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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
MMM99.64%
2318.HK99.64%
3988.HK99.57%
SAN99.5%
TSPH99.35%
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) | 12.42% | 25.93% | 95.26% | - |
| Ping An (2318.HK) | 11.37% | 14.68% | 99.64% | - |
| Banco Santander (SAN) | 9.91% | 13.26% | 99.5% | - |
 UMC (UMC) | 7.03% | 5.55% | 99.14% | - |
 China Mobile (0941.HK) | 6.27% | 0% | 31.8% | 4/14/2023 |
| 3M (MMM) | 5% | 4.16% | 99.64% | - |
 CMB (3968.HK) | 4.72% | 6.95% | 54.06% | - |
| Bank of China (3988.HK) | 4.16% | 2.8% | 99.57% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 3.92% | 9.11% | 31.87% | - |
 Boeing (BA) | 3.04% | 3.25% | 94.62% | - |
 Phoenix (PHNX.L) | 2.77% | 2.18% | 99.28% | - |
 LG Display (LPL) | 2.74% | 2.88% | 95.19% | - |
 Xiaomi (1810.HK) | 2.14% | 0% | 59.87% | 5/14/2024 |
 Vodafone (VOD.L) | 1.89% | 2.85% | 65.54% | - |
 Unilever (ULVR.L) | 1.89% | 1.02% | 95.12% | - |
 FIS (FIS) | 1.58% | 1.04% | 82.34% | - |
 ASE Technology (ASX) | 1.52% | 0% | 32.3% | 5/26/2023 |
 Polymetal International PLC (POLY.L) | 1.3% | 0% | 36.25% | 6/23/2023 |
| TuSimple (TSPH) | 1.15% | 0.04% | 99.35% | - |
 Sumo Logic Inc. (SUMO) | 0.81% | 0% | 26.27% | 1/24/2023 |
 Palantir (PLTR) | 0.79% | 0% | 35.25% | 6/7/2023 |
 Credit Suisse Group AG (CSGN.ZU) | 0.67% | 0% | 32.02% | 6/8/2023 |
 Solventum (SOLV) | 0.28% | 0.53% | 42.71% | - |
 Intel (INTC) | 0.24% | 2.54% | 12.63% | - |
 First Republic Bank (FRCB) | 0.16% | 0% | 38.77% | 2/25/2025 |
 Meta (META) | 0.08% | 0% | 4.24% | 4/4/2022 |
 Beyond (BBBY) | 0.05% | 0% | 2.8% | 2/8/2022 |
 NVIDIA (NVDA) | 0.03% | 0% | 2.94% | 8/24/2023 |
 Bitcoin (BTC) | 0.02% | 0% | 1.72% | 1/24/2022 |
 Alibaba (9988.HK) | 0.01% | 0% | 0.5% | 1/31/2022 |
 Vodafone (VOD) | 0.01% | 0% | 0.29% | 1/4/2022 |
 iShares MSCI Taiwan ETF (EWT) | 0% | 0% | 0.07% | 1/14/2022 |
 Teladoc (TDOC) | 0% | 0% | 0.14% | 1/20/2022 |
 Sberbank of Russia (SBERL.L) | 0% | 0% | 13.28% | 9/8/2022 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.06% | 3.09% | - |
 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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