Portfolio Diversification
Range
Most Diversified
32 instruments
November 15, 2023
Least Diversified
0 instruments
February 2, 2025
Average
21.8 instruments
Most Consistent Holdings
Top 5
MC.PA99.86%
AAPL92.45%
TSM92.45%
SPIE.PA92.45%
NVDA91.33%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since February 10, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard FTSE Europe ETF (VGK) | 8.06% | 0% | 67.27% | 2/1/2025 |
| NVIDIA (NVDA) | 7.21% | 0% | 91.33% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 7.09% | 0% | 61.82% | 2/1/2025 |
| LVMH (MC.PA) | 6.8% | 0% | 99.86% | 2/1/2025 |
| TSMC (TSM) | 5.52% | 0% | 92.45% | 2/1/2025 |
| Apple (AAPL) | 4.98% | 0% | 92.45% | 2/1/2025 |
 Amazon (AMZN) | 4.54% | 0% | 86.57% | 2/1/2025 |
 Microsoft (MSFT) | 4.36% | 0% | 82.94% | 2/1/2025 |
 Vanguard Health Care ETF (VHT) | 4.21% | 0% | 67.69% | 2/1/2025 |
 Rivian (RIVN) | 4.14% | 0% | 41.96% | 12/18/2023 |
| Spie (SPIE.PA) | 3.99% | 0% | 92.45% | 2/1/2025 |
 Alphabet (GOOG) | 3.39% | 0% | 82.94% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 3.29% | 0% | 61.82% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 2.61% | 0% | 61.82% | 2/1/2025 |
 Broadcom (AVGO) | 2.23% | 0% | 58.6% | 2/1/2025 |
 Dior (CDI.PA) | 2.1% | 0% | 86.43% | 2/1/2025 |
 ON Semiconductor (ON) | 2.08% | 0% | 82.94% | 2/1/2025 |
 ASML (ASML) | 1.93% | 0% | 82.94% | 2/1/2025 |
 AstraZeneca (AZN.L) | 1.82% | 0% | 67.69% | 2/1/2025 |
 Rheinmetall (RHM.DE) | 1.54% | 0% | 27.83% | 12/7/2023 |
 Engie (ENGI.PA) | 1.38% | 0% | 67.69% | 2/1/2025 |
 Shell (SHEL.L) | 1.31% | 0% | 67.69% | 2/1/2025 |
 ExxonMobil (XOM) | 1.26% | 0% | 67.69% | 2/1/2025 |
 Glencore (GLEN.L) | 1.2% | 0% | 67.69% | 2/1/2025 |
 OneMain (OMF) | 0.95% | 0% | 18.32% | 2/8/2024 |
 Allianz (ALV.DE) | 0.93% | 0% | 51.61% | 2/1/2025 |
 Schlumberger (SLB) | 0.88% | 0% | 48.95% | 9/19/2024 |
 Marsh & McLennan (MMC) | 0.83% | 0% | 54.69% | 2/1/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.8% | 0% | 60.56% | 2/1/2025 |
 Sanofi (SAN.PA) | 0.78% | 0% | 67.69% | 2/1/2025 |
 Brazil Index MSCI Ishares (EWZ) | 0.66% | 0% | 61.82% | 2/1/2025 |
 Rio Tinto (RIO.L) | 0.37% | 0% | 12.73% | 1/2/2024 |
 NXP (NXPI) | 0.35% | 0% | 11.47% | 12/12/2023 |
 Airbus (AIR.PA) | 0.34% | 0% | 10.77% | 12/7/2023 |
 Crowdstrike (CRWD) | 0.24% | 0% | 7.27% | 11/24/2023 |
 Oil (Non Expiry) (OIL) | 0.24% | 0% | 1.12% | 9/28/2023 |
 Gold (Non Expiry) (GOLD) | 0.16% | 0% | 0.98% | 9/27/2023 |
 Air Liquide (AI.PA) | 0.16% | 0% | 7.13% | 11/23/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 13.07% | 12.77% |
| Vanguard FTSE Europe ETF (VGK) | 14% | 11.64% |
| NVIDIA (NVDA) | 2.61% | 8.23% |
| TSMC (TSM) | 4.25% | 6.39% |
| Amazon (AMZN) | 4.57% | 5.62% |
| Vanguard Total Stock Market ETF (VTI) | 5.23% | 5.34% |
| Broadcom (AVGO) | 2.61% | 5.26% |
| Microsoft (MSFT) | 5.55% | 5.12% |
| Vanguard Health Care ETF (VHT) | 5.88% | 5.04% |
| Apple (AAPL) | 4.25% | 4.7% |
| Alphabet (GOOG) | 3.27% | 3.86% |
| iShares MSCI India ETF (INDA) | 4.25% | 3.85% |
| Spie (SPIE.PA) | 3.53% | 2.77% |
| AstraZeneca (AZN.L) | 3.27% | 2.45% |
| LVMH (MC.PA) | 3.27% | 2.21% |
| Allianz (ALV.DE) | 1.96% | 1.83% |
| Engie (ENGI.PA) | 1.96% | 1.68% |
| Shell (SHEL.L) | 1.96% | 1.49% |
| ExxonMobil (XOM) | 1.96% | 1.49% |
| Marsh & McLennan (MMC) | 1.63% | 1.42% |
| Glencore (GLEN.L) | 1.96% | 1.2% |
| ON Semiconductor (ON) | 1.96% | 1.09% |
| ASML (ASML) | 1.31% | 0.99% |
| Sanofi (SAN.PA) | 1.31% | 0.95% |
| Novo Nordisk (NOVO-B.CO) | 1.31% | 0.91% |
| Dior (CDI.PA) | 1.31% | 0.77% |
| Brazil Index MSCI Ishares (EWZ) | 1.31% | 0.7% |