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Portfolio Diversification
Range
Most Diversified
34 instruments
August 15, 2024
Least Diversified
0 instruments
February 2, 2025
Average
25.8 instruments
Most Consistent Holdings
Top 5
GOOG99.41%
MSFT99.35%
BIDU99.35%
BABA99.35%
SMSN.L99.35%
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) | 8.5% | 12.99% | 99.41% | - |
 Amazon (AMZN) | 7.59% | 7.56% | 98.94% | - |
| Alibaba (BABA) | 5.62% | 5.08% | 99.35% | - |
 Berkshire Hathaway (BRK.B) | 5.34% | 8.14% | 88.88% | - |
 Meta (META) | 4.93% | 6.99% | 88.23% | - |
 Coca-Cola (KO) | 4.45% | 4.31% | 99.23% | - |
| Baidu (BIDU) | 3.53% | 1.57% | 99.35% | - |
 Bitcoin (BTC) | 3.31% | 3.46% | 99.35% | - |
 Johnson & Johnson (JNJ) | 3.24% | 4.96% | 73.21% | - |
 ASML (ASML) | 3.16% | 11.17% | 39.15% | - |
| Samsung (SMSN.L) | 3.07% | 6.08% | 99.35% | - |
| Microsoft (MSFT) | 2.68% | 5.65% | 99.35% | - |
 Walmart (WMT) | 2.48% | 0% | 61.15% | 12/2/2024 |
 Procter & Gamble (PG) | 2.42% | 0% | 61.15% | 12/2/2024 |
 Bank of America (BAC) | 2.41% | 0% | 36.78% | 12/27/2024 |
 Rubis (RUI.PA) | 2.4% | 0% | 59.85% | 6/6/2025 |
 NVIDIA (NVDA) | 2.33% | 4.36% | 66.47% | - |
 BYD Electronic (00285.HK) | 2.23% | 2% | 56.59% | - |
 Verizon (VZ) | 2.21% | 0% | 58.07% | 12/31/2024 |
 JeppeKirkBonde | 2.21% | 0% | 12.12% | 7/25/2022 |
 Tencent (0700.HK) | 1.89% | 3.52% | 98.23% | - |
 Ethereum (ETH) | 1.46% | 0% | 97.58% | 8/21/2026 |
 Sony (SONY) | 1.38% | 0% | 42.7% | 1/22/2024 |
 Orsted (ORSTED.CO) | 1.3% | 0% | 55.82% | 9/2/2024 |
 Kering (KER.PA) | 1.23% | 0% | 47.01% | 11/25/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.96% | 0% | 24.6% | 7/7/2025 |
 PayPal (PYPL) | 0.9% | 0% | 62.57% | 12/26/2024 |
 SolarEdge (SEDG) | 0.7% | 0% | 22.35% | 2/6/2023 |
 Newmont (NEM) | 0.7% | 0% | 13.9% | 4/12/2023 |
 Palantir (PLTR) | 0.64% | 0% | 60.56% | 11/22/2024 |
 Volkswagen (VOW3.DE) | 0.59% | 0% | 32.11% | 9/27/2024 |
 Solana (SOL) | 0.59% | 0% | 38.26% | 12/26/2025 |
 Intel (INTC) | 0.5% | 0% | 48.97% | 8/21/2024 |
 iShares TIPS Bond ETF (TIP) | 0.5% | 0% | 15.26% | 2/18/2025 |
 Apple (AAPL) | 0.49% | 0% | 22.77% | 2/13/2023 |
 S&P Global (SPGI) | 0.44% | 4.89% | 19.16% | - |
 Petrobras (PBR.A) | 0.39% | 0% | 29.57% | 6/1/2026 |
 FMC (FMC) | 0.39% | 0% | 33.77% | 8/13/2025 |
 Mastercard (MA) | 0.32% | 3.88% | 13.19% | - |
 CNOOC (0883.HK) | 0.32% | 0% | 22.35% | 2/6/2023 |
 Albemarle (ALB) | 0.31% | 0% | 38.79% | 11/13/2025 |
 Visa (V) | 0.27% | 0% | 22.35% | 2/6/2023 |
 ICBC (1398.HK) | 0.25% | 0% | 23.24% | 4/3/2023 |
 Novo-Nordisk (NVO) | 0.25% | 0.8% | 27.32% | - |
 Vertex (VRTX) | 0.23% | 0% | 10.47% | 6/27/2022 |
 Snowflake (SNOW) | 0.22% | 0% | 58.66% | 10/21/2024 |
 Toyota (TM) | 0.2% | 0% | 15.97% | 2/20/2024 |
 Centene (CNC) | 0.2% | 0% | 4.38% | 3/16/2022 |
 Li Auto (LI) | 0.19% | 0% | 10.88% | 1/30/2025 |
 LVMH (MC.PA) | 0.16% | 0% | 12.06% | 2/14/2025 |
 Citi (C) | 0.15% | 0% | 11% | 2/6/2023 |
 Torm PLC (TRMD-A.CO) | 0.06% | 0% | 9.34% | 4/2/2025 |
 Invesco QQQ (QQQ) | 0.06% | 0% | 1.77% | 12/18/2024 |
 Ulta (ULTA) | 0.05% | 0% | 3.61% | 12/30/2024 |
 Fetch.ai (FET) | 0.04% | 0% | 4.02% | 6/6/2024 |
 Realty Income (O) | 0.02% | 0% | 1.77% | 8/21/2024 |
 Shell (SHEL.L) | 0.01% | 0% | 1.06% | 1/18/2022 |
 Meituan (03690.HK) | 0.01% | 0% | 20.4% | 3/14/2024 |
 ASML (ASML.NV) | 0.01% | 0% | 1.71% | 12/6/2024 |
 ExxonMobil (XOM) | 0% | 0% | 0.65% | 1/11/2022 |
 Altria (MO) | 0% | 0% | 0.24% | 1/4/2022 |
 Rio Tinto (RIO) | 0% | 0% | 2.25% | 7/24/2023 |
 Mobility Global Inc -W (MBGL) | 0% | 0% | 0.77% | 7/16/2026 |
| 0% | 0% | 0.18% | 9/4/2026 |
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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