Portfolio Diversification
Range
Most Diversified
23 instruments
January 14, 2025
Least Diversified
0 instruments
February 2, 2025
Average
11.9 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
GOOG99.87%
AMZN99.47%
META86.72%
PFE75.7%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 19.15% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 13.56% | 0% | 99.47% | 2/1/2025 |
| Meta (META) | 12.19% | 0% | 86.72% | 11/19/2024 |
| Apple (AAPL) | 10.63% | 0% | 99.87% | 2/1/2025 |
 Tesla (TSLA) | 7.31% | 0% | 74.5% | 7/24/2024 |
 NVIDIA (NVDA) | 5.3% | 0% | 39.44% | 2/1/2025 |
 Inditex (ITX.MC) | 4.45% | 0% | 43.03% | 2/1/2025 |
 Bitcoin (BTC) | 3.94% | 0% | 51% | 2/1/2025 |
 LVMH (MC.PA) | 3.76% | 0% | 37.45% | 2/1/2025 |
 Shopify (SHOP) | 3.4% | 0% | 33.33% | 11/13/2024 |
| Pfizer (PFE) | 3.16% | 0% | 75.7% | 10/7/2024 |
 Microsoft (MSFT) | 2.51% | 0% | 43.56% | 1/30/2025 |
 Carrefour (CA.PA) | 1.76% | 0% | 33.07% | 3/20/2024 |
 C3.ai (AI) | 1.03% | 0% | 63.08% | 10/7/2024 |
 GE (GE) | 0.93% | 0% | 19.39% | 3/4/2024 |
 BlackRock (BLK) | 0.78% | 0% | 36.79% | 1/7/2025 |
 Ishares Nasdaq Biotechnology (IBB) | 0.72% | 0% | 39.31% | 2/1/2025 |
 Volkswagen (VOW.DE) | 0.7% | 0% | 6.91% | 2/1/2025 |
 Bayer (BAYN.DE) | 0.65% | 0% | 41.83% | 2/1/2025 |
 Naturgy (NTGY.MC) | 0.59% | 0% | 34.13% | 11/19/2024 |
 Ferrari (RACE) | 0.46% | 0% | 35.59% | 2/1/2025 |
 Ethereum (ETH) | 0.34% | 0% | 9.03% | 2/1/2025 |
 Kering (KER.PA) | 0.32% | 0% | 6.91% | 1/16/2025 |
 L'Oréal (OR.PA) | 0.31% | 0% | 9.03% | 2/1/2025 |
 Salesforce (CRM) | 0.17% | 0% | 7.7% | 1/30/2025 |
 Gold (Non Expiry) (GOLD) | 0.15% | 0% | 7.57% | 1/16/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.14% | 0% | 7.04% | 2/1/2025 |
 Adobe (ADBE) | 0.14% | 0% | 7.17% | 2/1/2025 |
 Grenergy (GRE.MC) | 0.14% | 0% | 5.44% | 1/20/2025 |
 Sui (SUI) | 0.13% | 0% | 20.85% | 2/1/2025 |
 ACM Research (ACMR) | 0.08% | 0% | 3.19% | 1/27/2025 |
 Lithium Americas (LAC) | 0.04% | 0% | 2.52% | 2/1/2025 |
 Stride (LRN) | 0.04% | 0% | 1.99% | 2/1/2025 |
 Porsche (P911.DE) | 0.02% | 0% | 2.12% | 5/8/2024 |
 TSMC (TSM) | 0.01% | 0% | 0.4% | 2/1/2025 |
 Ondo Finance (ONDO) | 0.01% | 0% | 3.32% | 2/1/2025 |
 Cellnex (CLNX.MC) | 0.01% | 0% | 0.53% | 4/9/2024 |
 Capri (CPRI) | 0.01% | 0% | 0.8% | 4/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 29.2% | 30.76% |
| LVMH (MC.PA) | 13.1% | 12.01% |
| Volkswagen (VOW.DE) | 10.8% | 10.89% |
| Amazon (AMZN) | 4.71% | 6.17% |
| Apple (AAPL) | 4.53% | 5.43% |
| Microsoft (MSFT) | 5.33% | 5.38% |
| Kering (KER.PA) | 4.5% | 4.85% |
| L'Oréal (OR.PA) | 3.6% | 3.62% |
| Ethereum (ETH) | 3.76% | 3.53% |
| Grenergy (GRE.MC) | 2.25% | 2.64% |
| Gold (Non Expiry) (GOLD) | 3.61% | 2.62% |
| Salesforce (CRM) | 2.34% | 2.36% |
| Adobe (ADBE) | 2.64% | 2.08% |
| Inditex (ITX.MC) | 2.25% | 1.99% |
| SPX500 Index (Non Expiry) (SPX500) | 2.6% | 1.83% |
| BlackRock (BLK) | 1.35% | 1.66% |
| Ishares Nasdaq Biotechnology (IBB) | 1.26% | 1.22% |
| Ferrari (RACE) | 0.9% | 0.93% |
| Bayer (BAYN.DE) | 1.07% | 0.78% |