Portfolio Diversification
Range
Most Diversified
13 instruments
December 11, 2024
Least Diversified
0 instruments
April 9, 2025
Average
10.6 instruments
Most Consistent Holdings
Top 5
MSFT93.12%
NVDA82.11%
AMZN72.48%
BABA71.1%
META67.66%
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) | 13.87% | 6.59% | 93.12% | - |
| NVIDIA (NVDA) | 9.99% | 9.04% | 82.11% | - |
 SPDR Gold (GLD) | 8.22% | 17.92% | 51.38% | - |
| Amazon (AMZN) | 7.14% | 9.71% | 72.48% | - |
| Meta (META) | 6.85% | 9% | 67.66% | - |
 Citi (C) | 5.84% | 13.48% | 49.77% | - |
 Xiaomi (1810.HK) | 5.25% | 7.02% | 60.09% | - |
 MercadoLibre (MELI) | 5.06% | 0% | 63.99% | 10/2/2025 |
 Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) | 4.96% | 9.86% | 50.46% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 4.01% | 0% | 34.86% | 4/7/2025 |
| Alibaba (BABA) | 3.33% | 7.42% | 71.1% | - |
 FedEx (FDX) | 2.59% | 7.47% | 39.68% | - |
 Coca-Cola (KO) | 2.21% | 0% | 41.51% | 4/7/2025 |
 Home Depot (HD) | 1.76% | 0% | 27.52% | 3/6/2025 |
 Freeport-McMoRan (FCX) | 1.34% | 0% | 18.81% | 1/27/2025 |
 Option Care Health (OPCH) | 1.33% | 0% | 16.97% | 1/13/2025 |
 Netflix (NFLX) | 1.21% | 0% | 12.39% | 4/7/2025 |
 BYD Electronic (00285.HK) | 1.13% | 0% | 7.57% | 5/13/2025 |
 Moody's (MCO) | 1.11% | 0% | 16.97% | 1/24/2025 |
 ExxonMobil (XOM) | 0.98% | 0% | 27.52% | 3/6/2025 |
 BlackRock (BLK) | 0.94% | 0% | 16.74% | 4/7/2025 |
 Caterpillar (CAT) | 0.82% | 0% | 10.09% | 6/26/2025 |
 Bitcoin (BTC) | 0.81% | 0% | 7.57% | 5/9/2025 |
 Visa (V) | 0.74% | 0% | 10.32% | 4/7/2025 |
 Dynatrace (DT) | 0.67% | 0% | 24.08% | 1/27/2025 |
 Alphabet (GOOG) | 0.52% | 0% | 7.11% | 12/16/2024 |
 US Foods (USFD) | 0.48% | 0% | 4.36% | 11/6/2024 |
 ABC (1288.HK) | 0.34% | 0% | 7.34% | 4/8/2025 |
 Regeneron (REGN) | 0.33% | 0% | 8.26% | 11/21/2024 |
 Chesapeake (EXE) | 0.24% | 1.43% | 16.97% | - |
 Commvault (CVLT) | 0.17% | 0% | 1.15% | 10/14/2024 |
 BYD (01211.HK) | 0.14% | 0% | 0.69% | 10/7/2024 |
 Union Pacific (UNP) | 0.13% | 0.8% | 16.97% | - |
 WaterBridge Infrastructure LLC (WBI) | 0.11% | 0.56% | 16.97% | - |
 Disney (DIS) | 0.05% | 0% | 0.69% | 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% |