Portfolio Diversification
Range
Most Diversified
25 instruments
May 4, 2022
Least Diversified
0 instruments
February 1, 2022
Average
23.2 instruments
Most Consistent Holdings
Top 5
EL.PA92.97%
MC.PA92.97%
OR.PA92.97%
RI.PA92.97%
CFR.ZU92.97%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Richemont (CFR.ZU) | 4.5% | 4.12% | 92.97% | - |
 Tapestry (TPR) | 4.45% | 7.09% | 92.97% | - |
| LVMH (MC.PA) | 4.44% | 3.22% | 92.97% | - |
 Apple (AAPL) | 4.3% | 0% | 45.98% | 1/10/2024 |
 Hilton (HLT) | 4.25% | 4.88% | 92.97% | - |
 Hermes (RMS.PA) | 3.88% | 3.43% | 92.97% | - |
 Tesla (TSLA) | 3.77% | 0% | 45.98% | 1/10/2024 |
 Marriott (MAR) | 3.52% | 3.56% | 92.97% | - |
 RH (RH) | 3.37% | 1.93% | 92.97% | - |
 Diageo (DGE.L) | 3.31% | 2.68% | 92.9% | - |
| Pernod Ricard (RI.PA) | 3.22% | 2.56% | 92.97% | - |
| L'Oréal (OR.PA) | 3.19% | 3.89% | 92.97% | - |
| EssilorLuxottica (EL.PA) | 3.09% | 3.29% | 92.97% | - |
 Kering (KER.PA) | 2.75% | 0% | 74.16% | 1/8/2025 |
 Estee Lauder (EL) | 2.72% | 0% | 74.16% | 1/8/2025 |
 Ferrari (RACE) | 2.69% | 3.92% | 64.48% | - |
 Pandora (PNDORA.CO) | 2.67% | 2.02% | 75.49% | - |
 Mercedes-Benz (MBG.DE) | 2.61% | 0% | 74.16% | 1/8/2025 |
 Nio (NIO) | 2.55% | 0% | 74.16% | 1/8/2025 |
 Royal Caribbean (RCL) | 2.28% | 7.72% | 46.99% | - |
 Moncler (MONC.MI) | 2.22% | 3.36% | 46.99% | - |
 Ralph Lauren (RL) | 2.19% | 3.87% | 64.48% | - |
 Burberry (BRBY.L) | 2.12% | 0% | 74.08% | 1/8/2025 |
 Tempur Sealy (SGI) | 2.11% | 4.48% | 64.79% | - |
 Toll Brothers (TOL) | 2.03% | 4.02% | 46.99% | - |
 Las Vegas Sands (LVS) | 1.73% | 5.18% | 47.31% | - |
 Wynn Resorts (WYNN) | 1.72% | 5.55% | 47.31% | - |
 Capri (CPRI) | 1.62% | 0% | 45.98% | 1/10/2024 |
 Remy Cointreau (RCO.PA) | 1.52% | 0% | 56.67% | 1/8/2025 |
 BMW (BMW.DE) | 1.36% | 0% | 45.98% | 1/10/2024 |
 Swatch (UHR.ZU) | 1.35% | 0% | 45.67% | 1/8/2025 |
 Brown-Forman (BF-B) | 1.23% | 2.37% | 36.3% | - |
 Carnival (CCL) | 1.06% | 6.59% | 18.81% | - |
 Vail Resorts (MTN) | 0.88% | 0% | 28.18% | 1/8/2025 |
 Norwegian Cruise Line (NCLH) | 0.58% | 3.35% | 18.74% | - |
 Porsche (P911.DE) | 0.48% | 2.07% | 18.81% | - |
 PVH (PVH) | 0.44% | 2.46% | 18.74% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tapestry (TPR) | 3.8% | 7.08% |
| Richemont (CFR.ZU) | 5.98% | 6.89% |
| RH (RH) | 4.99% | 6.32% |
| Hilton (HLT) | 3.41% | 5.56% |
| Royal Caribbean (RCL) | 2.54% | 4.71% |
| Pandora (PNDORA.CO) | 1.78% | 4.54% |
| Toll Brothers (TOL) | 3.65% | 4.41% |
| LVMH (MC.PA) | 4.47% | 4.41% |
| Marriott (MAR) | 2.71% | 4.22% |
| Moncler (MONC.MI) | 4.48% | 4.22% |
| Ferrari (RACE) | 3.42% | 4.15% |
| Ralph Lauren (RL) | 2.48% | 3.97% |
| EssilorLuxottica (EL.PA) | 2.7% | 3.8% |
| Diageo (DGE.L) | 5.28% | 3.79% |
| Hermes (RMS.PA) | 1.88% | 3.72% |
| Burberry (BRBY.L) | 4.47% | 3.24% |
| Vail Resorts (MTN) | 3.53% | 3.19% |
| Pernod Ricard (RI.PA) | 4.96% | 3.03% |
| Swatch (UHR.ZU) | 3.67% | 2.88% |
| Mercedes-Benz (MBG.DE) | 3.4% | 2.86% |
| Kering (KER.PA) | 5.17% | 2.73% |
| L'Oréal (OR.PA) | 2.73% | 2.68% |
| Estee Lauder (EL) | 6.74% | 2.52% |
| Remy Cointreau (RCO.PA) | 4.88% | 2.41% |
| Nio (NIO) | 6.21% | 2.1% |