Portfolio Diversification
Range
Most Diversified
11 instruments
April 3, 2024
Least Diversified
0 instruments
November 7, 2023
Average
3 instruments
Most Consistent Holdings
Top 5
BLK40.1%
EQNR.OL33.51%
SPY18.75%
EWG18.4%
KO16.32%
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 | 29.32% | 78.42% | 38.02% | - |
| SPDR S&P 500 ETF (SPY) | 4.74% | 0% | 18.75% | 5/10/2024 |
| iShares MSCI Germany ETF (EWG) | 4.61% | 0% | 18.4% | 5/10/2024 |
 BMW (BMW.DE) | 2.86% | 0% | 9.9% | 8/1/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.37% | 0% | 13.54% | 6/5/2024 |
| BlackRock (BLK) | 1.28% | 0% | 40.1% | 11/21/2024 |
| Equinor (EQNR.OL) | 1.27% | 0% | 33.51% | 6/5/2024 |
 Ahold (AD.NV) | 1.02% | 0% | 14.41% | 5/13/2024 |
 Marriott (MAR) | 0.84% | 0% | 11.46% | 7/16/2024 |
| Coca-Cola (KO) | 0.8% | 0% | 16.32% | 4/26/2024 |
 iShares Listed Private Equity UCITS ETF (IQQL.DE) | 0.55% | 0% | 3.82% | 6/5/2024 |
 NVIDIA (NVDA) | 0.49% | 0% | 11.63% | 2/12/2024 |
 HSBC (HSBA.L) | 0.47% | 0% | 7.47% | 4/30/2024 |
 Technip Energies (TE.PA) | 0.45% | 0% | 7.47% | 7/18/2024 |
 Microsoft (MSFT) | 0.44% | 0% | 11.81% | 2/13/2024 |
 Intel (INTC) | 0.34% | 0% | 7.12% | 4/12/2024 |
 Eli Lilly (LLY) | 0.28% | 0% | 6.77% | 6/5/2024 |
 Novo-Nordisk (NVO) | 0.27% | 0% | 6.77% | 6/5/2024 |
 Yum China (YUMC) | 0.27% | 0% | 9.55% | 4/16/2024 |
 Walmart (WMT) | 0.22% | 0% | 4.34% | 2/16/2024 |
 Wynn Resorts (WYNN) | 0.12% | 0% | 3.82% | 2/13/2024 |
 MGM (MGM) | 0.12% | 0% | 3.82% | 2/13/2024 |
 Starbucks (SBUX) | 0.09% | 0% | 2.26% | 5/1/2024 |
 Morgan Stanley (MS) | 0.07% | 0% | 2.26% | 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% |