Portfolio Diversification
Range
Most Diversified
11 instruments
July 24, 2024
Least Diversified
0 instruments
February 2, 2025
Average
9.5 instruments
Most Consistent Holdings
Top 5
SONY99.85%
0992.HK99.85%
LOGN.ZU99.85%
GS84.61%
GOOG70.47%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Lenovo (0992.HK) | 17.84% | 12.51% | 99.85% | - |
| Sony (SONY) | 14.98% | 9.76% | 99.85% | - |
| Logitech (LOGN.ZU) | 9.8% | 6.74% | 99.85% | - |
| Alphabet (GOOG) | 8.96% | 12.89% | 70.47% | - |
 TSMC (TSM) | 7.69% | 16.23% | 58.03% | - |
 Deutsche Bank (DB) | 7.66% | 13.94% | 68.7% | - |
| Goldman Sachs (GS) | 6.44% | 7.43% | 84.61% | - |
 Microsoft (MSFT) | 4.89% | 6.88% | 58.1% | - |
 Applied Materials (AMAT) | 4.3% | 5.22% | 68.19% | - |
 AMD (AMD) | 3.43% | 0% | 41.75% | 8/16/2023 |
 Morgan Stanley (MS) | 2.95% | 0% | 41.83% | 8/17/2023 |
 Apple (AAPL) | 2.94% | 0% | 29.38% | 2/27/2023 |
 Berkshire Hathaway (BRK.B) | 2.39% | 0% | 31.15% | 3/24/2023 |
 Twitter (TWTR) | 1.61% | 0% | 15.24% | 7/28/2022 |
 Monster Beverage (MNST) | 1.3% | 3.7% | 33.36% | - |
 PulteGroup (PHM) | 1.14% | 2.71% | 33.36% | - |
 Micron (MU) | 0.96% | 0% | 11.93% | 3/29/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Lenovo (0992.HK) | 12.58% | 15.46% |
| TSMC (TSM) | 10.88% | 14.87% |
| Alphabet (GOOG) | 9.78% | 13.21% |
| Sony (SONY) | 7.58% | 9.8% |
| Deutsche Bank (DB) | 8.38% | 9.72% |
| Logitech (LOGN.ZU) | 15.44% | 8.1% |
| Goldman Sachs (GS) | 7.01% | 7.78% |
| Microsoft (MSFT) | 9.31% | 7.78% |
| Applied Materials (AMAT) | 5.94% | 5.18% |
| Monster Beverage (MNST) | 5.82% | 3.86% |
| PulteGroup (PHM) | 5.82% | 3.31% |