Portfolio Diversification
Range
Most Diversified
11 instruments
April 3, 2024
Least Diversified
0 instruments
November 7, 2023
Average
3.2 instruments
Most Consistent Holdings
Top 5
BLK43.75%
EQNR.OL36.55%
SPY20.45%
EWG20.08%
KO17.8%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since November 7, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 RomainSoyard | 24.93% | 75.46% | 32.39% | - |
| SPDR S&P 500 ETF (SPY) | 5.17% | 0% | 20.45% | 5/10/2024 |
| iShares MSCI Germany ETF (EWG) | 5.03% | 0% | 20.08% | 5/10/2024 |
 BMW (BMW.DE) | 3.12% | 0% | 10.8% | 8/1/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.49% | 0% | 14.77% | 6/5/2024 |
| BlackRock (BLK) | 1.4% | 0% | 43.75% | 11/21/2024 |
| Equinor (EQNR.OL) | 1.38% | 0% | 36.55% | 6/5/2024 |
 Ahold (AD.NV) | 1.11% | 0% | 15.72% | 5/13/2024 |
 Marriott (MAR) | 0.91% | 0% | 12.5% | 7/16/2024 |
| Coca-Cola (KO) | 0.87% | 0% | 17.8% | 4/26/2024 |
 iShares Listed Private Equity UCITS ETF (IQQL.DE) | 0.6% | 0% | 4.17% | 6/5/2024 |
 NVIDIA (NVDA) | 0.53% | 0% | 12.69% | 2/12/2024 |
 HSBC (HSBA.L) | 0.52% | 0% | 8.14% | 4/30/2024 |
 Technip Energies (TE.PA) | 0.49% | 0% | 8.14% | 7/18/2024 |
 Microsoft (MSFT) | 0.48% | 0% | 12.88% | 2/13/2024 |
 Intel (INTC) | 0.37% | 0% | 7.77% | 4/12/2024 |
 Eli Lilly (LLY) | 0.31% | 0% | 7.39% | 6/5/2024 |
 Novo-Nordisk (NVO) | 0.3% | 0% | 7.39% | 6/5/2024 |
 Yum China (YUMC) | 0.29% | 0% | 10.42% | 4/16/2024 |
 Walmart (WMT) | 0.24% | 0% | 4.73% | 2/16/2024 |
 Wynn Resorts (WYNN) | 0.13% | 0% | 4.17% | 2/13/2024 |
 MGM (MGM) | 0.13% | 0% | 4.17% | 2/13/2024 |
 Starbucks (SBUX) | 0.1% | 0% | 2.46% | 5/1/2024 |
 Morgan Stanley (MS) | 0.07% | 0% | 2.46% | 4/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| RomainSoyard | 77.08% | 76.84% |