Portfolio Diversification
Range
Most Diversified
24 instruments
May 20, 2023
Least Diversified
0 instruments
February 2, 2025
Average
22.4 instruments
Most Consistent Holdings
Top 5
META99.91%
JNJ99.91%
MRK99.91%
PFE99.91%
VZ99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Tencent (0700.HK) | 16.67% | 0% | 99.91% | 2/1/2025 |
 Alibaba (9988.HK) | 13.76% | 0% | 99.91% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 11.56% | 0% | 99.91% | 2/1/2025 |
 iShares Core High Dividend ETF (HDV) | 9.66% | 0% | 94.53% | 12/4/2024 |
 Sofina (SOF.BR) | 6.5% | 0% | 99.91% | 2/1/2025 |
 JD (9618.HK) | 6.35% | 0% | 98.08% | 2/1/2025 |
 PDD Holdings (PDD) | 5.44% | 0% | 92.61% | 2/1/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 4.14% | 0% | 94.53% | 12/4/2024 |
| Merck (MRK) | 4.13% | 0% | 99.91% | 2/1/2025 |
 MercadoLibre (MELI) | 3.94% | 0% | 98.18% | 2/1/2025 |
 Brookfield (BN.US) | 3.75% | 0% | 58.3% | 2/1/2025 |
| Meta (META) | 3.55% | 0% | 99.91% | 2/1/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 1.96% | 0% | 94.53% | 12/4/2024 |
 Coupang (CPNG) | 1.67% | 0% | 56.3% | 2/1/2025 |
 Walgreens (WBA) | 1.32% | 0% | 96.72% | 2/1/2025 |
| Pfizer (PFE) | 1.31% | 0% | 99.91% | 2/1/2025 |
| Johnson & Johnson (JNJ) | 1.04% | 0% | 99.91% | 2/1/2025 |
 Oracle (ORCL) | 0.84% | 0% | 99.91% | 2/1/2025 |
| Verizon (VZ) | 0.8% | 0% | 99.91% | 2/1/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.41% | 0% | 40.42% | 4/14/2023 |
 Meituan (03690.HK) | 0.18% | 0% | 60.86% | 2/1/2025 |
 JD.com (JD.US) | 0.15% | 0% | 5.38% | 2/1/2025 |
 Alibaba (BABA) | 0.15% | 0% | 5.38% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.12% | 0% | 94.53% | 12/4/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.12% | 0% | 94.53% | 12/4/2024 |
 Citi (C) | 0.12% | 0% | 65.88% | 2/1/2025 |
 Vanguard Small-Cap Growth ETF (VBK) | 0.08% | 0% | 94.53% | 12/4/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tencent (0700.HK) | 35.92% | 36.1% |
| Alibaba (9988.HK) | 18.52% | 12.88% |
| Brookfield (BN.US) | 6.17% | 8.73% |
| Berkshire Hathaway (BRK.B) | 4.84% | 8.63% |
| Meta (META) | 1.81% | 4.76% |
| JD (9618.HK) | 8.48% | 4.73% |
| PDD Holdings (PDD) | 1.97% | 3.86% |
| MercadoLibre (MELI) | 2.05% | 3.49% |
| Sofina (SOF.BR) | 5.02% | 3.46% |
| Alibaba (BABA) | 3.33% | 2.77% |
| JD.com (JD.US) | 3.33% | 2.69% |
| Coupang (CPNG) | 2.16% | 2.55% |
| Merck (MRK) | 2.03% | 2.27% |
| Oracle (ORCL) | 0.38% | 0.79% |
| Johnson & Johnson (JNJ) | 0.7% | 0.52% |
| Pfizer (PFE) | 0.78% | 0.48% |
| Verizon (VZ) | 0.69% | 0.43% |
| Walgreens (WBA) | 1.62% | 0.28% |
| Meituan (03690.HK) | 0% | 0.27% |
| Citi (C) | 0.18% | 0.24% |