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Portfolio Diversification
Range
Most Diversified
29 instruments
September 30, 2023
Least Diversified
0 instruments
February 2, 2025
Average
22.3 instruments
Most Consistent Holdings
Top 5
BABA99.35%
JD.US99.35%
XYZ99.35%
0700.HK99.35%
9988.HK99.35%
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 |
|---|---|---|---|---|
 Meta (META) | 9.66% | 0% | 81.66% | 7/18/2025 |
 Microsoft (MSFT) | 9.6% | 20.25% | 94.94% | - |
 LVMH (MC.PA) | 7.77% | 16.42% | 73.43% | - |
| Tencent (0700.HK) | 6.68% | 14.02% | 99.35% | - |
 Alphabet (GOOG) | 5.59% | 0% | 78.94% | 8/13/2025 |
 Amazon (AMZN) | 5.24% | 0% | 83.34% | 8/13/2025 |
 AMD (AMD) | 4.92% | 0% | 81.21% | 9/2/2025 |
 Adobe (ADBE) | 3.86% | 0% | 78.94% | 9/2/2025 |
 NVIDIA (NVDA) | 3.85% | 0% | 81.66% | 7/18/2025 |
 UnitedHealth (UNH) | 3.8% | 6.01% | 91.06% | - |
 Visa (V) | 3.35% | 0% | 84.64% | 9/2/2025 |
 TSMC (TSM) | 3.21% | 0% | 59.04% | 7/18/2025 |
| Block Inc. (XYZ) | 3.04% | 5.78% | 99.35% | - |
 Qualcomm (QCOM) | 2.9% | 10.48% | 74.21% | - |
 Comcast (CMCSA) | 2.89% | 0% | 84.64% | 9/2/2025 |
 ASML (ASML) | 2.76% | 13.98% | 45.17% | - |
 Salesforce (CRM) | 2.69% | 0% | 81.72% | 9/2/2025 |
| Alibaba (9988.HK) | 2.56% | 5.89% | 99.35% | - |
 Apple (AAPL) | 2.42% | 0% | 64.42% | 12/30/2024 |
| JD.com (JD.US) | 1.8% | 2.4% | 99.35% | - |
| Alibaba (BABA) | 1.8% | 3.83% | 99.35% | - |
 PayPal (PYPL) | 1.78% | 0% | 84.64% | 9/2/2025 |
 Broadcom (AVGO) | 0.94% | 0% | 76.54% | 9/2/2025 |
 ServiceNow (NOW) | 0.8% | 0% | 40.12% | 12/18/2023 |
 LPL Financial (LPLA.US) | 0.55% | 0% | 40.51% | 9/2/2025 |
 Shopify (SHOP) | 0.55% | 0% | 39.66% | 12/18/2023 |
 Fiserv (FISV) | 0.5% | 0% | 24.11% | 1/31/2023 |
 Nike (NKE) | 0.31% | 0% | 11.99% | 11/25/2022 |
 Cisco (CSCO) | 0.28% | 0% | 18.47% | 4/8/2024 |
 Bank of America (BAC) | 0.28% | 0% | 16.66% | 12/18/2023 |
 Celanese (CE) | 0.26% | 0% | 18.47% | 11/17/2023 |
 Thermo Fisher (TMO) | 0.26% | 0% | 15.36% | 11/16/2022 |
 Vertex (VRTX) | 0.23% | 0% | 6.93% | 4/18/2022 |
 Berkshire Hathaway (BRK.B) | 0.17% | 0% | 13.35% | 12/18/2023 |
 Meituan (03690.HK) | 0.13% | 0.23% | 71.48% | - |
 KLA (KLAC) | 0.07% | 0% | 2.79% | 4/22/2022 |
 Autodesk (ADSK) | 0.06% | 0% | 3.95% | 1/31/2023 |
 Oil (Non Expiry) (OIL) | 0.05% | 0% | 0.39% | 6/6/2022 |
 Domino's (DPZ) | 0.03% | 0% | 4.08% | 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% | 0.06% | 12/2/2022 |
 Netflix (NFLX) | 0% | 0% | 0.06% | 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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