Portfolio Diversification
Range
Most Diversified
17 instruments
August 5, 2025
Least Diversified
0 instruments
October 23, 2023
Average
7.3 instruments
Most Consistent Holdings
Top 5
UCB.BR90.03%
DIS59.59%
MCHP59.46%
APLE54.09%
NOVO-B.CO47.31%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 23, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| UCB (UCB.BR) | 55.34% | 0% | 90.03% | 10/3/2025 |
| Disney (DIS) | 6.81% | 7.27% | 59.59% | - |
| Apple Hospitality (APLE) | 5.46% | 6.13% | 54.09% | - |
 AMD (AMD) | 5.43% | 16.15% | 44.37% | - |
 Alphabet (GOOGL) | 4.29% | 12.05% | 44.37% | - |
 Adobe (ADBE) | 3.14% | 6.36% | 40.15% | - |
 Host Hotels (HST) | 2.58% | 6.49% | 39% | - |
| Microchip (MCHP) | 2.5% | 2.62% | 59.46% | - |
| Novo Nordisk (NOVO-B.CO) | 2.03% | 2% | 47.31% | - |
 Alexandria (ARE) | 1.94% | 1.8% | 47.31% | - |
 Novo-Nordisk (NVO) | 1.54% | 2.51% | 40.15% | - |
 BYD (01211.HK) | 1.46% | 3.91% | 28.39% | - |
 Centene (CNC) | 1.27% | 2.72% | 36.32% | - |
 Porsche (P911.DE) | 0.95% | 1.46% | 47.31% | - |
 First Solar (FSLR) | 0.92% | 5.72% | 16.88% | - |
 Salesforce (CRM) | 0.88% | 5.26% | 16.88% | - |
 Eli Lilly (LLY) | 0.77% | 5.29% | 16.88% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| UCB (UCB.BR) | 16.16% | 33.82% |
| Apple Hospitality (APLE) | 16.02% | 13.11% |
| Alphabet (GOOGL) | 15.33% | 12.44% |
| Disney (DIS) | 12.12% | 12.25% |
| Novo Nordisk (NOVO-B.CO) | 12.12% | 7.77% |
| AMD (AMD) | 9.29% | 7.57% |
| Alexandria (ARE) | 8.42% | 6.36% |
| Microchip (MCHP) | 6.48% | 3.77% |
| Porsche (P911.DE) | 4.05% | 3.17% |