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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
AMZN99.23%
DIS99.23%
TSLA99.23%
PYPL99.23%
FDJU.PA99.23%
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) | 13.88% | 16.21% | 99.03% | - |
 Volkswagen (VOW3.DE) | 13.75% | 15.62% | 99.03% | - |
| Amazon (AMZN) | 9.62% | 12.34% | 99.23% | - |
| Tesla (TSLA) | 9.22% | 10.78% | 99.23% | - |
| Disney (DIS) | 8.24% | 8.53% | 99.23% | - |
| PayPal (PYPL) | 7.85% | 6.92% | 99.23% | - |
 AESI Holdings (AESI) | 6.98% | 6.32% | 92.55% | - |
| FDJ (FDJU.PA) | 6.56% | 4.69% | 99.23% | - |
 Lululemon (LULU) | 5.25% | 3.69% | 67.76% | - |
 Walmart (WMT) | 2.6% | 0% | 30.11% | 9/30/2024 |
 XRP (XRP) | 1.61% | 0% | 11.81% | 3/11/2024 |
 Alibaba (BABA) | 1.13% | 0% | 16.07% | 5/6/2024 |
 NVIDIA (NVDA) | 0.48% | 0% | 3.58% | 4/17/2024 |
 Coherus (CHRS) | 0.32% | 0% | 4.74% | 12/27/2023 |
 Sony Financial Group Inc (SFGYY) | 0.19% | 0.69% | 31.66% | - |
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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