Portfolio Diversification
Range
Most Diversified
43 instruments
November 7, 2024
Least Diversified
0 instruments
February 2, 2025
Average
25.8 instruments
Most Consistent Holdings
Top 5
AMD95.44%
KER.PA94.8%
EL93.89%
MSFT84.85%
TSLA83.03%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| AMD (AMD) | 7.68% | 0% | 95.44% | 2/1/2025 |
 Meta (META) | 6.22% | 0% | 60.86% | 7/8/2024 |
| Estee Lauder (EL) | 5.72% | 0% | 93.89% | 2/1/2025 |
| Tesla (TSLA) | 5.15% | 0% | 83.03% | 11/12/2024 |
 Ferrari (RACE) | 4.53% | 0% | 49.64% | 1/23/2024 |
| Kering (KER.PA) | 4.01% | 0% | 94.8% | 2/1/2025 |
 NVIDIA (NVDA) | 3.73% | 0% | 52.28% | 5/31/2024 |
| Microsoft (MSFT) | 3.45% | 0% | 84.85% | 2/1/2025 |
 Adobe (ADBE) | 3.38% | 0% | 56.66% | 7/8/2024 |
 Amazon (AMZN) | 3.21% | 0% | 78.56% | 6/11/2024 |
 Alphabet (GOOGL) | 2.99% | 0% | 69.98% | 6/11/2024 |
 Bitcoin (BTC) | 2.3% | 0% | 54.56% | 11/25/2024 |
 McDonald's (MCD) | 2.26% | 0% | 54.84% | 2/1/2025 |
 Netflix (NFLX) | 2.13% | 0% | 74.36% | 4/25/2024 |
 Coca-Cola (KO) | 2.05% | 0% | 43.34% | 8/5/2024 |
 Disney (DIS) | 1.78% | 0% | 79.56% | 2/1/2025 |
 PepsiCo (PEP) | 1.77% | 0% | 53.74% | 2/1/2025 |
 Burberry (BRBY.L) | 1.62% | 0% | 37.14% | 2/1/2025 |
 LVMH (MC.PA) | 1.54% | 0% | 44.98% | 2/1/2025 |
 Procter & Gamble (PG) | 1.51% | 0% | 38.05% | 5/30/2024 |
 Nestle (NESN.ZU) | 1.43% | 0% | 52.55% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 1.36% | 0% | 49.45% | 2/1/2025 |
 Pfizer (PFE) | 1.34% | 0% | 38.87% | 2/1/2025 |
 Starbucks (SBUX) | 1.25% | 0% | 49.45% | 2/1/2025 |
 Pernod Ricard (RI.PA) | 1.17% | 0% | 40.05% | 2/1/2025 |
 Apple (AAPL) | 1.14% | 0% | 25.73% | 5/17/2024 |
 Unilever (ULVR.L) | 1% | 0% | 29.38% | 5/31/2024 |
 Moderna (MRNA) | 0.98% | 0% | 35.31% | 2/1/2025 |
 Mondelez (MDLZ) | 0.97% | 0% | 36.04% | 9/6/2024 |
 Warner Bros Discovery (WBD) | 0.9% | 0% | 48.91% | 2/1/2025 |
 Verizon (VZ) | 0.81% | 0% | 33.94% | 2/1/2025 |
 Dollar General (DG.US) | 0.77% | 0% | 35.86% | 2/1/2025 |
 Dior (CDI.PA) | 0.76% | 0% | 23.27% | 5/9/2024 |
 Intel (INTC) | 0.74% | 0% | 30.29% | 2/1/2025 |
 American Airlines (AAL) | 0.74% | 0% | 29.2% | 12/13/2024 |
 Walmart (WMT) | 0.64% | 0% | 20.71% | 5/30/2024 |
 Rolls-Royce (RR.L) | 0.63% | 0% | 15.78% | 1/3/2024 |
