Holdings over time
(Since August 1, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Celanese (CE) | 16.98% | 0% | 71.46% | 7/9/2024 |
 Vanguard Total Stock Market ETF (VTI) | 13.12% | 0% | 72.3% | 8/9/2024 |
 PDD Holdings (PDD) | 12.25% | 0% | 12.68% | 11/11/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 7.73% | 0% | 59.83% | 8/7/2024 |
 Realty Income (O) | 7.41% | 0% | 67.65% | 8/20/2024 |
 Alibaba (BABA) | 3.54% | 0% | 50.74% | 8/20/2024 |
 Brookfield (BN.US) | 3.25% | 0% | 54.33% | 7/9/2024 |
 Alphabet (GOOGL) | 3% | 0% | 61.52% | 8/12/2024 |
 Cummins (CMI) | 2.97% | 0% | 63.21% | 8/20/2024 |
 British American Tobacco (BTI) | 2.37% | 0% | 51.37% | 8/20/2024 |
 Meta (META) | 1.92% | 0% | 28.12% | 3/12/2024 |
 Procter & Gamble (PG) | 1.51% | 0% | 33.62% | 3/11/2024 |
 BNY Mellon (BK) | 1.47% | 0% | 25.16% | 7/9/2024 |
 Amazon (AMZN) | 1.46% | 0% | 33.83% | 4/2/2024 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 1.45% | 97.97% | 1.48% | - |
 AbbVie (ABBV) | 1.4% | 0% | 54.33% | 7/9/2024 |
 UPS (UPS) | 1.22% | 0% | 29.39% | 8/20/2024 |
 Evolution (EVO.ST) | 1.05% | 0% | 8.67% | 8/20/2024 |
 iShares MSCI China ETF (MCHI) | 0.94% | 0% | 31.08% | 8/8/2024 |
 State Street (STT) | 0.93% | 0% | 24.95% | 7/9/2024 |
 3M (MMM) | 0.73% | 0% | 20.51% | 7/9/2024 |
 PayPal (PYPL) | 0.69% | 0% | 21.35% | 2/8/2024 |
 Snap-on (SNA) | 0.68% | 0% | 8.88% | 8/20/2024 |
 Paycom (PAYC) | 0.65% | 0% | 8.88% | 8/20/2024 |
 UnitedHealth (UNH) | 0.64% | 0% | 8.88% | 8/20/2024 |
 CVS Health (CVS) | 0.58% | 0% | 16.28% | 7/23/2024 |
 Comcast (CMCSA) | 0.56% | 0% | 16.49% | 8/20/2024 |
 Tesla (TSLA) | 0.46% | 0% | 10.36% | 12/18/2023 |
 Paramount (PARA) | 0.42% | 0% | 17.76% | 1/16/2024 |
 NetEase (NTES) | 0.38% | 0% | 20.51% | 7/9/2024 |
 iShares MSCI India ETF (INDA) | 0.37% | 0% | 11.63% | 12/18/2023 |
 Novo-Nordisk (NVO) | 0.36% | 0% | 11.63% | 12/18/2023 |
 Microsoft (MSFT) | 0.23% | 0% | 7.19% | 4/2/2024 |
 HKEX (00388.HK) | 0.16% | 0% | 11.21% | 5/6/2024 |
 Johnson & Johnson (JNJ) | 0.12% | 0% | 2.33% | 8/20/2024 |
 Deere (DE) | 0.08% | 0% | 1.69% | 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% |