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Portfolio Diversification
Range
Most Diversified
53 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
42.1 instruments
Most Consistent Holdings
Top 5
MSFT99.37%
C99.37%
MA99.37%
VOW3.DE99.37%
RWE.DE99.37%
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 |
|---|---|---|---|---|
 Shell (SHEL.L) | 8.61% | 7.41% | 99.37% | - |
| RWE (RWE.DE) | 4.58% | 6.15% | 99.37% | - |
| Microsoft (MSFT) | 4.45% | 6.15% | 99.37% | - |
 Airbus (AIR.PA) | 4.43% | 5.36% | 99.37% | - |
 iShares MSCI India ETF (INDA) | 4.4% | 3.36% | 99.37% | - |
 TSMC (TSM) | 4.02% | 6.37% | 99.37% | - |
 KBC (KBC.BR) | 3.62% | 4.35% | 99.37% | - |
| Mastercard (MA) | 3.25% | 4.02% | 99.37% | - |
 Alphabet (GOOG) | 3.12% | 6.63% | 79.14% | - |
 Waste Management (WM) | 3.04% | 4.23% | 99.37% | - |
 Tencent (0700.HK) | 2.91% | 2.69% | 99.37% | - |
| Citi (C) | 2.72% | 3.23% | 99.37% | - |
 Alibaba (9988.HK) | 2.66% | 2.57% | 99.37% | - |
 Service Corp Intl (SCI) | 2.46% | 2.44% | 99.37% | - |
 AbbVie (ABBV) | 2.3% | 2.79% | 99.37% | - |
 Bristol-Myers Squibb (BMY) | 2.3% | 2.27% | 99.37% | - |
 McDonald's (MCD) | 2.08% | 3.78% | 63.69% | - |
 iShares MSCI China ETF (MCHI) | 2.06% | 1.78% | 99.37% | - |
 Adobe (ADBE) | 2.05% | 1.31% | 92.85% | - |
 Johnson & Johnson (JNJ) | 1.98% | 0% | 76.31% | 9/19/2025 |
 AIA (1299.HK) | 1.75% | 1.64% | 99.37% | - |
 Intel (INTC) | 1.73% | 0% | 87.78% | 4/7/2026 |
 Coca-Cola (KO) | 1.62% | 0% | 89.97% | 5/19/2026 |
 Westrock (SW) | 1.54% | 0% | 84.73% | 2/12/2026 |
 Delta (DAL) | 1.53% | 2.25% | 99.37% | - |
| Volkswagen (VOW3.DE) | 1.47% | 0.8% | 99.37% | - |
 Iberdrola (IBE.MC) | 1.35% | 1.78% | 99.37% | - |
 Nestle (NESN.ZU) | 1.31% | 1.21% | 99.37% | - |
 NextEra (NEE) | 1.14% | 2.45% | 72.05% | - |
 SolarEdge (SEDG) | 1.12% | 0% | 87.2% | 3/27/2026 |
 SMIC (00981.HK) | 1.08% | 1.08% | 99.37% | - |
 PayPal (PYPL) | 0.94% | 0% | 85.36% | 2/23/2026 |
 Qualcomm (QCOM) | 0.88% | 0% | 48.59% | 5/23/2024 |
 Salesforce (CRM) | 0.82% | 0.88% | 64.96% | - |
 UnitedHealth (UNH) | 0.81% | 2.47% | 52.05% | - |
 Nio (NIO) | 0.8% | 0.43% | 99.37% | - |
 Airbnb (ABNB) | 0.69% | 0% | 59.71% | 12/4/2024 |
 KB Home (KBH) | 0.66% | 0% | 37.64% | 11/14/2023 |
 Meta (META) | 0.58% | 0.59% | 43.11% | - |
 Palantir (PLTR) | 0.57% | 0% | 45.19% | 3/25/2024 |
 SAP (SAP.DE) | 0.56% | 0% | 35.68% | 10/11/2023 |
 Amazon (AMZN) | 0.55% | 0% | 42.65% | 2/9/2024 |
 BYD Electronic (00285.HK) | 0.49% | 0.25% | 99.37% | - |
 Swiss Prime Site (SPSN.ZU) | 0.43% | 0% | 39.37% | 12/14/2023 |
 NVIDIA (NVDA) | 0.42% | 1.12% | 37.64% | - |
 JD.com (JD.US) | 0.39% | 0% | 58.1% | 11/6/2024 |
 Sea (SE) | 0.38% | 0.22% | 99.37% | - |
 Xiaomi (1810.HK) | 0.3% | 0% | 64.15% | 2/20/2025 |
