Portfolio Diversification
Range
Most Diversified
38 instruments
March 21, 2025
Least Diversified
0 instruments
January 30, 2024
Average
31.8 instruments
Most Consistent Holdings
Top 5
PEP99.68%
GOOG99.52%
T99.52%
TSLA99.52%
BABA99.52%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 30, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Realty Income (O) | 9.42% | 8.78% | 99.52% | - |
| Tesla (TSLA) | 8.85% | 10.8% | 99.52% | - |
| Alphabet (GOOG) | 7.2% | 11.92% | 99.52% | - |
 Mercedes-Benz (MBG.DE) | 6.89% | 3% | 99.52% | - |
| Alibaba (BABA) | 6.33% | 5.23% | 99.52% | - |
 Palantir (PLTR) | 5.13% | 0% | 77.97% | 6/10/2025 |
| PepsiCo (PEP) | 4.66% | 7.93% | 99.68% | - |
 Pfizer (PFE) | 3.86% | 1.66% | 97.78% | - |
| AT&T (T) | 3.18% | 1.71% | 99.52% | - |
 Amazon (AMZN) | 3.01% | 4.01% | 98.89% | - |
 AMD (AMD) | 2.64% | 7.94% | 65.45% | - |
 Baidu (BIDU) | 2.53% | 2.43% | 82.41% | - |
 Xiaomi (1810.HK) | 2.34% | 1.85% | 91.76% | - |
 Disney (DIS) | 2.33% | 1.4% | 99.37% | - |
 Whirlpool (WHR) | 2.17% | 0.87% | 92.08% | - |
 Bank of America (BAC) | 2.13% | 1.23% | 97.62% | - |
 VICI Properties (VICI) | 2.08% | 1.41% | 99.52% | - |
 Intel (INTC) | 2.02% | 1.74% | 97.78% | - |
 Valeo (FR.PA) | 1.79% | 0.97% | 94.14% | - |
 Starbucks (SBUX.RTH) | 1.72% | 0.99% | 82.41% | - |
 JD.com (JD.US) | 1.58% | 0.77% | 94.29% | - |
 Porsche (PAH3.DE) | 1.57% | 0.61% | 93.98% | - |
 Adidas (ADS.DE) | 1.57% | 0.6% | 97.62% | - |
 BMW (BMW.DE) | 1.47% | 0.64% | 93.82% | - |
 Volkswagen (VOW.DE) | 1.3% | 0.4% | 99.52% | - |
 Altria (MO) | 1.22% | 0.85% | 85.58% | - |
 ASML (ASML.RTH) | 1.16% | 3.02% | 40.57% | - |
 LVMH (MC.PA) | 1.16% | 2.79% | 65.45% | - |
 Continental (CON.DE) | 1.02% | 0.59% | 85.42% | - |
 PayPal (PYPL) | 0.94% | 0.41% | 97.62% | - |
 NVIDIA (NVDA) | 0.92% | 2.65% | 34.39% | - |
 CVS Health (CVS) | 0.86% | 0.71% | 82.41% | - |
 Celsius (CELH) | 0.71% | 1.98% | 40.41% | - |
 Dongfeng (0489.HK) | 0.69% | 1.09% | 85.58% | - |
 Leggett & Platt (LEG) | 0.61% | 0.3% | 85.58% | - |
 Lam Research (LRCX.RTH) | 0.42% | 1.29% | 40.57% | - |
 Ford (F) | 0.32% | 0.74% | 40.41% | - |
 Porsche (P911.DE) | 0.28% | 0.53% | 40.41% | - |
 AUMOVIO SE (AMV0.DE) | 0.01% | 0.17% | 5.07% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 6.26% | 11.73% |
| Palantir (PLTR) | 3.54% | 11.58% |
| Realty Income (O) | 8.68% | 7.23% |
| Mercedes-Benz (MBG.DE) | 10.13% | 7.15% |
| Alibaba (BABA) | 6.17% | 5.96% |
| Pfizer (PFE) | 5.04% | 4.15% |
| Alphabet (GOOG) | 3.47% | 3.86% |
| Baidu (BIDU) | 5.14% | 3.66% |
| AT&T (T) | 3.36% | 3.66% |
| Disney (DIS) | 3.18% | 3.2% |
| Xiaomi (1810.HK) | 1.62% | 3.18% |
| Whirlpool (WHR) | 3.31% | 3.11% |
| Starbucks (SBUX.RTH) | 2.5% | 2.47% |
| Bank of America (BAC) | 2.27% | 2.42% |
| PepsiCo (PEP) | 2.74% | 2.05% |
| Intel (INTC) | 3.91% | 1.97% |
| Valeo (FR.PA) | 2.79% | 1.94% |
| JD.com (JD.US) | 1.62% | 1.87% |
| VICI Properties (VICI) | 2.22% | 1.85% |
| Amazon (AMZN) | 1.7% | 1.83% |
| Adidas (ADS.DE) | 1.53% | 1.69% |
| LVMH (MC.PA) | 2.01% | 1.67% |
| Altria (MO) | 1.62% | 1.6% |
| Porsche (PAH3.DE) | 2.42% | 1.57% |
| BMW (BMW.DE) | 2.42% | 1.49% |
| Continental (CON.DE) | 1.62% | 1.39% |
| AMD (AMD) | 1.62% | 1.16% |
| PayPal (PYPL) | 0.94% | 1.15% |
| Dongfeng (0489.HK) | 0.98% | 1% |
| Volkswagen (VOW.DE) | 1.67% | 0.99% |
| CVS Health (CVS) | 1.39% | 0.91% |
| Leggett & Platt (LEG) | 1.62% | 0.71% |