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Portfolio Diversification
Range
Most Diversified
21 instruments
September 4, 2022
Least Diversified
0 instruments
February 2, 2025
Average
17.9 instruments
Most Consistent Holdings
Top 5
MMM99.53%
2318.HK99.53%
3988.HK99.4%
SAN99.33%
TSPH99.26%
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 |
|---|---|---|---|---|
 Rolls-Royce (RR.L) | 13.23% | 24.35% | 95.45% | - |
| Ping An (2318.HK) | 11.51% | 13.15% | 99.53% | - |
| Banco Santander (SAN) | 10.11% | 13.2% | 99.33% | - |
 UMC (UMC) | 6.58% | 0% | 92.84% | 1/27/2026 |
 China Mobile (0941.HK) | 5.84% | 0% | 29.65% | 4/14/2023 |
| 3M (MMM) | 4.93% | 3.74% | 99.53% | - |
 CMB (3968.HK) | 4.88% | 6.86% | 57.03% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 4.25% | 9.69% | 36.28% | - |
| Bank of China (3988.HK) | 4.08% | 3.11% | 99.4% | - |
 Boeing (BA) | 3.03% | 2.93% | 94.85% | - |
 LG Display (LPL) | 2.74% | 2.9% | 95.38% | - |
 Phoenix (PHNX.L) | 2.73% | 2.23% | 99.2% | - |
 Xiaomi (1810.HK) | 1.99% | 0% | 55.82% | 5/14/2024 |
 Vodafone (VOD.L) | 1.97% | 3.34% | 67.74% | - |
 Unilever (ULVR.L) | 1.83% | 0.93% | 95.25% | - |
 FIS (FIS) | 1.56% | 1.61% | 83.4% | - |
 ASE Technology (ASX) | 1.41% | 0% | 30.12% | 5/26/2023 |
 Polymetal International PLC (POLY.L) | 1.21% | 0% | 33.8% | 6/23/2023 |
| TuSimple (TSPH) | 1.08% | 0.04% | 99.26% | - |
 Sumo Logic Inc. (SUMO) | 0.75% | 0% | 24.5% | 1/24/2023 |
 Palantir (PLTR) | 0.73% | 0% | 32.86% | 6/7/2023 |
 Credit Suisse Group AG (CSGN.ZU) | 0.63% | 0% | 29.85% | 6/8/2023 |
 Intel (INTC) | 0.41% | 5.11% | 18.41% | - |
 Solventum (SOLV) | 0.3% | 0.44% | 46.45% | - |
 First Republic Bank (FRCB) | 0.15% | 0% | 36.14% | 2/25/2025 |
 Meta (META) | 0.07% | 0% | 3.95% | 4/4/2022 |
 Beyond (BBBY) | 0.04% | 0% | 2.61% | 2/8/2022 |
 ProShares Short QQQ ETF (PSQ) | 0.03% | 3.15% | 1.14% | - |
 NVIDIA (NVDA) | 0.02% | 0% | 2.74% | 8/24/2023 |
 eToro Group LTD (ETOR) | 0.02% | 0% | 2.14% | 4/14/2026 |
 Bitcoin (BTC) | 0.01% | 0% | 1.61% | 1/24/2022 |
 Alibaba (9988.HK) | 0.01% | 0% | 0.47% | 1/31/2022 |
 UnitedHealth (UNH) | 0.01% | 0% | 2.28% | 4/14/2026 |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 0.4% | 3/25/2026 |
 Vodafone (VOD) | 0.01% | 0% | 0.27% | 1/4/2022 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0.01% | 0.05% | 9.5% | - |
 iShares MSCI Taiwan ETF (EWT) | 0% | 0% | 0.07% | 1/14/2022 |
 Teladoc (TDOC) | 0% | 0% | 0.13% | 1/20/2022 |
 Sberbank of Russia (SBERL.L) | 0% | 0% | 12.38% | 9/8/2022 |
 Upstart (UPST) | 0% | 0% | 0.07% | 2/17/2022 |
 Sberbank Moscow (SBER.MOEX) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 3.11% | 24.69% |
| Ping An (2318.HK) | 16.13% | 14.6% |
| Banco Santander (SAN) | 4.66% | 13.7% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 18.21% | 9.63% |
| CMB (3968.HK) | 7.77% | 8.25% |
| 3M (MMM) | 5.44% | 4.49% |
| UMC (UMC) | 9.15% | 4.25% |
| LG Display (LPL) | 5.89% | 3% |
| Boeing (BA) | 3.88% | 2.99% |
| Vodafone (VOD.L) | 3.88% | 2.95% |
| Bank of China (3988.HK) | 3.11% | 2.93% |
| Phoenix (PHNX.L) | 3.11% | 2.29% |
| Intel (INTC) | 1.97% | 2.02% |
| FIS (FIS) | 2.33% | 1.21% |
| Unilever (ULVR.L) | 1.55% | 1.09% |
| Solventum (SOLV) | 0% | 0.56% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.06% |
| TuSimple (TSPH) | 7.77% | 0.03% |
| Sberbank Moscow (SBER.MOEX) | 0% | 0% |
Cash & Instruments Over Time
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