Portfolio Diversification
Range
Most Diversified
25 instruments
December 28, 2024
Least Diversified
0 instruments
May 18, 2023
Average
9.6 instruments
Most Consistent Holdings
Top 5
NKE43.7%
DIS38.77%
BABA37.67%
BOSS.DE35.21%
EL32.74%
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) | 30.34% | 0% | 38.77% | 3/1/2024 |
| Alibaba (BABA) | 7.09% | 0% | 37.67% | 9/24/2024 |
 Under Armour (UA) | 5.96% | 0% | 26.44% | 8/21/2024 |
 Tesla (TSLA) | 5.33% | 0% | 26.99% | 9/16/2024 |
| Nike (NKE) | 3.66% | 5.5% | 43.7% | - |
 Hapag-Lloyd (HLAG.DE) | 3.39% | 0% | 14.66% | 4/23/2024 |
 Globant (GLOB) | 2.55% | 0% | 18.08% | 10/7/2024 |
 Maersk (MAERSKB.CO) | 2.38% | 0% | 12.05% | 5/27/2024 |
| HUGO BOSS (BOSS.DE) | 2.13% | 0% | 35.21% | 4/4/2025 |
 LVMH (MC.PA) | 2.12% | 4.65% | 32.6% | - |
 PUMA (PUM.DE) | 1.92% | 0% | 31.1% | 3/4/2025 |
 BMW (BMW.DE) | 1.79% | 0% | 22.05% | 2/25/2025 |
 JD.com (JD.US) | 1.75% | 0% | 8.08% | 9/24/2024 |
 Alphabet (GOOG) | 1.66% | 21.04% | 11.78% | - |
 Accenture (ACN) | 1.43% | 0% | 12.74% | 9/11/2024 |
 American Airlines (AAL) | 1.41% | 3.33% | 22.6% | - |
 Nu (NU) | 1.38% | 0% | 15.62% | 5/14/2025 |
 ASML (ASML) | 1.3% | 4.12% | 29.73% | - |
 Kering (KER.PA) | 1.24% | 0% | 22.74% | 3/12/2025 |
| Estee Lauder (EL) | 1.24% | 0% | 32.74% | 3/4/2025 |
 Lufthansa (LHA.DE) | 1.21% | 0% | 29.45% | 2/12/2025 |
 NVIDIA (NVDA) | 1.15% | 0% | 9.73% | 5/14/2025 |
 Samsung (SMSN.L) | 1.04% | 3.33% | 28.63% | - |
 Volkswagen (VOW.DE) | 1.02% | 0% | 22.88% | 3/18/2025 |
 Crocs (CROX) | 0.97% | 3.34% | 24.25% | - |
 Nestle (NESN.ZU) | 0.86% | 0% | 23.29% | 3/31/2025 |
 Dollar Tree (DLTR) | 0.82% | 0% | 19.18% | 2/20/2025 |
 Stellantis (STLAM.MI) | 0.77% | 0% | 21.92% | 3/12/2025 |
 Bayer (BAYN.DE) | 0.76% | 0% | 21.64% | 4/3/2025 |
 Paycom (PAYC) | 0.72% | 0% | 13.42% | 9/16/2024 |
 Swatch (UHR.ZU) | 0.68% | 0% | 20.68% | 3/4/2025 |
 Pernod Ricard (RI.PA) | 0.64% | 0% | 20.96% | 3/12/2025 |
 Evolution (EVO.ST) | 0.6% | 0% | 19.18% | 4/3/2025 |
 EPAM (EPAM) | 0.58% | 0% | 5.21% | 7/18/2024 |
 Lululemon (LULU) | 0.58% | 3.56% | 10% | - |
 CVS Health (CVS) | 0.57% | 0% | 17.12% | 2/28/2025 |
 Diageo (DGE.L) | 0.53% | 0% | 16.3% | 4/3/2025 |
 Dollar General (DG.US) | 0.52% | 0% | 15.89% | 3/31/2025 |
 Merck (MRK) | 0.49% | 3.37% | 12.47% | - |
 Amazon (AMZN) | 0.49% | 4.79% | 10.14% | - |
 Meta (META) | 0.49% | 7.16% | 7.26% | - |
 Genmab (GMAB.US) | 0.48% | 0% | 15.34% | 4/3/2025 |
 Humana (HUM) | 0.45% | 2.95% | 11.37% | - |
 Hershey (HSY) | 0.39% | 2.99% | 7.95% | - |
 Apple (AAPL) | 0.32% | 3.01% | 9.73% | - |
 UiPath (PATH) | 0.32% | 0% | 5.89% | 7/23/2024 |
 Burberry (BRBY.L) | 0.26% | 0% | 4.11% | 10/25/2024 |
 Baidu (BIDU) | 0.25% | 0% | 5.62% | 10/1/2024 |
 Comcast (CMCSA) | 0.22% | 2.95% | 6.85% | - |
 Target (TGT) | 0.21% | 0% | 6.99% | 4/4/2025 |
 Microsoft (MSFT) | 0.2% | 0% | 4.93% | 5/6/2025 |
 UPS (UPS) | 0.17% | 0% | 4.93% | 3/13/2025 |
 UnitedHealth (UNH) | 0.09% | 4.87% | 2.19% | - |
 GeoPark (GPRK) | 0.08% | 0% | 3.01% | 3/28/2025 |
 Inmode (INMD) | 0.07% | 3.05% | 2.19% | - |
 Novo-Nordisk (NVO) | 0.06% | 3.16% | 2.05% | - |
 Svitzer (SVITZR.CO) | 0% | 0% | 0.14% | 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% |