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Portfolio Diversification
Range
Most Diversified
21 instruments
March 16, 2024
Least Diversified
0 instruments
April 4, 2026
Average
16.3 instruments
Most Consistent Holdings
Top 5
META99.5%
JPM99.5%
BRK.B99.5%
9988.HK99.5%
PLTR99.5%
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) | 21.94% | 4.3% | 99.5% | - |
| Meta (META) | 17.22% | 16.06% | 99.5% | - |
| Palantir (PLTR) | 7.58% | 5.57% | 99.5% | - |
 Alphabet (GOOGL) | 4.9% | 12.41% | 84.39% | - |
 Bank of America (BAC) | 4.07% | 0% | 59.16% | 8/29/2024 |
| JPMorgan (JPM) | 3.84% | 4.85% | 99.5% | - |
| Berkshire Hathaway (BRK.B) | 3.65% | 2.22% | 99.5% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 3.58% | 0% | 63.56% | 11/8/2024 |
| Alibaba (9988.HK) | 3.2% | 1.1% | 99.5% | - |
 Vanguard Total World Stock ETF (VT.US) | 3.19% | 0% | 52.55% | 5/15/2024 |
 TSMC (TSM) | 3.15% | 12.13% | 48.4% | - |
 Investec (INVP.L) | 2.87% | 0% | 67.4% | 1/8/2025 |
 Toyota (TM) | 2.53% | 0% | 32.16% | 6/21/2023 |
 Allianz (ALV.DE) | 2.12% | 0% | 52.49% | 5/14/2024 |
 Wells Fargo (WFC) | 1.98% | 0% | 54.37% | 6/14/2024 |
 Coca-Cola (KO) | 1.82% | 0% | 67.09% | 1/3/2025 |
 NVIDIA (NVDA) | 1.47% | 5.65% | 31.03% | - |
 Uber (UBER) | 1.15% | 2.17% | 30.46% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.02% | 0% | 51.29% | 4/25/2024 |
 Synchrony (SYF) | 0.91% | 0% | 33.54% | 7/13/2023 |
 LVMH (MC.PA) | 0.74% | 0% | 10.95% | 11/6/2024 |
 Nu (NU) | 0.51% | 2.06% | 23.22% | - |
 Ryanair (RYAAY) | 0.47% | 0% | 25.49% | 4/6/2026 |
 Vanguard FTSE Emerging Markets (VWO) | 0.45% | 0% | 52.42% | 5/13/2024 |
 Microsoft (MSFT) | 0.44% | 9.23% | 7.8% | - |
 Amazon (AMZN) | 0.43% | 5.84% | 9.19% | - |
 Lululemon (LULU) | 0.4% | 0% | 19.32% | 6/9/2025 |
 Hims & Hers (HIMS) | 0.4% | 0% | 24.98% | 2/9/2026 |
 Philip Morris (PM) | 0.39% | 4.22% | 9.19% | - |
 Visa (V) | 0.37% | 4.99% | 7.8% | - |
 Bitcoin (BTC) | 0.29% | 0% | 15.73% | 5/1/2024 |
 NextEra (NEE) | 0.28% | 0% | 14.79% | 11/7/2024 |
 Veeva (VEEV) | 0.21% | 4.31% | 6.86% | - |
 ToughBuilt (TBLT) | 0.16% | 0% | 40.47% | 11/7/2023 |
 S&P Global (SPGI) | 0.12% | 2.89% | 4.85% | - |
 PayPal (PYPL) | 0.08% | 0% | 9.88% | 2/24/2025 |
 Inmode (INMD) | 0.06% | 0% | 3.27% | 4/5/2024 |
 iShares Physical Gold ETC (PPFB.DE) | 0.04% | 0% | 4.28% | 1/3/2025 |
 Novo-Nordisk (NVO) | 0.02% | 0% | 1.89% | 3/26/2025 |
 Solana (SOL) | 0.01% | 0% | 0.31% | 3/20/2024 |
 Supermicro (SMCI) | 0.01% | 0% | 0.57% | 12/11/2024 |
 First Republic Bank (FRCB) | 0% | 0% | 0.19% | 3/16/2023 |
 PDD Holdings (PDD) | 0% | 0% | 0.06% | 8/28/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 20.02% | 21.42% |
| TSMC (TSM) | 11.78% | 11.39% |
| Alphabet (GOOGL) | 10.08% | 11.25% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 10.13% | 11.23% |
| Palantir (PLTR) | 0.95% | 9.91% |
| NVIDIA (NVDA) | 5.48% | 5.46% |
| JPMorgan (JPM) | 3.86% | 4.42% |
| Uber (UBER) | 5.14% | 3.38% |
| Berkshire Hathaway (BRK.B) | 3.2% | 3% |
| Nu (NU) | 3.59% | 2.72% |
| Ryanair (RYAAY) | 3.16% | 2.6% |
| Alibaba (9988.HK) | 3.53% | 1.76% |
| Hims & Hers (HIMS) | 1.44% | 1.02% |
Cash & Instruments Over Time
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