Portfolio Diversification
Range
Most Diversified
24 instruments
September 14, 2024
Least Diversified
0 instruments
January 23, 2023
Average
17.5 instruments
Most Consistent Holdings
Top 5
BABA99.43%
META99.33%
AMZN99.33%
V89.32%
MA87.89%
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) | 14.36% | 5.25% | 99.33% | - |
 LVMH (MC.PA) | 6.34% | 10.63% | 63.3% | - |
| Meta (META) | 6.14% | 5.62% | 99.33% | - |
 Alphabet (GOOGL) | 5.3% | 10.96% | 62.15% | - |
| Mastercard (MA) | 4.88% | 2.94% | 87.89% | - |
| Visa (V) | 4.67% | 2.68% | 89.32% | - |
 TSMC (TSM) | 4.6% | 11.13% | 59.87% | - |
| Alibaba (BABA) | 4.16% | 1.28% | 99.43% | - |
 Apple (AAPL) | 4% | 0% | 36.8% | 7/1/2024 |
 Novo Nordisk (NOVO-B.CO) | 2.72% | 4.64% | 59.87% | - |
 L'Oréal (OR.PA) | 2.61% | 3.73% | 54.53% | - |
 Evolution (EVO.ST) | 2.6% | 3.46% | 50.33% | - |
 Airbnb (ABNB) | 2.59% | 3.59% | 55.2% | - |
 PayPal (PYPL) | 2.48% | 0% | 40.42% | 9/19/2024 |
 Philip Morris (PM) | 2.01% | 3.39% | 50.91% | - |
 Uber (UBER) | 2% | 0% | 14.59% | 6/28/2023 |
 Ulta (ULTA) | 1.98% | 1.55% | 54.15% | - |
 Merck (MRK) | 1.78% | 3.52% | 45.66% | - |
 Alphabet (GOOG) | 1.71% | 0% | 13.35% | 6/15/2023 |
 Crocs (CROX) | 1.66% | 4.59% | 40.99% | - |
 Disney (DIS) | 1.53% | 0% | 33.46% | 5/2/2024 |
 MSCI (MSCI) | 1.46% | 2.06% | 51.19% | - |
 Microsoft (MSFT) | 1.22% | 0% | 45.28% | 5/22/2025 |
 Wise (WISE.L) | 1.07% | 3.36% | 43.28% | - |
 PDD Holdings (PDD) | 0.96% | 1.53% | 47.28% | - |
 GM (GM) | 0.95% | 0% | 18.88% | 12/14/2023 |
 Hermes (RMS.PA) | 0.87% | 0% | 22.12% | 1/10/2025 |
 Lululemon (LULU) | 0.84% | 1.23% | 48.05% | - |
 Nio (NIO) | 0.73% | 0% | 64.06% | 9/19/2025 |
 American Express (AXP) | 0.7% | 0% | 14.87% | 7/30/2024 |
 AvalonBay (AVB) | 0.69% | 0% | 15.16% | 5/22/2024 |
 SM Energy (SM) | 0.67% | 0.76% | 45.85% | - |
 Foot Locker (FL) | 0.63% | 0% | 13.82% | 11/29/2023 |
 Nike (NKE) | 0.49% | 0% | 11.15% | 11/29/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.44% | 0% | 18.21% | 3/6/2024 |
 Tesla (TSLA) | 0.41% | 0% | 10.1% | 5/14/2024 |
 Moncler (MONC.MI) | 0.36% | 0% | 8.48% | 2/21/2024 |
 ASML (ASML.NV) | 0.34% | 0% | 8.67% | 12/8/2025 |
 iShares TIPS Bond ETF (TIP) | 0.24% | 0% | 18.21% | 3/6/2024 |
 iShares Global REIT ETF (REET) | 0.23% | 0% | 18.21% | 3/6/2024 |
 Pool Corp. (POOL) | 0.21% | 1.37% | 12.11% | - |
 Baidu (BIDU) | 0.11% | 0% | 1.53% | 3/16/2023 |
 MicroStrategy (MSTR) | 0.01% | 0% | 0.29% | 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% |