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Portfolio Diversification
Range
Most Diversified
51 instruments
August 9, 2023
Least Diversified
0 instruments
February 2, 2025
Average
42.7 instruments
Most Consistent Holdings
Top 5
INTC99.5%
03333.HK99.5%
9988.HK99.5%
PATH99.5%
ADA99.5%
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 |
|---|---|---|---|---|
 Disney (DIS) | 10.18% | 10.46% | 87.55% | - |
| Intel (INTC) | 4.53% | 6.93% | 99.5% | - |
 Microsoft (MSFT) | 4.41% | 9.13% | 38.68% | - |
 Toyota (TM) | 4.06% | 6.18% | 51.38% | - |
 LVMH (MC.PA) | 3.35% | 6.62% | 43.44% | - |
 UPS (UPS) | 3.09% | 3.87% | 62.49% | - |
 Apple (AAPL) | 3.04% | 6.05% | 43.94% | - |
 Volkswagen (VOW3.DE) | 2.97% | 4.76% | 49.21% | - |
 3M (MMM) | 2.81% | 0% | 45.28% | 8/5/2024 |
 Alibaba (BABA) | 2.73% | 0% | 90.48% | 1/2/2026 |
 UnitedHealth (UNH) | 2.41% | 8.82% | 27.57% | - |
 Swatch (UHR.ZU) | 2.1% | 0% | 55.56% | 1/5/2026 |
 Cisco (CSCO) | 2.09% | 0% | 27.99% | 4/4/2025 |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 2.06% | 0% | 90.48% | 1/2/2026 |
| Cardano (ADA) | 1.88% | 0.37% | 99.5% | - |
 China Mobile (0941.HK) | 1.84% | 0.97% | 96.41% | - |
 Rio Tinto (RIO) | 1.79% | 3.43% | 61.65% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 1.76% | 0% | 36.09% | 8/5/2024 |
 Sinopec (0386.HK) | 1.57% | 0% | 31.58% | 2/22/2024 |
 Tencent (0700.HK) | 1.51% | 0% | 26.15% | 5/27/2024 |
 Hasbro (HAS) | 1.36% | 0% | 37.34% | 8/5/2024 |
| UiPath (PATH) | 1.22% | 1.05% | 99.5% | - |
 iShares Gold Producers UCITS ETF (SPGP.L) | 1.2% | 0% | 35.59% | 4/15/2024 |
 OCI (OCI.NV) | 1.1% | 0% | 25.65% | 3/4/2024 |
 Airbnb (ABNB) | 1.09% | 0% | 23.48% | 11/8/2024 |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 1.07% | 0% | 25.31% | 11/7/2023 |
 Leggett & Platt (LEG) | 1.04% | 1.06% | 62.74% | - |
 Telia (TELIA.ST) | 1.03% | 0% | 33.17% | 4/9/2024 |
| Alibaba (9988.HK) | 1.01% | 0.37% | 99.5% | - |
 CVS Health (CVS) | 0.96% | 0% | 16.96% | 5/22/2025 |
 Yanzhou Coal (1171.HK) | 0.91% | 0% | 19.47% | 4/2/2024 |
 Rigetti (RGTI) | 0.91% | 2.59% | 25.06% | - |
 WisdomTree Core Physical Silver UCITS ETF (WSLV.L) | 0.88% | 4.41% | 23.73% | - |
 CNBM (3323.HK) | 0.86% | 0% | 85.71% | 1/5/2026 |
 NuScale Power (SMR) | 0.83% | 0.91% | 36.34% | - |
 Stadler (SRAIL.ZU) | 0.82% | 0% | 90.73% | 1/5/2026 |
 Roblox (RBLX) | 0.81% | 0% | 72.35% | 5/27/2025 |
 IIPR (IIPR) | 0.81% | 0% | 34.59% | 3/1/2024 |
 Chiliz (CHZ) | 0.8% | 0.18% | 99.5% | - |
 Humana (HUM) | 0.8% | 0% | 18.71% | 5/22/2025 |
