Portfolio Diversification
Range
Most Diversified
14 instruments
February 12, 2022
Least Diversified
4 instruments
January 1, 2022
Average
11.5 instruments
Most Consistent Holdings
Top 5
META100%
V100%
MA99.01%
ADBE99.01%
AMT99.01%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Visa (V) | 12.74% | 10.84% | 100% | - |
| Meta (META) | 12.62% | 10.61% | 100% | - |
| Mastercard (MA) | 12.07% | 10.75% | 99.01% | - |
 Netflix (NFLX) | 10.94% | 11.39% | 98.4% | - |
 Inditex (ITX.MC) | 10.22% | 7.54% | 94.9% | - |
 Amazon (AMZN) | 8.23% | 6.48% | 97.33% | - |
 Alphabet (GOOG) | 8.15% | 11.09% | 97.41% | - |
| American Tower (AMT) | 7.3% | 4.49% | 99.01% | - |
 HCA (HCA) | 5.03% | 10.6% | 56.21% | - |
 McDonald's (MCD) | 4.44% | 5.02% | 59.41% | - |
 Mapfre (MAP.MC) | 2.85% | 0% | 43.79% | 8/25/2023 |
| Adobe (ADBE) | 2.84% | 2.04% | 99.01% | - |
 Microsoft (MSFT) | 1.78% | 8.94% | 76.01% | - |
 Banco Sabadell (SAB.MC) | 0.19% | 0% | 24.07% | 1/9/2023 |
 Lockheed Martin (LMT) | 0.08% | 0% | 1.68% | 2/4/2022 |
 Caixabank (CABK.MC) | 0.02% | 0% | 1.29% | 2/21/2022 |
 Unicaja Banco (UNI.MC) | 0.01% | 0% | 1.29% | 2/21/2022 |
 BBVA (BBVA.MC) | 0.01% | 0% | 0.76% | 2/21/2022 |
 Bankinter (BKT.MC) | 0.01% | 0% | 0.76% | 2/21/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 12% | 15.36% |
| Netflix (NFLX) | 9.59% | 15.18% |
| Amazon (AMZN) | 9.25% | 9.63% |
| Mastercard (MA) | 9.33% | 8.91% |
| Inditex (ITX.MC) | 6.8% | 8.85% |
| Visa (V) | 9.08% | 8.75% |
| Alphabet (GOOG) | 9.23% | 8.63% |
| HCA (HCA) | 9.57% | 7.43% |
| McDonald's (MCD) | 9.25% | 6.64% |
| American Tower (AMT) | 9.98% | 6.27% |
| Microsoft (MSFT) | 2.08% | 1.98% |
| Adobe (ADBE) | 2.91% | 1.73% |