Portfolio Diversification
Range
Most Diversified
11 instruments
April 3, 2024
Least Diversified
0 instruments
November 7, 2023
Average
2.4 instruments
Most Consistent Holdings
Top 5
BLK30.08%
EQNR.OL25.13%
SPY14.06%
EWG13.8%
KO12.24%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 7, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 RomainSoyard | 35.27% | 0% | 45.31% | 10/15/2025 |
| SPDR S&P 500 ETF (SPY) | 3.56% | 0% | 14.06% | 5/10/2024 |
| iShares MSCI Germany ETF (EWG) | 3.46% | 0% | 13.8% | 5/10/2024 |
 BMW (BMW.DE) | 2.15% | 0% | 7.42% | 8/1/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.02% | 0% | 10.16% | 6/5/2024 |
| BlackRock (BLK) | 0.96% | 0% | 30.08% | 11/21/2024 |
| Equinor (EQNR.OL) | 0.95% | 0% | 25.13% | 6/5/2024 |
 Ahold (AD.NV) | 0.77% | 0% | 10.81% | 5/13/2024 |
 Marriott (MAR) | 0.63% | 0% | 8.59% | 7/16/2024 |
| Coca-Cola (KO) | 0.6% | 0% | 12.24% | 4/26/2024 |
 iShares Listed Private Equity UCITS ETF (IQQL.DE) | 0.42% | 0% | 2.86% | 6/5/2024 |
 NVIDIA (NVDA) | 0.37% | 0% | 8.72% | 2/12/2024 |
 HSBC (HSBA.L) | 0.36% | 0% | 5.6% | 4/30/2024 |
 Technip Energies (TE.PA) | 0.34% | 0% | 5.6% | 7/18/2024 |
 Microsoft (MSFT) | 0.33% | 0% | 8.85% | 2/13/2024 |
 Intel (INTC) | 0.26% | 0% | 5.34% | 4/12/2024 |
 Eli Lilly (LLY) | 0.21% | 0% | 5.08% | 6/5/2024 |
 Novo-Nordisk (NVO) | 0.21% | 0% | 5.08% | 6/5/2024 |
 Yum China (YUMC) | 0.2% | 0% | 7.16% | 4/16/2024 |
 Walmart (WMT) | 0.17% | 0% | 3.26% | 2/16/2024 |
 Wynn Resorts (WYNN) | 0.09% | 0% | 2.86% | 2/13/2024 |
 MGM (MGM) | 0.09% | 0% | 2.86% | 2/13/2024 |
 Starbucks (SBUX) | 0.07% | 0% | 1.69% | 5/1/2024 |
 Morgan Stanley (MS) | 0.05% | 0% | 1.69% | 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% |