Portfolio Diversification
Range
Most Diversified
10 instruments
December 31, 2024
Least Diversified
4 instruments
January 2, 2023
Average
9 instruments
Most Consistent Holdings
Top 5
CCL100%
SGB100%
GOOG97.45%
AMZN96.46%
FLR96.46%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 52.12% | 48.12% | 97.45% | - |
| Amazon (AMZN) | 18.82% | 19.99% | 96.46% | - |
 Shopify (SHOP) | 10.55% | 12.77% | 94.91% | - |
 Campari (CPR.MI) | 6.71% | 8.39% | 96.12% | - |
 Capri (CPRI) | 3.41% | 0.99% | 93.91% | - |
| Carnival (CCL) | 2.71% | 3.45% | 100% | - |
 Bayer (BAYN.DE) | 1.4% | 0% | 74.31% | 11/12/2024 |
 Nike (NKE) | 0.63% | 3.33% | 20.38% | - |
 Alibaba (BABA) | 0.35% | 1.5% | 22.48% | - |
 Hermes (RMS.PA) | 0.21% | 0% | 1.88% | 1/26/2023 |
 Microsoft (MSFT) | 0.18% | 0% | 1.66% | 2/9/2023 |
 Hilton (HLT) | 0.18% | 0% | 1.66% | 2/9/2023 |
| Flare (FLR) | 0.07% | 0.07% | 96.46% | - |
 LVMH (MC.PA) | 0.05% | 0% | 0.44% | 1/13/2023 |
| Songbird (SGB) | 0.02% | 0.01% | 100% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 48.19% | 54.8% |
| Amazon (AMZN) | 17.05% | 21.03% |
| Shopify (SHOP) | 8.88% | 12.76% |
| Campari (CPR.MI) | 8.92% | 3.19% |
| Carnival (CCL) | 6.17% | 3.18% |
| Nike (NKE) | 4.33% | 2.54% |
| Capri (CPRI) | 4.11% | 1.21% |
| Alibaba (BABA) | 2.11% | 1.18% |
| Flare (FLR) | 0.19% | 0.1% |
| Songbird (SGB) | 0.04% | 0.01% |