Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Tencent (0700.HK) | 17.02% | 15.85% | 99.8% | - |
 Meta (META) | 11.4% | 6.94% | 99.8% | - |
 SPDR S&P 500 ETF (SPY) | 9.86% | 5.37% | 82.6% | - |
 Starbucks (SBUX) | 8.78% | 1.6% | 99.8% | - |
 Alibaba (BABA) | 7.07% | 2.31% | 99.8% | - |
 iShares China Large-Cap ETF (FXI) | 5.64% | 0% | 80.78% | 10/4/2024 |
 Alphabet (GOOG) | 4.51% | 5.85% | 61.37% | - |
 T. Rowe Price (TROW) | 2.77% | 1.91% | 62.98% | - |
 UnitedHealth (UNH) | 1.9% | 7.31% | 32.6% | - |
 PayPal (PYPL) | 1.65% | 2.6% | 52.62% | - |
 Hershey (HSY) | 1.43% | 3% | 42.15% | - |
 Adobe (ADBE) | 1.3% | 0.83% | 43.36% | - |
 LVMH (MC.PA) | 1.26% | 3.91% | 32.7% | - |
 Tesla (TSLA) | 1.13% | 0% | 12.98% | 9/27/2022 |
 JD.com (JD.US) | 1.11% | 0.8% | 63.58% | - |
 PepsiCo (PEP) | 0.82% | 2.94% | 37.63% | - |
 Fortinet (FTNT) | 0.81% | 3.5% | 34.1% | - |
 Veeva (VEEV) | 0.78% | 3.11% | 34.51% | - |
 Apple (AAPL) | 0.56% | 1.04% | 43.66% | - |
 Elevance Health (ELV) | 0.47% | 3.92% | 31.09% | - |
 Lululemon (LULU) | 0.4% | 3.49% | 15.29% | - |
 Vertex (VRTX) | 0.37% | 1.07% | 33.5% | - |
 Nike (NKE) | 0.31% | 1.43% | 19.42% | - |
 McDonald's (MCD) | 0.26% | 1.94% | 14.59% | - |
 Palo Alto Networks (PANW) | 0.24% | 1.1% | 24.14% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.24% | 0.61% | 33.9% | - |
 Amazon (AMZN) | 0.18% | 2.3% | 7.95% | - |
 Invesco QQQ (QQQ) | 0.17% | 2.18% | 7.95% | - |
 Domino's (DPZ) | 0.12% | 1.27% | 9.36% | - |
 PDD Holdings (PDD) | 0.08% | 0.89% | 5.53% | - |
 Ishares Russell 2000 ETF (IWM) | 0.07% | 0% | 3.72% | 12/15/2023 |
 Meituan (03690.HK) | 0.07% | 0.08% | 56.74% | - |
 Qualys (QLYS) | 0.06% | 1.97% | 3.12% | - |
 Visa (V) | 0.03% | 1.22% | 2.62% | - |
 Medpace (MEDP) | 0.03% | 1.29% | 2.41% | - |
 Ulta (ULTA) | 0.02% | 1.17% | 1.81% | - |
 Johnson & Johnson (JNJ) | 0.02% | 0% | 1.11% | 12/1/2023 |
 Celsius (CELH) | 0.01% | 1.13% | 1.11% | - |
 Wise (WISE.L) | 0.01% | 0.79% | 0.7% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Tencent (0700.HK) | 15.29% | 13.08% |
| SPDR S&P 500 ETF (SPY) | 4.17% | 5.19% |
| Meta (META) | 3.24% | 5.08% |
| Alphabet (GOOG) | 3.7% | 4.95% |
| Hershey (HSY) | 3.71% | 3.59% |
| UnitedHealth (UNH) | 2.78% | 2.82% |
| LVMH (MC.PA) | 2.32% | 2.53% |
| PayPal (PYPL) | 2.32% | 2.35% |
| T. Rowe Price (TROW) | 2.32% | 2.15% |
| Alibaba (BABA) | 3.71% | 2.11% |
| Starbucks (SBUX) | 2.32% | 1.9% |
| iShares China Large-Cap ETF (FXI) | 2.32% | 1.71% |
| Veeva (VEEV) | 1.39% | 1.66% |
| Fortinet (FTNT) | 1.39% | 1.61% |
| Elevance Health (ELV) | 1.39% | 1.37% |
| Vertex (VRTX) | 0.93% | 1.08% |
| Apple (AAPL) | 0.93% | 1.01% |
| PepsiCo (PEP) | 0.93% | 0.98% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.69% | 0.78% |
| JD.com (JD.US) | 1.39% | 0.69% |
| Meituan (03690.HK) | 0% | 0.04% |