Portfolio Diversification
Range
Most Diversified
34 instruments
October 30, 2024
Least Diversified
0 instruments
February 3, 2023
Average
17.5 instruments
Most Consistent Holdings
Top 5
AMZN99.11%
KO99.11%
MBG.DE90.04%
BABA62.08%
MET60.07%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Coca-Cola (KO) | 12.08% | 1.92% | 99.11% | - |
| Amazon (AMZN) | 8.72% | 5.22% | 99.11% | - |
| Mercedes-Benz (MBG.DE) | 5.04% | 3.32% | 90.04% | - |
 Intel (INTC) | 3.5% | 2.72% | 47.87% | - |
| Alibaba (BABA) | 3.47% | 6.65% | 62.08% | - |
 AMD (AMD) | 3.43% | 0% | 37.02% | 2/28/2024 |
 Deutsche Bank (DBK.DE) | 2.72% | 0% | 46.31% | 5/17/2024 |
 BYD (01211.HK) | 2.19% | 3.29% | 56.82% | - |
| MetLife (MET) | 1.9% | 0% | 60.07% | 9/23/2024 |
 PayPal (PYPL) | 1.89% | 3.67% | 43.06% | - |
 Lufthansa (LHA.DE) | 1.73% | 3.96% | 42.28% | - |
 TSMC (TSM) | 1.61% | 0% | 31.1% | 9/16/2024 |
 Pfizer (PFE) | 1.53% | 2.77% | 42.84% | - |
 ING (INGA.NV) | 1.53% | 0% | 42.39% | 4/12/2024 |
 Heineken (HEIA.NV) | 1.44% | 0% | 32.21% | 1/6/2025 |
 Saipem (SPM.MI) | 1.44% | 4.6% | 47.99% | - |
 Xiaomi (1810.HK) | 1.39% | 0% | 34.12% | 2/13/2025 |
 EUR/JPY (EURJPY) | 1.33% | 0% | 4.59% | 1/10/2024 |
 McDonald's (MCD) | 1.23% | 2.06% | 41.39% | - |
 EUR/USD (EURUSD) | 1.19% | 0% | 5.93% | 10/24/2024 |
 LVMH (MC.PA) | 1.18% | 2.53% | 34.12% | - |
 Xinyi Solar (0968.HK) | 1.13% | 0% | 42.28% | 3/28/2025 |
 Wise (WISE.L) | 1.12% | 2.73% | 38.37% | - |
 Lululemon (LULU) | 1.07% | 3.08% | 32.1% | - |
 Visa (V) | 0.98% | 3.79% | 32.1% | - |
 Evolution (EVO.ST) | 0.98% | 4.22% | 25.84% | - |
 Alphabet (GOOG) | 0.97% | 3.9% | 28.86% | - |
 Vanguard S&P 500 ETF (VOO) | 0.93% | 1.99% | 22.37% | - |
 Lenovo (0992.HK) | 0.93% | 0% | 24.83% | 10/9/2024 |
 Stellantis (STLAM.MI) | 0.9% | 0% | 35.23% | 3/31/2025 |
 Tesco (TSCO.L) | 0.89% | 0% | 39.93% | 5/12/2025 |
 Invesco QQQ (QQQ) | 0.88% | 2.12% | 22.37% | - |
 GeoPark (GPRK) | 0.86% | 0% | 25.95% | 1/6/2025 |
 McKesson (MCK) | 0.86% | 2.49% | 32.89% | - |
 Microsoft (MSFT) | 0.84% | 3.89% | 30.54% | - |
 Qualcomm (QCOM) | 0.72% | 0% | 26.51% | 5/8/2025 |
 CVS Health (CVS) | 0.71% | 0% | 39.04% | 5/1/2025 |
 Starbucks (SBUX) | 0.62% | 0% | 23.27% | 5/8/2025 |
 NVIDIA (NVDA) | 0.61% | 4.6% | 14.54% | - |
 AESI Holdings (AESI) | 0.6% | 0% | 28.08% | 9/26/2024 |
 Continental (CON.DE) | 0.6% | 0% | 25.17% | 12/30/2024 |
 Leonardo (LDO.MI) | 0.55% | 0% | 18.01% | 3/26/2025 |
 MPC (MPCC.OL) | 0.53% | 0% | 15.77% | 9/11/2024 |
