Portfolio Diversification
Range
Most Diversified
13 instruments
March 4, 2025
Least Diversified
0 instruments
October 23, 2023
Average
3.5 instruments
Most Consistent Holdings
Top 5
UCB.BR99.81%
DIS40.11%
MCHP40.11%
APLE31.94%
NOVO-B.CO21.86%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since October 23, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| UCB (UCB.BR) | 76.68% | 23.65% | 99.81% | - |
| Disney (DIS) | 6.12% | 8.53% | 40.11% | - |
| Apple Hospitality (APLE) | 4.73% | 8.74% | 31.94% | - |
| Microchip (MCHP) | 2.4% | 2.55% | 40.11% | - |
 Alphabet (GOOGL) | 1.82% | 8.18% | 17.68% | - |
| Novo Nordisk (NOVO-B.CO) | 1.56% | 4.51% | 21.86% | - |
 AMD (AMD) | 1.37% | 10.57% | 17.68% | - |
 Alexandria (ARE) | 1.3% | 4.77% | 21.86% | - |
 Adobe (ADBE) | 1.04% | 9.22% | 11.22% | - |
 Host Hotels (HST) | 0.67% | 6.92% | 9.51% | - |
 Porsche (P911.DE) | 0.64% | 1.97% | 21.86% | - |
 Novo-Nordisk (NVO) | 0.6% | 4.57% | 11.22% | - |
 Centene (CNC) | 0.29% | 5.4% | 5.89% | - |
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% |