Portfolio Diversification
Range
Most Diversified
50 instruments
January 7, 2023
Least Diversified
12 instruments
September 7, 2024
Average
27.1 instruments
Most Consistent Holdings
Top 5
BABA100%
BARC.L100%
9988.HK100%
VOF.L100%
ALGO99.43%
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 |
|---|---|---|---|---|
| Barclays (BARC.L) | 9.68% | 14.33% | 100% | - |
 Ares Capital (ARCC) | 7.87% | 0% | 93.28% | 4/9/2025 |
| Alibaba (9988.HK) | 7.59% | 8.03% | 100% | - |
| Alibaba (BABA) | 6.99% | 7.85% | 100% | - |
| VinaCapital (VOF.L) | 5.29% | 3.62% | 100% | - |
 JPMorgan (JPM) | 3.9% | 0% | 93.28% | 4/9/2025 |
 Markel (MKL) | 3.87% | 0% | 89.98% | 3/11/2025 |
 Berkshire Hathaway (BRK.B) | 3.55% | 0% | 84.05% | 4/7/2025 |
 Lemonade (LMND) | 3.26% | 0% | 68.91% | 9/6/2024 |
| Algorand (ALGO) | 2.68% | 0% | 99.43% | 6/2/2025 |
 SPDR S&P Bank ETF (KBE) | 2.66% | 0% | 68.91% | 9/6/2024 |
 BlackRock (BLK) | 2.3% | 0% | 68.91% | 9/6/2024 |
 Monks (MNKS.L) | 2.25% | 0% | 68% | 8/29/2024 |
 Jupiter (JUP.L) | 2.15% | 0% | 38.72% | 12/14/2023 |
 UK Commercial Property Trust Ltd (UKCM.L) | 2.13% | 0% | 50.34% | 3/26/2024 |
 Global X MSCI Argentina ETF (ARGT) | 1.94% | 6.4% | 62.98% | - |
 iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 1.93% | 0% | 32.46% | 2/3/2025 |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 1.83% | 15.74% | 12.19% | - |
 Tesla (TSLA) | 1.78% | 0% | 30.18% | 10/24/2024 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 1.44% | 0% | 41% | 1/3/2024 |
 HarbourVest (HVPE.L) | 1.42% | 0% | 64.58% | 7/30/2024 |
 Citi (C) | 1.33% | 0% | 61.28% | 7/1/2024 |
 Alphabet (GOOGL) | 1.14% | 0% | 44.87% | 2/6/2024 |
 Vanguard Total International Bond ETF (BNDX) | 1.13% | 0% | 19.13% | 3/18/2025 |
 Amazon (AMZN) | 1.08% | 0% | 44.42% | 2/2/2024 |
 Diageo (DGE.L) | 1.08% | 0% | 17.31% | 8/5/2024 |
 Vanguard Total Stock Market ETF (VTI) | 1.06% | 0% | 40.21% | 12/27/2023 |
 Walgreens (WBA) | 1.06% | 0% | 47.15% | 2/26/2024 |
 Segro (SGRO.L) | 0.97% | 0% | 47.95% | 3/4/2024 |
 BAE Systems (BA.L) | 0.95% | 5.11% | 10.14% | - |
 iShares MSCI Eurozone ETF (EZU) | 0.81% | 0% | 40.21% | 12/27/2023 |
 Vanguard Total Bond Market ETF (BND) | 0.78% | 0% | 15.26% | 2/12/2025 |
 Volkswagen (VOW3.DE) | 0.77% | 0% | 40.21% | 12/27/2023 |
 Pantheon International (PIN.L) | 0.76% | 0% | 45.79% | 2/14/2024 |
 Ferrexpo (FXPO.L) | 0.75% | 0% | 40.21% | 12/27/2023 |
 Vanguard FTSE Europe ETF (VGK) | 0.73% | 0% | 41.46% | 3/18/2025 |
 Aviva (AV.L) | 0.61% | 0% | 47.15% | 2/26/2024 |
 Xiaomi (1810.HK) | 0.51% | 0% | 49.77% | 3/21/2024 |
 CPIC (2601.HK) | 0.49% | 6.02% | 14.01% | - |
 Direxion Daily Financial Bull 3X Shares (FAS) | 0.45% | 0% | 47.15% | 2/26/2024 |
 abrdn (ABDN.L) | 0.38% | 0% | 40.21% | 12/27/2023 |
 TTI (669.HK) | 0.34% | 0% | 26.88% | 11/14/2024 |
 JD (9618.HK) | 0.33% | 2.5% | 14.01% | - |
 Lazard (LAZ) | 0.3% | 0% | 39.29% | 12/22/2023 |
