Portfolio Diversification
Range
Most Diversified
13 instruments
October 24, 2024
Least Diversified
0 instruments
July 21, 2023
Average
9.5 instruments
Most Consistent Holdings
Top 5
AAPL99.69%
TSLA99.69%
ALV.DE99.61%
ITX.MC99.53%
GOOG91.17%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Tesla (TSLA) | 12.7% | 12.6% | 99.69% | - |
| Apple (AAPL) | 11.22% | 12.99% | 99.69% | - |
| Inditex (ITX.MC) | 11.1% | 10.55% | 99.53% | - |
| Allianz (ALV.DE) | 10.73% | 8.2% | 99.61% | - |
| Alphabet (GOOG) | 9.64% | 8.14% | 91.17% | - |
 Realty Income (O) | 8.17% | 8.85% | 65.94% | - |
 Microsoft (MSFT) | 6.18% | 9.73% | 65.86% | - |
 SPDR S&P 500 ETF (SPY) | 4.47% | 2.51% | 67.58% | - |
 Walmart (WMT) | 3.91% | 5.56% | 57.5% | - |
 Costco (COST) | 3.84% | 0% | 42.19% | 7/20/2023 |
 Vanguard Real Estate ETF (VNQ) | 3.2% | 2.16% | 56.09% | - |
 Amazon (AMZN) | 2.36% | 7.84% | 35.86% | - |
 Starbucks (SBUX) | 1.65% | 4.3% | 30.39% | - |
 iShares MSCI China ETF (MCHI) | 0.59% | 0% | 8.44% | 4/19/2022 |
 SPDR Gold (GLD) | 0.51% | 2.85% | 22.34% | - |
 Unilever (ULVR.L) | 0.43% | 0% | 3.83% | 6/7/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 9.86% | 15.05% |
| Inditex (ITX.MC) | 13.44% | 11.92% |
| Realty Income (O) | 8.96% | 7.54% |
| Amazon (AMZN) | 6.72% | 7.4% |
| Alphabet (GOOG) | 6.72% | 7.26% |
| Apple (AAPL) | 6.72% | 6.75% |
| Allianz (ALV.DE) | 6.72% | 6.33% |
| Microsoft (MSFT) | 6.72% | 6.22% |
| Walmart (WMT) | 4.48% | 4.61% |
| Starbucks (SBUX) | 4.48% | 4% |
| SPDR S&P 500 ETF (SPY) | 2.24% | 2.13% |
| SPDR Gold (GLD) | 2.24% | 2.03% |
| Vanguard Real Estate ETF (VNQ) | 2.24% | 1.96% |