Portfolio Diversification
Range
Most Diversified
25 instruments
December 28, 2024
Least Diversified
0 instruments
May 18, 2023
Average
11.1 instruments
Most Consistent Holdings
Top 5
NKE50.78%
MC.PA41.08%
DIS33.89%
ASML33.53%
BABA32.93%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 18, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Disney (DIS) | 26.52% | 0% | 33.89% | 3/1/2024 |
| Alibaba (BABA) | 6.2% | 0% | 32.93% | 9/24/2024 |
 Under Armour (UA) | 5.21% | 0% | 23.11% | 8/21/2024 |
 Tesla (TSLA) | 4.66% | 0% | 23.59% | 9/16/2024 |
| Nike (NKE) | 3.75% | 3.4% | 50.78% | - |
 Alphabet (GOOG) | 3.01% | 4.55% | 22.87% | - |
 Hapag-Lloyd (HLAG.DE) | 2.97% | 0% | 12.81% | 4/23/2024 |
| LVMH (MC.PA) | 2.42% | 5.15% | 41.08% | - |
 Globant (GLOB) | 2.23% | 0% | 15.81% | 10/7/2024 |
 Maersk (MAERSKB.CO) | 2.08% | 0% | 10.54% | 5/27/2024 |
 JD.com (JD.US) | 1.89% | 5.47% | 16.29% | - |
 HUGO BOSS (BOSS.DE) | 1.87% | 0% | 30.78% | 4/4/2025 |
 PUMA (PUM.DE) | 1.68% | 0% | 27.19% | 3/4/2025 |
 BMW (BMW.DE) | 1.56% | 0% | 19.28% | 2/25/2025 |
 American Airlines (AAL) | 1.55% | 0% | 29.58% | 8/13/2025 |
| ASML (ASML) | 1.45% | 4.5% | 33.53% | - |
 Nu (NU) | 1.33% | 0% | 17.72% | 9/4/2025 |
 Accenture (ACN) | 1.32% | 2.87% | 13.65% | - |
 Lululemon (LULU) | 1.19% | 11.88% | 20.96% | - |
 Crocs (CROX) | 1.15% | 0% | 31.62% | 8/18/2025 |
 Kering (KER.PA) | 1.09% | 0% | 19.88% | 3/12/2025 |
 Estee Lauder (EL) | 1.08% | 0% | 28.62% | 3/4/2025 |
 Lufthansa (LHA.DE) | 1.06% | 0% | 25.75% | 2/12/2025 |
 NVIDIA (NVDA) | 1% | 0% | 8.5% | 5/14/2025 |
 Samsung (SMSN.L) | 1% | 0% | 27.54% | 6/13/2025 |
 Merck (MRK) | 0.92% | 3.9% | 23.47% | - |
 Volkswagen (VOW.DE) | 0.89% | 0% | 20% | 3/18/2025 |
 Amazon (AMZN) | 0.85% | 3.07% | 21.32% | - |
 Nestle (NESN.ZU) | 0.75% | 0% | 20.36% | 3/31/2025 |
 UnitedHealth (UNH) | 0.72% | 5.95% | 14.49% | - |
 Dollar Tree (DLTR) | 0.72% | 0% | 16.77% | 2/20/2025 |
 Stellantis (STLAM.MI) | 0.68% | 0% | 19.16% | 3/12/2025 |
 Baidu (BIDU) | 0.67% | 4.87% | 17.49% | - |
 Bayer (BAYN.DE) | 0.66% | 0% | 18.92% | 4/3/2025 |
 Apple (AAPL) | 0.66% | 3.29% | 21.08% | - |
 Humana (HUM) | 0.64% | 0% | 18.32% | 8/1/2025 |
 Paycom (PAYC) | 0.63% | 0% | 11.74% | 9/16/2024 |
 Swatch (UHR.ZU) | 0.6% | 0% | 18.08% | 3/4/2025 |
 Hershey (HSY) | 0.58% | 0% | 14.49% | 7/25/2025 |
