Portfolio Diversification
Range
Most Diversified
11 instruments
July 24, 2024
Least Diversified
0 instruments
February 2, 2025
Average
9.1 instruments
Most Consistent Holdings
Top 5
SONY99.91%
0992.HK99.91%
LOGN.ZU99.91%
GS81.04%
GOOG63.54%
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) | 18.74% | 0% | 99.91% | 2/1/2025 |
| Sony (SONY) | 16.05% | 0% | 99.91% | 2/1/2025 |
| Logitech (LOGN.ZU) | 10.43% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 8.36% | 0% | 63.54% | 2/1/2025 |
 TSMC (TSM) | 6.19% | 0% | 48.13% | 2/1/2025 |
| Goldman Sachs (GS) | 6.13% | 0% | 81.04% | 2/1/2025 |
 Deutsche Bank (DB) | 6.1% | 0% | 61.35% | 2/1/2025 |
 Microsoft (MSFT) | 4.29% | 0% | 48.22% | 2/1/2025 |
 AMD (AMD) | 4.24% | 0% | 51.69% | 8/16/2023 |
 Applied Materials (AMAT) | 4.2% | 0% | 60.89% | 2/1/2025 |
 Morgan Stanley (MS) | 3.65% | 0% | 51.78% | 8/17/2023 |
 Apple (AAPL) | 3.63% | 0% | 36.37% | 2/27/2023 |
 Berkshire Hathaway (BRK.B) | 2.96% | 0% | 38.56% | 3/24/2023 |
 Twitter (TWTR) | 1.99% | 0% | 18.87% | 7/28/2022 |
 Micron (MU) | 1.19% | 0% | 14.77% | 3/29/2023 |
 PulteGroup (PHM) | 0.71% | 0% | 17.59% | 2/1/2025 |
 Monster Beverage (MNST) | 0.68% | 0% | 17.59% | 2/1/2025 |
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% |