Portfolio Diversification
Range
Most Diversified
24 instruments
September 14, 2024
Least Diversified
0 instruments
January 23, 2023
Average
17 instruments
Most Consistent Holdings
Top 5
BABA99.68%
META99.58%
AMZN99.58%
V88.5%
MA86.92%
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) | 15.33% | 5.86% | 99.58% | - |
| Meta (META) | 6.39% | 3.01% | 99.58% | - |
 LVMH (MC.PA) | 5.98% | 8.48% | 59.7% | - |
| Mastercard (MA) | 5.09% | 4.16% | 86.92% | - |
| Visa (V) | 4.89% | 4.12% | 88.5% | - |
 Alphabet (GOOGL) | 4.74% | 10.44% | 58.44% | - |
| Alibaba (BABA) | 4.45% | 1.98% | 99.68% | - |
 Apple (AAPL) | 4.42% | 0% | 40.72% | 7/1/2024 |
 TSMC (TSM) | 3.93% | 7.72% | 55.91% | - |
 PayPal (PYPL) | 2.74% | 0% | 44.73% | 9/19/2024 |
 Airbnb (ABNB) | 2.5% | 3.75% | 50.74% | - |
 Novo Nordisk (NOVO-B.CO) | 2.5% | 5.07% | 55.91% | - |
 L'Oréal (OR.PA) | 2.48% | 4.41% | 50% | - |
 Evolution (EVO.ST) | 2.44% | 4.92% | 45.36% | - |
 Uber (UBER) | 2.21% | 0% | 16.14% | 6/28/2023 |
 Alphabet (GOOG) | 1.9% | 0% | 14.77% | 6/15/2023 |
 Ulta (ULTA) | 1.86% | 3.45% | 49.58% | - |
 Philip Morris (PM) | 1.86% | 3.8% | 45.99% | - |
 Disney (DIS) | 1.7% | 0% | 37.03% | 5/2/2024 |
 Merck (MRK) | 1.61% | 3.6% | 40.19% | - |
 MSCI (MSCI) | 1.4% | 2.23% | 46.31% | - |
 Crocs (CROX) | 1.39% | 4.87% | 35.02% | - |
 Microsoft (MSFT) | 1.35% | 0% | 50.11% | 5/22/2025 |
 GM (GM) | 1.05% | 0% | 20.89% | 12/14/2023 |
 Hermes (RMS.PA) | 0.96% | 0% | 24.47% | 1/10/2025 |
 Wise (WISE.L) | 0.88% | 3.03% | 37.55% | - |
 PDD Holdings (PDD) | 0.88% | 1.81% | 41.98% | - |
 Lululemon (LULU) | 0.82% | 1.12% | 42.83% | - |
 Nio (NIO) | 0.79% | 0.8% | 69.41% | - |
 American Express (AXP) | 0.77% | 0% | 16.46% | 7/30/2024 |
 AvalonBay (AVB) | 0.77% | 0% | 16.77% | 5/22/2024 |
 Foot Locker (FL) | 0.7% | 0% | 15.3% | 11/29/2023 |
 SM Energy (SM) | 0.65% | 1.18% | 40.4% | - |
 Nike (NKE) | 0.54% | 0% | 12.34% | 11/29/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.49% | 0% | 20.15% | 3/6/2024 |
 Tesla (TSLA) | 0.45% | 0% | 11.18% | 5/14/2024 |
 Moncler (MONC.MI) | 0.4% | 0% | 9.39% | 2/21/2024 |
 iShares TIPS Bond ETF (TIP) | 0.26% | 0% | 20.15% | 3/6/2024 |
 iShares Global REIT ETF (REET) | 0.26% | 0% | 20.15% | 3/6/2024 |
 Baidu (BIDU) | 0.12% | 0% | 1.69% | 3/16/2023 |
 Pool Corp. (POOL) | 0.06% | 1.93% | 3.06% | - |
 MicroStrategy (MSTR) | 0.01% | 0% | 0.32% | 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% |