Portfolio Diversification
Range
Most Diversified
64 instruments
November 25, 2023
Least Diversified
0 instruments
February 2, 2025
Average
51.6 instruments
Most Consistent Holdings
Top 5
AAPL99.89%
GOOG99.89%
MSFT99.89%
AMZN99.89%
INTC99.89%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 6, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 6.48% | 4.49% | 99.89% | - |
| Amazon (AMZN) | 6% | 5.16% | 99.89% | - |
| Apple (AAPL) | 4.82% | 2.09% | 99.89% | - |
| Alphabet (GOOG) | 4.4% | 5.3% | 99.89% | - |
 NVIDIA (NVDA) | 4.06% | 4.5% | 99.89% | - |
 Vanguard S&P 500 ETF (VOO) | 3.63% | 2.31% | 99.89% | - |
 Coca-Cola (KO) | 3.51% | 1.65% | 99.89% | - |
 Johnson & Johnson (JNJ) | 3.01% | 1.21% | 99.35% | - |
| Intel (INTC) | 2.98% | 1.13% | 99.89% | - |
 Meta (META) | 2.81% | 4.69% | 80.61% | - |
 AMD (AMD) | 2.76% | 3.51% | 99.35% | - |
 Alibaba (BABA) | 2.72% | 2.12% | 99.89% | - |
 Alphabet (GOOGL) | 2.33% | 0% | 99.57% | 7/23/2025 |
 Procter & Gamble (PG) | 2.24% | 1.14% | 99.35% | - |
 Visa (V) | 2.22% | 2.01% | 99.35% | - |
 Tesla (TSLA) | 2.19% | 2.23% | 97.07% | - |
 AbbVie (ABBV) | 2.02% | 2.04% | 99.35% | - |
 Berkshire Hathaway (BRK.B) | 2.02% | 1.88% | 95.34% | - |
 TSMC (TSM) | 2% | 4.86% | 82.12% | - |
 Mastercard (MA) | 1.96% | 1.66% | 99.35% | - |
 iShares MSCI India ETF (INDA) | 1.87% | 2.78% | 83.53% | - |
 Qualcomm (QCOM) | 1.82% | 1.27% | 99.24% | - |
 Nestle (NESN.ZU) | 1.79% | 0% | 96.21% | 6/27/2025 |
 SPDR Gold (GLD) | 1.77% | 4.61% | 92.63% | - |
 Lockheed Martin (LMT) | 1.67% | 1.46% | 99.35% | - |
 PayPal (PYPL) | 1.58% | 0% | 96.64% | 6/26/2025 |
 PepsiCo (PEP) | 1.51% | 0.98% | 94.04% | - |
 SAP (SAP.DE) | 1.49% | 0% | 67.17% | 9/25/2024 |
 Rogers (ROG) | 1.39% | 0% | 78.44% | 1/8/2025 |
 iShares Silver Trust (SLV) | 1.3% | 1.89% | 92.52% | - |
 Invesco QQQ (QQQ) | 1.26% | 1.77% | 85.05% | - |
 Novo-Nordisk (NVO) | 1.09% | 2.3% | 65.66% | - |
 Adobe (ADBE) | 1.01% | 1.48% | 82.12% | - |
 ASML (ASML.NV) | 0.98% | 2.39% | 85.16% | - |
 Oracle (ORCL) | 0.97% | 2.21% | 70.31% | - |
 Ferrari (RACE) | 0.85% | 1.44% | 82.12% | - |
 LVMH (MC.PA) | 0.83% | 1.32% | 82.99% | - |
 Airbnb (ABNB) | 0.8% | 1.01% | 76.16% | - |
 Boeing (BA) | 0.8% | 2.16% | 82.12% | - |
 Netflix (NFLX) | 0.75% | 1.2% | 78.87% | - |
 Airbus (AIR.PA) | 0.67% | 1.15% | 53.74% | - |
 Eli Lilly (LLY) | 0.67% | 1.24% | 54.5% | - |
