Portfolio Diversification
Range
Most Diversified
24 instruments
September 14, 2024
Least Diversified
0 instruments
January 23, 2023
Average
15.3 instruments
Most Consistent Holdings
Top 5
BABA99.73%
META99.59%
AMZN99.59%
V85.13%
MA83.08%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 23, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 18.16% | 0% | 99.59% | 2/1/2025 |
| Meta (META) | 7.42% | 0% | 99.59% | 2/1/2025 |
 Apple (AAPL) | 5.72% | 0% | 52.66% | 7/1/2024 |
| Mastercard (MA) | 5.34% | 0% | 83.08% | 2/1/2025 |
| Alibaba (BABA) | 5.17% | 0% | 99.73% | 2/1/2025 |
| Visa (V) | 5.02% | 0% | 85.13% | 2/1/2025 |
 LVMH (MC.PA) | 4.87% | 0% | 47.89% | 2/1/2025 |
 PayPal (PYPL) | 3.55% | 0% | 57.84% | 9/19/2024 |
 Alphabet (GOOGL) | 3.2% | 0% | 46.25% | 2/1/2025 |
 Uber (UBER) | 2.86% | 0% | 20.87% | 6/28/2023 |
 TSMC (TSM) | 2.83% | 0% | 42.97% | 2/1/2025 |
 Alphabet (GOOG) | 2.45% | 0% | 19.1% | 6/15/2023 |
 Disney (DIS) | 2.2% | 0% | 47.89% | 5/2/2024 |
 Airbnb (ABNB) | 2.01% | 0% | 36.29% | 2/1/2025 |
 L'Oréal (OR.PA) | 1.82% | 0% | 35.33% | 2/1/2025 |
 Evolution (EVO.ST) | 1.6% | 0% | 29.33% | 2/1/2025 |
 Microsoft (MSFT) | 1.59% | 0% | 50.07% | 2/1/2025 |
 Novo Nordisk (NOVO-B.CO) | 1.45% | 0% | 42.97% | 2/1/2025 |
 Ulta (ULTA) | 1.43% | 0% | 34.79% | 2/1/2025 |
 GM (GM) | 1.36% | 0% | 27.01% | 12/14/2023 |
 Hermes (RMS.PA) | 1.24% | 0% | 31.65% | 1/10/2025 |
 Philip Morris (PM) | 1.16% | 0% | 30.29% | 2/1/2025 |
 MSCI (MSCI) | 1.09% | 0% | 30.7% | 2/1/2025 |
 American Express (AXP) | 1% | 0% | 21.28% | 7/30/2024 |
 AvalonBay (AVB) | 0.99% | 0% | 21.69% | 5/22/2024 |
 Merck (MRK) | 0.94% | 0% | 22.65% | 2/1/2025 |
 Foot Locker (FL) | 0.9% | 0% | 19.78% | 11/29/2023 |
 Nio (NIO) | 0.85% | 0% | 60.57% | 2/1/2025 |
 Nike (NKE) | 0.7% | 0% | 15.96% | 11/29/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.63% | 0% | 26.06% | 3/6/2024 |
 PDD Holdings (PDD) | 0.6% | 0% | 25.1% | 2/1/2025 |
 Lululemon (LULU) | 0.6% | 0% | 26.06% | 2/1/2025 |
 Tesla (TSLA) | 0.58% | 0% | 14.46% | 5/14/2024 |
 Moncler (MONC.MI) | 0.51% | 0% | 12.14% | 2/21/2024 |
 Crocs (CROX) | 0.49% | 0% | 15.96% | 2/1/2025 |
 SM Energy (SM) | 0.47% | 0% | 23.06% | 2/1/2025 |
 Wise (WISE.L) | 0.4% | 0% | 19.24% | 2/1/2025 |
 iShares TIPS Bond ETF (TIP) | 0.34% | 0% | 26.06% | 3/6/2024 |
 iShares Global REIT ETF (REET) | 0.33% | 0% | 26.06% | 3/6/2024 |
 Baidu (BIDU) | 0.16% | 0% | 2.18% | 3/16/2023 |
 MicroStrategy (MSTR) | 0.01% | 0% | 0.41% | 3/16/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| LVMH (MC.PA) | 14.89% | 12.85% |
| Alphabet (GOOGL) | 5.73% | 6.68% |
| Evolution (EVO.ST) | 8.02% | 6.43% |
| Amazon (AMZN) | 2.89% | 6.26% |
| Airbnb (ABNB) | 5.73% | 5.11% |
| TSMC (TSM) | 3.72% | 5.07% |
| L'Oréal (OR.PA) | 6.3% | 4.89% |
| Novo Nordisk (NOVO-B.CO) | 5.44% | 4.47% |
| Merck (MRK) | 5.16% | 4.29% |
| Visa (V) | 3.41% | 4.27% |
| Mastercard (MA) | 3.36% | 4.22% |
| Crocs (CROX) | 4.01% | 3.48% |
| Philip Morris (PM) | 2.86% | 3.26% |
| Hermes (RMS.PA) | 2.86% | 2.89% |
| MSCI (MSCI) | 2.33% | 2.76% |
| Meta (META) | 0.68% | 2.71% |
| Wise (WISE.L) | 1.72% | 2.63% |
| Ulta (ULTA) | 2.29% | 2.48% |
| PDD Holdings (PDD) | 3.15% | 2.43% |
| Lululemon (LULU) | 1.45% | 2.05% |
| SM Energy (SM) | 2.29% | 1.86% |
| Alibaba (BABA) | 1.82% | 1.47% |
| Microsoft (MSFT) | 1.15% | 1.1% |
| Nio (NIO) | 1.15% | 0.66% |