Portfolio Diversification
Range
Most Diversified
27 instruments
May 4, 2024
Least Diversified
0 instruments
January 1, 2022
Average
17.3 instruments
Most Consistent Holdings
Top 5
ENGI.PA94.92%
ACA.PA94.84%
DJP92.85%
META91.3%
CO.PA86.22%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Engie (ENGI.PA) | 13.88% | 4.5% | 94.92% | - |
 SPDR S&P 500 ETF (SPY) | 10.32% | 36.62% | 73.84% | - |
 Rubis (RUI.PA) | 9.71% | 0% | 81.72% | 4/23/2025 |
| iPath Bloomberg Commodity Index Total Return ETN (DJP) | 8.83% | 2.27% | 92.85% | - |
| Meta (META) | 8.49% | 5.39% | 91.3% | - |
| Credit Agricole (ACA.PA) | 4.07% | 1.36% | 94.84% | - |
 Energy Transfer (ET) | 3.26% | 0% | 18.64% | 12/28/2022 |
| Casino (CO.PA) | 2.51% | 0% | 82.02% | 5/19/2025 |
 Alphabet (GOOG) | 2.49% | 4.38% | 71.11% | - |
 NVIDIA (NVDA) | 2.48% | 5.71% | 44.36% | - |
 iShares Semiconductor ETF (SOXX) | 2.11% | 4.85% | 42.82% | - |
 Maersk (MAERSKB.CO) | 2.01% | 4.69% | 43.92% | - |
 Microsoft (MSFT) | 1.95% | 2.96% | 46.65% | - |
 Bank of America (BAC) | 1.88% | 3.65% | 50.18% | - |
 Vanguard Growth ETF (VUG) | 1.59% | 3.81% | 39.2% | - |
 BNP Paribas (BNP.PA) | 1.02% | 1.67% | 44.44% | - |
 Amazon (AMZN) | 0.92% | 2.31% | 79.81% | - |
 MPLX (MPLX) | 0.88% | 0% | 35.22% | 7/2/2025 |
 Medical Properties Trust (MPW) | 0.76% | 0% | 59.54% | 6/9/2025 |
 Newmont (NEM) | 0.58% | 0.53% | 69.64% | - |
 Aramco (SAOC) | 0.58% | 0% | 62.93% | 6/11/2025 |
 AT&T (T) | 0.55% | 0.32% | 71.11% | - |
 Persimmon (PSN.L) | 0.54% | 0% | 59.84% | 6/13/2025 |
 FDJ (FDJU.PA) | 0.52% | 0% | 61.61% | 6/10/2025 |
 American Tower (AMT) | 0.51% | 0% | 59.69% | 6/13/2025 |
 Bitcoin (BTC) | 0.5% | 6.18% | 9.65% | - |
 Enbridge (ENB) | 0.37% | 0% | 61.16% | 7/2/2025 |
 Berkshire Hathaway (BRK.B) | 0.36% | 4.85% | 8.25% | - |
 SPDR Gold (GLD) | 0.29% | 3.1% | 10.69% | - |
 BlackRock (BLK) | 0.16% | 0% | 0.74% | 3/17/2022 |
 BioNano (BNGO) | 0.15% | 0% | 1.33% | 4/4/2022 |
 Alibaba (BABA) | 0.14% | 0% | 1.33% | 4/4/2022 |
 Twitter (TWTR) | 0.07% | 0% | 8.77% | 10/11/2022 |
 Petrobras (PBR.A) | 0.07% | 0% | 31.47% | 6/9/2025 |
 Svitzer (SVITZR.CO) | 0.03% | 0% | 13.49% | 11/1/2024 |
 Nio (NIO) | 0.02% | 0% | 1.33% | 4/4/2022 |
 Global X Uranium ETF (URA) | 0.02% | 0.67% | 3.1% | - |
 Tesla (TSLA) | 0.01% | 0% | 0.29% | 1/23/2025 |
 VanEck Vectors Russia ETF (RSX) | 0% | 0% | 0.07% | 2/25/2022 |
 Gazprom OAO-ADR (OGZDL.L) | 0% | 0% | 0.07% | 2/25/2022 |
 JPMorgan (JPM) | 0% | 0.04% | 3.1% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 18.54% | 17.43% |
| Meta (META) | 2.05% | 6.08% |
| NVIDIA (NVDA) | 3.7% | 5.93% |
| iShares Semiconductor ETF (SOXX) | 5.94% | 5.03% |
| Engie (ENGI.PA) | 3.71% | 4.73% |
| Alphabet (GOOG) | 3.71% | 4.57% |
| Vanguard Growth ETF (VUG) | 4.51% | 4.56% |
| Bank of America (BAC) | 3.71% | 4.35% |
| Maersk (MAERSKB.CO) | 3.71% | 3.94% |
| Microsoft (MSFT) | 3.71% | 3.41% |
| Rubis (RUI.PA) | 3.71% | 3.12% |
| iPath Bloomberg Commodity Index Total Return ETN (DJP) | 3.71% | 2.8% |
| MPLX (MPLX) | 2.35% | 2.46% |
| BNP Paribas (BNP.PA) | 2.08% | 1.99% |
| Credit Agricole (ACA.PA) | 1.33% | 1.51% |
| AT&T (T) | 0.37% | 0.39% |
| FDJ (FDJU.PA) | 0.37% | 0.32% |
| Persimmon (PSN.L) | 0.37% | 0.32% |
| American Tower (AMT) | 0.37% | 0.3% |
| Amazon (AMZN) | 0.18% | 0.3% |
| Medical Properties Trust (MPW) | 0.74% | 0.29% |
| Newmont (NEM) | 0.37% | 0.29% |
| Aramco (SAOC) | 0.37% | 0.28% |
| Enbridge (ENB) | 0.26% | 0.26% |
| Petrobras (PBR.A) | 0.26% | 0.18% |
| Casino (CO.PA) | 1.85% | 0.13% |