Portfolio Diversification
Range
Most Diversified
23 instruments
March 30, 2023
Least Diversified
5 instruments
August 1, 2024
Average
21.1 instruments
Most Consistent Holdings
Top 5
KER.PA100%
XYZ100%
BLV100%
AAPL99.89%
META99.89%
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 |
|---|---|---|---|---|
 Microsoft (MSFT) | 7.4% | 7.08% | 99.89% | - |
 Hermes (RMS.PA) | 6.75% | 6.93% | 99.89% | - |
 Lululemon (LULU) | 6.73% | 4.41% | 99.78% | - |
| Apple (AAPL) | 6.43% | 5.35% | 99.89% | - |
 SPDR S&P 500 ETF (SPY) | 5.83% | 6.61% | 99.89% | - |
 Adobe (ADBE) | 5.79% | 4.4% | 99.78% | - |
 Amazon (AMZN) | 5.55% | 6.3% | 99.78% | - |
 NVIDIA (NVDA) | 5.34% | 3.48% | 99.89% | - |
 BlackRock (BLK) | 5.04% | 6.41% | 99.89% | - |
 Alphabet (GOOG) | 4.87% | 6.17% | 86.33% | - |
 Netflix (NFLX) | 4.86% | 8.61% | 99.78% | - |
 LVMH (MC.PA) | 4.85% | 4.75% | 99.78% | - |
| Meta (META) | 3.87% | 7.31% | 99.89% | - |
 Disney (DIS) | 3.52% | 6.31% | 99.89% | - |
 Airbus (AIR.PA) | 3.43% | 7.39% | 99.78% | - |
| Kering (KER.PA) | 2.7% | 0.81% | 100% | - |
 TSMC (TSM) | 1.98% | 3.6% | 58.77% | - |
| Vanguard Long-Term Bond ETF (BLV) | 1.68% | 0.92% | 100% | - |
 Salesforce (CRM) | 1.27% | 0% | 76.19% | 12/2/2024 |
| Block Inc. (XYZ) | 1.03% | 0.17% | 100% | - |
 Alphabet (GOOGL) | 0.8% | 0% | 13.45% | 12/2/2024 |
 Vanguard Health Care ETF (VHT) | 0.71% | 0% | 22.27% | 7/25/2023 |
 Tencent (0700.HK) | 0.68% | 0.38% | 99.89% | - |
 Boeing (BA) | 0.52% | 0% | 50.39% | 4/10/2024 |
 Meituan (03690.HK) | 0% | 0% | 0.22% | 3/31/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Lululemon (LULU) | 6.35% | 7.42% |
| Alphabet (GOOG) | 6.35% | 7.03% |
| Hermes (RMS.PA) | 6.35% | 6.91% |
| LVMH (MC.PA) | 6.35% | 6.74% |
| Apple (AAPL) | 6.35% | 6.69% |
| Amazon (AMZN) | 6.35% | 6.61% |
| Airbus (AIR.PA) | 6.35% | 6.58% |
| SPDR S&P 500 ETF (SPY) | 6.63% | 6.44% |
| BlackRock (BLK) | 6.35% | 6.41% |
| Netflix (NFLX) | 6.35% | 6.31% |
| Microsoft (MSFT) | 6.35% | 6.3% |
| Meta (META) | 6.2% | 6.23% |
| Disney (DIS) | 6.35% | 6.05% |
| Adobe (ADBE) | 6.2% | 5.37% |
| TSMC (TSM) | 3.17% | 3.28% |
| NVIDIA (NVDA) | 3.17% | 3.06% |
| Kering (KER.PA) | 2.12% | 1.16% |
| Vanguard Long-Term Bond ETF (BLV) | 1.43% | 0.97% |
| Tencent (0700.HK) | 0.48% | 0.33% |
| Block Inc. (XYZ) | 0.67% | 0.23% |