 Link REIT (823.HK) | 0.8% | 0% | 88.97% | 1/5/2026 |
 Sinopec (02386.HK) | 0.8% | 0% | 24.56% | 12/5/2023 |
 Meituan (03690.HK) | 0.8% | 0% | 53.13% | 10/7/2024 |
 The Graph (GRT) | 0.77% | 0.05% | 99.42% | - |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.75% | 0% | 30.91% | 2/19/2026 |
 Danone (BN.PA) | 0.73% | 0% | 30.91% | 3/4/2024 |
 Coinbase (COIN) | 0.71% | 0% | 74.85% | 6/27/2025 |
 Sprott Uranium Miners UCITS ETF (U3O8.DE) | 0.69% | 2.4% | 36.51% | - |
 iShares MSCI AC Far East ex-Japan UCITS ETF (IFFF.L) | 0.69% | 0% | 26.98% | 4/2/2024 |
 GAC (2238.HK) | 0.63% | 0% | 90.56% | 1/5/2026 |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.55% | 0% | 32.08% | 8/5/2024 |
 Nomad Foods (NOMD) | 0.54% | 0% | 90.48% | 1/2/2026 |
 Altria (MO) | 0.5% | 0% | 12.95% | 8/5/2024 |
 Sabra Health Care REIT (SBRA) | 0.49% | 0% | 52.88% | 10/4/2024 |
 Medifast (MED.US) | 0.49% | 0% | 55.39% | 7/9/2025 |
 Lenovo (0992.HK) | 0.48% | 0% | 20.38% | 9/6/2023 |
 Amundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE) | 0.47% | 0% | 34.17% | 2/19/2026 |
 Geely (00175.HK) | 0.47% | 0% | 90.73% | 1/5/2026 |
 Bank of America (BAC) | 0.46% | 0% | 47.28% | 7/29/2024 |
 Xinyi Solar (0968.HK) | 0.46% | 0% | 90.73% | 1/5/2026 |
 Stellar (XLM) | 0.44% | 0% | 57.48% | 11/29/2024 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.43% | 5.08% | 8.69% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.42% | 6.8% | 8.94% | - |
 Xiaomi (1810.HK) | 0.34% | 0% | 55.64% | 11/7/2024 |
 Palantir (PLTR) | 0.32% | 0% | 36.34% | 3/19/2024 |
 Corsair (CRSR) | 0.3% | 0% | 75.86% | 7/9/2025 |
 Johnson & Johnson (JNJ) | 0.29% | 0% | 9.02% | 5/22/2025 |
| China Evergrande Group (03333.HK) | 0.26% | 0.03% | 99.5% | - |
 Amazon (AMZN) | 0.23% | 0% | 4.85% | 3/1/2023 |
 Lemonade (LMND) | 0.23% | 0% | 85.88% | 11/6/2025 |
 D-Wave (QBTS) | 0.21% | 0% | 1.5% | 1/7/2025 |
 Landis+Gyr (LAND.ZU) | 0.21% | 0% | 8.94% | 5/30/2025 |
 Temenos (TEMN.ZU) | 0.2% | 0% | 6.6% | 8/2/2024 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.19% | 2.95% | 9.02% | - |
 China Railway (0390.HK) | 0.19% | 0% | 20.47% | 9/7/2023 |
 PayPal (PYPL) | 0.19% | 0% | 6.1% | 4/15/2024 |
 Jumia (JMIA) | 0.18% | 0% | 75.86% | 7/9/2025 |
 Qudian (HTT) | 0.16% | 0% | 14.2% | 6/23/2023 |
 SNDL (SNDL) | 0.15% | 0% | 75.86% | 7/9/2025 |
 SentinelOne (S.US) | 0.15% | 0.5% | 24.39% | - |
 Co-Diagnostics (CODX) | 0.14% | 0% | 75.86% | 7/9/2025 |
 Bluebird Bio (BLUE) | 0.14% | 0% | 75.19% | 7/1/2025 |
 Tritax (BBOX.L) | 0.13% | 0% | 4.26% | 2/22/2023 |