 McDonald's (MCD) | 0.61% | 0% | 61% | 9/20/2024 |
 Dell (DELL) | 0.58% | 1.18% | 53.85% | - |
 ON Semiconductor (ON) | 0.55% | 0% | 73.02% | 1/7/2025 |
 Siemens (SIE.DE) | 0.54% | 0% | 79.09% | 7/2/2025 |
 Infineon (IFX.DE) | 0.47% | 0% | 53.85% | 7/17/2024 |
 Accenture (ACN) | 0.44% | 0% | 62.19% | 11/13/2024 |
 Starbucks (SBUX) | 0.41% | 0% | 54.06% | 7/15/2024 |
 Nio (NIO) | 0.36% | 0% | 55.58% | 11/13/2024 |
 GE (GE) | 0.34% | 2.08% | 29.69% | - |
 Booking (BKNG) | 0.33% | 0% | 39.11% | 7/23/2025 |
 Vertiv (VRT) | 0.31% | 1.68% | 31.31% | - |
 SPDR S&P 500 ETF (SPY) | 0.21% | 0% | 39.44% | 7/15/2024 |
 Uber (UBER) | 0.21% | 1.14% | 19.93% | - |
 BioNTech SE (BNTX) | 0.2% | 0% | 27.3% | 9/13/2024 |
 BYD (01211.HK) | 0.19% | 0.68% | 38.03% | - |
 Micron (MU) | 0.17% | 0% | 32.29% | 7/23/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.15% | 0% | 32.18% | 1/11/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.15% | 0% | 28.39% | 12/7/2023 |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 0.15% | 0% | 28.39% | 12/7/2023 |
 iShares Semiconductor ETF (SOXX) | 0.15% | 0% | 21.13% | 7/23/2025 |
 Volkswagen (VOW3.DE) | 0.13% | 0% | 32.5% | 3/15/2024 |
 BAT (BATS.L) | 0.13% | 0% | 35.21% | 6/6/2024 |
 Occidental (OXY) | 0.13% | 0% | 40.95% | 6/26/2025 |
 MercadoLibre (MELI) | 0.12% | 0% | 35.21% | 6/5/2024 |
 Utilities Select Sector SPDR (XLU) | 0.11% | 0.79% | 21.45% | - |
 Rheinmetall (RHM.DE) | 0.1% | 0.7% | 22.75% | - |
 Danimer Scientific (DNMRQ) | 0.1% | 0% | 29.04% | 11/28/2023 |
 Crane (CR) | 0.1% | 0% | 30.88% | 7/16/2025 |
 Palo Alto Networks (PANW) | 0.09% | 0% | 22.75% | 7/23/2025 |
 iShares MSCI China ETF (MCHI) | 0.08% | 0.45% | 16.47% | - |
 Carl Zeiss Meditec (AFX.DE) | 0.08% | 0% | 18.85% | 12/11/2024 |
 Petrobras (PBR.A) | 0.08% | 0% | 17.77% | 7/9/2024 |
 Adidas (ADS.DE) | 0.07% | 0% | 21.67% | 1/2/2024 |
 Nike (NKE) | 0.07% | 0% | 17.77% | 12/8/2023 |
 United States Oil Fund (USO) | 0.06% | 0% | 12.68% | 7/11/2023 |
 Reliance (RIGD.L) | 0.05% | 0% | 7.58% | 1/22/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0.05% | 0% | 15.17% | 3/21/2024 |
 Corsair (CRSR) | 0.04% | 0% | 35.54% | 7/3/2024 |
 Xiaomi (1810.HK) | 0.04% | 0% | 10.73% | 7/17/2024 |
 Siemens Energy (ENR.DE) | 0.04% | 0% | 20.69% | 1/23/2024 |
 Adyen (ADYEN.NV) | 0.04% | 0% | 13.65% | 2/8/2024 |
 American Express (AXP) | 0.04% | 1.35% | 3.47% | - |
