Portfolio Diversification
Range
Most Diversified
27 instruments
May 4, 2024
Least Diversified
0 instruments
January 1, 2022
Average
17.1 instruments
Most Consistent Holdings
Top 5
ENGI.PA94.62%
ACA.PA94.55%
CO.PA92.49%
DJP92.41%
META90.75%
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) | 14.56% | 4.97% | 94.62% | - |
 Rubis (RUI.PA) | 10.42% | 0% | 87.67% | 4/23/2025 |
| iPath Bloomberg Commodity Index Total Return ETN (DJP) | 9.31% | 2.43% | 92.41% | - |
| Meta (META) | 8.69% | 5.77% | 90.75% | - |
 SPDR S&P 500 ETF (SPY) | 8.38% | 38.1% | 72.02% | - |
| Credit Agricole (ACA.PA) | 4.26% | 1.49% | 94.55% | - |
 Energy Transfer (ET) | 3.5% | 0% | 20% | 12/28/2022 |
| Casino (CO.PA) | 2.69% | 0% | 87.98% | 5/19/2025 |
 Alphabet (GOOG) | 2.38% | 3.52% | 69.09% | - |
 NVIDIA (NVDA) | 2.24% | 6% | 40.4% | - |
 iShares Semiconductor ETF (SOXX) | 1.94% | 4.54% | 38.74% | - |
 Microsoft (MSFT) | 1.87% | 3.25% | 42.85% | - |
 Maersk (MAERSKB.CO) | 1.8% | 5.12% | 39.92% | - |
 Bank of America (BAC) | 1.75% | 3.69% | 46.64% | - |
 Vanguard Growth ETF (VUG) | 1.42% | 3.93% | 34.86% | - |
 BNP Paribas (BNP.PA) | 0.95% | 2.1% | 40.47% | - |
 MPLX (MPLX) | 0.94% | 0% | 37.79% | 7/2/2025 |
 Medical Properties Trust (MPW) | 0.81% | 0% | 63.87% | 6/9/2025 |
 Amazon (AMZN) | 0.81% | 2.68% | 78.42% | - |
 Aramco (SAOC) | 0.62% | 0% | 67.51% | 6/11/2025 |
 Newmont (NEM) | 0.59% | 0.36% | 67.51% | - |
 Persimmon (PSN.L) | 0.58% | 0% | 64.19% | 6/13/2025 |
 AT&T (T) | 0.57% | 0.37% | 69.09% | - |
 FDJ (FDJU.PA) | 0.56% | 0% | 66.09% | 6/10/2025 |
 American Tower (AMT) | 0.55% | 0% | 64.03% | 6/13/2025 |
 Enbridge (ENB) | 0.4% | 0% | 65.61% | 7/2/2025 |
 BlackRock (BLK) | 0.17% | 0% | 0.79% | 3/17/2022 |
 Bitcoin (BTC) | 0.16% | 5.35% | 3.16% | - |
 BioNano (BNGO) | 0.16% | 0% | 1.42% | 4/4/2022 |
 Alibaba (BABA) | 0.15% | 0% | 1.42% | 4/4/2022 |
 SPDR Gold (GLD) | 0.12% | 2.64% | 4.27% | - |
 Twitter (TWTR) | 0.07% | 0% | 9.41% | 10/11/2022 |
 Petrobras (PBR.A) | 0.07% | 0% | 33.75% | 6/9/2025 |
 Berkshire Hathaway (BRK.B) | 0.05% | 3.53% | 1.66% | - |
 Svitzer (SVITZR.CO) | 0.03% | 0% | 14.47% | 11/1/2024 |
 Nio (NIO) | 0.02% | 0% | 1.42% | 4/4/2022 |
 Tesla (TSLA) | 0.01% | 0% | 0.32% | 1/23/2025 |
 VanEck Vectors Russia ETF (RSX) | 0.01% | 0% | 0.08% | 2/25/2022 |
 Gazprom OAO-ADR (OGZDL.L) | 0.01% | 0% | 0.08% | 2/25/2022 |
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% |