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Portfolio Diversification
Range
Most Diversified
32 instruments
September 11, 2026
Least Diversified
0 instruments
February 2, 2025
Average
29.7 instruments
Most Consistent Holdings
Top 5
MUFG98.97%
BAC98.91%
JPM98.91%
C98.91%
BNP.PA98.91%
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 |
|---|---|---|---|---|
| Citi (C) | 4.97% | 6.27% | 98.91% | - |
| Bank of America (BAC) | 4.55% | 5.32% | 98.91% | - |
 Wells Fargo (WFC) | 4.29% | 3.22% | 98.74% | - |
 Goldman Sachs (GS) | 4.04% | 2.96% | 98.68% | - |
 CMB (3968.HK) | 3.99% | 4.14% | 98.86% | - |
 CCB (0939.HK) | 3.92% | 4.57% | 98.91% | - |
 ICBC (1398.HK) | 3.56% | 4.57% | 98.91% | - |
| JPMorgan (JPM) | 3.49% | 2.92% | 98.91% | - |
 ABC (1288.HK) | 3.45% | 3.82% | 98.86% | - |
 Morgan Stanley (MS) | 3.42% | 2.57% | 79.28% | - |
 Sumitomo Mitsui (SMFG) | 3.3% | 3.47% | 98.63% | - |
| Mitsubishi UFJ (MUFG) | 3.29% | 4.19% | 98.97% | - |
 Bank of China (3988.HK) | 3% | 4.43% | 98.86% | - |
| BNP Paribas (BNP.PA) | 2.97% | 3.09% | 98.91% | - |
 Santander (SAN.MC) | 2.92% | 2.76% | 78.59% | - |
 ING (INGA.NV) | 2.83% | 2.46% | 98.91% | - |
 Societe Generale (GLE.PA) | 2.79% | 2.22% | 98.57% | - |
 TD (TD) | 2.32% | 2.91% | 79.62% | - |
 Deutsche Bank (DBK.DE) | 2.16% | 2.09% | 78.88% | - |
 US Bancorp (USB) | 2.15% | 2.92% | 78.88% | - |
 Truist (TFC) | 2.15% | 2.44% | 78.88% | - |
 PNC (PNC) | 2% | 2.73% | 78.88% | - |
 Commerzbank (CBK.DE) | 1.96% | 0% | 60.9% | 12/22/2025 |
 UniCredit (UCG.MI) | 1.95% | 2.55% | 58.21% | - |
 Barclays (BARC.L) | 1.93% | 2.22% | 77.45% | - |
 Intesa Sanpaolo (ISP.MI) | 1.85% | 2.24% | 57.7% | - |
 RBC (RY) | 1.74% | 2.71% | 56.78% | - |
 HSBC (HSBA.L) | 1.67% | 0% | 61.65% | 1/14/2025 |
 BoCom (3328.HK) | 1.66% | 3.79% | 57.07% | - |
 Mizuho Financial Group (MFG) | 1.62% | 3.75% | 59.47% | - |
 BMO (BMO) | 1.6% | 1.17% | 64.51% | - |
 Shinhan (SHG) | 1.26% | 0% | 40.41% | 12/22/2025 |
 BBVA (BBVA.MC) | 1.22% | 0% | 41.56% | 1/14/2025 |
 UBS (UBSG.ZU) | 1.22% | 1.07% | 43.62% | - |
 Scotiabank (BNS) | 1.16% | 2.6% | 45.05% | - |
 HDFC (HDB) | 0.87% | 1.5% | 37.26% | - |
 China Minsheng Bank (1988.HK) | 0.79% | 0% | 38.98% | 12/22/2025 |
 Banco Santander (SAN) | 0.51% | 0% | 20.09% | 1/9/2023 |
 Lloyd's (LLOY.L) | 0.48% | 0% | 20.09% | 1/9/2023 |
 China Citic Bank (0998.HK) | 0.46% | 0% | 20.03% | 1/9/2023 |
 NatWest (NWG.L) | 0.44% | 0% | 19.75% | 1/9/2023 |
 Deutsche Bank (DB) | 0.4% | 0% | 20.09% | 1/9/2023 |
 Credit Agricole (ACA.PA) | 0.35% | 0% | 20.09% | 1/9/2023 |
 CIBC (CM) | 0.26% | 0% | 10.13% | 1/3/2024 |
 Credit Suisse Group AG (CSGN.ZU) | 0.14% | 0% | 8.41% | 6/8/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Citi (C) | 6.07% | 6.78% |
| Bank of America (BAC) | 8.78% | 6.59% |
| CMB (3968.HK) | 5.91% | 4.66% |
| ICBC (1398.HK) | 4.71% | 4.15% |
| Wells Fargo (WFC) | 3.59% | 3.99% |
| CCB (0939.HK) | 3.91% | 3.84% |
| ABC (1288.HK) | 2.67% | 3.71% |
| Bank of China (3988.HK) | 4.13% | 3.61% |
| Mitsubishi UFJ (MUFG) | 2.55% | 3.49% |
| Goldman Sachs (GS) | 2.1% | 3.26% |
| BoCom (3328.HK) | 4.41% | 3.15% |
| JPMorgan (JPM) | 2.67% | 3.13% |
| Sumitomo Mitsui (SMFG) | 1.91% | 3.11% |
| Mizuho Financial Group (MFG) | 4.42% | 3.05% |
| BNP Paribas (BNP.PA) | 3.43% | 3.04% |
| Santander (SAN.MC) | 1.23% | 3% |
| US Bancorp (USB) | 3.58% | 2.93% |
| Barclays (BARC.L) | 2.24% | 2.85% |
| PNC (PNC) | 3.4% | 2.81% |
| Truist (TFC) | 3.45% | 2.76% |
| Morgan Stanley (MS) | 4% | 2.74% |
| Societe Generale (GLE.PA) | 1.76% | 2.7% |
| RBC (RY) | 2.63% | 2.62% |
| UniCredit (UCG.MI) | 1.25% | 2.59% |
| TD (TD) | 3.64% | 2.54% |
| Intesa Sanpaolo (ISP.MI) | 1.6% | 2.53% |
| Deutsche Bank (DBK.DE) | 1.21% | 2.49% |
| HDFC (HDB) | 2.81% | 2.43% |
| Scotiabank (BNS) | 3.39% | 2.38% |
| ING (INGA.NV) | 1.78% | 2.33% |
Cash & Instruments Over Time
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