V1 Portfolio


Welcome to my PEA‑PME portfolio, focused on European small caps. It’s a niche French account with strong tax benefits that most investors overlook.

I use this portfolio to stay close to the real economy and to businesses I can actually follow, and complement my long‑term, “auto‑pilot” ETF investments with something a little more hands-on.

The objective of V1 Finance is to learn by doing and understanding your own choices. Each month I share my holdings, performance, and the key lessons from active investing, so you can build your own perspective.

Tony

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Portfolio
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Return
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Gains
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Net Invested

Data as of — · Updates automatically

Performance Updates

Strategy Deep Dives

Monthly attribution, key lessons, and real-time shifts in the V1 Portfolio.

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