Portfolio Diversification
Range
Most Diversified
13 instruments
October 24, 2024
Least Diversified
0 instruments
July 21, 2023
Average
9.3 instruments
Most Consistent Holdings
Top 5
AAPL99.67%
TSLA99.67%
ALV.DE99.59%
ITX.MC99.51%
GOOG90.74%
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) | 12.76% | 9.29% | 99.67% | - |
| Apple (AAPL) | 11.19% | 10.26% | 99.67% | - |
| Inditex (ITX.MC) | 11.15% | 9.91% | 99.51% | - |
| Allianz (ALV.DE) | 10.9% | 6.73% | 99.59% | - |
| Alphabet (GOOG) | 9.78% | 5.67% | 90.74% | - |
 Realty Income (O) | 8.18% | 6.89% | 64.26% | - |
 Microsoft (MSFT) | 6.09% | 6.78% | 64.18% | - |
 SPDR S&P 500 ETF (SPY) | 4.58% | 1.89% | 65.98% | - |
 Costco (COST) | 4.02% | 0% | 44.26% | 7/20/2023 |
 Walmart (WMT) | 3.86% | 4.37% | 55.41% | - |
 Vanguard Real Estate ETF (VNQ) | 3.27% | 1.72% | 53.93% | - |
 Amazon (AMZN) | 2.12% | 6.15% | 32.7% | - |
 Starbucks (SBUX) | 1.53% | 3.34% | 26.97% | - |
 iShares MSCI China ETF (MCHI) | 0.62% | 0% | 8.85% | 4/19/2022 |
 Unilever (ULVR.L) | 0.45% | 0% | 4.02% | 6/7/2022 |
 SPDR Gold (GLD) | 0.41% | 2.27% | 18.52% | - |
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% |