Portfolio Diversification
Range
Most Diversified
11 instruments
April 3, 2024
Least Diversified
0 instruments
November 7, 2023
Average
3.6 instruments
Most Consistent Holdings
Top 5
BLK51.22%
EQNR.OL42.79%
SPY23.95%
EWG23.5%
KO20.84%
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 | 16.25% | 0% | 21.06% | 2/1/2025 |
| SPDR S&P 500 ETF (SPY) | 6.06% | 0% | 23.95% | 5/10/2024 |
| iShares MSCI Germany ETF (EWG) | 5.89% | 0% | 23.5% | 5/10/2024 |
 BMW (BMW.DE) | 3.65% | 0% | 12.64% | 8/1/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.74% | 0% | 17.29% | 6/5/2024 |
| BlackRock (BLK) | 1.64% | 0% | 51.22% | 11/21/2024 |
| Equinor (EQNR.OL) | 1.62% | 0% | 42.79% | 6/5/2024 |
 Ahold (AD.NV) | 1.3% | 0% | 18.4% | 5/13/2024 |
 Marriott (MAR) | 1.07% | 0% | 14.63% | 7/16/2024 |
| Coca-Cola (KO) | 1.02% | 0% | 20.84% | 4/26/2024 |
 iShares Listed Private Equity UCITS ETF (IQQL.DE) | 0.71% | 0% | 4.88% | 6/5/2024 |
 NVIDIA (NVDA) | 0.62% | 0% | 14.86% | 2/12/2024 |
 HSBC (HSBA.L) | 0.6% | 0% | 9.53% | 4/30/2024 |
 Technip Energies (TE.PA) | 0.57% | 0% | 9.53% | 7/18/2024 |
 Microsoft (MSFT) | 0.56% | 0% | 15.08% | 2/13/2024 |
 Intel (INTC) | 0.44% | 0% | 9.09% | 4/12/2024 |
 Eli Lilly (LLY) | 0.36% | 0% | 8.65% | 6/5/2024 |
 Novo-Nordisk (NVO) | 0.35% | 0% | 8.65% | 6/5/2024 |
 Yum China (YUMC) | 0.34% | 0% | 12.2% | 4/16/2024 |
 Walmart (WMT) | 0.28% | 0% | 5.54% | 2/16/2024 |
 Wynn Resorts (WYNN) | 0.15% | 0% | 4.88% | 2/13/2024 |
 MGM (MGM) | 0.15% | 0% | 4.88% | 2/13/2024 |
 Starbucks (SBUX) | 0.12% | 0% | 2.88% | 5/1/2024 |
 Morgan Stanley (MS) | 0.09% | 0% | 2.88% | 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% |