Global equity portfolio using a single all world ETF with broad diversification and tech tilt
Report created on Jun 27, 2026Risk profile
4/7
Diversification profile
3/5
Positions
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WE Amundi Prime All Country World UCITS ETF Acc EUR
WEBN - IE0003XJA0J9 100.00%
This portfolio is built around one holding: a global equity ETF that covers stock markets worldwide. With 100% of assets in this single fund, the structure is extremely simple and easy to follow. Everything here is in shares rather than bonds or cash, so the portfolio fully participates in stock market ups and downs. A single-fund setup like this relies on the ETF provider to handle all the internal diversification and rebalancing. That can be efficient and transparent, but it also means all decisions about what’s inside the fund follow its index rules, not any personalised view. The overall character is “one-stop” global stock exposure in a very streamlined wrapper.
Growth
Over the last two years, €1,000 invested grew to about €1,333, which implies a Compound Annual Growth Rate (CAGR) of 15.36%. CAGR is like your average yearly “cruising speed” over the full period, smoothing out bumps along the way. This slightly beat both the US market benchmark and the broader global market benchmark. The maximum drawdown, or deepest peak‑to‑trough fall, was -21.25%, similar to the global market and a bit less severe than the US market. That means the downside so far has been in line with broad equities. Notably, 90% of returns came from just 10 strong days, showing how missing a few big up days can dramatically change long‑term results.
Projection
The Monte Carlo projection uses many randomized “what if” paths based on historical patterns to estimate future ranges of outcomes. Think of it as running 1,000 alternate timelines and seeing how your €1,000 might grow over 15 years. The median path ends around €2,730, with a central band from roughly €1,829 to €4,191. There’s also a wide possible span between about €1,002 and €7,687. This spread shows that even with the same starting point, results can vary a lot. The average simulated annual return of 8.08% reflects equity‑style growth but with meaningful uncertainty. As always, these projections are not promises; they simply map historic behaviour onto many potential futures.
Asset classes
- Stocks 100%
Asset‑class exposure is straightforward: 100% in stocks, 0% in bonds or other assets. That means there’s no built‑in cushion from traditionally lower‑volatility assets like government bonds or cash. Equity‑only portfolios tend to swing more in value, especially during market stress, because everything is tied to company earnings and investor sentiment. Compared with a “balanced” mix that blends stocks and bonds, this structure leans more toward growth potential and away from downside dampening. On the positive side, being fully in equities makes the overall behaviour easy to understand: when global stock markets rise, this portfolio moves with them; when they fall, there’s no separate stabilising layer inside.
Sectors
- Technology 32%
- Financials 16%
- Industrials 10%
- Consumer Discretionary 9%
- Telecommunications 9%
- Health Care 8%
- Consumer Staples 5%
- Energy 4%
- Basic Materials 3%
- Utilities 2%
- Real Estate 2%
Sector-wise, the ETF tilts strongly toward technology at 32%, with meaningful allocations to financials, industrials, consumer businesses, telecoms, and healthcare. This mirrors how global equity indices look today, where tech and related industries represent a large share of total market value. A higher tech weight can boost returns during periods of innovation and strong earnings growth, but it also tends to make returns more sensitive to interest rates and changes in sentiment toward growth companies. The presence of sectors like energy, utilities, and real estate, even at smaller weights, adds some diversification across business types. Overall, the sector mix is modern and benchmark‑like, with a clear tilt toward the digital economy.
Regions
- North America 65%
- Europe Developed 13%
- Asia Developed 7%
- Japan 6%
- Asia Emerging 5%
- Australasia 2%
- Africa/Middle East 1%
- Latin America 1%
Geographically, about 65% of the portfolio is in North America, with the rest spread across Europe, developed and emerging Asia, Japan, Australasia, and smaller exposures to Latin America and Africa/Middle East. This pattern is very close to common global equity benchmarks, where US and Canadian markets dominate by market value. A North America tilt means portfolio behaviour will be heavily influenced by that region’s economic cycle, corporate earnings, and currency moves. At the same time, allocations to Europe and Asia add exposure to different growth drivers and policy environments. This alignment with global weights is a strong indicator of broad diversification rather than a concentrated country bet.
Market capitalization
- Mega-cap 49%
- Large-cap 35%
- Mid-cap 15%
By company size, nearly half the portfolio is in mega‑cap stocks, about a third in large caps, and the remainder in mid caps. Mega‑caps are the very largest, most established companies on the market, often with dominant positions and global operations. Heavy exposure to these names can lead to more stability compared with small‑cap‑heavy portfolios, because large firms tend to have more diversified revenues and easier access to financing. The mid‑cap slice adds some growth potential and different risk characteristics, as these companies can be more sensitive to business cycles. Overall, this size mix is typical of broad market indices and provides a balance between stability and growth within the equity universe.
True holdings
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NV NVIDIA Corporation 4.81%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
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AA Apple Inc. 4.36%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
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MS Microsoft Corporation 3.22%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
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AM Amazon.com Inc 2.53%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
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GO Alphabet Inc Class A 2.16%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
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AV Broadcom Inc 2.03%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
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GO Alphabet Inc Class C 1.86%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
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23 Taiwan Semiconductor Manufacturing Co. Ltd. 1.76%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
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TS Tesla Inc 1.42%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
- LS 1x Tesla Tracker ETP Securities GBP
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ME Meta Platforms Inc. 1.35%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
- Top 10 total 25.50%
Looking through to the ETF’s disclosed top holdings, the biggest underlying positions include NVIDIA, Apple, Microsoft, Amazon, Alphabet (both share classes), Broadcom, TSMC, Tesla, and Meta. Together, these top names account for around a quarter of the total portfolio. Because they all sit inside a single fund, there’s no overlapping exposure from multiple products, just the index‑driven weightings themselves. The concentration in large technology and platform companies reflects today’s market structure rather than an extra tilt layered on top. Overlap may be understated, as only top‑10 holdings are captured, but the key message is that a relatively small set of global giants drives a meaningful share of day‑to‑day performance.
Risk contribution
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Amundi Prime All Country World UCITS ETF Acc EUR
Weight: 100.00% 100.0%
Risk contribution shows how much each holding adds to overall volatility—the portfolio’s ups and downs. Here, the picture is simple: one ETF holds 100% of the weight and contributes 100% of the risk. That means changes in total portfolio risk can only come from this single position, not from shifting balances between different funds. Inside the ETF, however, individual companies will contribute very different levels of risk depending on their size and volatility. Large, fast‑moving stocks like major tech names may dominate internal risk contribution. From the portfolio‑level view, though, all of that is bundled into one instrument, making total risk entirely tied to this one global equity index strategy.
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