Portfolio Diversification
Range
Most Diversified
32 instruments
November 15, 2023
Least Diversified
0 instruments
February 2, 2025
Average
23 instruments
Most Consistent Holdings
Top 5
MC.PA99.89%
AAPL94.25%
TSM94.25%
SPIE.PA94.25%
NVDA93.4%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 10, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard FTSE Europe ETF (VGK) | 9.27% | 12.36% | 75.08% | - |
 Vanguard S&P 500 ETF (VOO) | 8.37% | 12.17% | 70.93% | - |
| NVIDIA (NVDA) | 7.45% | 9.24% | 93.4% | - |
| TSMC (TSM) | 5.69% | 7.12% | 94.25% | - |
| LVMH (MC.PA) | 5.59% | 1.36% | 99.89% | - |
| Apple (AAPL) | 4.72% | 3.73% | 94.25% | - |
 Amazon (AMZN) | 4.7% | 4.97% | 89.78% | - |
 Microsoft (MSFT) | 4.57% | 5.25% | 87.01% | - |
 Vanguard Health Care ETF (VHT) | 4.36% | 4.33% | 75.4% | - |
| Spie (SPIE.PA) | 3.97% | 3.99% | 94.25% | - |
 Vanguard Total Stock Market ETF (VTI) | 3.74% | 5.08% | 70.93% | - |
 Alphabet (GOOG) | 3.41% | 4.15% | 87.01% | - |
 Rivian (RIVN) | 3.15% | 0% | 31.95% | 12/18/2023 |
 Broadcom (AVGO) | 2.94% | 6.94% | 68.48% | - |
 iShares MSCI India ETF (INDA) | 2.87% | 3.3% | 70.93% | - |
 AstraZeneca (AZN.L) | 1.98% | 2.36% | 75.4% | - |
 ON Semiconductor (ON) | 1.77% | 0.71% | 87.01% | - |
 Dior (CDI.PA) | 1.74% | 0.47% | 89.67% | - |
 ASML (ASML) | 1.71% | 0.99% | 87.01% | - |
 Engie (ENGI.PA) | 1.52% | 1.73% | 75.4% | - |
 Shell (SHEL.L) | 1.36% | 1.35% | 75.4% | - |
 ExxonMobil (XOM) | 1.31% | 1.32% | 75.4% | - |
 Allianz (ALV.DE) | 1.21% | 1.93% | 63.15% | - |
 Rheinmetall (RHM.DE) | 1.17% | 0% | 21.19% | 12/7/2023 |
 Glencore (GLEN.L) | 1.13% | 0.83% | 75.4% | - |
 Marsh & McLennan (MMC) | 0.97% | 1.16% | 65.5% | - |
 Sanofi (SAN.PA) | 0.81% | 0.68% | 75.4% | - |
 Novo Nordisk (NOVO-B.CO) | 0.76% | 0.4% | 69.97% | - |
 OneMain (OMF) | 0.72% | 0% | 13.95% | 2/8/2024 |
 Brazil Index MSCI Ishares (EWZ) | 0.69% | 0.79% | 70.93% | - |
 Schlumberger (SLB) | 0.67% | 0% | 37.27% | 9/19/2024 |
 Rio Tinto (RIO.L) | 0.28% | 0% | 9.69% | 1/2/2024 |
 NXP (NXPI) | 0.27% | 0% | 8.73% | 12/12/2023 |
 Airbus (AIR.PA) | 0.26% | 0% | 8.2% | 12/7/2023 |
 Crowdstrike (CRWD) | 0.18% | 0% | 5.54% | 11/24/2023 |
 Oil (Non Expiry) (OIL) | 0.18% | 0% | 0.85% | 9/28/2023 |
 Gold (Non Expiry) (GOLD) | 0.12% | 0% | 0.75% | 9/27/2023 |
 Air Liquide (AI.PA) | 0.12% | 0% | 5.43% | 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% |