Portfolio Diversification
Range
Most Diversified
11 instruments
April 3, 2024
Least Diversified
0 instruments
November 7, 2023
Average
2.7 instruments
Most Consistent Holdings
Top 5
BLK33.24%
EQNR.OL27.77%
SPY15.54%
EWG15.25%
KO13.53%
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 | 37.7% | 80.31% | 48.49% | - |
| SPDR S&P 500 ETF (SPY) | 3.93% | 0% | 15.54% | 5/10/2024 |
| iShares MSCI Germany ETF (EWG) | 3.82% | 0% | 15.25% | 5/10/2024 |
 BMW (BMW.DE) | 2.37% | 0% | 8.2% | 8/1/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.13% | 0% | 11.22% | 6/5/2024 |
| BlackRock (BLK) | 1.06% | 0% | 33.24% | 11/21/2024 |
| Equinor (EQNR.OL) | 1.05% | 0% | 27.77% | 6/5/2024 |
 Ahold (AD.NV) | 0.85% | 0% | 11.94% | 5/13/2024 |
 Marriott (MAR) | 0.69% | 0% | 9.5% | 7/16/2024 |
| Coca-Cola (KO) | 0.66% | 0% | 13.53% | 4/26/2024 |
 iShares Listed Private Equity UCITS ETF (IQQL.DE) | 0.46% | 0% | 3.17% | 6/5/2024 |
 NVIDIA (NVDA) | 0.4% | 0% | 9.64% | 2/12/2024 |
 HSBC (HSBA.L) | 0.39% | 0% | 6.19% | 4/30/2024 |
 Technip Energies (TE.PA) | 0.37% | 0% | 6.19% | 7/18/2024 |
 Microsoft (MSFT) | 0.36% | 0% | 9.78% | 2/13/2024 |
 Intel (INTC) | 0.28% | 0% | 5.9% | 4/12/2024 |
 Eli Lilly (LLY) | 0.24% | 0% | 5.61% | 6/5/2024 |
 Novo-Nordisk (NVO) | 0.23% | 0% | 5.61% | 6/5/2024 |
 Yum China (YUMC) | 0.22% | 0% | 7.91% | 4/16/2024 |
 Walmart (WMT) | 0.18% | 0% | 3.6% | 2/16/2024 |
 Wynn Resorts (WYNN) | 0.1% | 0% | 3.17% | 2/13/2024 |
 MGM (MGM) | 0.1% | 0% | 3.17% | 2/13/2024 |
 Starbucks (SBUX) | 0.07% | 0% | 1.87% | 5/1/2024 |
 Morgan Stanley (MS) | 0.06% | 0% | 1.87% | 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% |