Portfolio Diversification
Range
Most Diversified
13 instruments
October 24, 2024
Least Diversified
0 instruments
July 21, 2023
Average
9.7 instruments
Most Consistent Holdings
Top 5
AAPL99.64%
TSLA99.64%
ALV.DE99.57%
ITX.MC99.5%
GOOG91.88%
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) | 12.86% | 15.2% | 99.64% | - |
| Apple (AAPL) | 11.29% | 10.4% | 99.64% | - |
| Inditex (ITX.MC) | 11.05% | 11.82% | 99.5% | - |
| Allianz (ALV.DE) | 10.7% | 9.85% | 99.57% | - |
| Alphabet (GOOG) | 9.69% | 13.49% | 91.88% | - |
 Realty Income (O) | 8.16% | 7.4% | 68.87% | - |
 Microsoft (MSFT) | 6.44% | 8.94% | 68.8% | - |
 SPDR S&P 500 ETF (SPY) | 4.28% | 2.24% | 70.37% | - |
 Walmart (WMT) | 4.01% | 5.27% | 61.18% | - |
 Costco (COST) | 3.5% | 0% | 38.46% | 7/20/2023 |
 Vanguard Real Estate ETF (VNQ) | 3.09% | 1.77% | 59.9% | - |
 Amazon (AMZN) | 2.81% | 6.95% | 41.45% | - |
 Starbucks (SBUX) | 1.82% | 3.34% | 36.47% | - |
 iShares MSCI China ETF (MCHI) | 0.54% | 0% | 7.69% | 4/19/2022 |
 SPDR Gold (GLD) | 0.47% | 0% | 20.58% | 8/8/2025 |
 Unilever (ULVR.L) | 0.39% | 0% | 3.49% | 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% |