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
SONY99.72%
0992.HK99.72%
LOGN.ZU99.72%
GS84.97%
GOOG71.3%
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) | 17.62% | 10.68% | 99.72% | - |
| Sony (SONY) | 14.79% | 9.09% | 99.72% | - |
| Logitech (LOGN.ZU) | 9.7% | 7.19% | 99.72% | - |
| Alphabet (GOOG) | 9.12% | 15.65% | 71.3% | - |
 TSMC (TSM) | 7.93% | 15.52% | 59.26% | - |
 Deutsche Bank (DB) | 7.86% | 13.95% | 69.59% | - |
| Goldman Sachs (GS) | 6.47% | 8.13% | 84.97% | - |
 Microsoft (MSFT) | 4.94% | 6.24% | 59.33% | - |
 Applied Materials (AMAT) | 4.33% | 0% | 69.02% | 12/5/2025 |
 AMD (AMD) | 3.32% | 0% | 40.38% | 8/16/2023 |
 Morgan Stanley (MS) | 2.85% | 0% | 40.46% | 8/17/2023 |
 Apple (AAPL) | 2.84% | 0% | 28.42% | 2/27/2023 |
 Berkshire Hathaway (BRK.B) | 2.31% | 0% | 30.13% | 3/24/2023 |
 Twitter (TWTR) | 1.56% | 0% | 14.74% | 7/28/2022 |
 Monster Beverage (MNST) | 1.38% | 3.79% | 35.4% | - |
 PulteGroup (PHM) | 1.19% | 2.71% | 35.4% | - |
 Micron (MU) | 0.93% | 0% | 11.54% | 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% |