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Portfolio Diversification
Range
Most Diversified
34 instruments
October 30, 2024
Least Diversified
0 instruments
February 3, 2023
Average
20 instruments
Most Consistent Holdings
Top 5
KO98.41%
AMZN98.17%
MBG.DE91.74%
BABA72.12%
SPM.MI62.03%
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) | 9.04% | 1.54% | 98.41% | - |
| Amazon (AMZN) | 7.43% | 3.4% | 98.17% | - |
| Mercedes-Benz (MBG.DE) | 4.39% | 1.99% | 91.74% | - |
| Alibaba (BABA) | 4.29% | 4.89% | 72.12% | - |
 Intel (INTC) | 2.83% | 0% | 48.37% | 1/23/2026 |
 AMD (AMD) | 2.43% | 0% | 26.29% | 2/28/2024 |
 Lufthansa (LHA.DE) | 2.21% | 3.17% | 57.51% | - |
| Saipem (SPM.MI) | 2.12% | 3.73% | 62.03% | - |
 Microsoft (MSFT) | 2.01% | 6.61% | 49.72% | - |
 Deutsche Bank (DBK.DE) | 1.93% | 0% | 32.88% | 5/17/2024 |
 PayPal (PYPL) | 1.77% | 0% | 45.83% | 2/3/2026 |
 Alphabet (GOOG) | 1.76% | 3.11% | 48.45% | - |
 Pfizer (PFE) | 1.74% | 1.86% | 58.38% | - |
 BYD (01211.HK) | 1.65% | 0% | 43.53% | 9/1/2025 |
 UnitedHealth (UNH) | 1.63% | 6.05% | 29.79% | - |
 Lululemon (LULU) | 1.55% | 1.59% | 50.75% | - |
 Xiaomi (1810.HK) | 1.55% | 2.4% | 42.65% | - |
 Visa (V) | 1.53% | 2.59% | 50.83% | - |
 Samsung (SMSN.L) | 1.53% | 4.79% | 39.79% | - |
 Evolution (EVO.ST) | 1.52% | 2.65% | 46.39% | - |
 ASML (ASML.NV) | 1.42% | 2.68% | 33.84% | - |
 NVIDIA (NVDA) | 1.4% | 4.95% | 38.28% | - |
 Wise (WISE.L) | 1.38% | 1.68% | 54.96% | - |
 McDonald's (MCD) | 1.36% | 1.23% | 57.43% | - |
 MetLife (MET.US) | 1.35% | 0% | 42.65% | 9/23/2024 |
 McKesson (MCK) | 1.26% | 1.93% | 51.07% | - |
 LVMH (MC.PA) | 1.19% | 0% | 37.17% | 1/5/2026 |
 TSMC (TSM) | 1.14% | 0% | 22.08% | 9/16/2024 |
 ING (INGA.NV) | 1.08% | 0% | 30.1% | 4/12/2024 |
 Heineken (HEIA.NV) | 1.02% | 0% | 22.88% | 1/6/2025 |
 EUR/JPY (EURJPY) | 0.94% | 0% | 3.26% | 1/10/2024 |
 EUR/USD (EURUSD) | 0.85% | 0% | 4.29% | 12/18/2025 |
 PDD Holdings (PDD) | 0.83% | 1.57% | 33.68% | - |
 Xinyi Solar (0968.HK) | 0.8% | 0% | 30.02% | 3/28/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.72% | 2.35% | 26.21% | - |
 Vanguard S&P 500 ETF (VOO) | 0.71% | 0% | 18.27% | 8/22/2025 |
 Meta (META) | 0.68% | 4.96% | 18.27% | - |
 Invesco QQQ (QQQ) | 0.68% | 0% | 18.27% | 8/22/2025 |
 Lenovo (0992.HK) | 0.66% | 0% | 17.63% | 10/9/2024 |
 Stellantis (STLAM.MI) | 0.64% | 0% | 25.02% | 3/31/2025 |
 Tesco (TSCO.L) | 0.63% | 0% | 28.36% | 5/12/2025 |
 GeoPark (GPRK) | 0.61% | 0% | 18.43% | 1/6/2025 |
 Micron (MU) | 0.6% | 7.8% | 8.58% | - |
 Invesco Physical Gold ETC (8PSG.DE) | 0.52% | 1.9% | 21.92% | - |
 Qualcomm (QCOM) | 0.51% | 0% | 18.82% | 5/8/2025 |
 CVS Health (CVS) | 0.51% | 0% | 27.72% | 5/1/2025 |
 eToro Group LTD (ETOR) | 0.49% | 1.93% | 23.03% | - |
