Portfolio Diversification
Range
Most Diversified
53 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
45.3 instruments
Most Consistent Holdings
Top 5
MSFT99.91%
INTC99.91%
JNJ99.91%
KO99.91%
C99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Shell (SHEL.L) | 8.94% | 0% | 99.91% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 4.71% | 0% | 99.91% | 2/1/2025 |
 RWE (RWE.DE) | 4.16% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 4.01% | 0% | 99.91% | 2/1/2025 |
 Airbus (AIR.PA) | 3.97% | 0% | 99.91% | 2/1/2025 |
 Mastercard (MA) | 3.53% | 0% | 99.91% | 2/1/2025 |
 KBC (KBC.BR) | 3.21% | 0% | 99.91% | 2/1/2025 |
 TSMC (TSM) | 3.13% | 0% | 99.91% | 2/1/2025 |
 Waste Management (WM) | 2.81% | 0% | 99.91% | 2/1/2025 |
| Johnson & Johnson (JNJ) | 2.68% | 0% | 99.91% | 2/1/2025 |
| Citi (C) | 2.58% | 0% | 99.91% | 2/1/2025 |
 Service Corp Intl (SCI) | 2.51% | 0% | 99.91% | 2/1/2025 |
 Bristol-Myers Squibb (BMY) | 2.38% | 0% | 99.91% | 2/1/2025 |
 Tencent (0700.HK) | 2.33% | 0% | 99.91% | 2/1/2025 |
 Adobe (ADBE) | 2.3% | 0% | 89.6% | 2/1/2025 |
 AbbVie (ABBV) | 2.29% | 0% | 99.91% | 2/1/2025 |
| Intel (INTC) | 2.28% | 0% | 99.91% | 2/1/2025 |
| Coca-Cola (KO) | 2.2% | 0% | 99.91% | 2/1/2025 |
 Alibaba (9988.HK) | 2.11% | 0% | 99.91% | 2/1/2025 |
 iShares MSCI China ETF (MCHI) | 1.97% | 0% | 99.91% | 2/1/2025 |
 Westrock (SW) | 1.86% | 0% | 99.91% | 2/1/2025 |
 AIA (1299.HK) | 1.77% | 0% | 99.91% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 1.68% | 0% | 99.91% | 2/1/2025 |
 SolarEdge (SEDG) | 1.62% | 0% | 99.91% | 2/1/2025 |
 Alphabet (GOOG) | 1.61% | 0% | 67.88% | 2/1/2025 |
 Qualcomm (QCOM) | 1.39% | 0% | 76.92% | 5/23/2024 |
 Nestle (NESN.ZU) | 1.36% | 0% | 99.91% | 2/1/2025 |
 Delta (DAL) | 1.31% | 0% | 99.91% | 2/1/2025 |
 Iberdrola (IBE.MC) | 1.22% | 0% | 99.91% | 2/1/2025 |
 PayPal (PYPL) | 1.2% | 0% | 99.91% | 2/1/2025 |
 McDonald's (MCD) | 1.12% | 0% | 43.43% | 2/1/2025 |
 Airbnb (ABNB) | 1.1% | 0% | 94.53% | 12/4/2024 |
 Salesforce (CRM) | 1.08% | 0% | 63.5% | 12/27/2023 |
 Nio (NIO) | 1.07% | 0% | 99.91% | 2/1/2025 |
 KB Home (KBH) | 1.04% | 0% | 59.58% | 11/14/2023 |
 Palantir (PLTR) | 0.9% | 0% | 71.53% | 3/25/2024 |
 SAP (SAP.DE) | 0.88% | 0% | 56.48% | 10/11/2023 |
 Amazon (AMZN) | 0.88% | 0% | 67.52% | 2/9/2024 |
 Meta (META) | 0.86% | 0% | 59.49% | 11/13/2023 |
 NextEra (NEE) | 0.85% | 0% | 56.66% | 2/1/2025 |
 SMIC (00981.HK) | 0.77% | 0% | 99.91% | 2/1/2025 |
 Swiss Prime Site (SPSN.ZU) | 0.67% | 0% | 62.32% | 12/14/2023 |
 JD.com (JD.US) | 0.61% | 0% | 91.97% | 11/6/2024 |
 BYD Electronic (00285.HK) | 0.53% | 0% | 99.91% | 2/1/2025 |
 Xiaomi (1810.HK) | 0.46% | 0% | 99.91% | 2/1/2025 |
 AMD (AMD) | 0.43% | 0% | 36.22% | 12/4/2024 |
