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Portfolio Diversification
Range
Most Diversified
24 instruments
September 14, 2024
Least Diversified
0 instruments
January 23, 2023
Average
18.3 instruments
Most Consistent Holdings
Top 5
BABA99.13%
META99.05%
AMZN98.97%
V90.69%
MA89.59%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 23, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 12.9% | 6.26% | 98.97% | - |
 LVMH (MC.PA) | 6.68% | 7.43% | 69.24% | - |
 Alphabet (GOOGL) | 6.15% | 8.72% | 68.3% | - |
 TSMC (TSM) | 5.98% | 11.92% | 66.4% | - |
| Meta (META) | 5.92% | 7.35% | 99.05% | - |
| Mastercard (MA) | 4.47% | 2.52% | 89.59% | - |
| Visa (V) | 4.27% | 2.52% | 90.69% | - |
| Alibaba (BABA) | 3.62% | 0.89% | 99.13% | - |
 Apple (AAPL) | 3.31% | 0% | 30.44% | 7/1/2024 |
 Novo Nordisk (NOVO-B.CO) | 2.95% | 4.32% | 66.4% | - |
 L'Oréal (OR.PA) | 2.77% | 3.52% | 61.99% | - |
 Airbnb (ABNB) | 2.75% | 3.64% | 62.54% | - |
 Evolution (EVO.ST) | 2.7% | 3.66% | 58.52% | - |
 Philip Morris (PM) | 2.28% | 3.85% | 58.91% | - |
 Crocs (CROX) | 2.13% | 4.34% | 50.79% | - |
 PayPal (PYPL) | 2.05% | 0% | 33.44% | 9/19/2024 |
 Merck (MRK) | 1.96% | 2.25% | 54.65% | - |
 Ulta (ULTA) | 1.88% | 1.15% | 61.67% | - |
 Wise (WISE.L) | 1.73% | 5.88% | 52.68% | - |
 Uber (UBER) | 1.66% | 0% | 12.07% | 6/28/2023 |
 Microsoft (MSFT) | 1.63% | 7.16% | 50.16% | - |
 MSCI (MSCI) | 1.56% | 1.92% | 59.15% | - |
 Alphabet (GOOG) | 1.42% | 0% | 11.04% | 6/15/2023 |
 Disney (DIS) | 1.27% | 0% | 27.68% | 5/2/2024 |
 PDD Holdings (PDD) | 1.01% | 1.06% | 55.91% | - |
 Lululemon (LULU) | 0.85% | 0.64% | 56.62% | - |
 GM (GM) | 0.79% | 0% | 15.62% | 12/14/2023 |
 Hermes (RMS.PA) | 0.72% | 0% | 18.3% | 1/10/2025 |
 SM Energy (SM) | 0.72% | 1.15% | 54.73% | - |
 Nio (NIO) | 0.6% | 0% | 53% | 9/19/2025 |
 American Express (AXP) | 0.58% | 0% | 12.3% | 7/30/2024 |
 AvalonBay (AVB) | 0.57% | 0% | 12.54% | 5/22/2024 |
 Foot Locker (FL) | 0.52% | 0% | 11.44% | 11/29/2023 |
 Nike (NKE) | 0.41% | 0% | 9.23% | 11/29/2023 |
 Pool Corp. (POOL) | 0.38% | 1.02% | 26.89% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.37% | 0% | 15.06% | 3/6/2024 |
 Tesla (TSLA) | 0.34% | 0% | 8.36% | 5/14/2024 |
 Moncler (MONC.MI) | 0.3% | 0% | 7.02% | 2/21/2024 |
 ASML (ASML.NV) | 0.28% | 0% | 7.18% | 12/8/2025 |
 iShares TIPS Bond ETF (TIP) | 0.2% | 0% | 15.06% | 3/6/2024 |
 iShares Global REIT ETF (REET) | 0.19% | 0% | 15.06% | 3/6/2024 |
 Baidu (BIDU) | 0.09% | 0% | 1.26% | 3/16/2023 |
 Shell (SHEL.L) | 0.04% | 0% | 2.13% | 3/30/2026 |
 MicroStrategy (MSTR) | 0.01% | 0% | 0.24% | 3/16/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| TSMC (TSM) | 7.29% | 11.39% |
| Alphabet (GOOGL) | 6.25% | 10.92% |
| LVMH (MC.PA) | 11.51% | 10.75% |
| Meta (META) | 4.27% | 5.66% |
| Amazon (AMZN) | 2.63% | 5.28% |
| Novo Nordisk (NOVO-B.CO) | 7.01% | 4.62% |
| Crocs (CROX) | 6.25% | 4.3% |
| Wise (WISE.L) | 4.69% | 4.28% |
| Airbnb (ABNB) | 4.69% | 3.73% |
| L'Oréal (OR.PA) | 5.21% | 3.64% |
| Merck (MRK) | 4.69% | 3.63% |
| Philip Morris (PM) | 2.6% | 3.48% |
| Evolution (EVO.ST) | 7.29% | 3.4% |
| Mastercard (MA) | 2.27% | 2.89% |
| Visa (V) | 2.06% | 2.66% |
| MSCI (MSCI) | 2.12% | 2.11% |
| Ulta (ULTA) | 1.04% | 1.54% |
| PDD Holdings (PDD) | 2.08% | 1.52% |
| Pool Corp. (POOL) | 2.08% | 1.28% |
| Lululemon (LULU) | 1.84% | 1.23% |
| Alibaba (BABA) | 0.83% | 1.18% |
| SM Energy (SM) | 2.08% | 0.72% |
Cash & Instruments Over Time
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