Portfolio Diversification
Range
Most Diversified
24 instruments
September 14, 2024
Least Diversified
0 instruments
January 23, 2023
Average
16.4 instruments
Most Consistent Holdings
Top 5
BABA99.65%
META99.53%
AMZN99.53%
V87.31%
MA85.56%
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) | 16.32% | 5.62% | 99.53% | - |
| Meta (META) | 6.74% | 2.97% | 99.53% | - |
 LVMH (MC.PA) | 5.74% | 8.5% | 55.53% | - |
| Mastercard (MA) | 5.19% | 4.36% | 85.56% | - |
| Visa (V) | 4.95% | 4.61% | 87.31% | - |
 Apple (AAPL) | 4.88% | 0% | 44.94% | 7/1/2024 |
| Alibaba (BABA) | 4.72% | 1.9% | 99.65% | - |
 Alphabet (GOOGL) | 4.04% | 10.48% | 54.13% | - |
 TSMC (TSM) | 3.46% | 8.78% | 51.34% | - |
 PayPal (PYPL) | 3.03% | 0% | 49.36% | 9/19/2024 |
 Uber (UBER) | 2.44% | 0% | 17.81% | 6/28/2023 |
 Airbnb (ABNB) | 2.33% | 4.46% | 45.63% | - |
 L'Oréal (OR.PA) | 2.28% | 4.93% | 44.82% | - |
 Novo Nordisk (NOVO-B.CO) | 2.17% | 6.89% | 51.34% | - |
 Evolution (EVO.ST) | 2.16% | 4.22% | 39.7% | - |
 Alphabet (GOOG) | 2.09% | 0% | 16.3% | 6/15/2023 |
 Disney (DIS) | 1.87% | 0% | 40.86% | 5/2/2024 |
 Ulta (ULTA) | 1.65% | 3.81% | 44.35% | - |
 Philip Morris (PM) | 1.61% | 4.54% | 40.4% | - |
 Microsoft (MSFT) | 1.48% | 0% | 55.3% | 5/22/2025 |
 Merck (MRK) | 1.4% | 3.59% | 33.99% | - |
 MSCI (MSCI) | 1.3% | 2.41% | 40.75% | - |
 GM (GM) | 1.16% | 0% | 23.05% | 12/14/2023 |
 Hermes (RMS.PA) | 1.06% | 0% | 27.01% | 1/10/2025 |
 Crocs (CROX) | 1.05% | 4.6% | 28.29% | - |
 American Express (AXP) | 0.85% | 0% | 18.16% | 7/30/2024 |
 AvalonBay (AVB) | 0.85% | 0% | 18.51% | 5/22/2024 |
 Nio (NIO) | 0.81% | 0.5% | 66.24% | - |
 PDD Holdings (PDD) | 0.79% | 1.56% | 35.97% | - |
 Foot Locker (FL) | 0.77% | 0% | 16.88% | 11/29/2023 |
 Lululemon (LULU) | 0.75% | 1.81% | 36.9% | - |
 Wise (WISE.L) | 0.7% | 2.69% | 31.08% | - |
 Nike (NKE) | 0.6% | 0% | 13.62% | 11/29/2023 |
 SM Energy (SM) | 0.59% | 1.1% | 34.23% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.54% | 0% | 22.24% | 3/6/2024 |
 Tesla (TSLA) | 0.5% | 0% | 12.34% | 5/14/2024 |
 Moncler (MONC.MI) | 0.44% | 0% | 10.36% | 2/21/2024 |
 iShares TIPS Bond ETF (TIP) | 0.29% | 0% | 22.24% | 3/6/2024 |
 iShares Global REIT ETF (REET) | 0.29% | 0% | 22.24% | 3/6/2024 |
 Baidu (BIDU) | 0.14% | 0% | 1.86% | 3/16/2023 |
 MicroStrategy (MSTR) | 0.01% | 0% | 0.35% | 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% |