Portfolio Diversification
Range
Most Diversified
11 instruments
December 21, 2024
Least Diversified
7 instruments
January 2, 2023
Average
7.6 instruments
Most Consistent Holdings
Top 5
GOOG100%
MSFT100%
NVDA100%
MC.PA100%
MONC.MI100%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 23.16% | 9.02% | 100% | - |
 Meta (META) | 20.72% | 18.96% | 89.52% | - |
| Alphabet (GOOG) | 10.33% | 16.34% | 100% | - |
| LVMH (MC.PA) | 9.52% | 11.59% | 100% | - |
| Microsoft (MSFT) | 9.5% | 6.46% | 100% | - |
| Moncler (MONC.MI) | 9.41% | 5.9% | 100% | - |
 AMD (AMD) | 9.09% | 2.96% | 100% | - |
 Amazon (AMZN) | 2.36% | 0% | 10.48% | 3/27/2023 |
 ASML (ASML) | 2.07% | 13.16% | 17.17% | - |
 KLA (KLAC) | 0.9% | 6.14% | 15.28% | - |
 American Express (AXP) | 0.54% | 4.26% | 12.5% | - |
 Realty Income (O) | 0.43% | 4.87% | 10.48% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 19.05% | 18.02% |
| Meta (META) | 15.8% | 17.62% |
| ASML (ASML) | 14.95% | 12.7% |
| LVMH (MC.PA) | 13.58% | 11.45% |
| NVIDIA (NVDA) | 1.79% | 10.73% |
| Microsoft (MSFT) | 7.55% | 6.89% |
| KLA (KLAC) | 6.9% | 5.6% |
| American Express (AXP) | 5.75% | 4.76% |
| Moncler (MONC.MI) | 5.25% | 4.68% |
| Realty Income (O) | 5.27% | 4.41% |
| AMD (AMD) | 4.1% | 3.55% |