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Portfolio Diversification
Range
Most Diversified
11 instruments
November 23, 2023
Least Diversified
0 instruments
November 6, 2023
Average
9.5 instruments
Most Consistent Holdings
Top 5
AMZN99.53%
DIS99.53%
TSLA99.53%
PYPL99.53%
FDJU.PA99.53%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 6, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Sony (SONY) | 13.85% | 14.47% | 99.42% | - |
 Volkswagen (VOW3.DE) | 13.39% | 17.59% | 99.3% | - |
| Amazon (AMZN) | 9.18% | 10.11% | 99.53% | - |
| Tesla (TSLA) | 8.77% | 12.15% | 99.53% | - |
| Disney (DIS) | 8.27% | 8.2% | 99.53% | - |
| PayPal (PYPL) | 8.19% | 5.77% | 99.53% | - |
 AESI Holdings (AESI) | 7.01% | 6.52% | 91.5% | - |
| FDJ (FDJU.PA) | 6.89% | 5.71% | 99.53% | - |
 Lululemon (LULU) | 5.36% | 5.9% | 61.7% | - |
 Walmart (WMT) | 3.13% | 0% | 36.2% | 9/30/2024 |
 XRP (XRP) | 1.94% | 0% | 14.2% | 3/11/2024 |
 Alibaba (BABA) | 1.35% | 0% | 19.32% | 5/6/2024 |
 NVIDIA (NVDA) | 0.58% | 0% | 4.31% | 4/17/2024 |
 Coherus (CHRS) | 0.39% | 0% | 5.7% | 12/27/2023 |
 Sony Financial Group Inc (SFGYY) | 0.11% | 0.61% | 18.39% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Volkswagen (VOW3.DE) | 20.21% | 18.46% |
| Sony (SONY) | 11.46% | 15.49% |
| Tesla (TSLA) | 7.24% | 12.56% |
| Amazon (AMZN) | 7.23% | 10.11% |
| Disney (DIS) | 7.24% | 8.45% |
| Lululemon (LULU) | 10.86% | 6.99% |
| PayPal (PYPL) | 7.24% | 6.74% |
| FDJ (FDJU.PA) | 7.24% | 4.58% |
| AESI Holdings (AESI) | 8.13% | 4.06% |
| Sony Financial Group Inc (SFGYY) | 0% | 0.63% |
Cash & Instruments Over Time
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