Portfolio Diversification
Range
Most Diversified
23 instruments
March 30, 2023
Least Diversified
5 instruments
August 1, 2024
Average
21.2 instruments
Most Consistent Holdings
Top 5
KER.PA100%
XYZ100%
0700.HK100%
BLV100%
AAPL99.88%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Microsoft (MSFT) | 7.47% | 6.14% | 99.88% | - |
 Lululemon (LULU) | 6.88% | 5.89% | 99.88% | - |
 Hermes (RMS.PA) | 6.67% | 7.82% | 99.88% | - |
| Apple (AAPL) | 6.53% | 6.43% | 99.88% | - |
 Adobe (ADBE) | 5.91% | 5.01% | 99.88% | - |
 SPDR S&P 500 ETF (SPY) | 5.73% | 6.78% | 99.88% | - |
 NVIDIA (NVDA) | 5.61% | 2.7% | 99.88% | - |
 Amazon (AMZN) | 5.47% | 6.35% | 99.88% | - |
 BlackRock (BLK) | 4.9% | 6.46% | 99.88% | - |
 LVMH (MC.PA) | 4.81% | 6.51% | 99.88% | - |
 Alphabet (GOOG) | 4.7% | 6.3% | 84.81% | - |
 Netflix (NFLX) | 4.45% | 7.12% | 99.88% | - |
 Meta (META) | 3.5% | 6.67% | 99.88% | - |
 Disney (DIS) | 3.23% | 5.71% | 99.88% | - |
 Airbus (AIR.PA) | 3.01% | 7.45% | 99.88% | - |
| Kering (KER.PA) | 2.92% | 0.97% | 100% | - |
 TSMC (TSM) | 1.83% | 3.04% | 53.83% | - |
| Vanguard Long-Term Bond ETF (BLV) | 1.76% | 1.07% | 100% | - |
 Salesforce (CRM) | 1.42% | 0% | 85.31% | 12/2/2024 |
| Block Inc. (XYZ) | 1.13% | 0.17% | 100% | - |
 Alphabet (GOOGL) | 0.9% | 0% | 15.06% | 12/2/2024 |
 Vanguard Health Care ETF (VHT) | 0.79% | 0% | 24.94% | 7/25/2023 |
| Tencent (0700.HK) | 0.72% | 0.43% | 100% | - |
 Boeing (BA) | 0.58% | 0% | 56.42% | 4/10/2024 |
 Meituan (03690.HK) | 0% | 0% | 0.25% | 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% |