Portfolio Diversification
Range
Most Diversified
23 instruments
September 20, 2022
Least Diversified
0 instruments
January 1, 2022
Average
12.6 instruments
Most Consistent Holdings
Top 5
AAPL86.27%
GOOG86.27%
META86.27%
MSFT86.27%
AMZN86.27%
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 |
|---|---|---|---|---|
| Amazon (AMZN) | 10.38% | 7.76% | 86.27% | - |
| Alphabet (GOOG) | 10.38% | 8.23% | 86.27% | - |
| Microsoft (MSFT) | 8.49% | 5.92% | 86.27% | - |
| Meta (META) | 7.42% | 3.94% | 86.27% | - |
 Visa (V) | 6.23% | 5.49% | 86.27% | - |
 LVMH (MC.PA) | 5.95% | 4.86% | 81.03% | - |
| Apple (AAPL) | 5.72% | 5.97% | 86.27% | - |
 Mastercard (MA) | 5.54% | 5.88% | 86.27% | - |
 Tesla (TSLA) | 4.77% | 0.33% | 86.19% | - |
 TSMC (TSM) | 3.72% | 6.23% | 75% | - |
 Moncler (MONC.MI) | 2.81% | 5.84% | 47.54% | - |
 Hermes (RMS.PA) | 2.62% | 5.95% | 53.41% | - |
 Ferrari (RACE) | 2.47% | 3.92% | 64.76% | - |
 NVIDIA (NVDA) | 2.18% | 3.51% | 27.22% | - |
 American Express (AXP) | 2.01% | 2.17% | 70.08% | - |
 ASML (ASML.NV) | 1.24% | 6.24% | 20.4% | - |
 Nike (NKE) | 1.04% | 0% | 24.05% | 10/30/2023 |
 Booking (BKNG) | 0.79% | 1.76% | 33.65% | - |
 PayPal (PYPL) | 0.52% | 0% | 16.19% | 12/19/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.36% | 0% | 7.54% | 1/5/2023 |
 Berkshire Hathaway (BRK.B) | 0.24% | 0% | 4.92% | 11/10/2022 |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 0.21% | 4.28% | 5.4% | - |
 Bitcoin (BTC) | 0.18% | 4.79% | 5.4% | - |
 Brookfield (BAM) | 0.15% | 0% | 7.62% | 5/18/2023 |
 iShares Physical Gold ETC (PPFB.DE) | 0.12% | 4.41% | 4.6% | - |
 Disney (DIS) | 0.1% | 0% | 2.62% | 10/11/2022 |
 iShares MSCI EM Asia UCITS ETF (CEBL.DE) | 0.06% | 1.28% | 4.6% | - |
 PepsiCo (PEP) | 0.03% | 0% | 1.19% | 10/7/2022 |
 UPS (UPS) | 0.02% | 0% | 1.19% | 10/7/2022 |
 Coca-Cola (KO) | 0.02% | 0% | 1.19% | 10/7/2022 |
 Starbucks (SBUX) | 0.02% | 0% | 1.19% | 10/7/2022 |
 Mercedes-Benz (MBG.DE) | 0.02% | 0% | 1.19% | 10/7/2022 |
 Johnson & Johnson (JNJ) | 0.02% | 0% | 1.19% | 10/7/2022 |
 L'Oréal (OR.PA) | 0.02% | 0% | 1.19% | 10/7/2022 |
 Nestle (NESN.ZU) | 0.02% | 0% | 1.19% | 10/7/2022 |
 SPDR Gold (GLD) | 0.01% | 0% | 0.56% | 5/12/2025 |
 Niu (NIU) | 0% | 0% | 0.24% | 10/28/2022 |
 Flare (FLR) | 0% | 0% | 1.59% | 2/23/2023 |
 Songbird (SGB) | 0% | 0% | 0.16% | 11/18/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 10.13% | 9.65% |
| NVIDIA (NVDA) | 9.63% | 9.62% |
| Alphabet (GOOG) | 7.97% | 9.16% |
| Amazon (AMZN) | 7.37% | 8.94% |
| Meta (META) | 8.06% | 8.12% |
| LVMH (MC.PA) | 7.93% | 7.56% |
| Moncler (MONC.MI) | 7.77% | 7.55% |
| ASML (ASML.NV) | 7.8% | 7.43% |
| Hermes (RMS.PA) | 6.83% | 7.32% |
| Visa (V) | 6.34% | 6.49% |
| Mastercard (MA) | 5.68% | 5.86% |
| TSMC (TSM) | 5.67% | 5.44% |
| Ferrari (RACE) | 4.58% | 4.13% |
| Booking (BKNG) | 1.42% | 1.25% |
| American Express (AXP) | 1.21% | 1.19% |
| Apple (AAPL) | 0.93% | 0.85% |
| Tesla (TSLA) | 0.7% | 0.57% |