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Portfolio Diversification
Range
Most Diversified
33 instruments
November 16, 2024
Least Diversified
0 instruments
April 4, 2026
Average
17.6 instruments
Most Consistent Holdings
Top 5
KO99.84%
ROK84.31%
01211.HK79.24%
MCD67.26%
MCHI61.46%
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) | 12.65% | 0% | 57.92% | 12/31/2024 |
| Coca-Cola (KO) | 7.05% | 11.42% | 99.84% | - |
| Rockwell Automation (ROK) | 5.9% | 0% | 84.31% | 11/25/2025 |
 Meta (META) | 5.27% | 0% | 55.75% | 12/4/2024 |
 Alphabet (GOOG) | 4.07% | 11.66% | 34.43% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 3.75% | 0% | 7.8% | 5/13/2025 |
 iShares MSCI ACWI Index Fund (ACWI) | 3.55% | 0% | 38.78% | 12/23/2024 |
 Apple (AAPL) | 3.46% | 0% | 56.32% | 12/11/2024 |
| BYD (01211.HK) | 3.43% | 2.31% | 79.24% | - |
| iShares MSCI China ETF (MCHI) | 3.3% | 7.99% | 61.46% | - |
 Nu (NU) | 2.99% | 7.33% | 37.33% | - |
 ASML (ASML) | 2.94% | 13.95% | 34.03% | - |
 Realty Income (O) | 2.93% | 0% | 38.21% | 6/6/2026 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 2.68% | 0% | 39.74% | 12/31/2024 |
 Vanguard S&P 500 ETF (VOO) | 2.55% | 0% | 39.74% | 12/31/2024 |
 Novo-Nordisk (NVO) | 2.51% | 8.88% | 45.45% | - |
 UPS (UPS) | 2.48% | 0% | 47.06% | 6/6/2026 |
 Rivian (RIVN) | 2.44% | 0% | 58.17% | 1/3/2025 |
 LVMH (MC.PA) | 2.12% | 5.27% | 51.33% | - |
 Proshares Ultra S&P 500 (SSO) | 2.06% | 0% | 41.19% | 6/5/2024 |
 Nestle (NESN.ZU) | 1.8% | 0% | 60.02% | 9/9/2025 |
| McDonald's (MCD) | 1.65% | 0% | 67.26% | 1/6/2026 |
 BlackRock (BLK) | 1.21% | 0% | 47.06% | 12/31/2024 |
 Berkshire Hathaway (BRK.B) | 1.05% | 0% | 44.17% | 12/23/2024 |
 Xtrackers S&P 500 Equal Weight UCITS ETF (XDEW.DE) | 0.94% | 0% | 16.89% | 9/9/2025 |
 Boeing (BA) | 0.91% | 0% | 25.58% | 9/8/2025 |
 Hershey (HSY) | 0.75% | 0% | 52.21% | 9/9/2025 |
 BlackStone (BX) | 0.72% | 0% | 36.77% | 12/23/2024 |
 Intel (INTC) | 0.64% | 0% | 29.69% | 9/8/2025 |
 Pfizer (PFE) | 0.62% | 0% | 50.2% | 9/8/2025 |
 Disney (DIS) | 0.57% | 0% | 43.85% | 12/23/2024 |
 Adidas (ADS.DE) | 0.52% | 0% | 36.6% | 12/23/2024 |
 JD.com (JD.US) | 0.46% | 0% | 46.1% | 12/23/2024 |
 Amazon (AMZN) | 0.41% | 0% | 47.3% | 12/4/2024 |
 PepsiCo (PEP) | 0.4% | 0% | 11.02% | 9/9/2025 |
 Garmin (GRMN) | 0.22% | 0% | 32.58% | 12/4/2024 |
 AMC (AMC) | 0.2% | 0% | 38.46% | 4/30/2025 |
 Salesforce (CRM) | 0.16% | 0% | 15.04% | 12/4/2024 |
 Starbucks (SBUX) | 0.13% | 0% | 12.31% | 12/11/2024 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.09% | 0% | 12.79% | 6/5/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.09% | 0% | 12.79% | 6/5/2024 |
 Lululemon (LULU) | 0.07% | 0% | 7.88% | 12/11/2024 |
 Airbnb (ABNB) | 0.07% | 0% | 7.88% | 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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