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Portfolio Diversification
Range
Most Diversified
13 instruments
October 24, 2024
Least Diversified
0 instruments
July 21, 2023
Average
9.8 instruments
Most Consistent Holdings
Top 5
AAPL99.67%
TSLA99.67%
ALV.DE99.6%
ITX.MC99.53%
GOOG92.39%
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) | 12.97% | 14.03% | 99.67% | - |
| Apple (AAPL) | 11.2% | 10.01% | 99.67% | - |
| Inditex (ITX.MC) | 10.98% | 6.08% | 99.53% | - |
| Allianz (ALV.DE) | 10.67% | 9.76% | 99.6% | - |
| Alphabet (GOOG) | 9.92% | 13.25% | 92.39% | - |
 Realty Income (O) | 8.13% | 8.46% | 70.85% | - |
 Microsoft (MSFT) | 6.56% | 7.71% | 70.78% | - |
 State Street SPDR S&P 500 ETF (SPY) | 4.15% | 2.27% | 72.25% | - |
 Walmart (WMT) | 4.11% | 5.81% | 63.64% | - |
 Costco (COST) | 3.28% | 0% | 36.02% | 7/20/2023 |
 Amazon (AMZN) | 3.06% | 6.61% | 45.16% | - |
 Vanguard Real Estate ETF (VNQ) | 3.01% | 1.9% | 62.44% | - |
 Starbucks (SBUX) | 1.94% | 4.08% | 40.49% | - |
 iShares MSCI China ETF (MCHI) | 0.51% | 0% | 7.2% | 4/19/2022 |
 SPDR Gold (GLD) | 0.44% | 0% | 19.28% | 8/8/2025 |
 Unilever (ULVR.L) | 0.37% | 0% | 3.27% | 6/7/2022 |
 eToro Group LTD (ETOR) | 0.15% | 6.92% | 2.33% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 10.76% | 15.01% |
| Alphabet (GOOG) | 9.78% | 13.13% |
| Inditex (ITX.MC) | 14.67% | 12.2% |
| Allianz (ALV.DE) | 10.75% | 10.52% |
| Apple (AAPL) | 10.08% | 10.13% |
| Microsoft (MSFT) | 9.78% | 8.94% |
| Realty Income (O) | 9.78% | 7.14% |
| Amazon (AMZN) | 7.33% | 6.98% |
| Walmart (WMT) | 4.89% | 5.09% |
| Starbucks (SBUX) | 4.89% | 3.31% |
| State Street SPDR S&P 500 ETF (SPY) | 2.44% | 2.22% |
| Vanguard Real Estate ETF (VNQ) | 2.44% | 1.74% |
Cash & Instruments Over Time
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