Portfolio Diversification
Range
Most Diversified
23 instruments
March 30, 2023
Least Diversified
0 instruments
November 12, 2025
Average
20.9 instruments
Most Consistent Holdings
Top 5
KER.PA99.62%
XYZ99.62%
BLV99.62%
MSFT99.53%
SPY99.53%
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) | 7.32% | 6.44% | 99.53% | - |
 Hermes (RMS.PA) | 6.61% | 5.79% | 99.43% | - |
 Apple (AAPL) | 6.34% | 6.64% | 99.43% | - |
 Lululemon (LULU) | 6.22% | 3.29% | 99.15% | - |
| SPDR S&P 500 ETF (SPY) | 5.93% | 6.83% | 99.53% | - |
 Amazon (AMZN) | 5.6% | 6.17% | 98.77% | - |
 Adobe (ADBE) | 5.5% | 3.73% | 99.34% | - |
 Alphabet (GOOG) | 5.3% | 10.62% | 87.72% | - |
 Netflix (NFLX) | 5.23% | 6.33% | 99.34% | - |
 BlackRock (BLK) | 5.2% | 5.98% | 99.43% | - |
 NVIDIA (NVDA) | 5.1% | 3.71% | 99.43% | - |
 LVMH (MC.PA) | 4.87% | 5.94% | 99.34% | - |
 Meta (META) | 4.29% | 6.39% | 99.43% | - |
 Airbus (AIR.PA) | 3.96% | 7.66% | 98.77% | - |
 Disney (DIS) | 3.8% | 5.1% | 99.43% | - |
| Kering (KER.PA) | 2.45% | 1.15% | 99.62% | - |
 TSMC (TSM) | 2.26% | 4.36% | 64.21% | - |
| Vanguard Long-Term Bond ETF (BLV) | 1.57% | 0.88% | 99.62% | - |
 Salesforce (CRM) | 1.09% | 0% | 65.25% | 12/2/2024 |
| Block Inc. (XYZ) | 0.91% | 0.15% | 99.62% | - |
 Alphabet (GOOGL) | 0.69% | 0% | 11.52% | 12/2/2024 |
 Tencent (0700.HK) | 0.64% | 0% | 98.11% | 11/24/2025 |
 Vanguard Health Care ETF (VHT) | 0.61% | 0% | 19.07% | 7/25/2023 |
 Boeing (BA) | 0.44% | 0% | 43.15% | 4/10/2024 |
 Bitcoin (BTC) | 0.06% | 0.33% | 13.31% | - |
 Meituan (03690.HK) | 0% | 0% | 0.19% | 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% |