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Portfolio Diversification
Range
Most Diversified
23 instruments
March 30, 2023
Least Diversified
0 instruments
November 12, 2025
Average
20.6 instruments
Most Consistent Holdings
Top 5
BLV99.51%
MSFT99.43%
SPY99.43%
AAPL99.35%
META99.35%
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) | 7.11% | 5.73% | 99.43% | - |
 Hermes (RMS.PA) | 6.4% | 4.23% | 99.35% | - |
| Apple (AAPL) | 6.37% | 7.46% | 99.35% | - |
| State Street SPDR S&P 500 ETF (SPY) | 6.28% | 9.73% | 99.43% | - |
 Alphabet (GOOG) | 6.11% | 12.77% | 89.28% | - |
 Lululemon (LULU) | 5.77% | 2.28% | 99.03% | - |
 Amazon (AMZN) | 5.69% | 7.36% | 98.54% | - |
 Netflix (NFLX) | 5.32% | 5.48% | 99.27% | - |
 BlackRock (BLK) | 5.32% | 5.87% | 99.35% | - |
 Adobe (ADBE) | 5.16% | 2.63% | 99.27% | - |
 NVIDIA (NVDA) | 4.94% | 4.38% | 99.35% | - |
 LVMH (MC.PA) | 4.9% | 4.45% | 99.27% | - |
| Meta (META) | 4.56% | 6.03% | 99.35% | - |
 Airbus (AIR.PA) | 4.42% | 6.89% | 98.54% | - |
 Disney (DIS) | 4.01% | 5.04% | 99.35% | - |
 TSMC (TSM) | 2.69% | 6.31% | 69.05% | - |
 Kering (KER.PA) | 2.17% | 0% | 90.9% | 2/10/2026 |
| Vanguard Long-Term Bond ETF (BLV) | 1.47% | 0.87% | 99.51% | - |
 Salesforce (CRM) | 0.94% | 0% | 56.13% | 12/2/2024 |
 Block Inc. (XYZ) | 0.79% | 0% | 90.9% | 2/10/2026 |
 Alphabet (GOOGL) | 0.59% | 0% | 9.91% | 12/2/2024 |
 Tencent (0700.HK) | 0.55% | 0% | 84.4% | 11/24/2025 |
 Vanguard Health Care ETF (VHT) | 0.52% | 0% | 16.41% | 7/25/2023 |
 Boeing (BA) | 0.38% | 0% | 37.12% | 4/10/2024 |
 Bitcoin (BTC) | 0.09% | 0.27% | 25.26% | - |
 Meituan (03690.HK) | 0% | 0% | 0.16% | 3/31/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 6.3% | 10.32% |
| Airbus (AIR.PA) | 6.3% | 7.7% |
| State Street SPDR S&P 500 ETF (SPY) | 6.68% | 6.77% |
| Apple (AAPL) | 6.3% | 6.46% |
| Microsoft (MSFT) | 6.3% | 6.43% |
| Meta (META) | 6.16% | 6.24% |
| Amazon (AMZN) | 6.3% | 6.18% |
| LVMH (MC.PA) | 6.3% | 6.09% |
| BlackRock (BLK) | 6.3% | 5.95% |
| Netflix (NFLX) | 6.3% | 5.9% |
| Hermes (RMS.PA) | 6.3% | 5.64% |
| Disney (DIS) | 6.3% | 5.49% |
| TSMC (TSM) | 3.15% | 4.48% |
| NVIDIA (NVDA) | 3.15% | 3.78% |
| Adobe (ADBE) | 6.16% | 3.76% |
| Lululemon (LULU) | 6.3% | 3.59% |
| Kering (KER.PA) | 2.1% | 1.16% |
| Vanguard Long-Term Bond ETF (BLV) | 1.42% | 0.87% |
| Bitcoin (BTC) | 0.47% | 0.32% |
| Block Inc. (XYZ) | 0.66% | 0.15% |
Cash & Instruments Over Time
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