C+

Reference Portfolio · Updated

Global ETFs

ETF-based non-US exposure — regional rotation, thematic tilt, FX-aware positioning.

Since inception +42.53% From Aug 16, 2024
Holdings 17
Benchmark VEU
Currencies USD
Inception Aug 16, 2024 USD 200,000 starting capital

Thesis

Global ETFs implements the non-US allocation of the Closelook Reference framework through liquid ETF vehicles. The portfolio is coarser than Global Tech 50 — it buys regional exposure (Europe, Japan, EM, frontier) rather than specific franchises — but that's the point: an ETF sleeve's job is to express regime and rotation calls, not name-picking.

Core rotation between DM-ex-US (EZU, EWJ), EM (EEM, VWO), and thematic tilts (ARTY for AI-non-US, KWEB for China-tech) is informed by Temperature readings, cointegration stretches in cross-asset pairs, and DXY trajectory. When the dollar is structurally weak and EM cross-asset pairs are healthy, EM exposure rises; when DXY breaks higher, the sleeve rotates toward DM-ex-US with better FX-buffers.

FX overlays (hedged vs. unhedged share classes, currency ETFs when needed) are part of the position-level decisions, not an afterthought.

Structure

  • Equities17

17 equity positions . Benchmark: FTSE All-World ex-US (VEU).

Top Holdings

17 total positions — top 10 by weight shown. Barchart snapshot from May 8, 2026.

# Symbol Name Weight
1 SMHX 9.79%
2 EEM 9.63%
3 EMEQ 6.87%
4 QQQ 6.24%
5 ARTY 6.00%
6 TOPT 5.91%
7 VEU 5.85%
8 XMMO 5.81%
9 ASEA 5.75%
10 VSS 5.70%

Composition

17 positions grouped by segment. All values in USD. Barchart-converted at the daily snapshot. Snapshot from May 8, 2026.

Equities (USD)

# Symbol Name Units Price Mkt Value Cost Basis Unrealized % Unr Realized % Rlz % Port
1 ARTY ARTY 250 68.38 17,095.00 12,448.33 4,646.67 +37.33% 850.83 +34.17% 6.00%
2 ASEA ASEA 828.88 19.77 16,391.10 14,041.00 2,350.10 +16.74% 0.00 +0.00% 5.75%
3 EEM EEM 404.17 67.94 27,459.42 22,683.00 4,776.42 +21.06% 0.00 +0.00% 9.63%
4 EMEQ EMEQ 300 65.31 19,593.00 16,327.00 3,266.00 +20.00% 0.00 +0.00% 6.87%
5 GLD GLD 30.00 433.77 13,013.10 12,172.00 841.10 +6.91% 0.00 +0.00% 4.57%
6 IBIT IBIT 330 45.45 14,998.50 12,234.96 2,763.54 +22.59% 0.00 +0.00% 5.26%
7 ILF ILF 400 36.43 14,572.00 14,505.00 67.00 +0.46% 0.00 +0.00% 5.11%
8 INDA INDA 200 49.84 9,968.00 10,927.50 -959.50 -8.78% 0.00 +0.00% 3.50%
9 QQQ QQQ 25.00 711.23 17,780.75 16,540.25 1,240.50 +7.50% 0.00 +0.00% 6.24%
10 QTOP QTOP 400 37.74 15,096.00 9,988.40 5,107.60 +51.14% 1,235.11 +47.97% 5.30%
11 REMX REMX 100 106.38 10,638.00 8,971.00 1,667.00 +18.58% 0.00 +0.00% 3.73%
12 SMHX SMHX 500 55.83 27,912.55 13,508.14 14,404.41 +106.64% 2,758.40 +101.88% 9.79%
13 TOPT TOPT 502.92 33.47 16,832.85 12,243.00 4,589.85 +37.49% 0.00 +0.00% 5.91%
14 VEU VEU 200.31 83.29 16,683.44 15,099.00 1,584.44 +10.49% 0.00 +0.00% 5.85%
15 VPL VPL 125 113.89 14,236.25 13,303.50 932.75 +7.01% 0.00 +0.00% 4.99%
16 VSS VSS 100 162.35 16,235.00 15,679.00 556.00 +3.55% 0.00 +0.00% 5.70%
17 XMMO XMMO 100 165.54 16,554.00 12,891.99 3,662.01 +28.41% 400.22 +28.93% 5.81%
TOTAL 285,058.96 233,563.07 51,495.89 +22.05% 100.01%

Summary

Group Mkt Value Cost Basis Unrealized % Unr Realized % Rlz % Port
Equities (USD) 285,058.96 233,563.07 51,495.89 +22.05% 100.01%
TOTAL (USD) 285,058.96 233,563.07 51,495.89 +22.05% 5,244.56

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Methodology & disclaimer

Global ETFs is a reference portfolio — it reflects how Thomas Look, author and publisher of Closelook, implements the analytical theses discussed on this site. Position data is updated daily from end-of-day broker exports (Barchart). Benchmark prices come from EODHD.

Reference portfolio, educational purpose only. ETF-based non-US rotation.

Reference portfolio, not investment advice. Past performance is not indicative of future results. Closelook Venture GmbH is a publishing company and does not manage client capital.