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Portfolio Diversification
Range
Most Diversified
17 instruments
October 31, 2025
Least Diversified
0 instruments
April 4, 2026
Average
13.4 instruments
Most Consistent Holdings
Top 5
BABA99.44%
BIDU98.7%
OXY98.33%
ADBE96.85%
NVDA93.7%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 28, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alibaba (BABA) | 17.49% | 4.5% | 99.44% | - |
| NVIDIA (NVDA) | 11.37% | 24.73% | 93.7% | - |
| Adobe (ADBE) | 9.55% | 7.61% | 96.85% | - |
 Berkshire Hathaway (BRK.B) | 8.93% | 19.91% | 71.11% | - |
 Nu (NU) | 6.57% | 0% | 93.33% | 5/29/2026 |
 Alphabet (GOOG) | 6.41% | 10.92% | 91.67% | - |
 Constellation Brands (STZ) | 5.57% | 10.62% | 87.78% | - |
| Baidu (BIDU) | 5.11% | 2.89% | 98.7% | - |
 UnitedHealth (UNH) | 4.81% | 8.37% | 73.7% | - |
 Helmerich & Payne (HP) | 4.43% | 0.53% | 70.93% | - |
| Occidental (OXY) | 4.05% | 2.56% | 98.33% | - |
 Lululemon (LULU) | 2.62% | 4.58% | 55.56% | - |
 Coca-Cola (KO) | 1.96% | 0% | 18.15% | 4/7/2025 |
 JD.com (JD.US) | 1.79% | 0% | 47.78% | 9/11/2025 |
 Nestle (NESN.ZU) | 0.99% | 0% | 28.7% | 6/17/2025 |
 Microsoft (MSFT) | 0.81% | 0% | 21.3% | 6/2/2026 |
 American Tower (AMT) | 0.79% | 0% | 7.22% | 2/7/2025 |
 Apple (AAPL) | 0.76% | 0% | 8.89% | 3/10/2025 |
 Amazon (AMZN) | 0.73% | 0% | 12.96% | 4/24/2026 |
 BYD (01211.HK) | 0.58% | 2.23% | 33.52% | - |
 Bancolombia (CIB) | 0.56% | 0% | 23.33% | 5/21/2025 |
 Ethereum (ETH) | 0.46% | 0% | 37.96% | 2/26/2026 |
 iShares MSCI China ETF (MCHI) | 0.43% | 0% | 22.04% | 5/7/2025 |
 Salesforce (CRM) | 0.2% | 0% | 6.3% | 11/6/2025 |
 Bitcoin (BTC) | 0.19% | 0% | 15.74% | 2/26/2026 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.16% | 0% | 4.26% | 8/4/2025 |
 Palantir (PLTR) | 0.12% | 0% | 3.52% | 9/8/2025 |
 Meta (META) | 0.11% | 0% | 6.67% | 12/5/2025 |
 eToro Group LTD (ETOR) | 0.07% | 0% | 3.7% | 11/18/2025 |
 Ecopetrol (EC) | 0.06% | 0% | 2.04% | 10/3/2025 |
 JPMorgan (JPM) | 0.02% | 0% | 3.52% | 6/18/2026 |
 XRP (XRP) | 0.01% | 0% | 2.41% | 6/17/2025 |
 Solana (SOL) | 0.01% | 0% | 1.85% | 2/26/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 22.08% | 21.24% |
| Alibaba (BABA) | 10.3% | 15.44% |
| Berkshire Hathaway (BRK.B) | 15.26% | 13.43% |
| Adobe (ADBE) | 9.98% | 7.62% |
| UnitedHealth (UNH) | 5.45% | 6.26% |
| Alphabet (GOOG) | 3.78% | 5.55% |
| Baidu (BIDU) | 4.32% | 4.98% |
| Constellation Brands (STZ) | 7.02% | 4.83% |
| Nu (NU) | 3.5% | 4.7% |
| Lululemon (LULU) | 4.28% | 4.49% |
| Helmerich & Payne (HP) | 4.34% | 3.64% |
| Occidental (OXY) | 4.03% | 2.89% |
| BYD (01211.HK) | 1.7% | 1.49% |
Cash & Instruments Over Time
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