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Portfolio Diversification
Range
Most Diversified
19 instruments
September 12, 2023
Least Diversified
0 instruments
April 4, 2026
Average
16.7 instruments
Most Consistent Holdings
Top 5
GOOG99.68%
META99.68%
MSFT99.68%
AMZN99.68%
JNJ99.68%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 18.02% | 16.39% | 99.68% | - |
| Amazon (AMZN) | 13.48% | 13.62% | 99.68% | - |
 Alibaba (BABA) | 9.93% | 8.35% | 99.68% | - |
 Tencent (0700.HK) | 8.2% | 6.49% | 99.68% | - |
| Microsoft (MSFT) | 7.62% | 5.76% | 99.68% | - |
| Alphabet (GOOG) | 6.73% | 10.12% | 99.68% | - |
 Alphabet (GOOGL) | 5.03% | 7.65% | 99.68% | - |
 Ping An (2318.HK) | 4.85% | 4.08% | 99.68% | - |
 TSMC (TSM) | 3.28% | 5.74% | 99.68% | - |
 UnitedHealth (UNH) | 2.52% | 5.54% | 62.83% | - |
 Lockheed Martin (LMT) | 2.49% | 0% | 45.29% | 7/26/2024 |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 2.41% | 0% | 95.58% | 4/14/2026 |
 Salesforce (CRM) | 2.37% | 1.28% | 99.68% | - |
| Johnson & Johnson (JNJ) | 1.97% | 1.93% | 99.68% | - |
 NVIDIA (NVDA) | 1.94% | 5.7% | 39.34% | - |
 JD.com (JD.US) | 1.67% | 1% | 99.68% | - |
 MercadoLibre (MELI) | 1.54% | 0% | 46.18% | 8/6/2024 |
 3M (MMM) | 1.07% | 0% | 88.25% | 1/12/2026 |
 Unilever (ULVR.L) | 1.01% | 0% | 36.85% | 4/11/2024 |
 Meituan (03690.HK) | 0.08% | 0% | 30.89% | 4/22/2024 |
 Solventum (SOLV) | 0.04% | 0% | 26.39% | 2/26/2025 |
 AUD/USD (AUDUSD) | 0% | 0% | 0.08% | 9/12/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 10.39% | 18.19% |
| Amazon (AMZN) | 11.82% | 12.72% |
| Alibaba (BABA) | 19.47% | 10.1% |
| Alphabet (GOOG) | 4.96% | 8.65% |
| Tencent (0700.HK) | 9.36% | 8.48% |
| Microsoft (MSFT) | 5.24% | 6.66% |
| Alphabet (GOOGL) | 3.66% | 6.47% |
| NVIDIA (NVDA) | 4.37% | 5.15% |
| Ping An (2318.HK) | 7.61% | 4.63% |
| UnitedHealth (UNH) | 6.51% | 4.55% |
| TSMC (TSM) | 2.02% | 4.18% |
| SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 3.12% | 2.35% |
| Salesforce (CRM) | 2% | 1.82% |
| Johnson & Johnson (JNJ) | 1.75% | 1.71% |
| 3M (MMM) | 1.46% | 1.1% |
| JD.com (JD.US) | 3.32% | 0.99% |
Cash & Instruments Over Time
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