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Portfolio Diversification
Range
Most Diversified
13 instruments
July 2, 2025
Least Diversified
7 instruments
January 1, 2022
Average
11.6 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
AMZN100%
BABA100%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 20.39% | 18.26% | 100% | - |
 JeppeKirkBonde | 19.19% | 20.04% | 100% | - |
| Meta (META) | 17.61% | 17.04% | 100% | - |
| Amazon (AMZN) | 9.49% | 8.82% | 100% | - |
 Moody's (MCO) | 8.56% | 6.73% | 100% | - |
| Alphabet (GOOG) | 8.11% | 10.99% | 100% | - |
 LTC Properties (LTC.US) | 5.66% | 6.72% | 96.81% | - |
 McDonald's (MCD) | 4.33% | 3.43% | 99.33% | - |
 Autodesk (ADSK) | 2.38% | 2.74% | 87.69% | - |
| Alibaba (BABA) | 2.32% | 2.2% | 100% | - |
 Coca-Cola (KO) | 1.43% | 2.15% | 99.33% | - |
 Palantir (PLTR) | 0.06% | 0.55% | 13.31% | - |
 XRP (XRP) | 0.05% | 0.1% | 28.08% | - |
 Meituan (03690.HK) | 0% | 0% | 15.44% | 9/30/2024 |
 PLAYA US delisting CVR (CVR PLAYA US MERGER) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 16.65% | 18.99% |
| JeppeKirkBonde | 19.39% | 18.69% |
| Meta (META) | 12.58% | 17.51% |
| Alphabet (GOOG) | 7.66% | 10.94% |
| Amazon (AMZN) | 10.32% | 9.37% |
| Moody's (MCO) | 8.57% | 7.64% |
| LTC Properties (LTC.US) | 9.54% | 5.64% |
| Autodesk (ADSK) | 3.31% | 3.08% |
| McDonald's (MCD) | 4.09% | 3.07% |
| Alibaba (BABA) | 3.81% | 2.27% |
| Coca-Cola (KO) | 2.68% | 1.86% |
| Palantir (PLTR) | 0.6% | 0.41% |
| XRP (XRP) | 0.36% | 0.13% |
Cash & Instruments Over Time
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