Holdings over time
(Since January 23, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Amazon (AMZN) | 19.97% | 5.4% | 99.53% | - |
 Meta (META) | 8.12% | 2.68% | 99.53% | - |
 Apple (AAPL) | 6.58% | 0% | 60.6% | 7/1/2024 |
 Alibaba (BABA) | 5.72% | 1.74% | 99.69% | - |
 Mastercard (MA) | 5.51% | 4.09% | 80.53% | - |
 Visa (V) | 5.14% | 3.85% | 82.89% | - |
 PayPal (PYPL) | 4.08% | 0% | 66.56% | 9/19/2024 |
 LVMH (MC.PA) | 3.71% | 12.16% | 40.03% | - |
 Uber (UBER) | 3.3% | 0% | 24.02% | 6/28/2023 |
 Alphabet (GOOG) | 2.82% | 0% | 21.98% | 6/15/2023 |
 Alphabet (GOOGL) | 2.59% | 8.08% | 38.15% | - |
 Disney (DIS) | 2.53% | 0% | 55.1% | 5/2/2024 |
 TSMC (TSM) | 2.48% | 5.02% | 34.38% | - |
 Microsoft (MSFT) | 1.66% | 1.11% | 42.54% | - |
 GM (GM) | 1.57% | 0% | 31.08% | 12/14/2023 |
 Airbnb (ABNB) | 1.53% | 5.29% | 26.69% | - |
 L'Oréal (OR.PA) | 1.37% | 4.54% | 25.59% | - |
 American Express (AXP) | 1.15% | 0% | 24.49% | 7/30/2024 |
 AvalonBay (AVB) | 1.14% | 0% | 24.96% | 5/22/2024 |
 Ulta (ULTA) | 1.14% | 4.94% | 24.96% | - |
 Novo Nordisk (NOVO-B.CO) | 1.12% | 2.44% | 34.38% | - |
 Hermes (RMS.PA) | 1.04% | 3.77% | 24.8% | - |
 Foot Locker (FL) | 1.04% | 0% | 22.76% | 11/29/2023 |
 Evolution (EVO.ST) | 0.97% | 5.2% | 18.68% | - |
 Nio (NIO) | 0.87% | 0.88% | 54.63% | - |
 MSCI (MSCI) | 0.84% | 2.75% | 20.25% | - |
 Philip Morris (PM) | 0.82% | 3.55% | 19.78% | - |
 Nike (NKE) | 0.81% | 0% | 18.37% | 11/29/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.73% | 0% | 29.98% | 3/6/2024 |
 Tesla (TSLA) | 0.67% | 0% | 16.64% | 5/14/2024 |
 Moncler (MONC.MI) | 0.59% | 0% | 13.97% | 2/21/2024 |
 Merck (MRK) | 0.44% | 3.96% | 10.99% | - |
 iShares TIPS Bond ETF (TIP) | 0.39% | 0% | 29.98% | 3/6/2024 |
 iShares Global REIT ETF (REET) | 0.38% | 0% | 29.98% | 3/6/2024 |
 Lululemon (LULU) | 0.34% | 2.61% | 14.91% | - |
 PDD Holdings (PDD) | 0.33% | 2.12% | 13.81% | - |
 SM Energy (SM) | 0.24% | 2.02% | 11.46% | - |
 Baidu (BIDU) | 0.19% | 0% | 2.51% | 3/16/2023 |
 Wise (WISE.L) | 0.1% | 1.85% | 7.06% | - |
 Crocs (CROX) | 0.05% | 1.67% | 3.3% | - |
 MicroStrategy (MSTR) | 0.02% | 0% | 0.47% | 3/16/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 11.49% | 16.02% |
| Apple (AAPL) | 11.04% | 10.18% |
| PayPal (PYPL) | 9.7% | 8.09% |
| Meta (META) | 3.88% | 7.71% |
| Mastercard (MA) | 6.69% | 6.69% |
| Visa (V) | 6.06% | 6.14% |
| Alibaba (BABA) | 7.95% | 5.84% |
| AvalonBay (AVB) | 6.13% | 5.38% |
| LVMH (MC.PA) | 6.13% | 5.38% |
| Moncler (MONC.MI) | 4.91% | 4.67% |
| Disney (DIS) | 4.9% | 4.36% |
| Nio (NIO) | 3.07% | 3.4% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.45% | 2.25% |
| iShares Global REIT ETF (REET) | 1.27% | 1.2% |
| iShares TIPS Bond ETF (TIP) | 1.28% | 1.14% |