Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Tencent (0700.HK) | 16.9% | 15.85% | 99.72% | - |
 Meta (META) | 11.15% | 6.96% | 99.72% | - |
 SPDR S&P 500 ETF (SPY) | 9.6% | 5.36% | 83.49% | - |
 Starbucks (SBUX) | 8.37% | 1.44% | 99.72% | - |
 Alibaba (BABA) | 6.78% | 1.86% | 99.72% | - |
 iShares China Large-Cap ETF (FXI) | 5.32% | 0% | 76.19% | 10/4/2024 |
 Alphabet (GOOG) | 4.6% | 6.72% | 63.47% | - |
 T. Rowe Price (TROW) | 2.72% | 1.92% | 64.99% | - |
 UnitedHealth (UNH) | 2.19% | 6.31% | 36.34% | - |
 PayPal (PYPL) | 1.7% | 2.77% | 55.22% | - |
 Hershey (HSY) | 1.51% | 2.72% | 45.35% | - |
 LVMH (MC.PA) | 1.41% | 4% | 36.43% | - |
 Adobe (ADBE) | 1.28% | 0.74% | 46.49% | - |
 JD.com (JD.US) | 1.09% | 0.71% | 65.56% | - |
 Tesla (TSLA) | 1.07% | 0% | 12.24% | 9/27/2022 |
 Fortinet (FTNT) | 0.98% | 4.09% | 37.76% | - |
 PepsiCo (PEP) | 0.93% | 2.53% | 41.08% | - |
 Veeva (VEEV) | 0.91% | 3.1% | 38.14% | - |
 Elevance Health (ELV) | 0.65% | 3.36% | 34.91% | - |
 Lululemon (LULU) | 0.59% | 4.38% | 20.02% | - |
 Apple (AAPL) | 0.59% | 1.11% | 46.77% | - |
 Vertex (VRTX) | 0.4% | 0.88% | 37.19% | - |
 Nike (NKE) | 0.37% | 1.33% | 23.91% | - |
 McDonald's (MCD) | 0.35% | 1.79% | 19.35% | - |
 Amazon (AMZN) | 0.31% | 2.7% | 13.09% | - |
 Palo Alto Networks (PANW) | 0.29% | 1.07% | 28.37% | - |
 Invesco QQQ (QQQ) | 0.29% | 2.25% | 13.09% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.26% | 0.58% | 37.57% | - |
 Domino's (DPZ) | 0.19% | 1.23% | 14.42% | - |
 Qualys (QLYS) | 0.18% | 2.2% | 8.54% | - |
 Visa (V) | 0.1% | 1.34% | 8.06% | - |
 Medpace (MEDP) | 0.1% | 1.21% | 7.87% | - |
 PDD Holdings (PDD) | 0.09% | 0% | 6.64% | 11/6/2024 |
 Ulta (ULTA) | 0.09% | 1.34% | 7.31% | - |
 Celsius (CELH) | 0.08% | 1.32% | 6.64% | - |
 Ishares Russell 2000 ETF (IWM) | 0.07% | 0% | 3.51% | 12/15/2023 |
 Meituan (03690.HK) | 0.07% | 0.07% | 59.11% | - |
 Wise (WISE.L) | 0.06% | 1.14% | 6.26% | - |
 Lam Research (LRCX) | 0.04% | 0.74% | 4.84% | - |
 MercadoLibre (MELI) | 0.03% | 0.75% | 4.08% | - |
 Johnson & Johnson (JNJ) | 0.02% | 0% | 1.04% | 12/1/2023 |
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% |