Portfolio Diversification
Range
Most Diversified
23 instruments
September 20, 2022
Least Diversified
0 instruments
January 1, 2022
Average
12 instruments
Most Consistent Holdings
Top 5
AAPL85.28%
GOOG85.28%
META85.28%
MSFT85.28%
AMZN85.28%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 10.32% | 14.48% | 85.28% | - |
| Alphabet (GOOG) | 10.29% | 14.39% | 85.28% | - |
| Microsoft (MSFT) | 8.5% | 9.5% | 85.28% | - |
| Meta (META) | 7.39% | 12.18% | 85.28% | - |
 Visa (V) | 6.39% | 1.95% | 85.28% | - |
 LVMH (MC.PA) | 6.06% | 5.42% | 79.66% | - |
| Apple (AAPL) | 5.84% | 2.11% | 85.28% | - |
 Mastercard (MA) | 5.66% | 1.53% | 85.28% | - |
 Tesla (TSLA) | 5.08% | 0.66% | 85.28% | - |
 TSMC (TSM) | 3.52% | 7.76% | 73.19% | - |
 Moncler (MONC.MI) | 2.75% | 2.22% | 43.74% | - |
 Hermes (RMS.PA) | 2.56% | 1.66% | 50.04% | - |
 Ferrari (RACE) | 2.45% | 1.82% | 62.21% | - |
 American Express (AXP) | 1.98% | 1.36% | 67.91% | - |
 NVIDIA (NVDA) | 1.77% | 13.63% | 21.96% | - |
 Nike (NKE) | 1.12% | 0% | 25.79% | 10/30/2023 |
 ASML (ASML.NV) | 0.9% | 5.64% | 14.64% | - |
 Booking (BKNG) | 0.71% | 2.64% | 28.85% | - |
 PayPal (PYPL) | 0.56% | 0% | 17.36% | 12/19/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.38% | 0% | 8.09% | 1/5/2023 |
 Berkshire Hathaway (BRK.B) | 0.26% | 0% | 5.28% | 11/10/2022 |
 Brookfield (BAM) | 0.16% | 0% | 8.17% | 5/18/2023 |
 Disney (DIS) | 0.11% | 0% | 2.81% | 10/11/2022 |
 PepsiCo (PEP) | 0.03% | 0% | 1.28% | 10/7/2022 |
 UPS (UPS) | 0.02% | 0% | 1.28% | 10/7/2022 |
 Coca-Cola (KO) | 0.02% | 0% | 1.28% | 10/7/2022 |
 Starbucks (SBUX) | 0.02% | 0% | 1.28% | 10/7/2022 |
 Mercedes-Benz (MBG.DE) | 0.02% | 0% | 1.28% | 10/7/2022 |
 Johnson & Johnson (JNJ) | 0.02% | 0% | 1.28% | 10/7/2022 |
 L'Oréal (OR.PA) | 0.02% | 0% | 1.28% | 10/7/2022 |
 Nestle (NESN.ZU) | 0.02% | 0% | 1.28% | 10/7/2022 |
 Niu (NIU) | 0% | 0% | 0.26% | 10/28/2022 |
 Flare (FLR) | 0% | 0% | 1.7% | 2/23/2023 |
 Songbird (SGB) | 0% | 0% | 0.17% | 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% |