Holdings over time
(Since May 4, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Goldman Sachs (GS) | 37.65% | 0% | 57.62% | 7/16/2024 |
 NVIDIA (NVDA) | 7.57% | 0% | 8.91% | 10/17/2024 |
 JPMorgan (JPM) | 4.11% | 0% | 42.06% | 12/12/2023 |
 Coca-Cola (KO) | 4.01% | 11.01% | 38.52% | - |
 SPX500 Index (Non Expiry) (SPX500) | 2.34% | 0% | 6.76% | 8/3/2023 |
 Vanguard S&P 500 ETF (VOO) | 1.74% | 38.29% | 4.51% | - |
 Raiffeisen Bank International AG (RAW.DE) | 0.9% | 20.54% | 4.61% | - |
 3M (MMM) | 0.72% | 0% | 13.41% | 5/25/2023 |
 ONEOK (OKE) | 0.68% | 0% | 7.4% | 8/24/2022 |
 McDonald's (MCD) | 0.63% | 8.43% | 6.55% | - |
 Vanguard Financials ETF (VFH) | 0.58% | 12.43% | 4.51% | - |
 Walmart (WMT) | 0.48% | 9.72% | 6.01% | - |
 LyondellBasell (LYB) | 0.43% | 0% | 7.4% | 8/24/2022 |
 Nestle (NESN.ZU) | 0.29% | 0% | 1.82% | 6/27/2022 |
 Nike (NKE) | 0.17% | 0% | 7.94% | 2/6/2023 |
 Meta (META) | 0.12% | 0% | 5.26% | 1/26/2023 |
 Philip Morris (PM) | 0.08% | 0% | 1.18% | 6/24/2022 |
 Disney (DIS) | 0.07% | 0% | 4.29% | 7/20/2022 |
 Caterpillar (CAT) | 0.06% | 0% | 0.97% | 1/26/2023 |
 Alibaba (BABA) | 0.05% | 0% | 0.97% | 1/26/2023 |
 Pfizer (PFE) | 0.04% | 0% | 1.82% | 6/27/2022 |
 Bitcoin (BTC) | 0.04% | 0% | 0.75% | 1/28/2023 |
 EUR/GBP (EURGBP) | 0.04% | 0% | 0.21% | 8/17/2022 |
 Microsoft (MSFT) | 0.02% | 0% | 1.5% | 6/24/2022 |
 Amazon (AMZN) | 0.02% | 0% | 1.5% | 6/24/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Goldman Sachs (GS) | 71.89% | 74.17% |
| Coca-Cola (KO) | 10.15% | 10.04% |