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Portfolio Diversification
Range
Most Diversified
26 instruments
February 5, 2025
Least Diversified
0 instruments
September 11, 2023
Average
17.5 instruments
Most Consistent Holdings
Top 5
01211.HK99.21%
JNJ81.69%
KO81.69%
MCD81.69%
PEP81.69%
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) | 12.45% | 0% | 74.56% | 1/9/2026 |
 iShares J.P. Morgan USD EM Bond UCITS ETF (IUS7.DE) | 12.26% | 51.71% | 34.24% | - |
 State Street SPDR S&P 500 ETF (SPY) | 4.79% | 0% | 35.74% | 9/17/2025 |
 Visa (V) | 4.41% | 0% | 64.52% | 9/17/2025 |
| BYD (01211.HK) | 4.31% | 4.89% | 99.21% | - |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 4.09% | 11.97% | 17.34% | - |
 NVIDIA (NVDA) | 3.87% | 0% | 64.52% | 9/17/2025 |
| Coca-Cola (KO) | 3.61% | 0% | 81.69% | 3/31/2026 |
 JPMorgan (JPM) | 3.57% | 0% | 64.52% | 9/17/2025 |
| McDonald's (MCD) | 3.41% | 0% | 81.69% | 3/31/2026 |
 MercadoLibre (MELI) | 3.28% | 0% | 81.69% | 3/31/2026 |
 iShares MSCI EM Latin America UCITS ETF (IUSC.DE) | 3.14% | 0% | 36.62% | 10/12/2026 |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 3.03% | 14.8% | 37.41% | - |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 2.93% | 14.45% | 37.76% | - |
 Meta (META) | 2.86% | 0% | 64.52% | 9/17/2025 |
| Johnson & Johnson (JNJ) | 2.79% | 0% | 81.69% | 3/31/2026 |
 Texas Instruments (TXN) | 2.6% | 0% | 51.94% | 8/13/2025 |
| PepsiCo (PEP) | 2.39% | 0% | 81.69% | 3/31/2026 |
 Microsoft (MSFT) | 2.36% | 0% | 64.52% | 9/17/2025 |
 Apple (AAPL) | 2.34% | 0% | 64.52% | 9/17/2025 |
 Alphabet (GOOG) | 2.3% | 0% | 64.52% | 9/17/2025 |
 Caterpillar (CAT) | 2.18% | 0% | 61.44% | 8/13/2025 |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 1.84% | 4.85% | 17.52% | - |
 Lockheed Martin (LMT) | 1.32% | 0% | 46.13% | 8/13/2025 |
 UPM (UPM.HE) | 1.02% | 0% | 62.15% | 4/1/2026 |
 L'Oréal (OR.PA) | 0.95% | 0% | 62.15% | 4/1/2026 |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.9% | 0% | 30.19% | 8/13/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.81% | 0% | 27.2% | 11/11/2025 |
 United States Oil Fund (USO) | 0.68% | 0% | 12.59% | 4/22/2024 |
 LVMH (MC.PA) | 0.6% | 0% | 60.39% | 4/1/2026 |
 Boeing (BA) | 0.5% | 0% | 50.88% | 8/13/2025 |
 AMD (AMD) | 0.28% | 0% | 22.01% | 9/17/2025 |
 Palantir (PLTR) | 0.04% | 0% | 16.73% | 8/13/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares J.P. Morgan USD EM Bond UCITS ETF (IUS7.DE) | 55.19% | 53.24% |
| iShares MSCI India ETF (INDA) | 10.82% | 11.29% |
| iShares MSCI EM Latin America UCITS ETF (IUSC.DE) | 4.77% | 5.27% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 5% | 5.07% |
| iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 4.7% | 4.82% |
| BYD (01211.HK) | 3.29% | 3.4% |
| Coca-Cola (KO) | 2.95% | 3.28% |
| McDonald's (MCD) | 2.86% | 3.08% |
| MercadoLibre (MELI) | 2.26% | 2.96% |
| Johnson & Johnson (JNJ) | 2.2% | 2.8% |
| PepsiCo (PEP) | 2.28% | 1.8% |
| UPM (UPM.HE) | 1.57% | 1.11% |
| L'Oréal (OR.PA) | 1.11% | 0.87% |
| LVMH (MC.PA) | 1% | 0.81% |
Cash & Instruments Over Time
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