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Portfolio Diversification
Range
Most Diversified
33 instruments
November 16, 2024
Least Diversified
7 instruments
January 2, 2023
Average
18.1 instruments
Most Consistent Holdings
Top 5
KO100%
ROK89.12%
01211.HK78.23%
MCD71.09%
NESN.ZU63.44%
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 |
|---|---|---|---|---|
 Tesla (TSLA) | 13.37% | 0% | 61.22% | 12/31/2024 |
| Coca-Cola (KO) | 6.69% | 14.49% | 100% | - |
| Rockwell Automation (ROK) | 6.23% | 0% | 89.12% | 11/25/2025 |
 Meta (META) | 5.57% | 0% | 58.93% | 12/4/2024 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 3.97% | 0% | 8.25% | 5/13/2025 |
 iShares MSCI ACWI Index Fund (ACWI) | 3.75% | 0% | 40.99% | 12/23/2024 |
 Alphabet (GOOG) | 3.67% | 9.69% | 30.87% | - |
 Apple (AAPL) | 3.66% | 0% | 59.52% | 12/11/2024 |
| BYD (01211.HK) | 3.1% | 11.47% | 78.23% | - |
 iShares MSCI China ETF (MCHI) | 3.04% | 8.72% | 59.44% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 2.84% | 0% | 42.01% | 12/31/2024 |
 Nu (NU) | 2.71% | 9.29% | 34.1% | - |
 Vanguard S&P 500 ETF (VOO) | 2.69% | 0% | 42.01% | 12/31/2024 |
 Rivian (RIVN) | 2.58% | 0% | 61.48% | 1/3/2025 |
 Realty Income (O) | 2.56% | 10.92% | 35.37% | - |
 ASML (ASML) | 2.41% | 11.9% | 30.44% | - |
 UPS (UPS) | 2.21% | 7.8% | 44.47% | - |
 Novo-Nordisk (NVO) | 2.19% | 8.03% | 42.69% | - |
 Proshares Ultra S&P 500 (SSO) | 2.18% | 0% | 43.54% | 6/5/2024 |
| Nestle (NESN.ZU) | 1.9% | 0% | 63.44% | 9/9/2025 |
 LVMH (MC.PA) | 1.89% | 7.01% | 48.81% | - |
| McDonald's (MCD) | 1.74% | 0% | 71.09% | 1/6/2026 |
 BlackRock (BLK) | 1.27% | 0% | 49.74% | 12/31/2024 |
 Berkshire Hathaway (BRK.B) | 1.11% | 0% | 46.68% | 12/23/2024 |
 Xtrackers S&P 500 Equal Weight UCITS ETF (XDEW.DE) | 0.99% | 0% | 17.86% | 9/9/2025 |
 Boeing (BA) | 0.96% | 0% | 27.04% | 9/8/2025 |
 Hershey (HSY) | 0.79% | 0% | 55.19% | 9/9/2025 |
 BlackStone (BX) | 0.76% | 0% | 38.86% | 12/23/2024 |
 Intel (INTC) | 0.67% | 0% | 31.38% | 9/8/2025 |
 Pfizer (PFE) | 0.66% | 0% | 53.06% | 9/8/2025 |
 Disney (DIS) | 0.6% | 0% | 46.34% | 12/23/2024 |
 Adidas (ADS.DE) | 0.55% | 0% | 38.69% | 12/23/2024 |
 JD.com (JD.US) | 0.49% | 0% | 48.72% | 12/23/2024 |
 Amazon (AMZN) | 0.43% | 0% | 50% | 12/4/2024 |
 PepsiCo (PEP) | 0.42% | 0% | 11.65% | 9/9/2025 |
 Garmin (GRMN) | 0.23% | 0% | 34.44% | 12/4/2024 |
 AMC (AMC) | 0.21% | 0% | 40.65% | 4/30/2025 |
 Salesforce (CRM) | 0.17% | 0% | 15.9% | 12/4/2024 |
 Starbucks (SBUX) | 0.14% | 0% | 13.01% | 12/11/2024 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.1% | 0% | 13.52% | 6/5/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.1% | 0% | 13.52% | 6/5/2024 |
 Lululemon (LULU) | 0.08% | 0% | 8.33% | 12/11/2024 |
 Airbnb (ABNB) | 0.07% | 0% | 8.33% | 12/11/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 11.53% | 18.55% |
| Nu (NU) | 8.18% | 10.84% |
| ASML (ASML) | 7.56% | 10.22% |
| iShares MSCI China ETF (MCHI) | 8.11% | 8.98% |
| Realty Income (O) | 9.18% | 7.64% |
| UPS (UPS) | 11.26% | 7.43% |
| Novo-Nordisk (NVO) | 11.36% | 6.5% |
| LVMH (MC.PA) | 7.21% | 5.92% |
| BYD (01211.HK) | 5.18% | 5.67% |
| Coca-Cola (KO) | 5.78% | 5.41% |
| McDonald's (MCD) | 5.18% | 4.89% |
Cash & Instruments Over Time
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