Portfolio Diversification
Range
Most Diversified
25 instruments
December 28, 2024
Least Diversified
0 instruments
May 18, 2023
Average
9.1 instruments
Most Consistent Holdings
Top 5
DIS41.62%
BABA40.44%
NKE39.56%
BOSS.DE37.65%
EL35.15%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since May 18, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Disney (DIS) | 32.57% | 0% | 41.62% | 3/1/2024 |
| Alibaba (BABA) | 7.61% | 0% | 40.44% | 9/24/2024 |
 Under Armour (UA) | 6.39% | 0% | 28.38% | 8/21/2024 |
 Tesla (TSLA) | 5.72% | 0% | 28.97% | 9/16/2024 |
 Hapag-Lloyd (HLAG.DE) | 3.64% | 0% | 15.74% | 4/23/2024 |
| Nike (NKE) | 3.51% | 6.29% | 39.56% | - |
 Globant (GLOB) | 2.74% | 0% | 19.41% | 10/7/2024 |
 Maersk (MAERSKB.CO) | 2.55% | 0% | 12.94% | 5/27/2024 |
| HUGO BOSS (BOSS.DE) | 2.28% | 4.59% | 37.65% | - |
 PUMA (PUM.DE) | 2.06% | 0% | 33.38% | 3/4/2025 |
 BMW (BMW.DE) | 1.92% | 0% | 23.68% | 2/25/2025 |
 LVMH (MC.PA) | 1.89% | 5.97% | 27.65% | - |
 JD.com (JD.US) | 1.88% | 0% | 8.68% | 9/24/2024 |
 Accenture (ACN) | 1.53% | 0% | 13.68% | 9/11/2024 |
 Kering (KER.PA) | 1.34% | 0% | 24.41% | 3/12/2025 |
| Estee Lauder (EL) | 1.33% | 0% | 35.15% | 3/4/2025 |
 Lufthansa (LHA.DE) | 1.3% | 0% | 31.62% | 2/12/2025 |
 American Airlines (AAL) | 1.2% | 4.9% | 16.91% | - |
 ASML (ASML) | 1.1% | 4.01% | 24.56% | - |
 Volkswagen (VOW.DE) | 1.09% | 0% | 24.56% | 3/18/2025 |
 Nestle (NESN.ZU) | 0.92% | 0% | 25% | 3/31/2025 |
 Dollar Tree (DLTR) | 0.88% | 0% | 20.59% | 2/20/2025 |
 Samsung (SMSN.L) | 0.86% | 3.65% | 23.38% | - |
 Stellantis (STLAM.MI) | 0.83% | 0% | 23.53% | 3/12/2025 |
 Bayer (BAYN.DE) | 0.82% | 2.73% | 23.24% | - |
 Paycom (PAYC) | 0.77% | 0% | 14.41% | 9/16/2024 |
 Crocs (CROX) | 0.77% | 4.27% | 18.68% | - |
 Swatch (UHR.ZU) | 0.73% | 0% | 22.21% | 3/4/2025 |
 Nu (NU) | 0.72% | 12.01% | 10.74% | - |
 Pernod Ricard (RI.PA) | 0.69% | 0% | 22.5% | 3/12/2025 |
 Evolution (EVO.ST) | 0.65% | 2.39% | 20.59% | - |
 EPAM (EPAM) | 0.63% | 0% | 5.59% | 7/18/2024 |
 CVS Health (CVS) | 0.61% | 0% | 18.38% | 2/28/2025 |
 Diageo (DGE.L) | 0.56% | 2.83% | 17.5% | - |
 Dollar General (DG.US) | 0.55% | 0% | 17.06% | 3/31/2025 |
 Lululemon (LULU) | 0.54% | 0% | 8.38% | 11/13/2024 |
 Genmab (GMAB.US) | 0.51% | 2.8% | 16.47% | - |
 Alphabet (GOOG) | 0.47% | 13.01% | 5.29% | - |
 Humana (HUM) | 0.44% | 0% | 10.88% | 1/13/2025 |
 Hershey (HSY) | 0.4% | 0% | 8.09% | 3/10/2025 |
 UiPath (PATH) | 0.34% | 0% | 6.32% | 7/23/2024 |
 NVIDIA (NVDA) | 0.32% | 7.22% | 4.41% | - |
 Burberry (BRBY.L) | 0.28% | 0% | 4.41% | 10/25/2024 |
 Baidu (BIDU) | 0.27% | 0% | 6.03% | 10/1/2024 |
 Merck (MRK) | 0.25% | 4.04% | 6.03% | - |
 Target (TGT) | 0.22% | 2.82% | 7.35% | - |
 UPS (UPS) | 0.18% | 0% | 5.29% | 3/13/2025 |
 Amazon (AMZN) | 0.17% | 4.99% | 3.53% | - |
 Apple (AAPL) | 0.11% | 3.61% | 3.09% | - |
 GeoPark (GPRK) | 0.09% | 0% | 3.24% | 3/28/2025 |
 Microsoft (MSFT) | 0.02% | 3.9% | 0.44% | - |
 Meta (META) | 0.02% | 3.58% | 0.44% | - |
 Svitzer (SVITZR.CO) | 0% | 0% | 0.15% | 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% |