Portfolio Diversification
Range
Most Diversified
11 instruments
July 24, 2024
Least Diversified
0 instruments
February 2, 2025
Average
9.2 instruments
Most Consistent Holdings
Top 5
SONY99.91%
0992.HK99.91%
LOGN.ZU99.91%
GS82.27%
GOOG65.9%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Lenovo (0992.HK) | 18.59% | 13.48% | 99.91% | - |
| Sony (SONY) | 15.71% | 12.2% | 99.91% | - |
| Logitech (LOGN.ZU) | 10.29% | 6.54% | 99.91% | - |
| Alphabet (GOOG) | 8.57% | 11.67% | 65.9% | - |
 TSMC (TSM) | 6.64% | 12.53% | 51.49% | - |
 Deutsche Bank (DB) | 6.5% | 14.68% | 63.85% | - |
| Goldman Sachs (GS) | 6.23% | 7.59% | 82.27% | - |
 Microsoft (MSFT) | 4.47% | 7.43% | 51.58% | - |
 Applied Materials (AMAT) | 4.24% | 4.8% | 63.43% | - |
 AMD (AMD) | 3.97% | 0% | 48.34% | 8/16/2023 |
 Morgan Stanley (MS) | 3.41% | 0% | 48.42% | 8/17/2023 |
 Apple (AAPL) | 3.4% | 0% | 34.02% | 2/27/2023 |
 Berkshire Hathaway (BRK.B) | 2.76% | 0% | 36.06% | 3/24/2023 |
 Twitter (TWTR) | 1.86% | 0% | 17.65% | 7/28/2022 |
 Micron (MU) | 1.11% | 0% | 13.81% | 3/29/2023 |
 Monster Beverage (MNST) | 0.89% | 4.7% | 22.93% | - |
 PulteGroup (PHM) | 0.86% | 3.17% | 22.93% | - |
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% |