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Portfolio Diversification
Range
Most Diversified
30 instruments
July 26, 2024
Least Diversified
0 instruments
January 18, 2023
Average
15.5 instruments
Most Consistent Holdings
Top 5
V85.3%
NFLX68.28%
SIRI61.29%
BRK.B59.5%
ARM55.2%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 18, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Visa (V) | 10% | 16.69% | 85.3% | - |
 InTheGame | 5.78% | 0% | 31.9% | 7/29/2024 |
| Netflix (NFLX) | 5.27% | 6.03% | 68.28% | - |
| Berkshire Hathaway (BRK.B) | 4.49% | 0% | 59.5% | 3/17/2025 |
 Apple (AAPL) | 4.38% | 5.09% | 41.22% | - |
 TotalEnergies (TTE.PA) | 4.33% | 0% | 51.25% | 10/28/2025 |
 Hermes (RMS.PA) | 3.74% | 0% | 31.45% | 2/5/2024 |
 NVIDIA (NVDA) | 3.72% | 0% | 49.37% | 10/29/2025 |
 Engie (ENGI.PA) | 3.65% | 6.67% | 38.89% | - |
| ARM (ARM) | 3.58% | 0% | 55.2% | 10/9/2025 |
 Broadcom (AVGO) | 2.97% | 0% | 37.54% | 11/24/2025 |
 Microsoft (MSFT) | 2.79% | 0% | 51.97% | 12/20/2024 |
 Tesla (TSLA) | 2.24% | 0% | 41.94% | 11/5/2025 |
 ASML (ASML.NV) | 2.11% | 0% | 44.44% | 10/28/2025 |
 Vanguard S&P 500 ETF (VOO) | 2.08% | 0% | 37.19% | 2/10/2025 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 2.04% | 0% | 23.57% | 2/3/2026 |
 Richemont (CFR.ZU) | 1.96% | 0% | 47.04% | 12/30/2024 |
 Bitcoin (BTC) | 1.92% | 0% | 9.95% | 6/4/2024 |
 Vanguard FTSE Emerging Markets UCITS ETF (VFEA.L) | 1.84% | 3.76% | 20.61% | - |
 Palo Alto Networks (PANW) | 1.77% | 0% | 50.54% | 9/18/2025 |
 Coca-Cola (KO) | 1.23% | 0% | 15.68% | 7/17/2023 |
 Monolithic Power (MPWR) | 1.17% | 0% | 24.73% | 8/4/2025 |
 Klarna Group plc (KLAR) | 1.12% | 8.74% | 12.19% | - |
 AppLovin (APP) | 1.12% | 0% | 26.43% | 8/28/2025 |
 McDonald's (MCD) | 1.11% | 0% | 14.96% | 7/18/2023 |
 Agios (AGIO) | 1.02% | 0% | 45.97% | 7/29/2025 |
 Meta (META) | 0.95% | 0% | 15.95% | 2/7/2024 |
 C3.ai (AI) | 0.93% | 0% | 16.85% | 8/11/2023 |
 Legrand (LR.PA) | 0.91% | 10.13% | 13.08% | - |
| Sirius XM (SIRI) | 0.86% | 1.01% | 61.29% | - |
 Uber (UBER) | 0.86% | 4.06% | 16.58% | - |
 AMD (AMD) | 0.81% | 0% | 15.95% | 8/1/2023 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.68% | 0% | 28.05% | 2/13/2025 |
 Nokia (NOK) | 0.65% | 0% | 18.73% | 2/20/2025 |
 AXA (CS.PA) | 0.56% | 0% | 28.23% | 2/13/2025 |
 Amundi Bloomberg Equal-weight Commodity ex-Agriculture UCITS ETF (LYTR.DE) | 0.55% | 22.03% | 3.67% | - |
 Cameco (CCJ) | 0.52% | 11.03% | 10.48% | - |
 Avalanche (AVAX) | 0.48% | 0% | 16.67% | 6/18/2024 |
 Take-Two (TTWO) | 0.47% | 4.5% | 9.23% | - |
 LVMH (MC.PA) | 0.39% | 0% | 9.5% | 11/7/2024 |
 Mastercard (MA) | 0.39% | 0% | 6.09% | 8/20/2025 |
 Alphabet (GOOG) | 0.36% | 0% | 17.65% | 12/13/2024 |
 Airbus (AIR.PA) | 0.36% | 0% | 37.99% | 6/4/2025 |
 Novo-Nordisk (NVO) | 0.34% | 0% | 24.19% | 10/28/2024 |
 iShares MSCI India ETF (INDA) | 0.33% | 0% | 15.14% | 12/5/2024 |
 Stellantis (STLAM.MI) | 0.31% | 0% | 19.27% | 11/7/2024 |
 MicroStrategy (MSTR) | 0.29% | 0% | 11.83% | 11/11/2024 |
 Amazon (AMZN) | 0.27% | 0% | 15.77% | 7/18/2023 |
 Micron (MU) | 0.26% | 0% | 29.39% | 6/17/2025 |
 Ferrari (RACE) | 0.22% | 0% | 5.11% | 1/15/2025 |
 iShares Automation & Robotics UCITS ETF (2B76.DE) | 0.21% | 0% | 15.68% | 2/6/2025 |
 Immupharma (IMM.L) | 0.2% | 0% | 19.8% | 9/8/2025 |
 Spotify (SPOT) | 0.16% | 0% | 9.86% | 6/17/2025 |
 M6 (MMT.PA) | 0.13% | 0% | 3.14% | 3/19/2025 |
 Intel (INTC) | 0.13% | 0% | 1.43% | 7/28/2023 |
 Hypoport (HYQ.DE) | 0.1% | 0% | 9.5% | 11/7/2024 |
 ZoomInfo (GTM) | 0.1% | 0% | 9.95% | 11/11/2024 |
 Costco (COST) | 0.09% | 0% | 4.03% | 12/20/2024 |
 Lam Research (LRCX) | 0.08% | 0% | 1.97% | 6/10/2025 |
 Credit Agricole (ACA.PA) | 0.07% | 0% | 6.36% | 9/11/2024 |
 Varta (VAR1.DE) | 0.06% | 0% | 2.42% | 11/7/2024 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0.05% | 0% | 0.63% | 4/29/2024 |
 Solana (SOL) | 0.02% | 0% | 3.49% | 7/30/2024 |
 Bridgebio (BBIO) | 0.01% | 0% | 0.09% | 7/19/2023 |
 XRP (XRP) | 0% | 0% | 0.9% | 7/23/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Visa (V) | 20.02% | 20.8% |
| Vanguard FTSE Emerging Markets UCITS ETF (VFEA.L) | 9.61% | 10.4% |
| Klarna Group plc (KLAR) | 11.97% | 9.42% |
| Legrand (LR.PA) | 8.01% | 8% |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 6.41% | 7.11% |
| Netflix (NFLX) | 8.01% | 6.83% |
| Take-Two (TTWO) | 4.8% | 5.53% |
| Engie (ENGI.PA) | 4.8% | 5.29% |
| Apple (AAPL) | 4.8% | 5.02% |
| Uber (UBER) | 4.8% | 4.4% |
| Cameco (CCJ) | 1.71% | 1.91% |
| Sirius XM (SIRI) | 1.6% | 0.88% |
Cash & Instruments Over Time
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