 Atai (ATAI) | 0.04% | 0% | 16.03% | 12/12/2023 |
 JPMorgan (JPM) | 0.04% | 0% | 18.85% | 12/7/2023 |
 Crocs (CROX) | 0.03% | 0% | 7.26% | 1/8/2024 |
 First Trust Water ETF (FIW.US) | 0.03% | 0% | 8.02% | 1/24/2025 |
 Snowflake (SNOW) | 0.02% | 0.69% | 3.25% | - |
 Rolls-Royce (RR.L) | 0.02% | 0.71% | 3.14% | - |
 Pentair (PNR) | 0.02% | 0% | 8.02% | 1/24/2025 |
 Nu (NU) | 0.02% | 0% | 5.2% | 5/15/2024 |
 Wolfspeed (WOLF) | 0% | 0% | 1.63% | 7/6/2023 |
 Lucid (LCID) | 0% | 0% | 0.54% | 3/1/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 3.53% | 5.24% |
| Microsoft (MSFT) | 3.94% | 4.76% |
| NVIDIA (NVDA) | 3.65% | 4.54% |
| Meta (META) | 3.75% | 4.36% |
| Alphabet (GOOG) | 3.53% | 4.17% |
| Tesla (TSLA) | 2.41% | 4.05% |
| Apple (AAPL) | 2.77% | 4% |
| TSMC (TSM) | 3.26% | 3.77% |
| iShares MSCI India ETF (INDA) | 3.93% | 3.56% |
| Vanguard S&P 500 ETF (VOO) | 2.52% | 3.02% |
| Visa (V) | 2.3% | 2.52% |
| SPDR Gold (GLD) | 2.45% | 2.39% |
| AMD (AMD) | 3.13% | 2.35% |
| Mastercard (MA) | 1.99% | 2.18% |
| Berkshire Hathaway (BRK.B) | 2.02% | 2.12% |
| Coca-Cola (KO) | 2.35% | 2.11% |
| Lockheed Martin (LMT) | 2.53% | 2.08% |
| Alphabet (GOOGL) | 1.17% | 1.99% |
| Invesco QQQ (QQQ) | 1.89% | 1.99% |
| Novo-Nordisk (NVO) | 3.02% | 1.93% |
| AbbVie (ABBV) | 2.13% | 1.9% |
| Oracle (ORCL) | 1.53% | 1.83% |
| iShares Silver Trust (SLV) | 1.97% | 1.79% |
| Intel (INTC) | 2.88% | 1.75% |
| Qualcomm (QCOM) | 2.13% | 1.74% |
| Procter & Gamble (PG) | 1.81% | 1.7% |
| Alibaba (BABA) | 2.14% | 1.66% |
| Adobe (ADBE) | 2.04% | 1.55% |
| LVMH (MC.PA) | 1.83% | 1.53% |
| PepsiCo (PEP) | 1.88% | 1.47% |
| Johnson & Johnson (JNJ) | 1.83% | 1.47% |
| ASML (ASML.NV) | 1.79% | 1.43% |
| Ferrari (RACE) | 1.51% | 1.43% |
| Airbus (AIR.PA) | 1.56% | 1.43% |
| Eli Lilly (LLY) | 1.6% | 1.36% |
| Airbnb (ABNB) | 1.55% | 1.33% |
| Boeing (BA) | 1.53% | 1.31% |
| Netflix (NFLX) | 1.04% | 1.29% |
| GE (GE) | 1.31% | 1.13% |
| Dell (DELL) | 1.3% | 1.04% |
| Nestle (NESN.ZU) | 1.56% | 0.97% |
| Booking (BKNG) | 0.77% | 0.96% |
| PayPal (PYPL) | 0.77% | 0.78% |
| Rogers (ROG) | 1.16% | 0.73% |
| Reliance (RIGD.L) | 0.86% | 0.72% |
| Siemens (SIE.DE) | 0.6% | 0.6% |
| Micron (MU) | 0.63% | 0.5% |
| First Trust Water ETF (FIW.US) | 0.47% | 0.4% |
| Occidental (OXY) | 0.47% | 0.37% |
| BYD (01211.HK) | 0.39% | 0.35% |
| ON Semiconductor (ON) | 0.42% | 0.28% |
| Pentair (PNR) | 0.31% | 0.27% |