Holdings over time
(Since August 1, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Celanese (CE) | 18.13% | 0% | 76.3% | 7/9/2024 |
 Vanguard Total Stock Market ETF (VTI) | 14% | 0% | 77.2% | 8/9/2024 |
 PDD Holdings (PDD) | 8.72% | 96.7% | 9.03% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 8.25% | 0% | 63.88% | 8/7/2024 |
 Realty Income (O) | 7.91% | 0% | 72.23% | 8/20/2024 |
 Alibaba (BABA) | 3.78% | 0% | 54.18% | 8/20/2024 |
 Brookfield (BN.US) | 3.47% | 0% | 58.01% | 7/9/2024 |
 Alphabet (GOOGL) | 3.2% | 0% | 65.69% | 8/12/2024 |
 Cummins (CMI) | 3.17% | 0% | 67.49% | 8/20/2024 |
 British American Tobacco (BTI) | 2.54% | 0% | 54.85% | 8/20/2024 |
 Meta (META) | 2.05% | 0% | 30.02% | 3/12/2024 |
 Procter & Gamble (PG) | 1.61% | 0% | 35.89% | 3/11/2024 |
 BNY Mellon (BK) | 1.56% | 0% | 26.86% | 7/9/2024 |
 Amazon (AMZN) | 1.56% | 0% | 36.12% | 4/2/2024 |
 AbbVie (ABBV) | 1.5% | 0% | 58.01% | 7/9/2024 |
 UPS (UPS) | 1.3% | 0% | 31.38% | 8/20/2024 |
 Evolution (EVO.ST) | 1.12% | 0% | 9.26% | 8/20/2024 |
 iShares MSCI China ETF (MCHI) | 1% | 0% | 33.18% | 8/8/2024 |
 State Street (STT) | 0.99% | 0% | 26.64% | 7/9/2024 |
 3M (MMM) | 0.78% | 0% | 21.9% | 7/9/2024 |
 PayPal (PYPL) | 0.73% | 0% | 22.8% | 2/8/2024 |
 Snap-on (SNA) | 0.73% | 0% | 9.48% | 8/20/2024 |
 Paycom (PAYC) | 0.69% | 0% | 9.48% | 8/20/2024 |
 UnitedHealth (UNH) | 0.69% | 0% | 9.48% | 8/20/2024 |
 CVS Health (CVS) | 0.62% | 0% | 17.38% | 7/23/2024 |
 Comcast (CMCSA) | 0.59% | 0% | 17.61% | 8/20/2024 |
 Tesla (TSLA) | 0.49% | 0% | 11.06% | 12/18/2023 |
 Paramount (PARA) | 0.45% | 0% | 18.96% | 1/16/2024 |
 NetEase (NTES) | 0.4% | 0% | 21.9% | 7/9/2024 |
 iShares MSCI India ETF (INDA) | 0.39% | 0% | 12.42% | 12/18/2023 |
 Novo-Nordisk (NVO) | 0.39% | 0% | 12.42% | 12/18/2023 |
 Microsoft (MSFT) | 0.24% | 0% | 7.67% | 4/2/2024 |
 HKEX (00388.HK) | 0.17% | 0% | 11.96% | 5/6/2024 |
 Johnson & Johnson (JNJ) | 0.13% | 0% | 2.48% | 8/20/2024 |
 Deere (DE) | 0.09% | 0% | 1.81% | 8/20/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 15.78% | 15.35% |
| Realty Income (O) | 13.61% | 13.62% |
| Celanese (CE) | 11.06% | 12.71% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 12.23% | 11.69% |
| Brookfield (BN.US) | 5.8% | 6.58% |
| Meta (META) | 5.8% | 6.07% |
| Cummins (CMI) | 4.93% | 4.75% |
| Microsoft (MSFT) | 4.83% | 4.32% |
| Amazon (AMZN) | 3.87% | 4.08% |
| Procter & Gamble (PG) | 4.32% | 3.77% |
| Alphabet (GOOGL) | 3.87% | 3.46% |
| PayPal (PYPL) | 2.9% | 3.1% |
| Alibaba (BABA) | 3.25% | 3% |
| AbbVie (ABBV) | 2.89% | 2.73% |
| British American Tobacco (BTI) | 2.91% | 2.54% |
| Paramount (PARA) | 1.93% | 2.24% |