 Comcast (CMCSA) | 0.56% | 3.17% | 18.56% | - |
 Pernod Ricard (RI.PA) | 0.56% | 0% | 18.32% | 3/12/2025 |
 Evolution (EVO.ST) | 0.53% | 0% | 16.77% | 4/3/2025 |
 Meta (META) | 0.52% | 0% | 7.78% | 6/4/2025 |
 EPAM (EPAM) | 0.51% | 0% | 4.55% | 7/18/2024 |
 CVS Health (CVS) | 0.5% | 0% | 14.97% | 2/28/2025 |
 Diageo (DGE.L) | 0.46% | 0% | 14.25% | 4/3/2025 |
 Dollar General (DG.US) | 0.45% | 0% | 13.89% | 3/31/2025 |
 PayPal (PYPL) | 0.44% | 4.18% | 12.57% | - |
 Inmode (INMD) | 0.43% | 2.82% | 14.49% | - |
 Genmab (GMAB.US) | 0.42% | 0% | 13.41% | 4/3/2025 |
 PepsiCo (PEP) | 0.35% | 3.15% | 11.26% | - |
 Abbott (ABT) | 0.34% | 2.8% | 11.86% | - |
 Novo-Nordisk (NVO) | 0.33% | 3.89% | 9.7% | - |
 UiPath (PATH) | 0.28% | 0% | 5.15% | 7/23/2024 |
 Target (TGT) | 0.24% | 0% | 7.9% | 6/13/2025 |
 Burberry (BRBY.L) | 0.23% | 0% | 3.59% | 10/25/2024 |
 Global Payments (GPN) | 0.22% | 4.53% | 5.39% | - |
 Microsoft (MSFT) | 0.18% | 0% | 4.31% | 5/6/2025 |
 FedEx (FDX) | 0.16% | 2.76% | 5.39% | - |
 UPS (UPS) | 0.15% | 2.77% | 4.55% | - |
 Elevance Health (ELV) | 0.14% | 3% | 4.55% | - |
 Charter (CHTR) | 0.13% | 2.34% | 5.03% | - |
 Adobe (ADBE) | 0.12% | 2.58% | 4.55% | - |
 GeoPark (GPRK) | 0.07% | 0% | 2.63% | 3/28/2025 |
 PDD Holdings (PDD) | 0.02% | 0% | 1.2% | 6/13/2025 |
 Salesforce (CRM) | 0% | 2.85% | 0.12% | - |
 Svitzer (SVITZR.CO) | 0% | 0% | 0.12% | 5/1/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Nike (NKE) | 7.15% | 7.51% |
| BMW (BMW.DE) | 6.48% | 7.42% |
| LVMH (MC.PA) | 6.18% | 6.78% |
| HUGO BOSS (BOSS.DE) | 4.8% | 5.85% |
| Kering (KER.PA) | 4.8% | 5.22% |
| Volkswagen (VOW.DE) | 4.64% | 4.75% |
| Dollar Tree (DLTR) | 3.88% | 4.33% |
| Crocs (CROX) | 4.04% | 4.3% |
| ASML (ASML) | 3.97% | 4.26% |
| PUMA (PUM.DE) | 3.7% | 3.92% |
| Bayer (BAYN.DE) | 4.5% | 3.87% |
| Nestle (NESN.ZU) | 3.78% | 3.67% |
| Humana (HUM) | 3.21% | 3.62% |
| Diageo (DGE.L) | 3.2% | 3.61% |
| Lufthansa (LHA.DE) | 3.2% | 3.45% |
| Samsung (SMSN.L) | 3.62% | 3.4% |
| Nu (NU) | 3.21% | 3.39% |
| Stellantis (STLAM.MI) | 3.2% | 3.39% |
| Dollar General (DG.US) | 3.23% | 3.31% |
| Genmab (GMAB.US) | 3.2% | 3.2% |
| Swatch (UHR.ZU) | 3.2% | 3.11% |
| Evolution (EVO.ST) | 3.2% | 2.93% |
| Pernod Ricard (RI.PA) | 3.21% | 2.93% |
| CVS Health (CVS) | 3.2% | 2.65% |
| Estee Lauder (EL) | 3.2% | 2.37% |