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Portfolio Diversification
Range
Most Diversified
8 instruments
January 30, 2025
Least Diversified
0 instruments
December 31, 2025
Average
5.7 instruments
Most Consistent Holdings
Top 5
BRK.B98.4%
DHR98.27%
01211.HK97.73%
BAC55.87%
GOAI.DE54.13%
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) | 33.13% | 24.13% | 97.73% | - |
| Berkshire Hathaway (BRK.B) | 15.46% | 16.48% | 98.4% | - |
| Danaher (DHR) | 10.1% | 6.78% | 98.27% | - |
| Amundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE) | 9.43% | 0% | 54.13% | 4/7/2025 |
| Bank of America (BAC) | 9.23% | 18.27% | 55.87% | - |
 Qualcomm (QCOM) | 4.68% | 0% | 52.8% | 3/16/2026 |
 KLA (KLAC) | 3.81% | 0% | 16.4% | 1/17/2025 |
 Novo-Nordisk (NVO) | 3.11% | 8.56% | 29.33% | - |
 Kaspi.kz (KSPI) | 2.92% | 17.62% | 16.8% | - |
 US Bancorp (USB) | 2.65% | 0% | 22.8% | 7/11/2025 |
 Lockheed Martin (LMT) | 2.63% | 0% | 15.87% | 11/7/2025 |
 Iris Energy (IREN) | 1.12% | 0% | 6.13% | 2/7/2025 |
 Marvell (MRVL) | 0.62% | 0% | 9.07% | 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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