Portfolio Diversification
Range
Most Diversified
42 instruments
April 10, 2025
Least Diversified
25 instruments
October 20, 2023
Average
29 instruments
Most Consistent Holdings
Top 5
GOOG100%
AMZN100%
DIS100%
HPQ100%
INTC100%
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 |
|---|---|---|---|---|
 Xiaomi (1810.HK) | 7.24% | 3.95% | 100% | - |
 Netflix (NFLX) | 6.29% | 2.39% | 100% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 5.88% | 65.01% | 11.52% | - |
| Amazon (AMZN) | 5.77% | 1.5% | 100% | - |
| HP (HPQ) | 4.71% | 0.71% | 100% | - |
 3M (MMM) | 4.2% | 1.09% | 100% | - |
 Adidas (ADS.DE) | 4.13% | 0.79% | 100% | - |
 AT&T (T) | 4.05% | 1.09% | 100% | - |
| Intel (INTC) | 4.02% | 1.5% | 100% | - |
 Nike (NKE) | 4.01% | 0.57% | 100% | - |
| Disney (DIS) | 4.01% | 0.93% | 100% | - |
 Meta (META) | 3.37% | 0.68% | 43.91% | - |
 JPMorgan (JPM) | 3.16% | 0.93% | 100% | - |
 Whirlpool (WHR) | 3.12% | 0.47% | 100% | - |
| Alphabet (GOOG) | 3.03% | 0.71% | 100% | - |
 Baidu (BIDU) | 2.95% | 0.45% | 100% | - |
 Sony (SONY) | 2.71% | 0.66% | 100% | - |
 Unilever (ULVR.L) | 2.6% | 0.71% | 100% | - |
 Starbucks (SBUX) | 2.47% | 0.45% | 100% | - |
 American Airlines (AAL) | 2.21% | 0.47% | 100% | - |
 PayPal (PYPL) | 2% | 0.41% | 100% | - |
 Lemonade (LMND) | 1.95% | 0.77% | 100% | - |
 Hertz (HTZ) | 1.85% | 0.3% | 100% | - |
 Alibaba (BABA) | 1.82% | 0.47% | 100% | - |
 Uber (UBER) | 1.7% | 0% | 30.87% | 10/19/2023 |
 Adobe (ADBE) | 1.65% | 0.55% | 43.91% | - |
 Nio (NIO) | 1.3% | 0.16% | 100% | - |
 Warner Bros Discovery (WBD) | 0.53% | 0.12% | 100% | - |
 Caterpillar (CAT) | 0.41% | 1.37% | 17.93% | - |
 Apple (AAPL) | 0.41% | 1% | 17.28% | - |
 Microsoft (MSFT) | 0.36% | 1.41% | 15.54% | - |
 McDonald's (MCD) | 0.35% | 1.07% | 15.54% | - |
 PepsiCo (PEP) | 0.33% | 1.05% | 15.54% | - |
 Lenovo (0992.HK) | 0.32% | 0% | 9.13% | 3/28/2023 |
 Solventum (SOLV) | 0.29% | 0.13% | 51.2% | - |
 Realty Income (O) | 0.28% | 1.2% | 13.37% | - |
 Samsung (SMSN.L) | 0.22% | 0.64% | 15.76% | - |
 Walmart (WMT) | 0.2% | 0.64% | 15.76% | - |
 LVMH (MC.PA) | 0.18% | 1.11% | 10.98% | - |
 Gazprom OAO-ADR (OGZDL.L) | 0.17% | 0.03% | 100% | - |
 Lockheed Martin (LMT) | 0.14% | 0.59% | 13.37% | - |
 Raytheon (RTX) | 0.14% | 0.66% | 13.37% | - |
 Home Depot (HD) | 0.13% | 0.58% | 13.37% | - |
 Toyota (TM) | 0.11% | 0.45% | 13.37% | - |
 METRO (B4B.DE) | 0.1% | 0% | 2.39% | 1/23/2023 |
 NVIDIA (NVDA) | 0.09% | 0% | 5.65% | 2/23/2023 |
 Boeing (BA) | 0.06% | 0% | 2.39% | 1/23/2023 |
 Rolls-Royce (RR.L) | 0.05% | 0% | 2.39% | 1/23/2023 |
 Mercedes-Benz (MBG.DE) | 0.05% | 0% | 2.39% | 1/23/2023 |
 Visa (V) | 0.05% | 0% | 2.39% | 1/23/2023 |
 BMW (BMW.DE) | 0.05% | 0% | 2.39% | 1/23/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Xiaomi (1810.HK) | 4.8% | 13.43% |
| Netflix (NFLX) | 4.8% | 9.79% |
| Amazon (AMZN) | 4.8% | 8.08% |
| HP (HPQ) | 4.8% | 5.15% |
| AT&T (T) | 4.8% | 5.12% |
| Adidas (ADS.DE) | 4.8% | 5.09% |
| 3M (MMM) | 4.8% | 5.07% |
| Disney (DIS) | 4.8% | 4.74% |
| JPMorgan (JPM) | 2.4% | 4.25% |
| Alphabet (GOOG) | 2.4% | 4.03% |
| Lemonade (LMND) | 4.8% | 3.72% |
| Nike (NKE) | 4.8% | 3.33% |
| Whirlpool (WHR) | 4.8% | 3.24% |
| Sony (SONY) | 2.4% | 3.22% |
| American Airlines (AAL) | 2.4% | 2.82% |
| Unilever (ULVR.L) | 2.4% | 2.79% |
| PayPal (PYPL) | 4.8% | 2.62% |
| Intel (INTC) | 4.8% | 2.48% |
| Starbucks (SBUX) | 2.4% | 2.44% |
| Baidu (BIDU) | 4.8% | 2.39% |
| Alibaba (BABA) | 4.8% | 1.85% |
| Nio (NIO) | 4.8% | 0.9% |
| Hertz (HTZ) | 4.28% | 0.81% |
| Solventum (SOLV) | 0% | 0.65% |
| Warner Bros Discovery (WBD) | 1.07% | 0.57% |
| Gazprom OAO-ADR (OGZDL.L) | 2.4% | 0.18% |