Portfolio Diversification
Range
Most Diversified
11 instruments
April 3, 2024
Least Diversified
0 instruments
November 7, 2023
Average
2.9 instruments
Most Consistent Holdings
Top 5
BLK37.02%
EQNR.OL30.93%
SPY17.31%
EWG16.99%
KO15.06%
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 | 33.1% | 78.85% | 42.79% | - |
| SPDR S&P 500 ETF (SPY) | 4.38% | 0% | 17.31% | 5/10/2024 |
| iShares MSCI Germany ETF (EWG) | 4.26% | 0% | 16.99% | 5/10/2024 |
 BMW (BMW.DE) | 2.64% | 0% | 9.13% | 8/1/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.26% | 0% | 12.5% | 6/5/2024 |
| BlackRock (BLK) | 1.18% | 0% | 37.02% | 11/21/2024 |
| Equinor (EQNR.OL) | 1.17% | 0% | 30.93% | 6/5/2024 |
 Ahold (AD.NV) | 0.94% | 0% | 13.3% | 5/13/2024 |
 Marriott (MAR) | 0.77% | 0% | 10.58% | 7/16/2024 |
| Coca-Cola (KO) | 0.74% | 0% | 15.06% | 4/26/2024 |
 iShares Listed Private Equity UCITS ETF (IQQL.DE) | 0.51% | 0% | 3.53% | 6/5/2024 |
 NVIDIA (NVDA) | 0.45% | 0% | 10.74% | 2/12/2024 |
 HSBC (HSBA.L) | 0.44% | 0% | 6.89% | 4/30/2024 |
 Technip Energies (TE.PA) | 0.41% | 0% | 6.89% | 7/18/2024 |
 Microsoft (MSFT) | 0.4% | 0% | 10.9% | 2/13/2024 |
 Intel (INTC) | 0.32% | 0% | 6.57% | 4/12/2024 |
 Eli Lilly (LLY) | 0.26% | 0% | 6.25% | 6/5/2024 |
 Novo-Nordisk (NVO) | 0.25% | 0% | 6.25% | 6/5/2024 |
 Yum China (YUMC) | 0.24% | 0% | 8.81% | 4/16/2024 |
 Walmart (WMT) | 0.2% | 0% | 4.01% | 2/16/2024 |
 Wynn Resorts (WYNN) | 0.11% | 0% | 3.53% | 2/13/2024 |
 MGM (MGM) | 0.11% | 0% | 3.53% | 2/13/2024 |
 Starbucks (SBUX) | 0.08% | 0% | 2.08% | 5/1/2024 |
 Morgan Stanley (MS) | 0.06% | 0% | 2.08% | 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% |