Portfolio Diversification
Range
Most Diversified
10 instruments
October 5, 2024
Least Diversified
0 instruments
February 2, 2025
Average
7.7 instruments
Most Consistent Holdings
Top 5
AMZN99.87%
DIS99.87%
ENGI.PA99.87%
MAP.MC92.03%
AGS.BR72.11%
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 |
|---|---|---|---|---|
| Engie (ENGI.PA) | 17.88% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 12.62% | 0% | 99.87% | 2/1/2025 |
| Disney (DIS) | 12.27% | 0% | 99.87% | 2/1/2025 |
| Mapfre (MAP.MC) | 9.88% | 0% | 92.03% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 9.45% | 0% | 55.91% | 2/1/2025 |
 Alphabet (GOOG) | 8.39% | 0% | 55.78% | 2/1/2025 |
| Ageas (AGS.BR) | 8.08% | 0% | 72.11% | 2/1/2025 |
 Intel (INTC) | 5% | 0% | 27.62% | 9/1/2023 |
 Deutsche Post (DHL.DE) | 4.92% | 0% | 43.96% | 12/5/2023 |
 Aperam (APAM.NV) | 4.45% | 0% | 40.24% | 2/1/2025 |
 Ahold (AD.NV) | 4.14% | 0% | 43.96% | 12/5/2023 |
 Realty Income (O) | 1.5% | 0% | 18.19% | 2/1/2025 |
 NVIDIA (NVDA) | 1.18% | 0% | 15.8% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Volkswagen (VOW3.DE) | 23.71% | 19.32% |
| Engie (ENGI.PA) | 14.9% | 15.02% |
| Alphabet (GOOG) | 10.32% | 13.11% |
| Aperam (APAM.NV) | 12.39% | 11.28% |
| NVIDIA (NVDA) | 8.49% | 8.38% |
| Realty Income (O) | 9.57% | 7.97% |
| Ageas (AGS.BR) | 6.4% | 7.34% |
| Amazon (AMZN) | 3.81% | 7.03% |
| Disney (DIS) | 5.53% | 6.26% |
| Mapfre (MAP.MC) | 4.89% | 5.86% |