Portfolio Diversification
Range
Most Diversified
24 instruments
September 14, 2024
Least Diversified
0 instruments
January 23, 2023
Average
16 instruments
Most Consistent Holdings
Top 5
BABA99.63%
META99.51%
AMZN99.51%
V86.53%
MA84.67%
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) | 16.99% | 5.11% | 99.51% | - |
| Meta (META) | 6.99% | 2.4% | 99.51% | - |
 LVMH (MC.PA) | 5.51% | 9.87% | 52.78% | - |
| Mastercard (MA) | 5.24% | 4.3% | 84.67% | - |
 Apple (AAPL) | 5.18% | 0% | 47.71% | 7/1/2024 |
| Visa (V) | 4.97% | 4.61% | 86.53% | - |
| Alibaba (BABA) | 4.88% | 1.95% | 99.63% | - |
 Alphabet (GOOGL) | 3.65% | 10.25% | 51.3% | - |
 PayPal (PYPL) | 3.21% | 0% | 52.41% | 9/19/2024 |
 TSMC (TSM) | 3.17% | 7.3% | 48.33% | - |
 Uber (UBER) | 2.6% | 0% | 18.91% | 6/28/2023 |
 Alphabet (GOOG) | 2.22% | 0% | 17.31% | 6/15/2023 |
 Airbnb (ABNB) | 2.21% | 4.01% | 42.27% | - |
 L'Oréal (OR.PA) | 2.11% | 4.94% | 41.41% | - |
 Evolution (EVO.ST) | 2% | 6.24% | 35.97% | - |
 Disney (DIS) | 1.99% | 0% | 43.39% | 5/2/2024 |
 Novo Nordisk (NOVO-B.CO) | 1.91% | 6.49% | 48.33% | - |
 Microsoft (MSFT) | 1.53% | 0.99% | 54.64% | - |
 Ulta (ULTA) | 1.53% | 3.28% | 40.91% | - |
 Philip Morris (PM) | 1.43% | 4.58% | 36.71% | - |
 Merck (MRK) | 1.25% | 3.98% | 29.91% | - |
 GM (GM) | 1.23% | 0% | 24.47% | 12/14/2023 |
 MSCI (MSCI) | 1.23% | 2.6% | 37.08% | - |
 Hermes (RMS.PA) | 1.13% | 0% | 28.68% | 1/10/2025 |
 American Express (AXP) | 0.91% | 0% | 19.28% | 7/30/2024 |
 AvalonBay (AVB) | 0.9% | 0% | 19.65% | 5/22/2024 |
 Nio (NIO) | 0.83% | 0.55% | 64.15% | - |
 Foot Locker (FL) | 0.82% | 0% | 17.92% | 11/29/2023 |
 Crocs (CROX) | 0.81% | 4.61% | 23.86% | - |
 PDD Holdings (PDD) | 0.73% | 1.63% | 32.01% | - |
 Lululemon (LULU) | 0.7% | 1.39% | 33% | - |
 Nike (NKE) | 0.64% | 0% | 14.46% | 11/29/2023 |
 Wise (WISE.L) | 0.59% | 2.53% | 26.82% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.57% | 0% | 23.61% | 3/6/2024 |
 SM Energy (SM) | 0.56% | 1.14% | 30.16% | - |
 Tesla (TSLA) | 0.53% | 0% | 13.1% | 5/14/2024 |
 Moncler (MONC.MI) | 0.46% | 0% | 11% | 2/21/2024 |
 iShares TIPS Bond ETF (TIP) | 0.31% | 0% | 23.61% | 3/6/2024 |
 iShares Global REIT ETF (REET) | 0.3% | 0% | 23.61% | 3/6/2024 |
 Baidu (BIDU) | 0.15% | 0% | 1.98% | 3/16/2023 |
 MicroStrategy (MSTR) | 0.01% | 0% | 0.37% | 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% |