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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
MMM99.65%
2318.HK99.65%
3988.HK99.58%
SAN99.51%
TSPH99.37%
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) | 12.84% | 25.96% | 95.41% | - |
| Ping An (2318.HK) | 11.47% | 13.91% | 99.65% | - |
| Banco Santander (SAN) | 10.03% | 12.45% | 99.51% | - |
 UMC (UMC) | 6.83% | 0% | 96.39% | 1/27/2026 |
 China Mobile (0941.HK) | 6.07% | 0% | 30.79% | 4/14/2023 |
| 3M (MMM) | 4.98% | 4.14% | 99.65% | - |
 CMB (3968.HK) | 4.79% | 7.31% | 55.52% | - |
| Bank of China (3988.HK) | 4.12% | 2.86% | 99.58% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 4.09% | 9.42% | 34.05% | - |
 Boeing (BA) | 3.04% | 3.06% | 94.79% | - |
 Phoenix (PHNX.L) | 2.75% | 2.14% | 99.31% | - |
 LG Display (LPL) | 2.74% | 2.7% | 95.34% | - |
 Xiaomi (1810.HK) | 2.07% | 0% | 57.96% | 5/14/2024 |
 Vodafone (VOD.L) | 1.93% | 3.1% | 66.64% | - |
 Unilever (ULVR.L) | 1.86% | 1.07% | 95.27% | - |
 FIS (FIS) | 1.56% | 1.83% | 82.9% | - |
 ASE Technology (ASX) | 1.47% | 0% | 31.27% | 5/26/2023 |
 Polymetal International PLC (POLY.L) | 1.26% | 0% | 35.09% | 6/23/2023 |
| TuSimple (TSPH) | 1.12% | 0.04% | 99.37% | - |
 Sumo Logic Inc. (SUMO) | 0.78% | 0% | 25.43% | 1/24/2023 |
 Palantir (PLTR) | 0.76% | 0% | 34.12% | 6/7/2023 |
 Credit Suisse Group AG (CSGN.ZU) | 0.65% | 0% | 30.99% | 6/8/2023 |
 Intel (INTC) | 0.31% | 2.29% | 15.43% | - |
 Solventum (SOLV) | 0.29% | 0.47% | 44.54% | - |
 First Republic Bank (FRCB) | 0.15% | 0% | 37.53% | 2/25/2025 |
 Meta (META) | 0.08% | 0% | 4.1% | 4/4/2022 |
 Beyond (BBBY) | 0.04% | 0% | 2.71% | 2/8/2022 |
 NVIDIA (NVDA) | 0.03% | 0% | 2.85% | 8/24/2023 |
 Bitcoin (BTC) | 0.01% | 0% | 1.67% | 1/24/2022 |
 Alibaba (9988.HK) | 0.01% | 0% | 0.49% | 1/31/2022 |
 Vodafone (VOD) | 0.01% | 0% | 0.28% | 1/4/2022 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.06% | 6.18% | - |
 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% | 12.86% | 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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