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Portfolio Diversification
Range
Most Diversified
33 instruments
November 16, 2024
Least Diversified
7 instruments
January 2, 2023
Average
18.4 instruments
Most Consistent Holdings
Top 5
KO100%
ROK92.83%
01211.HK77.33%
MCD74.05%
NESN.ZU66.08%
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) | 13.93% | 0% | 63.77% | 12/31/2024 |
| Rockwell Automation (ROK) | 6.49% | 0% | 92.83% | 11/25/2025 |
| Coca-Cola (KO) | 6.38% | 10.87% | 100% | - |
 Meta (META) | 5.8% | 0% | 61.38% | 12/4/2024 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 4.13% | 0% | 8.59% | 5/13/2025 |
 iShares MSCI ACWI Index Fund (ACWI) | 3.91% | 0% | 42.69% | 12/23/2024 |
 Apple (AAPL) | 3.81% | 0% | 62% | 12/11/2024 |
 Alphabet (GOOG) | 3.42% | 9.47% | 27.99% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 2.95% | 0% | 43.76% | 12/31/2024 |
 iShares MSCI China ETF (MCHI) | 2.8% | 8.56% | 57.75% | - |
 Vanguard S&P 500 ETF (VOO) | 2.8% | 0% | 43.76% | 12/31/2024 |
| BYD (01211.HK) | 2.79% | 2.44% | 77.33% | - |
 Rivian (RIVN) | 2.69% | 0% | 64.04% | 1/3/2025 |
 Nu (NU) | 2.43% | 10.03% | 31.36% | - |
 Proshares Ultra S&P 500 (SSO) | 2.27% | 0% | 45.35% | 6/5/2024 |
 Realty Income (O) | 2.21% | 0% | 32.68% | 2/12/2026 |
 ASML (ASML) | 2.01% | 11.69% | 27.55% | - |
| Nestle (NESN.ZU) | 1.98% | 0% | 66.08% | 9/9/2025 |
 UPS (UPS) | 1.96% | 8.61% | 42.16% | - |
 Novo-Nordisk (NVO) | 1.93% | 9.74% | 40.3% | - |
| McDonald's (MCD) | 1.81% | 0% | 74.05% | 1/6/2026 |
 LVMH (MC.PA) | 1.66% | 5.55% | 46.68% | - |
 BlackRock (BLK) | 1.33% | 0% | 51.82% | 12/31/2024 |
 Berkshire Hathaway (BRK.B) | 1.16% | 0% | 48.63% | 12/23/2024 |
 Xtrackers S&P 500 Equal Weight UCITS ETF (XDEW.DE) | 1.03% | 0% | 18.6% | 9/9/2025 |
 Boeing (BA) | 1% | 0% | 28.17% | 9/8/2025 |
 Hershey (HSY) | 0.82% | 0% | 57.48% | 9/9/2025 |
 BlackStone (BX) | 0.79% | 0% | 40.48% | 12/23/2024 |
 Intel (INTC) | 0.7% | 0% | 32.68% | 9/8/2025 |
 Pfizer (PFE) | 0.68% | 0% | 55.27% | 9/8/2025 |
 Disney (DIS) | 0.63% | 0% | 48.27% | 12/23/2024 |
 Adidas (ADS.DE) | 0.58% | 0% | 40.3% | 12/23/2024 |
 JD.com (JD.US) | 0.51% | 0% | 50.75% | 12/23/2024 |
 Amazon (AMZN) | 0.45% | 0% | 52.08% | 12/4/2024 |
 PepsiCo (PEP) | 0.44% | 0% | 12.13% | 9/9/2025 |
 Garmin (GRMN) | 0.24% | 0% | 35.87% | 12/4/2024 |
 AMC (AMC) | 0.22% | 0% | 42.34% | 4/30/2025 |
 Salesforce (CRM) | 0.18% | 0% | 16.56% | 12/4/2024 |
 Starbucks (SBUX) | 0.14% | 0% | 13.55% | 12/11/2024 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.1% | 0% | 14.08% | 6/5/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.1% | 0% | 14.08% | 6/5/2024 |
 Lululemon (LULU) | 0.08% | 0% | 8.68% | 12/11/2024 |
 Airbnb (ABNB) | 0.08% | 0% | 8.68% | 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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