Portfolio Diversification
Range
Most Diversified
24 instruments
September 14, 2024
Least Diversified
0 instruments
January 23, 2023
Average
17.2 instruments
Most Consistent Holdings
Top 5
BABA99.7%
META99.6%
AMZN99.6%
V89.03%
MA87.53%
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) | 14.87% | 5.12% | 99.6% | - |
| Meta (META) | 6.23% | 2.8% | 99.6% | - |
 LVMH (MC.PA) | 6.13% | 10.61% | 61.57% | - |
| Mastercard (MA) | 5% | 2.93% | 87.53% | - |
 Alphabet (GOOGL) | 5% | 10.3% | 60.36% | - |
| Visa (V) | 4.79% | 2.7% | 89.03% | - |
| Alibaba (BABA) | 4.32% | 1.45% | 99.7% | - |
 TSMC (TSM) | 4.26% | 11.59% | 57.95% | - |
 Apple (AAPL) | 4.22% | 0% | 38.83% | 7/1/2024 |
 Novo Nordisk (NOVO-B.CO) | 2.63% | 5.3% | 57.95% | - |
 PayPal (PYPL) | 2.62% | 0% | 42.66% | 9/19/2024 |
 L'Oréal (OR.PA) | 2.55% | 4.09% | 52.31% | - |
 Evolution (EVO.ST) | 2.55% | 4.19% | 47.89% | - |
 Airbnb (ABNB) | 2.55% | 3.62% | 53.02% | - |
 Uber (UBER) | 2.11% | 0% | 15.39% | 6/28/2023 |
 Philip Morris (PM) | 1.94% | 3.55% | 48.49% | - |
 Ulta (ULTA) | 1.93% | 3.25% | 51.91% | - |
 Alphabet (GOOG) | 1.81% | 0% | 14.08% | 6/15/2023 |
 Merck (MRK) | 1.69% | 3.52% | 42.96% | - |
 Disney (DIS) | 1.62% | 0% | 35.31% | 5/2/2024 |
 Crocs (CROX) | 1.53% | 4.28% | 38.03% | - |
 MSCI (MSCI) | 1.43% | 2.04% | 48.79% | - |
 Microsoft (MSFT) | 1.28% | 0% | 47.79% | 5/22/2025 |
 GM (GM) | 1% | 0% | 19.92% | 12/14/2023 |
 Wise (WISE.L) | 0.96% | 2.42% | 40.44% | - |
 PDD Holdings (PDD) | 0.92% | 1.83% | 44.67% | - |
 Hermes (RMS.PA) | 0.92% | 0% | 23.34% | 1/10/2025 |
 Lululemon (LULU) | 0.83% | 1.06% | 45.47% | - |
 Nio (NIO) | 0.77% | 0% | 67.61% | 9/19/2025 |
 American Express (AXP) | 0.74% | 0% | 15.69% | 7/30/2024 |
 AvalonBay (AVB) | 0.73% | 0% | 16% | 5/22/2024 |
 Foot Locker (FL) | 0.66% | 0% | 14.59% | 11/29/2023 |
 SM Energy (SM) | 0.66% | 0.84% | 43.16% | - |
 Nike (NKE) | 0.52% | 0% | 11.77% | 11/29/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.47% | 0% | 19.22% | 3/6/2024 |
 Tesla (TSLA) | 0.43% | 0% | 10.66% | 5/14/2024 |
 Moncler (MONC.MI) | 0.38% | 0% | 8.95% | 2/21/2024 |
 iShares TIPS Bond ETF (TIP) | 0.25% | 0% | 19.22% | 3/6/2024 |
 iShares Global REIT ETF (REET) | 0.25% | 0% | 19.22% | 3/6/2024 |
 ASML (ASML.NV) | 0.18% | 3.94% | 4.63% | - |
 Pool Corp. (POOL) | 0.14% | 1.71% | 7.55% | - |
 Baidu (BIDU) | 0.12% | 0% | 1.61% | 3/16/2023 |
 MicroStrategy (MSTR) | 0.01% | 0% | 0.3% | 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% |