Portfolio Diversification
Range
Most Diversified
13 instruments
December 11, 2024
Least Diversified
0 instruments
April 9, 2025
Average
10 instruments
Most Consistent Holdings
Top 5
MSFT91.12%
NVDA76.92%
MELI75.44%
AMZN64.5%
BABA62.72%
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) | 15.87% | 7.09% | 91.12% | - |
| NVIDIA (NVDA) | 10.01% | 8.62% | 76.92% | - |
| Amazon (AMZN) | 6.36% | 10.36% | 64.5% | - |
| MercadoLibre (MELI) | 6.26% | 3.89% | 75.44% | - |
 Meta (META) | 6.04% | 10.93% | 58.28% | - |
 SPDR Gold (GLD) | 5.75% | 15.59% | 37.28% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 5.17% | 0% | 44.97% | 4/7/2025 |
 Xiaomi (1810.HK) | 4.55% | 9% | 48.52% | - |
 Citi (C) | 4% | 11.96% | 35.21% | - |
 Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) | 3.58% | 9.86% | 36.09% | - |
 Coca-Cola (KO) | 2.85% | 0% | 53.55% | 4/7/2025 |
 Home Depot (HD) | 2.27% | 0% | 35.5% | 3/6/2025 |
| Alibaba (BABA) | 2.01% | 6.72% | 62.72% | - |
 Freeport-McMoRan (FCX) | 1.73% | 0% | 24.26% | 1/27/2025 |
 Option Care Health (OPCH) | 1.72% | 0% | 21.89% | 1/13/2025 |
 Netflix (NFLX) | 1.56% | 0% | 15.98% | 4/7/2025 |
 BYD Electronic (00285.HK) | 1.45% | 0% | 9.76% | 5/13/2025 |
 Moody's (MCO) | 1.44% | 0% | 21.89% | 1/24/2025 |
 FedEx (FDX) | 1.42% | 6.22% | 22.19% | - |
 ExxonMobil (XOM) | 1.27% | 0% | 35.5% | 3/6/2025 |
 BlackRock (BLK) | 1.21% | 0% | 21.6% | 4/7/2025 |
 Caterpillar (CAT) | 1.05% | 0% | 13.02% | 6/26/2025 |
 Bitcoin (BTC) | 1.05% | 0% | 9.76% | 5/9/2025 |
 Visa (V) | 0.95% | 0% | 13.31% | 4/7/2025 |
 Dynatrace (DT) | 0.87% | 0% | 31.07% | 1/27/2025 |
 Alphabet (GOOG) | 0.67% | 0% | 9.17% | 12/16/2024 |
 US Foods (USFD) | 0.62% | 0% | 5.62% | 11/6/2024 |
 ABC (1288.HK) | 0.43% | 0% | 9.47% | 4/8/2025 |
 Regeneron (REGN) | 0.43% | 0% | 10.65% | 11/21/2024 |
 Commvault (CVLT) | 0.23% | 0% | 1.48% | 10/14/2024 |
 BYD (01211.HK) | 0.18% | 0% | 0.89% | 10/7/2024 |
 Disney (DIS) | 0.06% | 0% | 0.89% | 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% |