My Demo Portfolio

Risk profile: Moderate

Megatrends exposure

Impact allocation

Portfolio Composition

Class

Equity

Weight

60%

Toggle Holding Portfolio weight Value (EUR) Performance
US large cap 30% 436.20 18.76
US small cap 5% 72.70 19.77%
Developed markets large cap 20% 290.80 6.26%
Emerging markets large cap 5% 72.70 15.84%
US government bonds 17% 247.18 8%
US corporate bonds 23% 334.42 5.02%

Top 10 Holdings

Name Sector Asset Clas Performance
UNITED STATES TREASURY Government Bonds 8.60%
APPLE INC Information Technology Equity 1.70%
MICROSOFT CORP Information Technology Equity 1.49%
AMAZON COM INC Consumer Discretionary Equity 1.09%
MORGAN STANLEY Financial Services Bonds 0.66%
FACEBOOK CLASS A INC Communication Equity 0.58%
ALPHABET INC CLASS A Communication Equity 0.57%
TESLA INC Consumer Discretionary Equity 0.36%
JOHNSON & JOHNSON Health Care Equity 0.34%
NVIDIA CORP Information Technology Equity 0.32%

The data provided shall not be used in making any financial decisions. All the data provided serves demonstration purposes only. Cyan Reef B.V. is not liable for validity of any past or future projections. Learn more.

Megatrend allocation

The megatrend exposure indicates how well your portfolio is aligned with relevant megatrends. Srong exposure: as much above 50% as possible.

Impact allocation

Cyan Reef creates investment strategies that maximise sustainability impact according to your preferences and values.