Portfolio Diversification
Range
Most Diversified
11 instruments
July 13, 2023
Least Diversified
0 instruments
February 2, 2025
Average
9.5 instruments
Most Consistent Holdings
Top 5
MC.PA99.87%
HAS99.87%
RMS.PA99.87%
ABNB99.87%
AC.PA90.84%
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 |
|---|---|---|---|---|
| Hermes (RMS.PA) | 15.6% | 0% | 99.87% | 2/1/2025 |
| LVMH (MC.PA) | 12.17% | 0% | 99.87% | 2/1/2025 |
| Accor (AC.PA) | 11.39% | 0% | 90.84% | 11/25/2024 |
| Airbnb (ABNB) | 10.68% | 0% | 99.87% | 2/1/2025 |
 Pernod Ricard (RI.PA) | 10.21% | 0% | 90.84% | 11/25/2024 |
 BioMerieux (BIM.PA) | 10.13% | 0% | 74.77% | 2/1/2025 |
| Hasbro (HAS) | 9.24% | 0% | 99.87% | 2/1/2025 |
 Ubisoft (UBI.PA) | 6.06% | 0% | 90.84% | 11/25/2024 |
 Shopify (SHOP) | 4.01% | 0% | 74.9% | 2/1/2025 |
 FRA40 Index (Non Expiry) (FRA40) | 3.03% | 0% | 29.61% | 2/23/2024 |
 iShares MSCI USA ESG Enhanced UCITS ETF (EDMU.DE) | 2.76% | 0% | 9.03% | 2/1/2025 |
 Lululemon (LULU) | 1.62% | 0% | 65.87% | 11/25/2024 |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 1.12% | 0% | 9.03% | 2/1/2025 |
 HelloFresh (HFG.DE) | 0.5% | 0% | 15.67% | 5/2/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.37% | 0% | 3.05% | 12/18/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares MSCI USA ESG Enhanced UCITS ETF (EDMU.DE) | 31.42% | 31.97% |
| iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 11.22% | 12.03% |
| LVMH (MC.PA) | 12.53% | 11.47% |
| BioMerieux (BIM.PA) | 9.35% | 9.82% |
| Shopify (SHOP) | 6.36% | 9.8% |
| Airbnb (ABNB) | 10.1% | 9.38% |
| Hermes (RMS.PA) | 7.48% | 7.49% |
| Hasbro (HAS) | 7.48% | 4.99% |