 Tencent (0700.HK) | 0.61% | 0% | 25.36% | 2/1/2025 |
 Eli Lilly (LLY) | 0.6% | 0% | 25.91% | 2/1/2025 |
 Nike (NKE) | 0.6% | 0% | 22.08% | 2/1/2025 |
 Carnival (CCL) | 0.59% | 0% | 27.74% | 10/24/2024 |
 ABF (ABF.L) | 0.53% | 0% | 25.46% | 2/1/2025 |
 Merck (MRK) | 0.52% | 0% | 15.51% | 1/23/2024 |
 Boeing (BA) | 0.51% | 0% | 23.54% | 2/1/2025 |
 United Airlines (UAL) | 0.51% | 0% | 20.89% | 10/16/2024 |
 Caterpillar (CAT) | 0.49% | 0% | 15.51% | 1/23/2024 |
 PUMA (PUM.DE) | 0.47% | 0% | 24.27% | 2/1/2025 |
 Ubisoft (UBI.PA) | 0.46% | 0% | 23.27% | 2/1/2025 |
 Ethereum (ETH) | 0.45% | 0% | 19.98% | 4/12/2023 |
 Richemont (CFR.ZU) | 0.43% | 0% | 10.58% | 1/25/2024 |
 Porsche (P911.DE) | 0.41% | 0% | 18.89% | 2/1/2025 |
 Hasbro (HAS) | 0.4% | 0% | 16.33% | 10/23/2024 |
 HUGO BOSS (BOSS.DE) | 0.38% | 0% | 11.04% | 8/8/2023 |
 Supermicro (SMCI) | 0.38% | 0% | 29.56% | 2/1/2025 |
 AstraZeneca (AZN) | 0.35% | 0% | 30.75% | 2/1/2025 |
 L'Oréal (OR.PA) | 0.34% | 0% | 12.68% | 2/1/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.34% | 0% | 8.39% | 10/16/2023 |
 Kellanova (K) | 0.34% | 0% | 13.32% | 5/30/2024 |
 Lucid (LCID) | 0.32% | 0% | 18.52% | 2/1/2025 |
 Nio (NIO) | 0.31% | 0% | 13.41% | 2/1/2025 |
 ASML (ASML) | 0.29% | 0% | 11.13% | 5/31/2024 |
 NetEase (NTES) | 0.28% | 0% | 10.4% | 5/17/2024 |
 SAP (SAP) | 0.28% | 0% | 10.31% | 5/17/2024 |
 Alibaba (BABA) | 0.26% | 0% | 10.31% | 5/17/2024 |
 Petco (WOOF) | 0.22% | 0% | 10.22% | 9/20/2024 |
 Realty Income (O) | 0.22% | 0% | 12.96% | 2/1/2025 |
 TKO (TKO) | 0.22% | 0% | 8.39% | 4/25/2024 |
 Monster Beverage (MNST) | 0.21% | 0% | 13.14% | 1/2/2024 |
 Alexandria (ARE) | 0.2% | 0% | 13.41% | 2/1/2025 |
 Celsius (CELH) | 0.2% | 0% | 13.41% | 2/1/2025 |
 UPS (UPS) | 0.2% | 0% | 9.12% | 2/1/2025 |
 Samsung (SMSN.L) | 0.19% | 0% | 9.12% | 2/1/2025 |
 Crowdstrike (CRWD) | 0.19% | 0% | 7.57% | 11/12/2024 |
 Zignago Vetro (ZV.MI) | 0.19% | 0% | 9.4% | 2/1/2025 |
 Adidas (ADS.DE) | 0.18% | 0% | 5.29% | 12/22/2023 |
 Moncler (MONC.MI) | 0.18% | 0% | 6.75% | 11/11/2022 |
 Home Depot (HD) | 0.16% | 0% | 7.3% | 2/1/2025 |
 Foot Locker (FL) | 0.16% | 0% | 7.03% | 8/19/2024 |
 Tyson Foods (TSN) | 0.16% | 0% | 7.3% | 2/1/2025 |
 BAT (BATS.L) | 0.15% | 0% | 6.02% | 8/5/2024 |
