Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Disney (DIS) | 5.95% | 0% | 97.88% | 11/15/2024 |
 Intel (INTC) | 4.63% | 4.26% | 99.71% | - |
 PayPal (PYPL) | 4.37% | 0% | 75.05% | 3/20/2024 |
 TripAdvisor (TRIP) | 4.31% | 2.35% | 99.71% | - |
 3M (MMM) | 3.83% | 0% | 80.92% | 5/20/2024 |
 SPDR S&P 500 ETF (SPY) | 3.71% | 47.54% | 8.86% | - |
 Samsung (SMSN.L) | 3.13% | 0% | 73.6% | 3/4/2024 |
 Nike (NKE) | 3.1% | 3.3% | 99.04% | - |
 Sony (SONY) | 2.75% | 0% | 84.1% | 7/11/2024 |
 Uber (UBER) | 2.6% | 0% | 64.35% | 11/29/2023 |
 Microsoft (MSFT) | 2.43% | 0% | 47.69% | 4/11/2024 |
 Warner Bros Discovery (WBD) | 2.42% | 0% | 87.48% | 11/7/2024 |
 Adobe (ADBE) | 2.24% | 0% | 50.29% | 3/20/2024 |
 eBay (EBAY) | 2% | 0% | 71.87% | 2/28/2024 |
 Meta (META) | 1.87% | 0% | 47.69% | 12/2/2024 |
 Starbucks (SBUX) | 1.83% | 0% | 43.06% | 4/25/2023 |
 Levi's (LEVI) | 1.76% | 0% | 69.94% | 2/22/2024 |
 Amazon (AMZN) | 1.58% | 0% | 60.31% | 4/4/2024 |
 Gap (GAP) | 1.38% | 0% | 63.01% | 11/22/2023 |
 Twitter (TWTR) | 1.35% | 0% | 27.55% | 10/28/2022 |
 GoPro (GPRO) | 1.1% | 0% | 62.52% | 3/11/2024 |
 Alphabet (GOOG) | 0.93% | 0% | 38.05% | 3/8/2024 |
 Visa (V) | 0.81% | 0% | 18.3% | 9/9/2024 |
 Mastercard (MA) | 0.79% | 0% | 17.63% | 9/6/2024 |
 Motorola (MSI) | 0.72% | 0% | 27.94% | 11/8/2022 |
 Tesla (TSLA) | 0.45% | 0% | 9.54% | 9/11/2024 |
 Boeing (BA) | 0.34% | 0% | 11.95% | 4/1/2024 |
 Discovery Inc (DISCA) | 0.32% | 0% | 9.73% | 4/12/2022 |
 Netflix (NFLX) | 0.29% | 0% | 11.18% | 4/3/2024 |
 ASML (ASML) | 0.29% | 0% | 6.26% | 6/5/2024 |
 FedEx (FDX) | 0.29% | 0% | 12.91% | 4/4/2024 |
 Apple (AAPL) | 0.12% | 0% | 2.79% | 4/11/2024 |
 Palo Alto Networks (PANW) | 0.07% | 0% | 1.54% | 4/23/2024 |
 ThyssenKrupp (TKA.DE) | 0.07% | 0% | 3.76% | 3/1/2022 |
 Tapestry (TPR) | 0.07% | 0% | 3.18% | 2/9/2022 |
 Costco (COST) | 0.06% | 0% | 2.41% | 5/6/2024 |
 HSBC (HSBC) | 0.03% | 0% | 0.67% | 2/28/2024 |
 Citi (C) | 0.03% | 0% | 1.64% | 3/29/2022 |
 NVIDIA (NVDA) | 0.03% | 0% | 0.67% | 4/24/2024 |
 Bank of America (BAC) | 0.03% | 0% | 1.54% | 3/18/2022 |
 Johnson & Johnson (JNJ) | 0.03% | 0% | 1.35% | 1/27/2022 |
 Toyota (TM) | 0.02% | 0% | 1.25% | 3/18/2022 |
 JPMorgan (JPM) | 0.02% | 0% | 1.06% | 3/16/2022 |
 Caterpillar (CAT) | 0.02% | 0% | 0.87% | 3/4/2022 |
 Ford (F) | 0.01% | 0% | 0.58% | 4/29/2022 |
 EA (EA) | 0.01% | 0% | 0.39% | 5/3/2022 |
 GE (GE) | 0.01% | 0% | 0.29% | 1/3/2022 |
 Delta (DAL) | 0% | 0% | 0.1% | 3/21/2024 |
 Macy's (M) | 0% | 0% | 0.1% | 2/24/2022 |
 LVMH (MC.PA) | 0% | 0% | 0.1% | 3/9/2022 |
 Solventum (SOLV) | 0% | 0% | 0.1% | 4/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Intel (INTC) | 7.18% | 9.62% |
| PayPal (PYPL) | 16.76% | 8.46% |
| TripAdvisor (TRIP) | 8.38% | 8.34% |
| Disney (DIS) | 8.38% | 7.61% |
| 3M (MMM) | 8.38% | 7.55% |
| Samsung (SMSN.L) | 4.19% | 5.92% |
| Sony (SONY) | 4.19% | 5.43% |
| Nike (NKE) | 4.19% | 4.59% |
| eBay (EBAY) | 4.19% | 4.57% |
| Levi's (LEVI) | 3.59% | 4.43% |
| Warner Bros Discovery (WBD) | 10.77% | 4.21% |
| GoPro (GPRO) | 2.99% | 2.29% |