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Portfolio Diversification
Range
Most Diversified
34 instruments
August 15, 2024
Least Diversified
0 instruments
February 2, 2025
Average
26.6 instruments
Most Consistent Holdings
Top 5
GOOG99.74%
MSFT99.67%
KO99.67%
BIDU99.67%
BABA99.67%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 7.99% | 13.01% | 99.74% | - |
 Amazon (AMZN) | 7.61% | 7.33% | 99.21% | - |
| Alibaba (BABA) | 5.67% | 6.1% | 99.67% | - |
 Berkshire Hathaway (BRK.B) | 5.05% | 8.71% | 88.04% | - |
 Meta (META) | 4.93% | 4.25% | 87.32% | - |
| Coca-Cola (KO) | 4.5% | 4.52% | 99.67% | - |
| Baidu (BIDU) | 3.62% | 3.37% | 99.67% | - |
 Bitcoin (BTC) | 3.36% | 3.03% | 99.67% | - |
 Johnson & Johnson (JNJ) | 3.09% | 5.34% | 70.7% | - |
 Samsung (SMSN.L) | 2.77% | 4.61% | 99.67% | - |
 Walmart (WMT) | 2.76% | 0% | 67.94% | 12/2/2024 |
 Procter & Gamble (PG) | 2.69% | 0% | 67.94% | 12/2/2024 |
 Bank of America (BAC) | 2.68% | 0% | 40.87% | 12/27/2024 |
 Rubis (RUI.PA) | 2.67% | 0% | 66.49% | 6/6/2025 |
| Microsoft (MSFT) | 2.48% | 2.96% | 99.67% | - |
 Verizon (VZ) | 2.46% | 0% | 64.52% | 12/31/2024 |
 JeppeKirkBonde | 2.45% | 0% | 13.47% | 7/25/2022 |
 ASML (ASML) | 2.3% | 10.29% | 32.79% | - |
 BYD Electronic (00285.HK) | 2.24% | 2.77% | 52.17% | - |
 NVIDIA (NVDA) | 2.15% | 4.06% | 63.21% | - |
 Tencent (0700.HK) | 1.84% | 2.05% | 98.42% | - |
 Ethereum (ETH) | 1.54% | 1.19% | 99.67% | - |
 Sony (SONY) | 1.53% | 0% | 47.44% | 1/22/2024 |
 Orsted (ORSTED.CO) | 1.45% | 0% | 62.02% | 9/2/2024 |
 Kering (KER.PA) | 1.37% | 0% | 52.23% | 11/25/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.07% | 0% | 27.33% | 7/7/2025 |
 PayPal (PYPL) | 1% | 0% | 69.51% | 12/26/2024 |
 SolarEdge (SEDG) | 0.78% | 0% | 24.84% | 2/6/2023 |
 Newmont (NEM) | 0.78% | 0% | 15.44% | 4/12/2023 |
 Palantir (PLTR) | 0.72% | 0% | 67.28% | 11/22/2024 |
 Volkswagen (VOW3.DE) | 0.66% | 0% | 35.68% | 9/27/2024 |
 Solana (SOL) | 0.66% | 0% | 42.51% | 12/26/2025 |
 Intel (INTC) | 0.55% | 0% | 54.4% | 8/21/2024 |
 iShares TIPS Bond ETF (TIP) | 0.55% | 0% | 16.95% | 2/18/2025 |
 Apple (AAPL) | 0.54% | 0% | 25.3% | 2/13/2023 |
 FMC (FMC) | 0.44% | 0% | 37.52% | 8/13/2025 |
 Petrobras (PBR.A) | 0.38% | 1.73% | 29.3% | - |
 CNOOC (0883.HK) | 0.35% | 0% | 24.84% | 2/6/2023 |
 Albemarle (ALB) | 0.34% | 0% | 43.1% | 11/13/2025 |
 Visa (V) | 0.3% | 0% | 24.84% | 2/6/2023 |
 ICBC (1398.HK) | 0.28% | 0% | 25.82% | 4/3/2023 |
 Vertex (VRTX) | 0.26% | 0% | 11.63% | 6/27/2022 |
 Snowflake (SNOW) | 0.25% | 0% | 65.18% | 10/21/2024 |
 Toyota (TM) | 0.23% | 0% | 17.74% | 2/20/2024 |
 Centene (CNC) | 0.22% | 0% | 4.86% | 3/16/2022 |
 Li Auto (LI) | 0.21% | 0% | 12.09% | 1/30/2025 |
 Novo-Nordisk (NVO) | 0.18% | 0.89% | 19.65% | - |
 LVMH (MC.PA) | 0.18% | 0% | 13.4% | 2/14/2025 |
 Citi (C) | 0.17% | 0% | 12.22% | 2/6/2023 |
 S&P Global (SPGI) | 0.08% | 2.27% | 10.58% | - |
 Torm PLC (TRMD-A.CO) | 0.07% | 0% | 10.38% | 4/2/2025 |
 Invesco QQQ (QQQ) | 0.06% | 0% | 1.97% | 12/18/2024 |
 Ulta (ULTA) | 0.05% | 0% | 4.01% | 12/30/2024 |
 Fetch.ai (FET) | 0.04% | 0% | 4.47% | 6/6/2024 |
 Mastercard (MA) | 0.02% | 0.51% | 4.07% | - |
 Realty Income (O) | 0.02% | 0% | 1.97% | 8/21/2024 |
 Shell (SHEL.L) | 0.02% | 0% | 1.18% | 1/18/2022 |
 Meituan (03690.HK) | 0.01% | 0% | 22.67% | 3/14/2024 |
 ASML (ASML.NV) | 0.01% | 0% | 1.91% | 12/6/2024 |
 ExxonMobil (XOM) | 0% | 0% | 0.72% | 1/11/2022 |
 Altria (MO) | 0% | 0% | 0.26% | 1/4/2022 |
 Rio Tinto (RIO) | 0% | 0% | 2.5% | 7/24/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 7.34% | 13.85% |
| Berkshire Hathaway (BRK.B) | 9.5% | 9% |
| ASML (ASML) | 7.63% | 8.29% |
| Amazon (AMZN) | 9.06% | 7.84% |
| Alibaba (BABA) | 7.06% | 7.39% |
| Samsung (SMSN.L) | 4.03% | 4.84% |
| Meta (META) | 5.69% | 4.57% |
| Johnson & Johnson (JNJ) | 4.54% | 4.57% |
| NVIDIA (NVDA) | 3.46% | 4.31% |
| Baidu (BIDU) | 6.19% | 4.26% |
| Coca-Cola (KO) | 4.39% | 4.13% |
| Bitcoin (BTC) | 2.94% | 3.82% |
| BYD Electronic (00285.HK) | 3.87% | 3.42% |
| Tencent (0700.HK) | 2.45% | 2.5% |
| Microsoft (MSFT) | 2.16% | 1.95% |
| Ethereum (ETH) | 1.64% | 1.65% |
| Petrobras (PBR.A) | 1.44% | 1.02% |
| Novo-Nordisk (NVO) | 1.58% | 1% |
| S&P Global (SPGI) | 0.14% | 0.12% |
Cash & Instruments Over Time
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