Portfolio Diversification
Range
Most Diversified
21 instruments
March 16, 2024
Least Diversified
11 instruments
January 4, 2025
Average
17.4 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
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 23.68% | 34.41% | 100% | - |
| Meta (META) | 15.46% | 25.56% | 100% | - |
| Palantir (PLTR) | 6.48% | 12.95% | 100% | - |
 Bank of America (BAC) | 5.89% | 0% | 85.53% | 8/29/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 5.17% | 0% | 91.9% | 11/8/2024 |
 Vanguard Total World Stock ETF (VT.US) | 4.61% | 0% | 75.98% | 5/15/2024 |
 Investec (INVP.L) | 4.15% | 0% | 97.45% | 1/8/2025 |
| Berkshire Hathaway (BRK.B) | 3.86% | 3.76% | 100% | - |
| Alibaba (9988.HK) | 3.84% | 1.62% | 100% | - |
 Toyota (TM) | 3.66% | 0% | 46.5% | 6/21/2023 |
| JPMorgan (JPM) | 3.58% | 3.32% | 100% | - |
 Alphabet (GOOGL) | 3.2% | 5.24% | 78.16% | - |
 Allianz (ALV.DE) | 3.06% | 0% | 75.89% | 5/14/2024 |
 Wells Fargo (WFC) | 2.87% | 0% | 78.62% | 6/14/2024 |
 Coca-Cola (KO) | 2.64% | 0% | 97% | 1/3/2025 |
 Vanguard Total Stock Market ETF (VTI) | 1.48% | 0% | 74.16% | 4/25/2024 |
 Synchrony (SYF) | 1.31% | 0% | 48.5% | 7/13/2023 |
 LVMH (MC.PA) | 1.06% | 0% | 15.83% | 11/6/2024 |
 TSMC (TSM) | 0.65% | 2.9% | 26.11% | - |
 Vanguard FTSE Emerging Markets (VWO) | 0.65% | 0% | 75.8% | 5/13/2024 |
 Bitcoin (BTC) | 0.42% | 0% | 22.75% | 5/1/2024 |
 NextEra (NEE) | 0.4% | 0% | 21.38% | 11/7/2024 |
 Lululemon (LULU) | 0.36% | 2.52% | 16.65% | - |
 ToughBuilt (TBLT) | 0.22% | 0% | 58.51% | 11/7/2023 |
 PayPal (PYPL) | 0.11% | 0.71% | 12.56% | - |
 Inmode (INMD) | 0.09% | 0% | 4.73% | 4/5/2024 |
 Uber (UBER) | 0.06% | 2.11% | 2.64% | - |
 iShares Physical Gold ETC (PPFB.DE) | 0.05% | 0% | 6.19% | 1/3/2025 |
 Hims & Hers (HIMS) | 0.04% | 1.77% | 2.55% | - |
 NVIDIA (NVDA) | 0.02% | 1.44% | 1% | - |
 Solana (SOL) | 0.01% | 0% | 0.45% | 3/20/2024 |
 Supermicro (SMCI) | 0.01% | 0% | 0.82% | 12/11/2024 |
 First Republic Bank (FRCB) | 0% | 0% | 0.27% | 3/16/2023 |
 PDD Holdings (PDD) | 0% | 0% | 0.09% | 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% |