Portfolio Diversification
Range
Most Diversified
51 instruments
August 9, 2023
Least Diversified
0 instruments
February 2, 2025
Average
45.3 instruments
Most Consistent Holdings
Top 5
INTC99.79%
LMND99.79%
BABA99.79%
0968.HK99.79%
2238.HK99.79%
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) | 9.97% | 13.44% | 85.12% | - |
| Intel (INTC) | 4.55% | 2.92% | 99.79% | - |
 3M (MMM) | 3.47% | 0% | 55.99% | 8/5/2024 |
 Toyota (TM) | 3.46% | 6.81% | 40.39% | - |
| Alibaba (BABA) | 3.12% | 1.86% | 99.79% | - |
 Microsoft (MSFT) | 3.06% | 12.42% | 24.69% | - |
 UPS (UPS) | 2.96% | 3.16% | 54.13% | - |
 Cisco (CSCO) | 2.58% | 0% | 34.61% | 4/4/2025 |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 2.44% | 1.02% | 99.79% | - |
 Volkswagen (VOW3.DE) | 2.42% | 6.01% | 37.71% | - |
 Apple (AAPL) | 2.35% | 6.16% | 31.51% | - |
 Swatch (UHR.ZU) | 2.32% | 2.15% | 56.3% | - |
 LVMH (MC.PA) | 2.29% | 7.75% | 30.58% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 2.18% | 0% | 44.63% | 8/5/2024 |
 Cardano (ADA) | 2.16% | 1.38% | 99.79% | - |
 China Mobile (0941.HK) | 2.04% | 1.13% | 96.07% | - |
 Sinopec (0386.HK) | 1.94% | 0% | 39.05% | 2/22/2024 |
 Tencent (0700.HK) | 1.86% | 0% | 32.33% | 5/27/2024 |
 Hasbro (HAS) | 1.68% | 0% | 46.18% | 8/5/2024 |
 Rio Tinto (RIO) | 1.53% | 2.5% | 53.1% | - |
 iShares Gold Producers UCITS ETF (SPGP.L) | 1.49% | 0% | 44.01% | 4/15/2024 |
 OCI (OCI.NV) | 1.36% | 0% | 31.71% | 3/4/2024 |
 Airbnb (ABNB) | 1.35% | 0% | 29.03% | 11/8/2024 |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 1.32% | 0% | 31.3% | 11/7/2023 |
 Telia (TELIA.ST) | 1.28% | 0% | 41.01% | 4/9/2024 |
 CVS Health (CVS) | 1.19% | 0% | 20.97% | 5/22/2025 |
 UiPath (PATH) | 1.18% | 1.2% | 99.79% | - |
 Alibaba (9988.HK) | 1.15% | 0.4% | 99.79% | - |
 Yanzhou Coal (1171.HK) | 1.13% | 0% | 24.07% | 4/2/2024 |
 Leggett & Platt (LEG) | 1.06% | 1.01% | 54.75% | - |
 Roblox (RBLX) | 1.01% | 0% | 89.46% | 5/27/2025 |
 IIPR (IIPR) | 1% | 0% | 42.77% | 3/1/2024 |
 CNBM (3323.HK) | 0.99% | 0.57% | 93.7% | - |
 UnitedHealth (UNH) | 0.99% | 9% | 10.85% | - |
 Humana (HUM) | 0.99% | 0% | 23.14% | 5/22/2025 |
 Sinopec (02386.HK) | 0.98% | 0% | 30.37% | 12/5/2023 |
 Meituan (03690.HK) | 0.98% | 0% | 65.7% | 10/7/2024 |
 Stadler (SRAIL.ZU) | 0.98% | 0.24% | 99.79% | - |
 Chiliz (CHZ) | 0.96% | 0.17% | 99.79% | - |
 Link REIT (823.HK) | 0.95% | 0.37% | 97.62% | - |
 The Graph (GRT) | 0.93% | 0.22% | 99.79% | - |
 Danone (BN.PA) | 0.9% | 0% | 38.22% | 3/4/2024 |
 Coinbase (COIN) | 0.87% | 0% | 92.56% | 6/27/2025 |
 iShares MSCI AC Far East ex-Japan UCITS ETF (IFFF.L) | 0.85% | 0% | 33.37% | 4/2/2024 |
| GAC (2238.HK) | 0.74% | 0.25% | 99.79% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.67% | 0% | 39.67% | 8/5/2024 |
 Nomad Foods (NOMD) | 0.63% | 0.22% | 99.79% | - |
 Altria (MO) | 0.61% | 0% | 16.01% | 8/5/2024 |
 Sabra Health Care REIT (SBRA) | 0.61% | 0% | 65.39% | 10/4/2024 |
 NuScale Power (SMR) | 0.61% | 3.2% | 22% | - |
 Medifast (MED.US) | 0.61% | 0% | 68.49% | 7/9/2025 |
 Lenovo (0992.HK) | 0.6% | 0% | 25.21% | 9/6/2023 |
 Bank of America (BAC) | 0.57% | 0% | 58.47% | 7/29/2024 |
| Xinyi Solar (0968.HK) | 0.55% | 0.13% | 99.79% | - |
 Stellar (XLM) | 0.55% | 0% | 71.07% | 11/29/2024 |
 Geely (00175.HK) | 0.53% | 0.37% | 99.79% | - |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.49% | 2.7% | 21.18% | - |
