock all-in (live + exits)

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Tickers (live + exits)

UCITS accumulating ETFs + US/EU compounders. Core = sleeve weight ≥15%, Satellite below — full rule in Methodology.

The tables below are built from live JSON and need JavaScript. Without it, read the raw data at data/holdings.json or the monthly tearsheet PDF.

ETFs

Ticker	Weight %	P&L %	Status

Ticker	Weight %	P&L %	Status