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Portfolio Diversification
Range
Most Diversified
8 instruments
January 30, 2025
Least Diversified
0 instruments
December 31, 2025
Average
5.8 instruments
Most Consistent Holdings
Top 5
BRK.B98.25%
DHR98%
01211.HK97.62%
BAC58.32%
QCOM55.19%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 24, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| BYD (01211.HK) | 32.49% | 22.1% | 97.62% | - |
| Berkshire Hathaway (BRK.B) | 15.41% | 14.53% | 98.25% | - |
| Danaher (DHR) | 9.85% | 5.71% | 98% | - |
| Bank of America (BAC) | 9.78% | 18.76% | 58.32% | - |
 Amundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE) | 8.85% | 0% | 50.81% | 4/7/2025 |
| Qualcomm (QCOM) | 4.85% | 9.49% | 55.19% | - |
 Kaspi.kz (KSPI) | 3.84% | 19.38% | 21.65% | - |
 KLA (KLAC) | 3.58% | 0% | 15.39% | 1/17/2025 |
 Novo-Nordisk (NVO) | 3.4% | 9.09% | 33.29% | - |
 US Bancorp (USB) | 2.49% | 0% | 21.4% | 7/11/2025 |
 Lockheed Martin (LMT) | 2.47% | 0% | 14.89% | 11/7/2025 |
 Iris Energy (IREN) | 1.06% | 0% | 5.76% | 2/7/2025 |
 Marvell (MRVL) | 0.59% | 0% | 8.51% | 4/7/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| BYD (01211.HK) | 26.07% | 20.03% |
| Bank of America (BAC) | 16.5% | 19.49% |
| Kaspi.kz (KSPI) | 16.87% | 17.5% |
| Berkshire Hathaway (BRK.B) | 12.95% | 15.36% |
| Novo-Nordisk (NVO) | 9.74% | 10.28% |
| Qualcomm (QCOM) | 9.49% | 9.58% |
| Danaher (DHR) | 8.25% | 7.41% |
Cash & Instruments Over Time
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