Portfolio Diversification
Range
Most Diversified
11 instruments
March 12, 2024
Least Diversified
0 instruments
February 2, 2025
Average
11 instruments
Most Consistent Holdings
Top 5
SAP.DE99.69%
MC.PA99.69%
OR.PA99.69%
SAN.PA99.69%
NESN.ZU99.69%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since March 12, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Novo Nordisk (NOVO-B.CO) | 18.69% | 0% | 99.69% | 2/1/2025 |
| LVMH (MC.PA) | 12.85% | 0% | 99.69% | 2/1/2025 |
 ASML (ASML.NV) | 11.66% | 0% | 99.69% | 2/1/2025 |
| SAP (SAP.DE) | 9.19% | 0% | 99.69% | 2/1/2025 |
| Nestle (NESN.ZU) | 8.94% | 0% | 99.69% | 2/1/2025 |
 Novartis (NVS) | 8.14% | 0% | 99.69% | 2/1/2025 |
 Roche (ROG.ZU) | 8.05% | 0% | 99.69% | 2/1/2025 |
| L'Oréal (OR.PA) | 7.76% | 0% | 99.69% | 2/1/2025 |
 AstraZeneca (AZN) | 7.64% | 0% | 99.69% | 2/1/2025 |
| Sanofi (SAN.PA) | 4.43% | 0% | 99.69% | 2/1/2025 |
 GlaxoSmithKline (GSK) | 2.72% | 0% | 99.69% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Novo Nordisk (NOVO-B.CO) | 19.06% | 16.25% |
| LVMH (MC.PA) | 14.66% | 13.73% |
| SAP (SAP.DE) | 7.44% | 12.07% |
| ASML (ASML.NV) | 12.53% | 11.62% |
| Roche (ROG.ZU) | 7.11% | 9.15% |
| Nestle (NESN.ZU) | 9.11% | 8.87% |
| Novartis (NVS) | 7.33% | 8.56% |
| L'Oréal (OR.PA) | 8.36% | 7.86% |
| AstraZeneca (AZN) | 6.54% | 7.74% |
| Sanofi (SAN.PA) | 3.91% | 4.99% |
| GlaxoSmithKline (GSK) | 2.81% | 2.69% |