Portfolio Diversification
Range
Most Diversified
29 instruments
January 31, 2025
Least Diversified
0 instruments
February 2, 2025
Average
8.4 instruments
Most Consistent Holdings
Top 5
PEP61.22%
03333.HK53.38%
AMZN53.01%
CAT41.51%
CRM38.14%
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 |
|---|---|---|---|---|
| China Evergrande Group (03333.HK) | 21.24% | 0% | 53.38% | 9/4/2023 |
| Amazon (AMZN) | 19.52% | 0% | 53.01% | 1/28/2025 |
 PayPal (PYPL) | 12.23% | 0% | 29.56% | 7/12/2024 |
| PepsiCo (PEP) | 6.35% | 0% | 61.22% | 2/1/2025 |
 Dogecoin (DOGE) | 6.22% | 0% | 21.08% | 8/23/2022 |
| Caterpillar (CAT) | 2.73% | 0% | 41.51% | 2/1/2025 |
 Apple (AAPL) | 2.19% | 0% | 25.18% | 10/16/2022 |
| Salesforce (CRM) | 1.86% | 0% | 38.14% | 1/28/2025 |
 A2A (A2A.MI) | 1.82% | 0% | 28.28% | 9/19/2024 |
 Toyota (TM) | 1.7% | 0% | 25.18% | 10/16/2022 |
 Enel (ENEL.MI) | 1.67% | 0% | 25.18% | 10/16/2022 |
 Nestle (NESN.ZU) | 1.41% | 0% | 25.18% | 10/16/2022 |
 AMD (AMD) | 1.38% | 0% | 8.12% | 8/20/2024 |
 Robinhood (HOOD) | 1.36% | 0% | 25.18% | 10/16/2022 |
 Coinbase (COIN) | 1.24% | 0% | 25.18% | 10/16/2022 |
 Beyond Meat (BYND) | 1.19% | 0% | 25.18% | 10/16/2022 |
 Visa (V) | 0.87% | 0% | 15.33% | 1/28/2025 |
 Tesla (TSLA) | 0.85% | 0% | 3.56% | 8/20/2024 |
 AT&T (T) | 0.78% | 0% | 16.33% | 2/1/2025 |
 Stellantis (STLAM.MI) | 0.76% | 0% | 16.33% | 2/1/2025 |
 GameStop (GME) | 0.74% | 0% | 2.19% | 8/5/2024 |
 Eni (ENI.MI) | 0.71% | 0% | 16.33% | 2/1/2025 |
 Roche (ROG.ZU) | 0.7% | 0% | 15.05% | 2/1/2025 |
 STMicroelectronics (STMMI.MI) | 0.66% | 0% | 16.33% | 2/1/2025 |
 Alibaba (BABA) | 0.58% | 0% | 15.69% | 2/1/2025 |
 First Solar (FSLR) | 0.57% | 0% | 15.69% | 2/1/2025 |
 Baidu (BIDU) | 0.57% | 0% | 15.69% | 2/1/2025 |
 Bath & Body Works (BBWI) | 0.54% | 0% | 12.23% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 0.54% | 0% | 11.77% | 2/1/2025 |
 Disney (DIS) | 0.49% | 0% | 10.86% | 1/30/2025 |
 Microsoft (MSFT) | 0.45% | 0% | 10.58% | 2/1/2025 |
 Aramco (SAOC) | 0.45% | 0% | 11.04% | 12/12/2024 |
 Sysco (SYY) | 0.44% | 0% | 12.23% | 2/1/2025 |
 DaVita (DVA) | 0.42% | 0% | 10.13% | 1/28/2025 |
 LivaNova (LIVN) | 0.42% | 0% | 10.58% | 2/1/2025 |
 Verisign (VRSN) | 0.37% | 0% | 10.04% | 1/27/2025 |
 Lululemon (LULU) | 0.36% | 0% | 7.66% | 12/11/2024 |
 Coca-Cola (KO) | 0.28% | 0% | 5.75% | 10/7/2024 |
 Riot (RIOT) | 0.22% | 0% | 5.11% | 10/7/2024 |
