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Portfolio Diversification
Range
Most Diversified
29 instruments
September 30, 2023
Least Diversified
0 instruments
February 2, 2025
Average
22.6 instruments
Most Consistent Holdings
Top 5
BABA99.46%
JD.US99.46%
XYZ99.46%
0700.HK99.46%
9988.HK99.46%
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 |
|---|---|---|---|---|
 Meta (META) | 9.97% | 0% | 84.34% | 7/18/2025 |
 Microsoft (MSFT) | 9.29% | 20.21% | 94.91% | - |
 LVMH (MC.PA) | 7.47% | 18.26% | 72.69% | - |
| Tencent (0700.HK) | 6.42% | 15.25% | 99.46% | - |
 Alphabet (GOOG) | 5.77% | 0% | 81.53% | 8/13/2025 |
 Amazon (AMZN) | 5.41% | 0% | 86.08% | 8/13/2025 |
 AMD (AMD) | 5.08% | 0% | 83.87% | 9/2/2025 |
 Adobe (ADBE) | 3.99% | 0% | 81.53% | 9/2/2025 |
 NVIDIA (NVDA) | 3.98% | 0% | 84.34% | 7/18/2025 |
 UnitedHealth (UNH) | 3.77% | 5.03% | 90.9% | - |
 Visa (V) | 3.46% | 0% | 87.42% | 9/2/2025 |
 TSMC (TSM) | 3.31% | 0% | 60.98% | 7/18/2025 |
 Comcast (CMCSA) | 2.99% | 0% | 87.42% | 9/2/2025 |
| Block Inc. (XYZ) | 2.97% | 5.55% | 99.46% | - |
 Salesforce (CRM) | 2.78% | 0% | 84.4% | 9/2/2025 |
 Qualcomm (QCOM) | 2.69% | 9.9% | 73.49% | - |
 Apple (AAPL) | 2.5% | 0% | 66.53% | 12/30/2024 |
| Alibaba (9988.HK) | 2.46% | 6.06% | 99.46% | - |
 ASML (ASML) | 2.41% | 12.85% | 43.51% | - |
 PayPal (PYPL) | 1.84% | 0% | 87.42% | 9/2/2025 |
| JD.com (JD.US) | 1.78% | 2.22% | 99.46% | - |
| Alibaba (BABA) | 1.73% | 3.83% | 99.46% | - |
 Broadcom (AVGO) | 0.97% | 0% | 79.05% | 9/2/2025 |
 ServiceNow (NOW) | 0.83% | 0% | 41.43% | 12/18/2023 |
 LPL Financial (LPLA.US) | 0.56% | 0% | 41.83% | 9/2/2025 |
 Shopify (SHOP) | 0.56% | 0% | 40.96% | 12/18/2023 |
 Fiserv (FISV) | 0.51% | 0% | 24.9% | 1/31/2023 |
 Nike (NKE) | 0.32% | 0% | 12.38% | 11/25/2022 |
 Cisco (CSCO) | 0.29% | 0% | 19.08% | 4/8/2024 |
 Bank of America (BAC) | 0.29% | 0% | 17.2% | 12/18/2023 |
 Celanese (CE) | 0.27% | 0% | 19.08% | 11/17/2023 |
 Thermo Fisher (TMO) | 0.27% | 0% | 15.86% | 11/16/2022 |
 Vertex (VRTX) | 0.23% | 0% | 7.16% | 4/18/2022 |
 Berkshire Hathaway (BRK.B) | 0.18% | 0% | 13.79% | 12/18/2023 |
 Meituan (03690.HK) | 0.12% | 0.23% | 70.68% | - |
 KLA (KLAC) | 0.07% | 0% | 2.88% | 4/22/2022 |
 Autodesk (ADSK) | 0.07% | 0% | 4.08% | 1/31/2023 |
 Oil (Non Expiry) (OIL) | 0.05% | 0% | 0.4% | 6/6/2022 |
 Domino's (DPZ) | 0.03% | 0% | 4.22% | 11/16/2022 |
 VIX Sep 23 Future (VIX.SEP) | 0.01% | 0% | 0.13% | 12/17/2022 |
 UK100 Index (Non Expiry) (UK100) | 0% | 0% | 0.13% | 12/1/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0% | 0% | 0.07% | 12/2/2022 |
 Netflix (NFLX) | 0% | 0% | 0.07% | 4/21/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| LVMH (MC.PA) | 23.92% | 21.11% |
| Microsoft (MSFT) | 11.6% | 20.95% |
| Tencent (0700.HK) | 11.58% | 15.43% |
| Qualcomm (QCOM) | 9.68% | 10.93% |
| ASML (ASML) | 7.11% | 9.32% |
| Alibaba (9988.HK) | 6.4% | 5.78% |
| UnitedHealth (UNH) | 7.73% | 5.08% |
| Block Inc. (XYZ) | 10.59% | 4.76% |
| Alibaba (BABA) | 5.74% | 3.76% |
| JD.com (JD.US) | 5.3% | 2.07% |
| Meituan (03690.HK) | 0% | 0.27% |
Cash & Instruments Over Time
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