 Hermes (RMS.PA) | 0.13% | 0% | 2.83% | 3/29/2022 |
 PayPal (PYPL) | 0.11% | 0% | 4.38% | 8/22/2024 |
 Lumen (LUMN) | 0.11% | 0% | 8.76% | 11/12/2024 |
 Lululemon (LULU) | 0.08% | 0% | 3.47% | 12/9/2024 |
 Micron (MU) | 0.08% | 0% | 2.92% | 1/23/2024 |
 Sanlorenzo (SL.MI) | 0.07% | 0% | 4.74% | 2/1/2025 |
 Dollar Tree (DLTR) | 0.07% | 0% | 4.29% | 2/1/2025 |
 Chewy (CHWY) | 0.07% | 0% | 2.55% | 6/27/2024 |
 Remy Cointreau (RCO.PA) | 0.06% | 0% | 4.2% | 2/1/2025 |
 EssilorLuxottica (EL.PA) | 0.05% | 0% | 1.28% | 3/23/2022 |
 e.l.f. (ELF) | 0.04% | 0% | 2.01% | 11/12/2024 |
 Chipotle (CMG) | 0.04% | 0% | 1.55% | 9/6/2024 |
 Corning (GLW) | 0.01% | 0% | 0.27% | 7/12/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| LVMH (MC.PA) | 5.28% | 5.87% |
| Burberry (BRBY.L) | 5.28% | 5.84% |
| Kering (KER.PA) | 4.6% | 4.61% |
| PepsiCo (PEP) | 3.52% | 4.02% |
| Moderna (MRNA) | 5.28% | 3.77% |
| Pernod Ricard (RI.PA) | 3.52% | 3.42% |
| Intel (INTC) | 3.52% | 3.15% |
| Nestle (NESN.ZU) | 2.99% | 3.13% |
| AMD (AMD) | 3.52% | 2.93% |
| Disney (DIS) | 2.19% | 2.78% |
| Estee Lauder (EL) | 5.65% | 2.73% |
| Ubisoft (UBI.PA) | 2.64% | 2.56% |
| Tencent (0700.HK) | 1.76% | 2.35% |
| Dollar General (DG.US) | 2.63% | 2.26% |
| AstraZeneca (AZN) | 1.76% | 2.2% |
| McDonald's (MCD) | 1.76% | 2.13% |
| Boeing (BA) | 1.76% | 2.13% |
| Microsoft (MSFT) | 1.76% | 2.13% |
| Home Depot (HD) | 1.76% | 2.1% |
| Verizon (VZ) | 1.76% | 2.08% |
| L'Oréal (OR.PA) | 1.76% | 2.05% |
| Tyson Foods (TSN) | 1.76% | 2.04% |
| UPS (UPS) | 1.76% | 2.03% |
| Nike (NKE) | 1.76% | 2% |
| Pfizer (PFE) | 1.76% | 1.97% |
| Starbucks (SBUX) | 1.76% | 1.96% |
| Samsung (SMSN.L) | 1.76% | 1.94% |
| Nio (NIO) | 1.76% | 1.9% |
| PUMA (PUM.DE) | 1.76% | 1.88% |
| Zignago Vetro (ZV.MI) | 1.76% | 1.87% |
| Johnson & Johnson (JNJ) | 1.76% | 1.87% |
| Eli Lilly (LLY) | 1.76% | 1.84% |
| Porsche (P911.DE) | 1.76% | 1.8% |
| Dollar Tree (DLTR) | 1.29% | 1.73% |
| ABF (ABF.L) | 1.76% | 1.68% |
| Warner Bros Discovery (WBD) | 1.76% | 1.63% |
| Lucid (LCID) | 1.76% | 1.6% |
| Sanlorenzo (SL.MI) | 1.23% | 1.55% |
| Remy Cointreau (RCO.PA) | 1.23% | 1.44% |
| Alexandria (ARE) | 1.23% | 1.29% |
| Celsius (CELH) | 1.22% | 1.27% |
| Realty Income (O) | 0.88% | 1.05% |
| Supermicro (SMCI) | 1.76% | 0.59% |