Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Tesla (TSLA) | 13.02% | 8.25% | 99.3% | - |
 Apple (AAPL) | 12.3% | 9.52% | 99.3% | - |
 Allianz (ALV.DE) | 11.81% | 9.83% | 99.2% | - |
 Inditex (ITX.MC) | 11.35% | 10.98% | 99.09% | - |
 Alphabet (GOOG) | 10.49% | 13.14% | 88.43% | - |
 Realty Income (O) | 8.47% | 8.13% | 55.84% | - |
 Microsoft (MSFT) | 5.61% | 8.61% | 55.73% | - |
 SPDR S&P 500 ETF (SPY) | 5.15% | 0% | 58.25% | 9/13/2024 |
 Costco (COST) | 4.94% | 0% | 54.33% | 7/20/2023 |
 Walmart (WMT) | 3.68% | 4.83% | 44.97% | - |
 Vanguard Real Estate ETF (VNQ) | 3.56% | 0% | 43.46% | 7/20/2023 |
 Amazon (AMZN) | 1.01% | 7.9% | 17.1% | - |
 Starbucks (SBUX) | 0.92% | 9.34% | 10.06% | - |
 iShares MSCI China ETF (MCHI) | 0.77% | 0% | 10.87% | 4/19/2022 |
 Unilever (ULVR.L) | 0.55% | 0% | 4.93% | 6/7/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 19.89% | 19.79% |
| Realty Income (O) | 19.89% | 18.4% |
| Alphabet (GOOG) | 9.95% | 10.93% |
| Inditex (ITX.MC) | 9.95% | 10.86% |
| Allianz (ALV.DE) | 9.95% | 10.65% |
| Microsoft (MSFT) | 9.95% | 10.36% |
| Walmart (WMT) | 9.95% | 9.41% |
| Tesla (TSLA) | 9.95% | 9.11% |