Portfolio Diversification
Range
Most Diversified
13 instruments
December 11, 2024
Least Diversified
0 instruments
April 9, 2025
Average
9.7 instruments
Most Consistent Holdings
Top 5
MSFT87.76%
KO73.88%
NVDA68.57%
MELI66.12%
SPY5.L62.04%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 5, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 19.07% | 7.4% | 87.76% | - |
| NVIDIA (NVDA) | 10.11% | 12.31% | 68.57% | - |
| SPDR S&P 500 UCITS ETF (SPY5.L) | 7.13% | 0% | 62.04% | 4/7/2025 |
| MercadoLibre (MELI) | 7.11% | 4.39% | 66.12% | - |
 Amazon (AMZN) | 4.88% | 10.47% | 51.02% | - |
 Meta (META) | 4.18% | 11.14% | 42.45% | - |
| Coca-Cola (KO) | 3.94% | 0% | 73.88% | 4/7/2025 |
 Home Depot (HD) | 3.13% | 0% | 48.98% | 3/6/2025 |
 Xiaomi (1810.HK) | 2.66% | 9.79% | 28.98% | - |
 Freeport-McMoRan (FCX) | 2.39% | 0% | 33.47% | 1/27/2025 |
 Option Care Health (OPCH) | 2.37% | 0% | 30.2% | 1/13/2025 |
 SPDR Gold (GLD) | 2.2% | 15.79% | 13.47% | - |
 Netflix (NFLX) | 2.16% | 0% | 22.04% | 4/7/2025 |
 BYD Electronic (00285.HK) | 2% | 0% | 13.47% | 5/13/2025 |
 Moody's (MCO) | 1.98% | 0% | 30.2% | 1/24/2025 |
 ExxonMobil (XOM) | 1.75% | 0% | 48.98% | 3/6/2025 |
 BlackRock (BLK) | 1.67% | 0% | 29.8% | 4/7/2025 |
 Bitcoin (BTC) | 1.45% | 0% | 13.47% | 5/9/2025 |
 Visa (V) | 1.32% | 0% | 18.37% | 4/7/2025 |
 Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) | 1.2% | 10.05% | 11.84% | - |
 Dynatrace (DT) | 1.2% | 0% | 42.86% | 1/27/2025 |
 Citi (C) | 1.13% | 10.78% | 10.61% | - |
 Alibaba (BABA) | 0.93% | 0% | 55.92% | 4/7/2025 |
 Alphabet (GOOG) | 0.93% | 0% | 12.65% | 12/16/2024 |
 US Foods (USFD) | 0.86% | 0% | 7.76% | 11/6/2024 |
 Caterpillar (CAT) | 0.83% | 7.97% | 10.2% | - |
 ABC (1288.HK) | 0.6% | 0% | 13.06% | 4/8/2025 |
 Regeneron (REGN) | 0.59% | 0% | 14.69% | 11/21/2024 |
 Commvault (CVLT) | 0.31% | 0% | 2.04% | 10/14/2024 |
 BYD (01211.HK) | 0.25% | 0% | 1.22% | 10/7/2024 |
 Disney (DIS) | 0.09% | 0% | 1.22% | 11/14/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 21.29% | 22.47% |
| NVIDIA (NVDA) | 17.44% | 17.87% |
| MercadoLibre (MELI) | 14.52% | 13.56% |
| SPDR S&P 500 UCITS ETF (SPY5.L) | 10.72% | 11.14% |
| Option Care Health (OPCH) | 6.79% | 7.01% |
| Freeport-McMoRan (FCX) | 7.14% | 6.03% |
| Moody's (MCO) | 5.89% | 5.99% |
| Home Depot (HD) | 5.62% | 5.89% |
| Coca-Cola (KO) | 3.86% | 3.56% |
| ExxonMobil (XOM) | 3.57% | 3.29% |
| Dynatrace (DT) | 1.83% | 1.84% |
| Alibaba (BABA) | 1.3% | 1.33% |