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Portfolio Diversification
Range
Most Diversified
22 instruments
September 19, 2023
Least Diversified
18 instruments
January 1, 2022
Average
20.2 instruments
Most Consistent Holdings
Top 5
GOOG100%
META100%
MSFT100%
AMZN100%
UNH100%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 12.6% | 18.49% | 100% | - |
| Microsoft (MSFT) | 10.5% | 8.84% | 100% | - |
| Meta (META) | 10.16% | 12.96% | 100% | - |
| Amazon (AMZN) | 8.24% | 10.69% | 100% | - |
 Ping An (2318.HK) | 8.2% | 8.23% | 100% | - |
 Visa (V) | 6% | 5.45% | 100% | - |
 Tencent (0700.HK) | 5.19% | 4.9% | 100% | - |
 Salesforce (CRM) | 4.89% | 1.69% | 100% | - |
 Alibaba (9988.HK) | 4.36% | 4.13% | 100% | - |
 Veeva (VEEV) | 4.32% | 3.09% | 100% | - |
 Adobe (ADBE) | 4.04% | 0% | 82.18% | 6/13/2025 |
| UnitedHealth (UNH) | 3.08% | 2.36% | 100% | - |
 TSMC (TSM) | 2.91% | 5.36% | 100% | - |
 Yum China (YUMC) | 2.86% | 0% | 97.19% | 1/23/2026 |
 JD.com (JD.US) | 2.49% | 0% | 97.19% | 1/23/2026 |
 Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 1.76% | 1.5% | 100% | - |
 T. Rowe Price (TROW) | 1.56% | 0% | 80.31% | 6/13/2025 |
 Thermo Fisher (TMO) | 1.02% | 1.38% | 60.01% | - |
 Domino's (DPZ) | 0.84% | 0% | 32.95% | 9/13/2023 |
 S&P Global (SPGI) | 0.62% | 1.87% | 60.01% | - |
 Estee Lauder (EL) | 0.56% | 0% | 49.83% | 6/13/2025 |
 ASML (ASML) | 0.48% | 3.68% | 17.82% | - |
 Lockheed Martin (LMT) | 0.45% | 0% | 6.7% | 4/11/2022 |
 PepsiCo (PEP) | 0.43% | 0.61% | 60.21% | - |
 Johnson & Johnson (JNJ) | 0.06% | 0% | 2.34% | 2/4/2022 |
 Mastercard (MA) | 0.04% | 1.63% | 2.81% | - |
 Meituan (03690.HK) | 0.04% | 0.03% | 71.33% | - |
 State Street SPDR S&P 500 ETF (SPY) | 0.03% | 0% | 1.14% | 4/8/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 7.26% | 18.29% |
| Meta (META) | 7.26% | 12.27% |
| Amazon (AMZN) | 10.65% | 10.7% |
| Microsoft (MSFT) | 5.92% | 9.86% |
| Ping An (2318.HK) | 12.11% | 7.94% |
| Visa (V) | 4.84% | 5.7% |
| Tencent (0700.HK) | 7.26% | 5.52% |
| Alibaba (9988.HK) | 9.68% | 4.39% |
| TSMC (TSM) | 2.42% | 4.37% |
| Salesforce (CRM) | 4.84% | 3.99% |
| Veeva (VEEV) | 4.84% | 3.33% |
| ASML (ASML) | 2.91% | 2.72% |
| UnitedHealth (UNH) | 4.12% | 2.57% |
| Thermo Fisher (TMO) | 1.94% | 1.48% |
| Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 2.42% | 1.41% |
| Yum China (YUMC) | 2.42% | 1.27% |
| JD.com (JD.US) | 4.84% | 1.23% |
| S&P Global (SPGI) | 0.97% | 0.87% |
| PepsiCo (PEP) | 0.97% | 0.52% |
| Meituan (03690.HK) | 0% | 0.04% |
Cash & Instruments Over Time
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