Portfolio Diversification
Range
Most Diversified
26 instruments
February 5, 2025
Least Diversified
0 instruments
September 11, 2023
Average
20.9 instruments
Most Consistent Holdings
Top 5
JNJ99.88%
KO99.88%
MCD99.88%
PEP99.88%
01211.HK99.88%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 11, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares MSCI India ETF (INDA) | 16.89% | 11.3% | 99.88% | - |
 SPDR S&P 500 ETF (SPY) | 6.68% | 0% | 49.75% | 9/17/2025 |
 Visa (V) | 6.14% | 0% | 89.83% | 9/17/2025 |
 NVIDIA (NVDA) | 5.39% | 0% | 89.83% | 9/17/2025 |
 JPMorgan (JPM) | 4.97% | 0% | 89.83% | 9/17/2025 |
 iShares J.P. Morgan USD EM Bond UCITS ETF (IUS7.DE) | 4.89% | 53.94% | 9.44% | - |
| Coca-Cola (KO) | 4.2% | 3.29% | 99.88% | - |
| BYD (01211.HK) | 4.1% | 3.57% | 99.88% | - |
| McDonald's (MCD) | 4% | 3.14% | 99.88% | - |
 Meta (META) | 3.98% | 0% | 89.83% | 9/17/2025 |
 MercadoLibre (MELI) | 3.9% | 3.04% | 99.88% | - |
 Texas Instruments (TXN) | 3.62% | 0% | 72.3% | 8/13/2025 |
 Microsoft (MSFT) | 3.29% | 0% | 89.83% | 9/17/2025 |
 Apple (AAPL) | 3.26% | 0% | 89.83% | 9/17/2025 |
 Alphabet (GOOG) | 3.21% | 0% | 89.83% | 9/17/2025 |
| Johnson & Johnson (JNJ) | 3.14% | 2.74% | 99.88% | - |
 Caterpillar (CAT) | 3.03% | 0% | 85.54% | 8/13/2025 |
| PepsiCo (PEP) | 2.87% | 1.82% | 99.88% | - |
 Lockheed Martin (LMT) | 1.83% | 0% | 64.22% | 8/13/2025 |
 SPDR EURO STOXX 50 ETF (FEZ) | 1.25% | 0% | 42.03% | 8/13/2025 |
 UPM (UPM.HE) | 1.15% | 1.08% | 72.55% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 1.13% | 0% | 37.87% | 11/11/2025 |
 L'Oréal (OR.PA) | 1.11% | 0.89% | 72.55% | - |
 United States Oil Fund (USO) | 0.95% | 0% | 17.52% | 4/22/2024 |
 Boeing (BA) | 0.7% | 0% | 70.83% | 8/13/2025 |
 iShares MSCI EM Latin America UCITS ETF (IUSC.DE) | 0.69% | 5.29% | 14.34% | - |
 LVMH (MC.PA) | 0.67% | 0.8% | 70.1% | - |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.65% | 4.74% | 14.34% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.65% | 4.79% | 14.34% | - |
 AMD (AMD) | 0.39% | 0% | 30.64% | 9/17/2025 |
 Palantir (PLTR) | 0.06% | 0% | 23.28% | 8/13/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares MSCI India ETF (INDA) | 16.59% | 15.53% |
| SPDR S&P 500 ETF (SPY) | 15.47% | 14.37% |
| Visa (V) | 5.57% | 6.06% |
| NVIDIA (NVDA) | 3.11% | 5.89% |
| JPMorgan (JPM) | 4.58% | 5.64% |
| Texas Instruments (TXN) | 4.62% | 4.48% |
| BYD (01211.HK) | 4.21% | 4.23% |
| Meta (META) | 3.11% | 4.15% |
| McDonald's (MCD) | 4.14% | 3.87% |
| Apple (AAPL) | 3.11% | 3.85% |
| Coca-Cola (KO) | 4.09% | 3.8% |
| Alphabet (GOOG) | 3.11% | 3.5% |
| MercadoLibre (MELI) | 3.11% | 3.25% |
| Caterpillar (CAT) | 3.11% | 3.18% |
| Microsoft (MSFT) | 3.11% | 3.09% |
| Johnson & Johnson (JNJ) | 3.14% | 2.63% |
| Lockheed Martin (LMT) | 2.61% | 2.6% |
| SPDR EURO STOXX 50 ETF (FEZ) | 2.96% | 2.43% |
| PepsiCo (PEP) | 3.11% | 2.43% |
| UPM (UPM.HE) | 2.22% | 1.63% |
| L'Oréal (OR.PA) | 2.19% | 1.53% |
| LVMH (MC.PA) | 1.48% | 1.1% |
| Boeing (BA) | 0.99% | 0.69% |