 iShares MSCI EM Asia UCITS ETF (CEBL.DE) | 0.28% | 4.33% | 6.83% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.25% | 2.97% | 7.06% | - |
 Mosaic (MOS) | 0.24% | 0% | 24.15% | 8/4/2023 |
 Banco Santander Chile-ADR (BSAC) | 0.23% | 0% | 37.13% | 11/30/2023 |
 Geely (00175.HK) | 0.22% | 0% | 47.38% | 2/28/2024 |
 SQM (SQM) | 0.21% | 0% | 40.21% | 12/27/2023 |
 Porsche (PAH3.DE) | 0.21% | 0% | 40.21% | 12/27/2023 |
 Great Wall Motor (2333.HK) | 0.18% | 0% | 47.38% | 2/28/2024 |
 ARM (ARM) | 0.15% | 0% | 9.68% | 5/13/2024 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.14% | 0% | 12.19% | 4/4/2025 |
 USD/JPY (USDJPY) | 0.14% | 0% | 2.28% | 5/12/2025 |
 Microsoft (MSFT) | 0.13% | 0% | 15.95% | 5/24/2023 |
 Intesa Sanpaolo (ISP.MI) | 0.13% | 4.66% | 2.73% | - |
 3i (III) | 0.12% | 0% | 8.66% | 3/20/2023 |
 Icahn Enterprises (IEP) | 0.11% | 0% | 13.1% | 5/2/2023 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.09% | 0% | 2.51% | 5/27/2025 |
 Ares (ARES) | 0.08% | 0% | 4.9% | 3/7/2025 |
 Futu (FUTU) | 0.08% | 3.51% | 2.51% | - |
 UiPath (PATH) | 0.07% | 0% | 6.49% | 2/9/2024 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.06% | 0% | 20.73% | 7/5/2023 |
 Bladex (BLX) | 0.06% | 2.34% | 2.51% | - |
 Schneider Electric (SU.PA) | 0.06% | 1.94% | 2.96% | - |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.05% | 0% | 7.74% | 3/15/2023 |
 KraneShares CSI China Internet (KWEB) | 0.05% | 0% | 9.11% | 3/24/2023 |
 iShares MSCI China UCITS ETF (ICGA.DE) | 0.04% | 2.76% | 1.37% | - |
 Man Group (EMG.L) | 0.03% | 1.14% | 4.1% | - |
 iShares FTSE 250 UCITS ETF (MIDD.L) | 0.02% | 2.3% | 1.03% | - |
 BMW (BMW.DE) | 0.02% | 0% | 1.94% | 1/18/2023 |
 Tesla (TSLA.EXT) | 0.02% | 0% | 1.37% | 11/6/2024 |
 Elis (ELIS.PA) | 0.02% | 0% | 6.72% | 11/21/2023 |
 BP (BP.L) | 0.02% | 0% | 2.96% | 1/27/2023 |
 VIX (Apr 25 Future) (VIX.APR25) | 0.02% | 0% | 0.23% | 4/6/2025 |
 Albemarle (ALB) | 0.01% | 0% | 2.85% | 1/26/2023 |
 NVIDIA (NVDA) | 0.01% | 0% | 2.96% | 5/1/2023 |
 Amundi Nasdaq 100 Daily 2x Leveraged UCITS ETF (L8I7.DE) | 0.01% | 0% | 1.37% | 2/3/2025 |
 Sparebank 1 Ostlandet (SPOL.OL) | 0.01% | 1.04% | 0.57% | - |
 Pets at Home (PETS.L) | 0.01% | 0.88% | 0.57% | - |
 OSB Group (OSB.L) | 0% | 1.01% | 0.23% | - |
 WisdomTree NASDAQ 100 3x Daily Short ETF (3QSS.DE) | 0% | 0.11% | 1.37% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Ares Capital (ARCC) | 18.94% | 19.57% |
| Barclays (BARC.L) | 9.08% | 14.16% |
| Alibaba (9988.HK) | 12.84% | 8.01% |
| Markel (MKL) | 6.51% | 7.73% |
| Alibaba (BABA) | 10.24% | 7.68% |
| iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 8.19% | 7.6% |
| Berkshire Hathaway (BRK.B) | 7.26% | 7.29% |
| Vanguard Total International Bond ETF (BNDX) | 5.32% | 4.99% |
| Algorand (ALGO) | 5.39% | 4.93% |
| Vanguard Total Bond Market ETF (BND) | 5.3% | 4.88% |
| JPMorgan (JPM) | 3.26% | 4.63% |
| VinaCapital (VOF.L) | 4.59% | 4.54% |
| Global X MSCI Argentina ETF (ARGT) | 2.38% | 3.68% |