Portfolio Diversification
Range
Most Diversified
21 instruments
March 16, 2024
Least Diversified
11 instruments
January 4, 2025
Average
16.7 instruments
Most Consistent Holdings
Top 5
META100%
JPM100%
BRK.B100%
9988.HK100%
PLTR100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 24.11% | 21.54% | 100% | - |
| Meta (META) | 16.9% | 23.77% | 100% | - |
| Palantir (PLTR) | 7.43% | 11.92% | 100% | - |
 Bank of America (BAC) | 4.93% | 0% | 71.65% | 8/29/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 4.33% | 0% | 76.98% | 11/8/2024 |
| Berkshire Hathaway (BRK.B) | 3.87% | 3.23% | 100% | - |
 Vanguard Total World Stock ETF (VT.US) | 3.86% | 0% | 63.64% | 5/15/2024 |
| JPMorgan (JPM) | 3.71% | 4.36% | 100% | - |
 Alphabet (GOOGL) | 3.69% | 7.99% | 81.71% | - |
| Alibaba (9988.HK) | 3.53% | 1.76% | 100% | - |
 Investec (INVP.L) | 3.48% | 0% | 81.63% | 1/8/2025 |
 Toyota (TM) | 3.07% | 0% | 38.95% | 6/21/2023 |
 Allianz (ALV.DE) | 2.57% | 0% | 63.57% | 5/14/2024 |
 Wells Fargo (WFC) | 2.4% | 0% | 65.85% | 6/14/2024 |
 Coca-Cola (KO) | 2.21% | 0% | 81.25% | 1/3/2025 |
 TSMC (TSM) | 1.55% | 9.29% | 38.11% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.24% | 0% | 62.12% | 4/25/2024 |
 Synchrony (SYF) | 1.1% | 0% | 40.63% | 7/13/2023 |
 LVMH (MC.PA) | 0.89% | 0% | 13.26% | 11/6/2024 |
 NVIDIA (NVDA) | 0.73% | 5.29% | 17.07% | - |
 Uber (UBER) | 0.7% | 5.4% | 18.45% | - |
 Vanguard FTSE Emerging Markets (VWO) | 0.54% | 0% | 63.49% | 5/13/2024 |
 Lululemon (LULU) | 0.49% | 0% | 23.4% | 6/9/2025 |
 Bitcoin (BTC) | 0.35% | 0% | 19.05% | 5/1/2024 |
 NextEra (NEE) | 0.34% | 0% | 17.91% | 11/7/2024 |
 Hims & Hers (HIMS) | 0.33% | 1.65% | 18.37% | - |
 Ryanair (RYAAY) | 0.22% | 1.77% | 14.79% | - |
 ToughBuilt (TBLT) | 0.19% | 0% | 49.01% | 11/7/2023 |
 Nu (NU) | 0.14% | 2.01% | 7.62% | - |
 PayPal (PYPL) | 0.1% | 0% | 11.97% | 2/24/2025 |
 Inmode (INMD) | 0.07% | 0% | 3.96% | 4/5/2024 |
 iShares Physical Gold ETC (PPFB.DE) | 0.04% | 0% | 5.18% | 1/3/2025 |
 Novo-Nordisk (NVO) | 0.02% | 0% | 2.29% | 3/26/2025 |
 Solana (SOL) | 0.01% | 0% | 0.38% | 3/20/2024 |
 Supermicro (SMCI) | 0.01% | 0% | 0.69% | 12/11/2024 |
 First Republic Bank (FRCB) | 0% | 0% | 0.23% | 3/16/2023 |
 PDD Holdings (PDD) | 0% | 0% | 0.08% | 8/28/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 41.06% | 34.45% |
| Meta (META) | 18.56% | 21.61% |
| Palantir (PLTR) | 5.87% | 17.41% |
| Alphabet (GOOGL) | 6.54% | 5.34% |
| Berkshire Hathaway (BRK.B) | 4.82% | 4.05% |
| Coca-Cola (KO) | 5.02% | 3.3% |
| TSMC (TSM) | 3.86% | 3.11% |
| Lululemon (LULU) | 2.81% | 2.57% |
| JPMorgan (JPM) | 1.74% | 2.49% |
| Investec (INVP.L) | 1.04% | 2.08% |
| Alibaba (9988.HK) | 5.31% | 1.52% |
| PayPal (PYPL) | 1.31% | 0.86% |
| iShares Physical Gold ETC (PPFB.DE) | 1.17% | 0.69% |