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Portfolio Diversification
Range
Most Diversified
34 instruments
August 15, 2024
Least Diversified
0 instruments
February 2, 2025
Average
26.9 instruments
Most Consistent Holdings
Top 5
GOOG99.8%
MSFT99.73%
KO99.73%
BIDU99.73%
BABA99.73%
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) | 7.82% | 12.21% | 99.8% | - |
 Amazon (AMZN) | 7.64% | 5.41% | 99.25% | - |
| Alibaba (BABA) | 5.64% | 6.92% | 99.73% | - |
 Meta (META) | 4.95% | 4.57% | 86.94% | - |
 Berkshire Hathaway (BRK.B) | 4.93% | 6.96% | 87.69% | - |
| Coca-Cola (KO) | 4.5% | 4.43% | 99.73% | - |
| Baidu (BIDU) | 3.63% | 4.02% | 99.73% | - |
 Bitcoin (BTC) | 3.38% | 2.21% | 99.73% | - |
 Johnson & Johnson (JNJ) | 3.02% | 3.23% | 69.73% | - |
 Walmart (WMT) | 2.85% | 0% | 70.34% | 12/2/2024 |
 Procter & Gamble (PG) | 2.78% | 0% | 70.34% | 12/2/2024 |
 Bank of America (BAC) | 2.77% | 0% | 42.31% | 12/27/2024 |
 Rubis (RUI.PA) | 2.76% | 0% | 68.84% | 6/6/2025 |
 Samsung (SMSN.L) | 2.68% | 6.12% | 99.73% | - |
 Verizon (VZ) | 2.55% | 0% | 66.8% | 12/31/2024 |
 JeppeKirkBonde | 2.54% | 0% | 13.95% | 7/25/2022 |
| Microsoft (MSFT) | 2.47% | 2.5% | 99.73% | - |
 BYD Electronic (00285.HK) | 2.21% | 3.18% | 50.54% | - |
 NVIDIA (NVDA) | 2.08% | 2.47% | 61.97% | - |
 ASML (ASML) | 2.02% | 10.64% | 30.48% | - |
 Tencent (0700.HK) | 1.83% | 2.14% | 98.44% | - |
 Sony (SONY) | 1.59% | 0% | 49.12% | 1/22/2024 |
 Ethereum (ETH) | 1.55% | 0.59% | 99.73% | - |
 Orsted (ORSTED.CO) | 1.5% | 0% | 64.22% | 9/2/2024 |
 Kering (KER.PA) | 1.42% | 0% | 54.08% | 11/25/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.1% | 0% | 28.3% | 7/7/2025 |
 PayPal (PYPL) | 1.03% | 0% | 71.97% | 12/26/2024 |
 SolarEdge (SEDG) | 0.81% | 0% | 25.71% | 2/6/2023 |
 Newmont (NEM) | 0.8% | 0% | 15.99% | 4/12/2023 |
 Palantir (PLTR) | 0.74% | 0% | 69.66% | 11/22/2024 |
 Volkswagen (VOW3.DE) | 0.68% | 0% | 36.94% | 9/27/2024 |
 Solana (SOL) | 0.68% | 0% | 44.01% | 12/26/2025 |
 Intel (INTC) | 0.57% | 0% | 56.33% | 8/21/2024 |
 iShares TIPS Bond ETF (TIP) | 0.57% | 0% | 17.55% | 2/18/2025 |
 Apple (AAPL) | 0.56% | 0% | 26.19% | 2/13/2023 |
 FMC (FMC) | 0.45% | 0% | 38.84% | 8/13/2025 |
 CNOOC (0883.HK) | 0.37% | 0% | 25.71% | 2/6/2023 |
 Albemarle (ALB) | 0.35% | 0% | 44.63% | 11/13/2025 |
 Petrobras (PBR.A) | 0.35% | 1.26% | 26.87% | - |
 Visa (V) | 0.31% | 0% | 25.71% | 2/6/2023 |
 ICBC (1398.HK) | 0.29% | 0% | 26.73% | 4/3/2023 |
 Vertex (VRTX) | 0.26% | 0% | 12.04% | 6/27/2022 |
 Snowflake (SNOW) | 0.26% | 0% | 67.48% | 10/21/2024 |
 Toyota (TM) | 0.23% | 0% | 18.37% | 2/20/2024 |
 Centene (CNC) | 0.23% | 0% | 5.03% | 3/16/2022 |
 Li Auto (LI) | 0.22% | 0% | 12.52% | 1/30/2025 |
 LVMH (MC.PA) | 0.18% | 0% | 13.88% | 2/14/2025 |
 Citi (C) | 0.18% | 0% | 12.65% | 2/6/2023 |
 Novo-Nordisk (NVO) | 0.15% | 1.12% | 16.87% | - |
 Torm PLC (TRMD-A.CO) | 0.07% | 0% | 10.75% | 4/2/2025 |
 Invesco QQQ (QQQ) | 0.06% | 0% | 2.04% | 12/18/2024 |
 Ulta (ULTA) | 0.05% | 0% | 4.15% | 12/30/2024 |
 Fetch.ai (FET) | 0.04% | 0% | 4.63% | 6/6/2024 |
 S&P Global (SPGI) | 0.02% | 0.86% | 7.48% | - |
 Realty Income (O) | 0.02% | 0% | 2.04% | 8/21/2024 |
 Shell (SHEL.L) | 0.02% | 0% | 1.22% | 1/18/2022 |
 Meituan (03690.HK) | 0.01% | 0% | 23.47% | 3/14/2024 |
 ASML (ASML.NV) | 0.01% | 0% | 1.97% | 12/6/2024 |
 ExxonMobil (XOM) | 0% | 0% | 0.75% | 1/11/2022 |
 Altria (MO) | 0% | 0% | 0.27% | 1/4/2022 |
 Rio Tinto (RIO) | 0% | 0% | 2.59% | 7/24/2023 |
 Mastercard (MA) | 0% | 0.26% | 0.75% | - |
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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