 Xiaomi (1810.HK) | 0.42% | 0% | 68.8% | 11/7/2024 |
 Palantir (PLTR) | 0.4% | 0% | 44.94% | 3/19/2024 |
 Corsair (CRSR) | 0.37% | 0% | 93.8% | 7/9/2025 |
 Johnson & Johnson (JNJ) | 0.36% | 0% | 11.16% | 5/22/2025 |
 Sprott Uranium Miners UCITS ETF (U3O8.DE) | 0.36% | 1.81% | 22% | - |
 Amundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE) | 0.33% | 1.23% | 25.21% | - |
 China Evergrande Group (03333.HK) | 0.31% | 0.03% | 99.79% | - |
 Rigetti (RGTI) | 0.3% | 2.4% | 7.85% | - |
 Amazon (AMZN) | 0.29% | 0% | 5.99% | 3/1/2023 |
| Lemonade (LMND) | 0.26% | 0.28% | 99.79% | - |
 D-Wave (QBTS) | 0.26% | 0% | 1.86% | 1/7/2025 |
 Landis+Gyr (LAND.ZU) | 0.26% | 0% | 11.05% | 5/30/2025 |
 Temenos (TEMN.ZU) | 0.25% | 0% | 8.16% | 8/2/2024 |
 China Railway (0390.HK) | 0.24% | 0% | 25.31% | 9/7/2023 |
 PayPal (PYPL) | 0.23% | 0% | 7.54% | 4/15/2024 |
 Jumia (JMIA) | 0.22% | 0% | 93.8% | 7/9/2025 |
 Qudian (QD) | 0.2% | 0% | 17.56% | 6/23/2023 |
 SNDL (SNDL) | 0.19% | 0% | 93.8% | 7/9/2025 |
 Co-Diagnostics (CODX) | 0.18% | 0% | 93.8% | 7/9/2025 |
 Bluebird Bio (BLUE) | 0.18% | 0% | 92.98% | 7/1/2025 |
 Tritax (BBOX.L) | 0.16% | 0% | 5.27% | 2/22/2023 |
 WisdomTree Core Physical Silver UCITS ETF (WSLV.L) | 0.16% | 2.66% | 6.2% | - |
 AMD (AMD) | 0.15% | 0% | 9.5% | 4/5/2023 |
 Ping An Healthcare (1833.HK) | 0.14% | 0% | 93.9% | 7/10/2025 |
 Nio (NIO) | 0.14% | 0% | 93.8% | 7/9/2025 |
 Ping An (2318.HK) | 0.13% | 0% | 5.79% | 2/27/2023 |
 Zijin Mining (2899.HK) | 0.12% | 0% | 3.62% | 2/6/2023 |
 Roche (ROG.ZU) | 0.09% | 0% | 2.89% | 5/14/2024 |
 SentinelOne (S.US) | 0.05% | 0.72% | 7.23% | - |
 Lloyd's (LLOY.L) | 0.05% | 0% | 2.89% | 1/30/2023 |
 Amundi (AMUN.PA) | 0.05% | 0% | 3.31% | 2/3/2023 |
 Senmiao Technology (AIHS) | 0.02% | 0% | 11.47% | 4/25/2023 |
 Allianz (ALV.DE) | 0.02% | 0% | 0.41% | 1/5/2023 |
 Solventum (SOLV) | 0.01% | 0% | 1.34% | 4/15/2024 |
 ToughBuilt (TBLT) | 0.01% | 0% | 11.47% | 4/25/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Disney (DIS) | 12.75% | 18.44% |
| D-Wave (QBTS) | 10.38% | 13.57% |
| Toyota (TM) | 7.34% | 9.75% |
| LVMH (MC.PA) | 7.06% | 8.74% |
| Volkswagen (VOW3.DE) | 6.86% | 7.83% |
| Cisco (CSCO) | 5.02% | 7.43% |
| UPS (UPS) | 5.87% | 6.86% |
| Humana (HUM) | 3.51% | 4.27% |
| Swatch (UHR.ZU) | 4.04% | 3.77% |
| Intel (INTC) | 5.23% | 3.46% |
| Cardano (ADA) | 3.7% | 2.06% |
| UiPath (PATH) | 2.17% | 2.05% |
| Alibaba (BABA) | 2.78% | 1.75% |
| China Mobile (0941.HK) | 0.93% | 1.47% |
| iShares $ Corporate Bond UCITS ETF (LQDE.L) | 1.32% | 1.45% |
| Leggett & Platt (LEG) | 2.39% | 1.44% |
| The Graph (GRT) | 2.94% | 0.72% |
| CNBM (3323.HK) | 1.03% | 0.58% |
| Chiliz (CHZ) | 2.45% | 0.52% |
| Coinbase (COIN) | 0.56% | 0.46% |
| Link REIT (823.HK) | 0.58% | 0.43% |
| Geely (00175.HK) | 0.72% | 0.43% |
| Roblox (RBLX) | 0.49% | 0.4% |
| Stadler (SRAIL.ZU) | 0.73% | 0.4% |
| GAC (2238.HK) | 0.78% | 0.39% |
| Alibaba (9988.HK) | 0.64% | 0.37% |
| Nomad Foods (NOMD) | 0.49% | 0.36% |
| Medifast (MED.US) | 1.17% | 0.3% |
| Lemonade (LMND) | 0.49% | 0.29% |
| Xinyi Solar (0968.HK) | 0.49% | 0.17% |
| Jumia (JMIA) | 0.8% | 0.13% |
| SNDL (SNDL) | 0.49% | 0.12% |
| Corsair (CRSR) | 0.49% | 0.11% |
| Co-Diagnostics (CODX) | 0.78% | 0.06% |
| Nio (NIO) | 0.49% | 0.05% |
| China Evergrande Group (03333.HK) | 0.63% | 0.04% |
| Ping An Healthcare (1833.HK) | 0.39% | 0.03% |
| Bluebird Bio (BLUE) | 0.98% | 0.02% |