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Portfolio Diversification
Range
Most Diversified
19 instruments
March 16, 2023
Least Diversified
0 instruments
April 4, 2026
Average
17.3 instruments
Most Consistent Holdings
Top 5
GOOG99.92%
MSFT99.92%
BAC99.92%
PFE99.92%
WMT99.92%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 10.35% | 15.87% | 99.92% | - |
 BlackRock (BLK) | 9.69% | 9.51% | 99.92% | - |
 Air Liquide (AI.PA) | 8.28% | 7.98% | 99.92% | - |
 Credit Agricole (ACA.PA) | 6.8% | 7.04% | 99.92% | - |
 Disney (DIS) | 6.74% | 6.03% | 89.16% | - |
 BNP Paribas (BNP.PA) | 6.15% | 7.45% | 93.95% | - |
 Schneider Electric (SU.PA) | 5.26% | 5.85% | 99.92% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 5.15% | 5.27% | 99.92% | - |
| Walmart (WMT) | 4.78% | 6.35% | 99.92% | - |
| Microsoft (MSFT) | 4.15% | 3.32% | 99.92% | - |
 iShares Semiconductor ETF (SOXX) | 4.06% | 6.15% | 99.92% | - |
 TotalEnergies (TTE.PA) | 3.92% | 4.41% | 99.92% | - |
 Capgemini (CAP.PA) | 3.37% | 1.76% | 99.92% | - |
 Pernod Ricard (RI.PA) | 3.31% | 1.07% | 99.92% | - |
 Salesforce (CRM) | 3.3% | 1.84% | 99.92% | - |
| Bank of America (BAC) | 2.84% | 3.13% | 99.92% | - |
| Pfizer (PFE) | 1.93% | 1.44% | 99.92% | - |
 Eurofins (ERF.PA) | 0.53% | 0% | 21.09% | 9/15/2023 |
 Invesco Solar ETF (TAN) | 0.26% | 0% | 10.76% | 5/12/2023 |
 Invesco China Technology ETF (CQQQ) | 0.13% | 0% | 11.18% | 5/17/2023 |
 Oil (Non Expiry) (OIL) | 0.06% | 0% | 1.51% | 10/4/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 5.64% | 15.78% |
| BlackRock (BLK) | 8.97% | 10.12% |
| Credit Agricole (ACA.PA) | 6.28% | 7.42% |
| Air Liquide (AI.PA) | 8.4% | 7.07% |
| Disney (DIS) | 8.97% | 7.05% |
| BNP Paribas (BNP.PA) | 6.73% | 6.84% |
| Walmart (WMT) | 3.65% | 5.94% |
| Schneider Electric (SU.PA) | 2.69% | 5.34% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 6.73% | 5.07% |
| iShares Semiconductor ETF (SOXX) | 3.59% | 4.83% |
| Microsoft (MSFT) | 2.7% | 4.26% |
| Bank of America (BAC) | 4.49% | 3.38% |
| TotalEnergies (TTE.PA) | 4.49% | 3.15% |
| Salesforce (CRM) | 4.94% | 2.98% |
| Capgemini (CAP.PA) | 2.24% | 2.54% |
| Pfizer (PFE) | 4.49% | 1.39% |
| Pernod Ricard (RI.PA) | 6.28% | 1.29% |
Cash & Instruments Over Time
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