Portfolio Diversification
Range
Most Diversified
14 instruments
May 7, 2025
Least Diversified
0 instruments
October 23, 2023
Average
4.6 instruments
Most Consistent Holdings
Top 5
UCB.BR99.83%
DIS46.43%
MCHP46.26%
APLE39.12%
NOVO-B.CO30.1%
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) | 70.96% | 21.51% | 99.83% | - |
| Disney (DIS) | 6.37% | 9.01% | 46.43% | - |
| Apple Hospitality (APLE) | 5.07% | 7.15% | 39.12% | - |
 Alphabet (GOOGL) | 2.5% | 7.86% | 26.19% | - |
| Microchip (MCHP) | 2.41% | 3.02% | 46.26% | - |
 AMD (AMD) | 2.29% | 10.93% | 26.19% | - |
 Adobe (ADBE) | 1.89% | 8.95% | 20.58% | - |
| Novo Nordisk (NOVO-B.CO) | 1.82% | 3.98% | 30.1% | - |
 Alexandria (ARE) | 1.58% | 3.3% | 30.1% | - |
 Host Hotels (HST) | 1.32% | 6.73% | 19.05% | - |
 Novo-Nordisk (NVO) | 1% | 4.31% | 20.58% | - |
 Centene (CNC) | 0.82% | 4.48% | 15.65% | - |
 Porsche (P911.DE) | 0.77% | 1.57% | 30.1% | - |
 BYD (01211.HK) | 0.33% | 6.42% | 4.93% | - |
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% |