 AMD (AMD) | 0.12% | 0% | 7.69% | 4/5/2023 |
 Ping An Healthcare (1833.HK) | 0.11% | 0% | 75.94% | 7/10/2025 |
 Nio (NIO) | 0.11% | 0% | 75.86% | 7/9/2025 |
 Ping An (2318.HK) | 0.11% | 0% | 4.68% | 2/27/2023 |
 Zijin Mining (2899.HK) | 0.1% | 0% | 2.92% | 2/6/2023 |
 Roche (ROG.ZU) | 0.07% | 0% | 2.34% | 5/14/2024 |
 L&G Battery Value-Chain UCITS ETF (BATE.DE) | 0.06% | 1% | 6.43% | - |
 iShares Automation & Robotics UCITS ETF (2B76.DE) | 0.05% | 0.72% | 6.77% | - |
 Lloyd's (LLOY.L) | 0.04% | 0% | 2.34% | 1/30/2023 |
 Amundi (AMUN.PA) | 0.04% | 0% | 2.67% | 2/3/2023 |
 ConAgra (CAG) | 0.04% | 0% | 6.18% | 1/28/2026 |
 Ionq (IONQ) | 0.03% | 1.05% | 4.09% | - |
 Senmiao Technology (AIHS) | 0.02% | 0% | 9.27% | 4/25/2023 |
 Allianz (ALV.DE) | 0.01% | 0% | 0.33% | 1/5/2023 |
 Solventum (SOLV) | 0.01% | 0% | 1.09% | 4/15/2024 |
 ToughBuilt (TBLT) | 0% | 0% | 9.27% | 4/25/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Disney (DIS) | 9.88% | 11.71% |
| Microsoft (MSFT) | 10.02% | 10.68% |
| LVMH (MC.PA) | 8.35% | 9.16% |
| UnitedHealth (UNH) | 8.34% | 8.69% |
| Toyota (TM) | 5.69% | 6.68% |
| Apple (AAPL) | 4.65% | 6.33% |
| Volkswagen (VOW3.DE) | 5.32% | 5.7% |
| WisdomTree Core Physical Silver UCITS ETF (WSLV.L) | 2.27% | 4.22% |
| Intel (INTC) | 4.05% | 3.96% |
| UPS (UPS) | 4.87% | 3.72% |
| Rigetti (RGTI) | 1.97% | 3.17% |
| Rio Tinto (RIO) | 2.3% | 2.89% |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 2.61% | 2.59% |
| Swatch (UHR.ZU) | 3.13% | 2.31% |
| Sprott Uranium Miners UCITS ETF (U3O8.DE) | 1.52% | 1.89% |
| Alibaba (BABA) | 2.16% | 1.88% |
| Amundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE) | 1.86% | 1.81% |
| UiPath (PATH) | 1.68% | 1.64% |
| NuScale Power (SMR) | 1.9% | 1.14% |
| Leggett & Platt (LEG) | 1.85% | 1.02% |
| China Mobile (0941.HK) | 0.72% | 0.98% |
| iShares $ Corporate Bond UCITS ETF (LQDE.L) | 1.02% | 0.92% |
| ConAgra (CAG) | 0.66% | 0.62% |
| Nomad Foods (NOMD) | 0.81% | 0.59% |
| SentinelOne (S.US) | 0.69% | 0.54% |
| CNBM (3323.HK) | 0.8% | 0.52% |
| Cardano (ADA) | 2.86% | 0.51% |
| Alibaba (9988.HK) | 0.49% | 0.39% |
| Geely (00175.HK) | 0.56% | 0.33% |
| GAC (2238.HK) | 0.61% | 0.29% |
| Link REIT (823.HK) | 0.45% | 0.28% |
| Stadler (SRAIL.ZU) | 0.57% | 0.21% |
| Chiliz (CHZ) | 1.9% | 0.17% |
| Xinyi Solar (0968.HK) | 0.38% | 0.1% |
| The Graph (GRT) | 2.27% | 0.08% |
| China Evergrande Group (03333.HK) | 0.49% | 0.02% |
Cash & Instruments Over Time
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