Portfolio Diversification
Range
Most Diversified
38 instruments
March 21, 2025
Least Diversified
0 instruments
January 30, 2024
Average
32 instruments
Most Consistent Holdings
Top 5
PEP99.26%
MBG.DE99.12%
O99.12%
GOOG98.97%
T98.97%
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) | 9.3% | 8.23% | 99.12% | - |
 Tesla (TSLA) | 8.9% | 10.63% | 98.97% | - |
| Alphabet (GOOG) | 7.57% | 14.62% | 98.97% | - |
| Mercedes-Benz (MBG.DE) | 6.62% | 3.44% | 99.12% | - |
 Alibaba (BABA) | 6.2% | 4.66% | 98.97% | - |
| PepsiCo (PEP) | 4.82% | 7.49% | 99.26% | - |
 Palantir (PLTR) | 4.78% | 0% | 72.57% | 6/10/2025 |
 Pfizer (PFE) | 3.7% | 1.69% | 97.35% | - |
 Amazon (AMZN) | 3.07% | 4.09% | 98.38% | - |
| AT&T (T) | 3.07% | 1.68% | 98.97% | - |
 AMD (AMD) | 2.95% | 7.27% | 67.26% | - |
 Baidu (BIDU) | 2.51% | 2.47% | 83.19% | - |
 Xiaomi (1810.HK) | 2.28% | 1.62% | 91.74% | - |
 Disney (DIS) | 2.25% | 1.3% | 98.82% | - |
 Whirlpool (WHR) | 2.08% | 0.86% | 92.18% | - |
 Bank of America (BAC) | 2.06% | 1.26% | 97.35% | - |
 VICI Properties (VICI) | 2.02% | 1.23% | 98.97% | - |
 Intel (INTC) | 1.98% | 1.69% | 97.35% | - |
 Valeo (FR.PA) | 1.73% | 0.99% | 94.1% | - |
 Starbucks (SBUX) | 1.66% | 0.95% | 83.04% | - |
 JD.com (JD.US) | 1.52% | 0.68% | 94.25% | - |
 Porsche (PAH3.DE) | 1.51% | 0.73% | 93.81% | - |
 Adidas (ADS.DE) | 1.5% | 0.49% | 97.35% | - |
 BMW (BMW.DE) | 1.41% | 0.77% | 93.66% | - |
 ASML (ASML) | 1.27% | 3.19% | 44.1% | - |
 LVMH (MC.PA) | 1.25% | 2.73% | 67.26% | - |
 Volkswagen (VOW.DE) | 1.24% | 0.48% | 98.97% | - |
 Altria (MO) | 1.18% | 0.76% | 85.99% | - |
 NVIDIA (NVDA) | 1.03% | 2.65% | 38.35% | - |
 Continental (CON.DE) | 0.98% | 0.59% | 85.84% | - |
 PayPal (PYPL) | 0.9% | 0.35% | 97.35% | - |
 CVS Health (CVS) | 0.84% | 0.68% | 83.19% | - |
 Celsius (CELH) | 0.75% | 1.37% | 43.95% | - |
 Dongfeng (0489.HK) | 0.71% | 1.04% | 85.99% | - |
 Leggett & Platt (LEG) | 0.59% | 0.35% | 85.99% | - |
 Lam Research (LRCX) | 0.48% | 1.43% | 44.1% | - |
 Ford (F) | 0.35% | 0.75% | 43.95% | - |
 Porsche (P911.DE) | 0.3% | 0.54% | 43.95% | - |
 Aumovio SE (AMV0.DE) | 0.02% | 0.2% | 11.06% | - |
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) | 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% |