 Starbucks (SBUX) | 0.44% | 0% | 16.52% | 5/8/2025 |
 AESI Holdings (AESI) | 0.42% | 0% | 19.94% | 9/26/2024 |
 Continental (CON.DE) | 0.42% | 0% | 17.87% | 12/30/2024 |
 Leonardo (LDO.MI) | 0.39% | 0% | 12.79% | 3/26/2025 |
 MPC (MPCC.OL) | 0.38% | 0% | 11.2% | 9/11/2024 |
 Gambling.com (GAMB) | 0.37% | 0% | 15.97% | 3/30/2026 |
 EUR/CHF (EURCHF) | 0.3% | 0% | 6.59% | 1/24/2025 |
 iShares MSCI India ETF (INDA) | 0.24% | 0% | 9.61% | 5/8/2025 |
 Petrobras (PBR.A) | 0.22% | 0% | 9.45% | 10/7/2025 |
 Tesla (TSLA) | 0.19% | 0% | 5.4% | 7/1/2024 |
 Danaos (DAC) | 0.19% | 0% | 8.74% | 12/31/2024 |
 STMicroelectronics (STMMI.MI) | 0.18% | 0% | 8.26% | 1/6/2025 |
 Disney (DIS) | 0.16% | 0% | 6.27% | 11/14/2024 |
 Vodafone (VOD.L) | 0.16% | 0% | 5.24% | 7/19/2024 |
 Mizuho Financial Group Inc. (8411.T) | 0.13% | 4.23% | 3.97% | - |
 Mitsubishi UFJ Financial Group Inc. (8306.T) | 0.12% | 3.78% | 3.65% | - |
 USD/JPY (USDJPY) | 0.09% | 0% | 0.24% | 7/4/2023 |
 Bayer (BAYN.DE) | 0.06% | 0% | 3.49% | 11/14/2024 |
 EUR/AUD (EURAUD) | 0.03% | 0% | 0.08% | 8/2/2023 |
 NZD/CHF (NZDCHF) | 0.03% | 0% | 0.4% | 3/11/2024 |
 Orange (ORA.PA) | 0.03% | 0% | 1.27% | 10/2/2024 |
 EUR/NZD (EURNZD) | 0.03% | 0% | 0.4% | 5/23/2024 |
 AUD/USD (AUDUSD) | 0.03% | 0% | 0.08% | 7/6/2023 |
 AUD/NZD (AUDNZD) | 0.02% | 0% | 0.71% | 5/7/2024 |
 GBP/CHF (GBPCHF) | 0.01% | 0% | 1.35% | 9/20/2024 |
 NZD/CAD (NZDCAD) | 0.01% | 0% | 0.95% | 8/2/2024 |
 EUR/GBP (EURGBP) | 0.01% | 0% | 0.48% | 10/31/2024 |
 Supermicro (SMCI) | 0% | 0% | 0.16% | 10/31/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alibaba (BABA) | 4.99% | 6.8% |
| UnitedHealth (UNH) | 5.92% | 5.75% |
| Microsoft (MSFT) | 4.64% | 4.61% |
| Amazon (AMZN) | 4.39% | 4.46% |
| ASML (ASML.NV) | 3.41% | 4.43% |
| Lufthansa (LHA.DE) | 3.08% | 3.78% |
| Saipem (SPM.MI) | 3.49% | 3.71% |
| Alphabet (GOOG) | 2.34% | 3.64% |
| Lululemon (LULU) | 4.79% | 3.62% |
| Samsung (SMSN.L) | 1.96% | 3.46% |
| Xiaomi (1810.HK) | 3.77% | 3.36% |
| Mercedes-Benz (MBG.DE) | 4.34% | 3.35% |
| Visa (V) | 3.15% | 3.19% |
| LVMH (MC.PA) | 3.38% | 3.02% |
| Novo Nordisk (NOVO-B.CO) | 3.38% | 2.96% |
| Evolution (EVO.ST) | 4.81% | 2.88% |
| Meta (META) | 2.98% | 2.73% |
| PDD Holdings (PDD) | 3.09% | 2.63% |
| Invesco Physical Gold ETC (8PSG.DE) | 2.58% | 2.43% |
| McKesson (MCK) | 1.66% | 2.43% |
| PayPal (PYPL) | 2.7% | 2.37% |
| Pfizer (PFE) | 2.97% | 2.31% |
| eToro Group LTD (ETOR) | 3.28% | 2.24% |
| Gambling.com (GAMB) | 3.8% | 2.21% |
| NVIDIA (NVDA) | 1.48% | 2.16% |
| Intel (INTC) | 1.54% | 2.14% |
| Wise (WISE.L) | 1.73% | 2.01% |
| McDonald's (MCD) | 1.69% | 1.77% |
| Coca-Cola (KO) | 1.59% | 1.62% |
Cash & Instruments Over Time
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