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
MMM99.9%
SAN99.9%
3988.HK99.9%
2318.HK99.9%
TSPH99.52%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Ping An (2318.HK) | 10.6% | 0% | 99.9% | 2/1/2025 |
| Banco Santander (SAN) | 9.31% | 0% | 99.9% | 2/1/2025 |
 Rolls-Royce (RR.L) | 8.74% | 0% | 94.13% | 2/1/2025 |
 China Mobile (0941.HK) | 8.4% | 0% | 42.6% | 4/14/2023 |
 UMC (UMC) | 7.85% | 0% | 99.23% | 2/1/2025 |
| 3M (MMM) | 5.01% | 0% | 99.9% | 2/1/2025 |
| Bank of China (3988.HK) | 4.41% | 0% | 99.9% | 2/1/2025 |
 CMB (3968.HK) | 3.32% | 0% | 38.85% | 2/1/2025 |
 Boeing (BA) | 2.97% | 0% | 93.17% | 2/1/2025 |
 Phoenix (PHNX.L) | 2.93% | 0% | 99.42% | 2/1/2025 |
 Xiaomi (1810.HK) | 2.86% | 0% | 80.19% | 5/14/2024 |
 LG Display (LPL) | 2.61% | 0% | 93.94% | 2/1/2025 |
 Unilever (ULVR.L) | 2.07% | 0% | 93.85% | 2/1/2025 |
 ASE Technology (ASX) | 2.03% | 0% | 43.27% | 5/26/2023 |
 Polymetal International PLC (POLY.L) | 1.74% | 0% | 48.56% | 6/23/2023 |
 FIS (FIS) | 1.59% | 0% | 76.83% | 2/1/2025 |
 Vodafone (VOD.L) | 1.59% | 0% | 54.23% | 2/1/2025 |
| TuSimple (TSPH) | 1.52% | 0% | 99.52% | 2/1/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.41% | 0% | 9.23% | 2/1/2025 |
 Sumo Logic Inc. (SUMO) | 1.08% | 0% | 35.19% | 1/24/2023 |
 Palantir (PLTR) | 1.05% | 0% | 47.21% | 6/7/2023 |
 Credit Suisse Group AG (CSGN.ZU) | 0.9% | 0% | 42.88% | 6/8/2023 |
 First Republic Bank (FRCB) | 0.21% | 0% | 50.67% | 1/31/2025 |
 Solventum (SOLV) | 0.17% | 0% | 23.75% | 2/1/2025 |
 Meta (META) | 0.1% | 0% | 5.67% | 4/4/2022 |
 Beyond (BYON) | 0.06% | 0% | 3.75% | 2/8/2022 |
 NVIDIA (NVDA) | 0.04% | 0% | 3.94% | 8/24/2023 |
 Bitcoin (BTC) | 0.02% | 0% | 2.31% | 1/24/2022 |
 Alibaba (9988.HK) | 0.02% | 0% | 0.67% | 1/31/2022 |
 Vodafone (VOD) | 0.01% | 0% | 0.38% | 1/4/2022 |
 iShares MSCI Taiwan ETF (EWT) | 0% | 0% | 0.1% | 1/14/2022 |
 Teladoc (TDOC) | 0% | 0% | 0.19% | 1/20/2022 |
 Sberbank of Russia (SBERL.L) | 0% | 0% | 17.79% | 9/8/2022 |
 Upstart (UPST) | 0% | 0% | 0.1% | 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
2025
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 3.05% | 17.88% |
| Ping An (2318.HK) | 15.86% | 16.14% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 17.9% | 15.11% |
| CMB (3968.HK) | 7.64% | 9.79% |
| Banco Santander (SAN) | 4.58% | 8.32% |
| 3M (MMM) | 5.35% | 5.66% |
| UMC (UMC) | 9% | 5.49% |
| Bank of China (3988.HK) | 3.05% | 4.09% |
| Boeing (BA) | 3.82% | 3.81% |
| Vodafone (VOD.L) | 3.82% | 3.14% |
| LG Display (LPL) | 5.35% | 3.05% |
| Phoenix (PHNX.L) | 3.05% | 2.48% |
| FIS (FIS) | 2.29% | 2.29% |
| Unilever (ULVR.L) | 1.53% | 1.77% |
| Solventum (SOLV) | 0% | 0.72% |
| TuSimple (TSPH) | 7.64% | 0.1% |
| Sberbank Moscow (SBER.MOEX) | 0% | 0% |
| First Republic Bank (FRCB) | 5.95% | 0% |