Portfolio Diversification
Range
Most Diversified
27 instruments
May 4, 2024
Least Diversified
0 instruments
January 1, 2022
Average
16 instruments
Most Consistent Holdings
Top 5
CO.PA94.8%
ENGI.PA93.89%
RUI.PA93.89%
ACA.PA93.8%
DJP91.33%
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 |
|---|---|---|---|---|
| Engie (ENGI.PA) | 16% | 0% | 93.89% | 2/1/2025 |
| Rubis (RUI.PA) | 11.78% | 0% | 93.89% | 2/1/2025 |
| iPath Bloomberg Commodity Index Total Return ETN (DJP) | 10.33% | 0% | 91.33% | 2/1/2025 |
 Meta (META) | 9.09% | 0% | 89.32% | 2/1/2025 |
| Credit Agricole (ACA.PA) | 4.66% | 0% | 93.8% | 2/1/2025 |
 Energy Transfer (ET) | 4.04% | 0% | 23.08% | 12/28/2022 |
 SPDR S&P 500 ETF (SPY) | 3.81% | 0% | 67.7% | 2/1/2025 |
| Casino (CO.PA) | 3.1% | 0% | 94.8% | 2/1/2025 |
 Alphabet (GOOG) | 2.17% | 0% | 64.42% | 2/1/2025 |
 NVIDIA (NVDA) | 1.79% | 0% | 31.2% | 2/1/2025 |
 Microsoft (MSFT) | 1.67% | 0% | 34.03% | 2/1/2025 |
 iShares Semiconductor ETF (SOXX) | 1.55% | 0% | 29.29% | 2/1/2025 |
 Bank of America (BAC) | 1.42% | 0% | 38.5% | 2/1/2025 |
 Maersk (MAERSKB.CO) | 1.25% | 0% | 30.66% | 2/1/2025 |
 Vanguard Growth ETF (VUG) | 1.02% | 0% | 24.82% | 2/1/2025 |
 Medical Properties Trust (MPW) | 0.9% | 0% | 62.23% | 2/1/2025 |
 MPLX (MPLX) | 0.75% | 0% | 29.93% | 2/1/2025 |
 BNP Paribas (BNP.PA) | 0.74% | 0% | 31.39% | 2/1/2025 |
 Aramco (SAOC) | 0.68% | 0% | 66.15% | 2/1/2025 |
 Newmont (NEM) | 0.63% | 0% | 62.59% | 2/1/2025 |
 Persimmon (PSN.L) | 0.63% | 0% | 62.14% | 2/1/2025 |
 FDJ (FDJ.PA) | 0.61% | 0% | 64.6% | 2/1/2025 |
 American Tower (AMT) | 0.59% | 0% | 62.04% | 2/1/2025 |
 AT&T (T) | 0.59% | 0% | 64.42% | 2/1/2025 |
 Amazon (AMZN) | 0.5% | 0% | 75.18% | 2/1/2025 |
 Enbridge (ENB) | 0.43% | 0% | 62.04% | 2/1/2025 |
 BlackRock (BLK) | 0.19% | 0% | 0.91% | 3/17/2022 |
 BioNano (BNGO) | 0.19% | 0% | 1.64% | 4/4/2022 |
 Alibaba (BABA) | 0.18% | 0% | 1.64% | 4/4/2022 |
 Twitter (TWTR) | 0.08% | 0% | 10.86% | 10/11/2022 |
 Petrobras (PBR.A) | 0.06% | 0% | 27.37% | 2/1/2025 |
 Svitzer (SVITZR.CO) | 0.03% | 0% | 16.7% | 11/1/2024 |
 Nio (NIO) | 0.03% | 0% | 1.64% | 4/4/2022 |
 Tesla (TSLA) | 0.02% | 0% | 0.36% | 1/23/2025 |
 Bitcoin (BTC) | 0.01% | 0% | 0.18% | 2/28/2022 |
 VanEck Vectors Russia ETF (RSX) | 0.01% | 0% | 0.09% | 2/25/2022 |
 Gazprom OAO-ADR (OGZDL.L) | 0.01% | 0% | 0.09% | 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 (FDJ.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% |