 AXA (CS.PA) | 0.2% | 0% | 4.65% | 2/1/2025 |
 Tilray (TLRY) | 0.19% | 0% | 4.38% | 10/7/2024 |
 Shiba (in millions) (SHIBxM) | 0.18% | 0% | 3.47% | 2/7/2022 |
 Bank of America (BAC) | 0.17% | 0% | 4.74% | 2/1/2025 |
 BHP (BHP.ASX) | 0.16% | 0% | 4.74% | 2/1/2025 |
 Shell (SHEL) | 0.15% | 0% | 4.74% | 2/1/2025 |
 Wells Fargo (WFC) | 0.15% | 0% | 4.38% | 10/7/2024 |
 BPER Banca (BPE.MI) | 0.15% | 0% | 4.47% | 1/30/2025 |
 GE (GE) | 0.14% | 0% | 4.38% | 10/7/2024 |
 AstraZeneca (AZN) | 0.14% | 0% | 4.74% | 2/1/2025 |
 Nokia (NOK) | 0.14% | 0% | 4.47% | 9/30/2024 |
 Richemont (CFR.ZU) | 0.14% | 0% | 3.83% | 10/2/2024 |
 Zions (ZION) | 0.09% | 0% | 2.46% | 9/17/2024 |
 TheBigBanks | 0.08% | 0% | 0.73% | 8/21/2024 |
 APA (APA) | 0.04% | 0% | 1.09% | 10/1/2024 |
 SpaceTech | 0.04% | 0% | 0.36% | 8/20/2024 |
 NVIDIA (NVDA) | 0.01% | 0% | 0.36% | 2/1/2025 |
 TotalEnergies (TTE.PA) | 0.01% | 0% | 0.36% | 2/1/2025 |
 Vanguard FTSE Europe ETF (VGK) | 0.01% | 0% | 0.36% | 9/30/2024 |
 Ipsen (IPN.PA) | 0.01% | 0% | 0.36% | 2/1/2025 |
 Rio Tinto (RIO) | 0.01% | 0% | 0.36% | 2/1/2025 |
 HCA (HCA) | 0.01% | 0% | 0.36% | 2/1/2025 |
 CVS Health (CVS) | 0.01% | 0% | 0.36% | 2/1/2025 |
 Pfizer (PFE) | 0.01% | 0% | 0.36% | 2/1/2025 |
 IAG (IAG.L) | 0.01% | 0% | 0.18% | 2/1/2025 |
 Block Inc. (XYZ) | 0.01% | 0% | 0.18% | 2/1/2025 |
 Bitcoin (BTC) | 0% | 0% | 1.73% | 11/11/2024 |
 Varta (VAR1.DE) | 0% | 0% | 0.09% | 10/11/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 5.23% | 6.21% |
| Visa (V) | 5.23% | 5.99% |
| Bath & Body Works (BBWI) | 3.88% | 5.01% |
| Salesforce (CRM) | 4.18% | 4.82% |
| Stellantis (STLAM.MI) | 5.05% | 4.75% |
| Disney (DIS) | 4.07% | 4.75% |
| AT&T (T) | 4.15% | 4.59% |
| Caterpillar (CAT) | 4.18% | 4.36% |
| AXA (CS.PA) | 4.32% | 4.35% |
| Microsoft (MSFT) | 4.18% | 4.16% |
| Roche (ROG.ZU) | 4.47% | 4.04% |
| Verisign (VRSN) | 3.6% | 3.95% |
| DaVita (DVA) | 4.18% | 3.89% |
| Eni (ENI.MI) | 4.15% | 3.82% |
| PepsiCo (PEP) | 4.18% | 3.64% |
| LivaNova (LIVN) | 4.18% | 3.57% |
| BHP (BHP.ASX) | 3.7% | 3.44% |
| Sysco (SYY) | 3.4% | 3.43% |
| STMicroelectronics (STMMI.MI) | 3.78% | 3.43% |
| BPER Banca (BPE.MI) | 3.14% | 3.24% |
| Baidu (BIDU) | 3.34% | 3.22% |
| Alibaba (BABA) | 3.26% | 3.18% |
| Shell (SHEL) | 3.27% | 3.15% |
| First Solar (FSLR) | 3.76% | 3.13% |
| AstraZeneca (AZN) | 3.14% | 3.01% |