 AMD (AMD) | 0.27% | 0% | 22.88% | 12/4/2024 |
 Fintech Acquisition Corp. V (FTCV) | 0.26% | 0% | 18.62% | 12/9/2022 |
 Novo Nordisk (NOVO-B.CO) | 0.24% | 0.91% | 26.05% | - |
 Ams (AMS.ZU) | 0.19% | 0% | 52.85% | 8/19/2024 |
 ServiceNow (NOW) | 0.17% | 1.62% | 12.28% | - |
 Ventas (VTR) | 0.13% | 0% | 3.8% | 3/8/2022 |
 AT&T (T.US) | 0.12% | 0% | 37.58% | 11/13/2023 |
 Solana (SOL) | 0.09% | 0% | 21.84% | 12/19/2025 |
 Vertex (VRTX) | 0.08% | 0% | 8.01% | 5/20/2022 |
 LSE (LSEG.L) | 0.06% | 0% | 12.85% | 8/15/2022 |
 Ballard Power (BLDP) | 0.05% | 0% | 21.79% | 2/6/2023 |
 Linde (LIN) | 0.03% | 0% | 3.11% | 2/23/2022 |
 Cronos (CRO) | 0.03% | 0% | 2.25% | 1/13/2025 |
 Ethereum (ETH) | 0.01% | 0% | 3.57% | 2/6/2025 |
 Dogecoin (DOGE) | 0.01% | 0% | 3.4% | 2/3/2025 |
 Warner Bros Discovery (WBD) | 0.01% | 0% | 15.97% | 2/6/2023 |
 Beyond Meat (BYND) | 0.01% | 0% | 1.38% | 1/24/2022 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.01% | 0% | 0.23% | 5/23/2022 |
 Meituan (03690.HK) | 0% | 0% | 6.74% | 7/25/2023 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0% | 0% | 0.12% | 8/7/2024 |
 Invesco QQQ (QQQ) | 0% | 0% | 0.06% | 3/9/2022 |
 Unum (UNM) | 0% | 0% | 0.06% | 2/2/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Shell (SHEL.L) | 5.86% | 7.49% |
| Alphabet (GOOG) | 3.76% | 6.63% |
| TSMC (TSM) | 2.93% | 6.02% |
| Airbus (AIR.PA) | 3.35% | 5.49% |
| RWE (RWE.DE) | 5.02% | 5.25% |
| Microsoft (MSFT) | 3.76% | 4.72% |
| KBC (KBC.BR) | 2.93% | 4.57% |
| Tencent (0700.HK) | 3.76% | 4.34% |
| iShares MSCI India ETF (INDA) | 4.6% | 3.95% |
| Alibaba (9988.HK) | 4.18% | 3.89% |
| McDonald's (MCD) | 4.18% | 3.57% |
| Citi (C) | 2.51% | 3.25% |
| Waste Management (WM) | 2.93% | 3.21% |
| AbbVie (ABBV) | 1.67% | 2.32% |
| Mastercard (MA) | 1.67% | 2.31% |
| iShares MSCI China ETF (MCHI) | 3.35% | 2.27% |
| Service Corp Intl (SCI) | 2.09% | 2.25% |
| Bristol-Myers Squibb (BMY) | 2.93% | 2.07% |
| Delta (DAL) | 1.67% | 1.98% |
| SMIC (00981.HK) | 0.84% | 1.86% |
| AIA (1299.HK) | 2.51% | 1.84% |
| UnitedHealth (UNH) | 2.93% | 1.8% |
| Adobe (ADBE) | 2.93% | 1.6% |
| Iberdrola (IBE.MC) | 1.25% | 1.59% |
| NextEra (NEE) | 1.67% | 1.54% |
| Westrock (SW) | 2.09% | 1.34% |
| Volkswagen (VOW3.DE) | 2.09% | 1.23% |
| Nestle (NESN.ZU) | 2.1% | 1.16% |
| NVIDIA (NVDA) | 0.84% | 1.08% |
| Intel (INTC) | 1.25% | 0.84% |
| Novo Nordisk (NOVO-B.CO) | 1.25% | 0.83% |
| Coca-Cola (KO) | 0.84% | 0.77% |
| PayPal (PYPL) | 2.09% | 0.67% |
| SolarEdge (SEDG) | 2.51% | 0.43% |
| BYD Electronic (00285.HK) | 0.84% | 0.42% |
| Sea (SE) | 0.84% | 0.39% |
| Salesforce (CRM) | 0.42% | 0.32% |
| Nio (NIO) | 1.67% | 0.29% |
Cash & Instruments Over Time
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