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Portfolio Diversification
Range
Most Diversified
21 instruments
March 16, 2024
Least Diversified
11 instruments
January 4, 2025
Average
16.3 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) | 22.89% | 9.18% | 100% | - |
| Meta (META) | 17.34% | 17.74% | 100% | - |
| Palantir (PLTR) | 7.7% | 7.16% | 100% | - |
 Alphabet (GOOGL) | 4.55% | 10.96% | 84.04% | - |
 Bank of America (BAC) | 4.3% | 0% | 62.5% | 8/29/2024 |
| JPMorgan (JPM) | 3.82% | 4.39% | 100% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 3.78% | 0% | 67.15% | 11/8/2024 |
| Berkshire Hathaway (BRK.B) | 3.74% | 2.48% | 100% | - |
 Vanguard Total World Stock ETF (VT.US) | 3.37% | 0% | 55.52% | 5/15/2024 |
| Alibaba (9988.HK) | 3.31% | 1.4% | 100% | - |
 Investec (INVP.L) | 3.03% | 0% | 71.21% | 1/8/2025 |
 TSMC (TSM) | 2.75% | 10.77% | 46.01% | - |
 Toyota (TM) | 2.68% | 0% | 33.98% | 6/21/2023 |
 Allianz (ALV.DE) | 2.24% | 0% | 55.45% | 5/14/2024 |
 Wells Fargo (WFC) | 2.1% | 0% | 57.45% | 6/14/2024 |
 Coca-Cola (KO) | 1.93% | 0% | 70.88% | 1/3/2025 |
 NVIDIA (NVDA) | 1.31% | 4.51% | 27.66% | - |
 Uber (UBER) | 1.1% | 1.89% | 27.06% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.08% | 0% | 54.19% | 4/25/2024 |
 Synchrony (SYF) | 0.96% | 0% | 35.44% | 7/13/2023 |
 LVMH (MC.PA) | 0.78% | 0% | 11.57% | 11/6/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 0.48% | 0% | 55.39% | 5/13/2024 |
 Ryanair (RYAAY) | 0.47% | 2.12% | 25.66% | - |
 Lululemon (LULU) | 0.43% | 0% | 20.41% | 6/9/2025 |
 Hims & Hers (HIMS) | 0.42% | 0% | 26.4% | 2/9/2026 |
 Nu (NU) | 0.42% | 2.46% | 19.41% | - |
 Bitcoin (BTC) | 0.31% | 0% | 16.62% | 5/1/2024 |
 NextEra (NEE) | 0.3% | 0% | 15.63% | 11/7/2024 |
 Philip Morris (PM) | 0.2% | 4.31% | 4.59% | - |
 ToughBuilt (TBLT) | 0.16% | 0% | 42.75% | 11/7/2023 |
 Amazon (AMZN) | 0.15% | 5.62% | 4.59% | - |
 Visa (V) | 0.14% | 4.7% | 3.13% | - |
 PayPal (PYPL) | 0.09% | 0% | 10.44% | 2/24/2025 |
 Microsoft (MSFT) | 0.09% | 4.25% | 3.13% | - |
 Inmode (INMD) | 0.07% | 0% | 3.46% | 4/5/2024 |
 Veeva (VEEV) | 0.05% | 3.16% | 2.13% | - |
 iShares Physical Gold ETC (PPFB.DE) | 0.04% | 0% | 4.52% | 1/3/2025 |
 Novo-Nordisk (NVO) | 0.02% | 0% | 1.99% | 3/26/2025 |
 Solana (SOL) | 0.01% | 0% | 0.33% | 3/20/2024 |
 Supermicro (SMCI) | 0.01% | 0% | 0.6% | 12/11/2024 |
 First Republic Bank (FRCB) | 0% | 0% | 0.2% | 3/16/2023 |
 PDD Holdings (PDD) | 0% | 0% | 0.07% | 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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