Geography
Where in the world your money would sit if you copied the portfolio. Geography is a second lens on concentration — the companion to the sector view — and it leans a good deal further from a spread-everything global fund than most people expect.
Country exposure
The portfolio by country, cash included — so every slice is a share of the whole book.
- United States56%
- $Cash16%
- Germany10%
- France6%
- Netherlands5%
- United Kingdom5%
- Spain1%
What's in each country
The holdings that make up each country, with each position's weight as a share of the total portfolio. Grouped by listing country, so a US-listed ADR of a foreign company counts as US.
United States
55.7%
BN.USBrookfield Corp8.2%
WIXWix.com Ltd 8.0%
YELPYelp Inc.7.2%
PYPLPayPal Holdings6.1%
HOGHarley-Davidson Inc5.1%
EFOREverforth Inc4.2%
MSTRStrategy Inc3.1%
FISVFiserv Inc2.9%
PFEPfizer2.2%
GDDYGoDaddy Inc.2.1%
CRTOCRITEO SA-SPON ADR1.9%
MARAMarathon Digital Holdings Inc.1.8%
UPWKUpwork Inc1.5%
CALMCal-Maine Foods, Inc0.8%
MSTR.RTHMicroStrategy Incorporated0.6%
Germany
9.8%
TMV.DETeamViewer AG6.8%
VOW3.DEVolkswagen AG2.1%
DOU.DEDouglas AG0.9%
France
6.4%
TEP.PATeleperformance SE6.4%
Netherlands
5.4%
PRX.NVProsus NV4.4%
LIGHT.NVSignify NV1.1%
United Kingdom
5.2%
IMB.LImperial Brands PLC3.9%
KIE.LKier Group PLC1.3%
Spain
1.0%
TEF.MCTelefonica SA1.0%
Each figure is the holding's weight as a percentage of the total portfolio (including cash), grouped by listing country. The remaining 16% is cash. Bars are scaled to the largest single holding.
How it compares to the MSCI World
Knowing where the money sits is only half the picture — the real question is how that differs from simply owning the whole developed world. Measured against the MSCI World, the shape is a deliberate one, not an accident of stock-picking.
Against the MSCI World, the portfolio is markedly overweight Europe (+15 pts) and a touch under index weight in the US. It holds none of the index's Japan and Asia-Pacific ex-Japan. And it keeps 16% in cash, where the index is fully invested.
And 16% in cash — the index is always fully invested, so that is an active under-investment on top of the regional tilts.
Regional weights compared on an ex-cash basis (the portfolio's invested weight renormalized to 100%, since the index holds no cash). “pts” is the active tilt in percentage points. MSCI World weights are a maintained reference from the MSCI World Index factsheet, as of Jun 2025.
Not financial advice.
This portfolio is shown for transparency, not as a recommendation. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Always do your own research and consider seeking independent advice.