Portfolio Diversification
Range
Most Diversified
20 instruments
January 11, 2023
Least Diversified
0 instruments
February 2, 2025
Average
19.3 instruments
Most Consistent Holdings
Top 5
INTC99.87%
JNJ99.87%
V99.87%
ADSK99.87%
MBG.DE99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 PayPal (PYPL) | 4.82% | 0% | 99.87% | 2/1/2025 |
| Intel (INTC) | 4.08% | 0% | 99.87% | 2/1/2025 |
 TSMC (TSM) | 3.61% | 0% | 99.87% | 2/1/2025 |
 Eni SpA-ADR (E) | 3.57% | 0% | 96.81% | 2/1/2025 |
| Autodesk (ADSK) | 3.26% | 0% | 99.87% | 2/1/2025 |
| Mercedes-Benz (MBG.DE) | 2.87% | 0% | 99.87% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 2.87% | 0% | 99.87% | 2/1/2025 |
| Johnson & Johnson (JNJ) | 2.8% | 0% | 99.87% | 2/1/2025 |
 ABB (ABBNY) | 2.77% | 0% | 99.87% | 2/1/2025 |
 Garmin (GRMN) | 2.62% | 0% | 99.87% | 2/1/2025 |
 UPS (UPS) | 2.5% | 0% | 99.87% | 2/1/2025 |
 Apple (AAPL) | 2.38% | 0% | 91.77% | 12/2/2024 |
| Visa (V) | 2.16% | 0% | 99.87% | 2/1/2025 |
 BNP Paribas (BNP.PA) | 1.98% | 0% | 99.87% | 2/1/2025 |
 Mastercard (MA) | 1.86% | 0% | 81.81% | 9/17/2024 |
 Alstom (ALO.PA) | 1.84% | 0% | 98.67% | 2/1/2025 |
 Geely (00175.HK) | 1.64% | 0% | 99.87% | 2/1/2025 |
 Stellantis (STLAM.MI) | 1.6% | 0% | 64.28% | 2/1/2025 |
 AMD (AMD) | 1.43% | 0% | 99.87% | 2/1/2025 |
 Enel (ENEL.MI) | 1.42% | 0% | 84.2% | 2/1/2025 |
 Ferrari (RACE) | 0.3% | 0% | 12.22% | 4/5/2023 |
 XRP (XRP) | 0.03% | 0% | 1.59% | 1/14/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| TSMC (TSM) | 1.71% | 5.2% |
| Garmin (GRMN) | 1.71% | 3.69% |
| Mercedes-Benz (MBG.DE) | 4.11% | 3.55% |
| PayPal (PYPL) | 6.17% | 3.5% |
| Eni SpA-ADR (E) | 3.43% | 3.3% |
| ABB (ABBNY) | 1.71% | 3.14% |
| Johnson & Johnson (JNJ) | 3.43% | 3.08% |
| Alstom (ALO.PA) | 2.85% | 2.91% |
| Autodesk (ADSK) | 2.06% | 2.89% |
| Geely (00175.HK) | 1.75% | 2.53% |
| Intel (INTC) | 3.43% | 2.49% |
| Visa (V) | 1.71% | 2.46% |
| UPS (UPS) | 3.43% | 2.42% |
| Volkswagen (VOW3.DE) | 3.43% | 2.3% |
| Enel (ENEL.MI) | 1.71% | 1.81% |
| BNP Paribas (BNP.PA) | 1.71% | 1.81% |
| Stellantis (STLAM.MI) | 1.71% | 1.57% |
| AMD (AMD) | 0.69% | 1.26% |