Holdings over time
(Since August 11, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 TotalEnergies (TTE.PA) | 5.01% | 4.45% | 98.16% | - |
 Meta (META) | 4.56% | 5.45% | 98.39% | - |
 Tesla (TSLA) | 4.12% | 3.9% | 98.39% | - |
 Salesforce (CRM) | 4% | 4.12% | 98.39% | - |
 Aflac (AFL) | 3.64% | 4.24% | 98.39% | - |
 Coca-Cola (KO) | 3.55% | 3.6% | 98.39% | - |
 McDonald's (MCD) | 3.39% | 3.43% | 98.39% | - |
 ExxonMobil (XOM) | 3.31% | 3.17% | 98.39% | - |
 PepsiCo (PEP) | 3.25% | 3% | 98.39% | - |
 LVMH (MC.PA) | 3.18% | 2.39% | 98.16% | - |
 Johnson & Johnson (JNJ) | 3.16% | 2.94% | 98.39% | - |
 NVIDIA (NVDA) | 2.81% | 4.73% | 88.05% | - |
 Broadcom (AVGO) | 2.68% | 3.16% | 98.39% | - |
 Costco (COST) | 2.32% | 2.34% | 98.39% | - |
 Eaton (ETN) | 2.29% | 2.35% | 98.39% | - |
 Netflix (NFLX) | 2.22% | 2.98% | 88.05% | - |
 Microsoft (MSFT) | 2.21% | 1.91% | 98.39% | - |
 Amazon (AMZN) | 2.17% | 2.02% | 98.39% | - |
 Qualcomm (QCOM) | 2.13% | 2.25% | 88.05% | - |
 Caterpillar (CAT) | 2.07% | 2.08% | 98.39% | - |
 Berkshire Hathaway (BRK.B) | 2.04% | 1.93% | 98.39% | - |
 AbbVie (ABBV) | 2.01% | 1.82% | 98.39% | - |
 Apple (AAPL) | 2% | 1.96% | 98.39% | - |
 Merck (MRK) | 1.98% | 1.45% | 98.39% | - |
 Hermes (RMS.PA) | 1.95% | 1.6% | 98.16% | - |
 Lockheed Martin (LMT) | 1.94% | 2.04% | 98.39% | - |
 Oracle (ORCL) | 1.94% | 2.19% | 98.39% | - |
 UnitedHealth (UNH) | 1.9% | 1.66% | 98.39% | - |
 Novartis (NVS) | 1.86% | 1.66% | 98.39% | - |
 Chevron (CVX) | 1.79% | 1.39% | 98.39% | - |
 Home Depot (HD) | 1.7% | 1.99% | 88.05% | - |
 Alphabet (GOOGL) | 1.7% | 1.81% | 88.05% | - |
 Mastercard (MA) | 1.67% | 1.93% | 88.05% | - |
 Realty Income (O) | 1.66% | 1.92% | 88.05% | - |
 L'Oréal (OR.PA) | 1.57% | 1.35% | 87.82% | - |
 Dior (CDI.PA) | 1.47% | 1.22% | 88.05% | - |
 Roche (ROG.ZU) | 1.46% | 1.62% | 88.05% | - |
 Starbucks (SBUX) | 1.45% | 1.56% | 87.82% | - |
 Nestle (NESN.ZU) | 1.34% | 1.21% | 88.05% | - |
 Nexity (NXI.PA) | 1.3% | 1.38% | 88.05% | - |
 Sandoz (SDZNY) | 0% | 0% | 2.76% | 10/24/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| TotalEnergies (TTE.PA) | 5.62% | 5.46% |
| Tesla (TSLA) | 5.62% | 5.28% |
| Salesforce (CRM) | 3.74% | 4.45% |
| Meta (META) | 3.74% | 4% |
| McDonald's (MCD) | 3.74% | 3.86% |
| Aflac (AFL) | 3.74% | 3.71% |
| Coca-Cola (KO) | 3.74% | 3.65% |
| PepsiCo (PEP) | 3.74% | 3.48% |
| LVMH (MC.PA) | 3.74% | 3.43% |
| Johnson & Johnson (JNJ) | 3.74% | 3.38% |
| ExxonMobil (XOM) | 3.74% | 3.15% |
| Broadcom (AVGO) | 1.87% | 2.34% |
| Qualcomm (QCOM) | 1.87% | 2.3% |
| Netflix (NFLX) | 1.87% | 2.24% |
| Nexity (NXI.PA) | 1.87% | 2.18% |
| Costco (COST) | 1.87% | 2.08% |
| Realty Income (O) | 1.87% | 2.06% |
| Microsoft (MSFT) | 1.87% | 2.05% |
| L'Oréal (OR.PA) | 1.87% | 2.02% |
| Home Depot (HD) | 1.87% | 2.02% |
| Eaton (ETN) | 1.87% | 1.95% |
| NVIDIA (NVDA) | 1.87% | 1.95% |
| Amazon (AMZN) | 1.87% | 1.94% |
| Apple (AAPL) | 1.87% | 1.91% |
| Mastercard (MA) | 1.87% | 1.9% |
| Caterpillar (CAT) | 1.87% | 1.88% |
| Starbucks (SBUX) | 1.87% | 1.85% |
| Alphabet (GOOGL) | 1.87% | 1.84% |
| UnitedHealth (UNH) | 1.87% | 1.83% |
| Dior (CDI.PA) | 1.87% | 1.81% |
| AbbVie (ABBV) | 1.87% | 1.8% |
| Lockheed Martin (LMT) | 1.87% | 1.8% |
| Hermes (RMS.PA) | 1.87% | 1.77% |
| Berkshire Hathaway (BRK.B) | 1.87% | 1.77% |
| Merck (MRK) | 1.87% | 1.77% |
| Novartis (NVS) | 1.87% | 1.73% |
| Roche (ROG.ZU) | 1.87% | 1.73% |
| Nestle (NESN.ZU) | 1.87% | 1.65% |
| Chevron (CVX) | 1.87% | 1.64% |
| Oracle (ORCL) | 1.87% | 1.59% |