Portfolio Diversification
Range
Most Diversified
25 instruments
June 11, 2025
Least Diversified
6 instruments
December 27, 2023
Average
11.2 instruments
Most Consistent Holdings
Top 5
DIS100%
BABA100%
META95.67%
LMND75.36%
AMZN67.7%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alibaba (BABA) | 22.41% | 8.27% | 100% | - |
 Zenfranco | 20.32% | 0% | 85.46% | 3/3/2025 |
| Meta (META) | 14% | 6.8% | 95.67% | - |
| Amazon (AMZN) | 5.57% | 2.6% | 67.7% | - |
| Disney (DIS) | 5.28% | 1.62% | 100% | - |
| Lemonade (LMND) | 3.23% | 0% | 75.36% | 11/20/2024 |
 Visa (V) | 3.11% | 9.19% | 38.73% | - |
 Vanguard S&P 500 ETF (VOO) | 2.74% | 6.46% | 33.96% | - |
 Coca-Cola (KO) | 2.55% | 1.9% | 36.18% | - |
 Alphabet (GOOG) | 2.31% | 2.75% | 36.18% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 2.21% | 21.59% | 13.1% | - |
 Mastercard (MA) | 2.17% | 11.61% | 36.18% | - |
 Coinbase (COIN) | 2.01% | 0% | 61.27% | 7/15/2024 |
 SPDR S&P 500 ETF (SPY) | 2% | 1.37% | 39.18% | - |
 NVIDIA (NVDA) | 1.67% | 7.51% | 17.09% | - |
 Intel (INTC) | 1.63% | 0% | 18.53% | 1/17/2025 |
 Starbucks (SBUX) | 1.45% | 0.82% | 40.95% | - |
 Microsoft (MSFT) | 1.18% | 0% | 29.52% | 5/1/2025 |
 Uber (UBER) | 1.14% | 1.61% | 29.97% | - |
 Invesco QQQ (QQQ) | 0.68% | 1.68% | 25.42% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.66% | 0.9% | 29.19% | - |
 Baidu (BIDU) | 0.35% | 0.5% | 27.75% | - |
 UnitedHealth (UNH) | 0.29% | 4.74% | 5.33% | - |
 PepsiCo (PEP) | 0.24% | 1.61% | 11.21% | - |
 Tesla (TSLA) | 0.16% | 0% | 11.65% | 6/23/2025 |
 Thermo Fisher (TMO) | 0.12% | 3.9% | 3% | - |
 Global X MSCI Argentina ETF (ARGT) | 0.1% | 0.36% | 16.98% | - |
 iShares Global REIT ETF (REET) | 0.05% | 0.27% | 13.21% | - |
 Litecoin (LTC) | 0.04% | 0% | 0.11% | 8/6/2024 |
 MercadoLibre (MELI) | 0.04% | 1.89% | 2.22% | - |
 SunPower (SPWRQ) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Coca-Cola (KO) | 14.96% | 14.39% |
| Alibaba (BABA) | 15.17% | 13.86% |
| Alphabet (GOOG) | 8.62% | 9.75% |
| Vanguard S&P 500 ETF (VOO) | 9.5% | 9.34% |
| Uber (UBER) | 10.15% | 9.29% |
| Visa (V) | 5.4% | 6.34% |
| Intel (INTC) | 5.59% | 5.17% |
| Disney (DIS) | 4.55% | 4.91% |
| SPDR S&P 500 ETF (SPY) | 4.19% | 4.33% |
| Microsoft (MSFT) | 3.39% | 3.42% |
| Mastercard (MA) | 2.98% | 3.39% |
| Invesco QQQ (QQQ) | 2.99% | 2.92% |
| Vanguard Total Stock Market ETF (VTI) | 2.85% | 2.85% |
| Starbucks (SBUX) | 2.39% | 2.69% |
| Zenfranco | 2.39% | 2.28% |
| Amazon (AMZN) | 1.79% | 2.06% |
| Baidu (BIDU) | 1.79% | 1.62% |
| Meta (META) | 1.21% | 1.36% |
| SunPower (SPWRQ) | 0.08% | 0% |