 Samsung (SMSN.L) | 0.53% | 3.22% | 17.11% | - |
 ASML (ASML.NV) | 0.45% | 4.09% | 8.5% | - |
 EUR/CHF (EURCHF) | 0.42% | 0% | 9.28% | 1/24/2025 |
 iShares MSCI India ETF (INDA) | 0.34% | 0% | 13.53% | 5/8/2025 |
 Tesla (TSLA) | 0.27% | 0% | 7.61% | 7/1/2024 |
 Danaos (DAC) | 0.27% | 0% | 12.3% | 12/31/2024 |
 STMicroelectronics (STMMI.MI) | 0.25% | 0% | 11.63% | 1/6/2025 |
 Disney (DIS) | 0.23% | 0% | 8.84% | 11/14/2024 |
 Vodafone (VOD.L) | 0.22% | 0% | 7.38% | 7/19/2024 |
 PDD Holdings (PDD) | 0.19% | 2.38% | 8.05% | - |
 USD/JPY (USDJPY) | 0.13% | 0% | 0.34% | 7/4/2023 |
 Petrobras (PBR.A) | 0.12% | 2.32% | 4.81% | - |
 UnitedHealth (UNH) | 0.1% | 3.93% | 2.46% | - |
 Bayer (BAYN.DE) | 0.09% | 0% | 4.92% | 11/14/2024 |
 EUR/AUD (EURAUD) | 0.05% | 0% | 0.11% | 8/2/2023 |
 NZD/CHF (NZDCHF) | 0.05% | 0% | 0.56% | 3/11/2024 |
 Orange (ORA.PA) | 0.04% | 0% | 1.79% | 10/2/2024 |
 EUR/NZD (EURNZD) | 0.04% | 0% | 0.56% | 5/23/2024 |
 AUD/USD (AUDUSD) | 0.04% | 0% | 0.11% | 7/6/2023 |
 AUD/NZD (AUDNZD) | 0.03% | 0% | 1.01% | 5/7/2024 |
 GBP/CHF (GBPCHF) | 0.02% | 0% | 1.9% | 9/20/2024 |
 NZD/CAD (NZDCAD) | 0.01% | 0% | 1.34% | 8/2/2024 |
 EUR/GBP (EURGBP) | 0.01% | 0% | 0.67% | 10/31/2024 |
 Supermicro (SMCI) | 0% | 0% | 0.22% | 10/31/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alibaba (BABA) | 5.33% | 5.83% |
| PayPal (PYPL) | 3.59% | 5.13% |
| Mercedes-Benz (MBG.DE) | 5.79% | 4.52% |
| LVMH (MC.PA) | 4.5% | 4.43% |
| Lufthansa (LHA.DE) | 4.11% | 4.03% |
| BYD (01211.HK) | 3.11% | 3.73% |
| Pfizer (PFE) | 3.96% | 3.65% |
| Wise (WISE.L) | 2.3% | 3.46% |
| Lululemon (LULU) | 2.44% | 3.29% |
| Alphabet (GOOG) | 3.12% | 3.27% |
| Saipem (SPM.MI) | 2.98% | 3.24% |
| Coca-Cola (KO) | 3.22% | 3.21% |
| GeoPark (GPRK) | 3.54% | 3.04% |
| Leonardo (LDO.MI) | 2.46% | 2.88% |
| Visa (V) | 2.43% | 2.72% |
| Evolution (EVO.ST) | 3.11% | 2.68% |
| Qualcomm (QCOM) | 2.86% | 2.64% |
| Amazon (AMZN) | 2.47% | 2.51% |
| McKesson (MCK) | 2.21% | 2.5% |
| McDonald's (MCD) | 2.25% | 2.49% |
| Tesco (TSCO.L) | 2.07% | 2.4% |
| Starbucks (SBUX) | 2.52% | 2.35% |
| Stellantis (STLAM.MI) | 2.86% | 2.12% |
| Microsoft (MSFT) | 2.21% | 2.12% |
| Xiaomi (1810.HK) | 1.02% | 2.08% |
| STMicroelectronics (STMMI.MI) | 2.2% | 2.07% |
| Heineken (HEIA.NV) | 2.47% | 1.93% |
| Intel (INTC) | 1.81% | 1.72% |
| EUR/CHF (EURCHF) | 1.32% | 1.3% |
| Xinyi Solar (0968.HK) | 2.2% | 1.02% |
| CVS Health (CVS) | 1.32% | 0.96% |