Portfolio Diversification
Range
Most Diversified
14 instruments
May 7, 2025
Least Diversified
0 instruments
October 23, 2023
Average
5.4 instruments
Most Consistent Holdings
Top 5
UCB.BR99.69%
DIS51.24%
MCHP51.08%
APLE44.58%
NOVO-B.CO36.38%
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) | 66.55% | 0% | 99.69% | 7/31/2025 |
| Disney (DIS) | 6.62% | 8.85% | 51.24% | - |
| Apple Hospitality (APLE) | 5.26% | 6.79% | 44.58% | - |
 AMD (AMD) | 3.22% | 15.19% | 32.82% | - |
 Alphabet (GOOGL) | 3% | 8.48% | 32.82% | - |
| Microchip (MCHP) | 2.48% | 3.02% | 51.08% | - |
 Adobe (ADBE) | 2.44% | 7.3% | 27.71% | - |
| Novo Nordisk (NOVO-B.CO) | 1.98% | 2.34% | 36.38% | - |
 Host Hotels (HST) | 1.79% | 6.34% | 26.32% | - |
 Alexandria (ARE) | 1.74% | 3.37% | 36.38% | - |
 Novo-Nordisk (NVO) | 1.28% | 2.69% | 27.71% | - |
 Centene (CNC) | 1.04% | 1.98% | 23.22% | - |
 Porsche (P911.DE) | 0.84% | 1.59% | 36.38% | - |
 BYD (01211.HK) | 0.83% | 5.24% | 13.47% | - |
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% |