 Fintech Acquisition Corp. V (FTCV) | 0.41% | 0% | 29.47% | 12/9/2022 |
 Sea (SE) | 0.37% | 0% | 99.91% | 2/1/2025 |
 Ams (AMS.ZU) | 0.3% | 0% | 83.67% | 8/19/2024 |
 UnitedHealth (UNH) | 0.24% | 0% | 25% | 2/1/2025 |
 Ventas (VTR) | 0.2% | 0% | 6.02% | 3/8/2022 |
 AT&T (T) | 0.19% | 0% | 59.49% | 11/13/2023 |
 Vertex (VRTX) | 0.13% | 0% | 12.68% | 5/20/2022 |
 LSE (LSEG.L) | 0.1% | 0% | 20.35% | 8/15/2022 |
 Ballard Power (BLDP) | 0.08% | 0% | 34.49% | 2/6/2023 |
 NVIDIA (NVDA) | 0.08% | 0% | 2.19% | 2/1/2025 |
 Linde (LIN) | 0.05% | 0% | 4.93% | 2/23/2022 |
 Cronos (CRO) | 0.04% | 0% | 3.56% | 1/13/2025 |
 Solana (SOL) | 0.04% | 0% | 5.38% | 2/1/2025 |
 Ethereum (ETH) | 0.02% | 0% | 5.29% | 2/1/2025 |
 Dogecoin (DOGE) | 0.02% | 0% | 5.29% | 2/1/2025 |
 Warner Bros Discovery (WBD) | 0.02% | 0% | 25.27% | 2/6/2023 |
 Beyond Meat (BYND) | 0.01% | 0% | 2.19% | 1/24/2022 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.01% | 0% | 0.36% | 5/23/2022 |
 Meituan (03690.HK) | 0.01% | 0% | 10.68% | 7/25/2023 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0% | 0% | 0.18% | 8/7/2024 |
 Invesco QQQ (QQQ) | 0% | 0% | 0.09% | 3/9/2022 |
 Unum (UNM) | 0% | 0% | 0.09% | 2/2/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Shell (SHEL.L) | 6.46% | 9.27% |
| TSMC (TSM) | 3.01% | 5.1% |
| Airbus (AIR.PA) | 3.01% | 4.82% |
| iShares MSCI India ETF (INDA) | 4.3% | 4.6% |
| Microsoft (MSFT) | 3.01% | 4.57% |
| McDonald's (MCD) | 4.3% | 4.4% |
| RWE (RWE.DE) | 5.17% | 4.29% |
| Tencent (0700.HK) | 3.87% | 3.96% |
| Alphabet (GOOG) | 2.58% | 3.88% |
| Waste Management (WM) | 3.01% | 3.83% |
| KBC (KBC.BR) | 3.01% | 3.78% |
| Service Corp Intl (SCI) | 2.15% | 3% |
| Alibaba (9988.HK) | 4.3% | 2.94% |
| Bristol-Myers Squibb (BMY) | 3.01% | 2.83% |
| Mastercard (MA) | 1.72% | 2.78% |
| AbbVie (ABBV) | 2.15% | 2.75% |
| Citi (C) | 2.58% | 2.55% |
| Westrock (SW) | 2.15% | 2.43% |
| iShares MSCI China ETF (MCHI) | 3.44% | 2.31% |
| Delta (DAL) | 1.72% | 2.24% |
| Adobe (ADBE) | 2.58% | 2.24% |
| Johnson & Johnson (JNJ) | 2.58% | 2.16% |
| NextEra (NEE) | 1.72% | 1.79% |
| AIA (1299.HK) | 2.58% | 1.68% |
| Nestle (NESN.ZU) | 2.16% | 1.48% |
| Iberdrola (IBE.MC) | 1.29% | 1.45% |
| Volkswagen (VOW3.DE) | 2.15% | 1.43% |
| PayPal (PYPL) | 2.15% | 1.28% |
| Intel (INTC) | 2.58% | 1.28% |
| UnitedHealth (UNH) | 1.29% | 1.17% |
| SMIC (00981.HK) | 0.86% | 1.08% |
| Cronos (CRO) | 1.72% | 1.05% |
| Coca-Cola (KO) | 0.86% | 0.9% |
| Xiaomi (1810.HK) | 0.86% | 0.88% |
| BYD Electronic (00285.HK) | 0.86% | 0.68% |
| Solana (SOL) | 0.86% | 0.64% |
| Sea (SE) | 0.86% | 0.42% |
| Nio (NIO) | 2.58% | 0.4% |
| Ethereum (ETH) | 0.43% | 0.34% |
| Dogecoin (DOGE) | 0.43% | 0.29% |
| SolarEdge (SEDG) | 2.58% | 0.26% |