Portfolio Diversification
Range
Most Diversified
62 instruments
February 19, 2022
Least Diversified
0 instruments
February 2, 2025
Average
43.6 instruments
Most Consistent Holdings
Top 5
GOOG99.93%
MA99.93%
NKE99.93%
BRK.B99.93%
BABA99.93%
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 |
|---|---|---|---|---|
 Apple (AAPL) | 10.51% | 9.77% | 98.38% | - |
| Alphabet (GOOG) | 10.22% | 7.29% | 99.93% | - |
 Microsoft (MSFT) | 8% | 0% | 99.12% | 10/23/2025 |
| Berkshire Hathaway (BRK.B) | 4.37% | 4.16% | 99.93% | - |
 Amazon (AMZN) | 3.83% | 0% | 99.85% | 10/23/2025 |
 Visa (V) | 3.45% | 0% | 99.85% | 10/23/2025 |
| Mastercard (MA) | 3.21% | 4.61% | 99.93% | - |
 S&P Global (SPGI) | 3.19% | 4.3% | 96.32% | - |
 iShares Semiconductor ETF (SOXX) | 2.9% | 0% | 31.69% | 10/23/2025 |
 LVMH (MC.PA) | 2.89% | 0.88% | 99.93% | - |
 Meta (META) | 2.4% | 0% | 59.26% | 4/16/2024 |
 L'Oréal (OR.PA) | 2.22% | 0.95% | 69.93% | - |
 Invesco QQQ (QQQ) | 1.91% | 4.05% | 47.65% | - |
 SPDR S&P 500 ETF (SPY) | 1.6% | 3.28% | 47.06% | - |
 Hermes (RMS.PA) | 1.54% | 3.66% | 37.65% | - |
 Vanguard Growth ETF (VUG) | 1.49% | 0% | 32.5% | 10/23/2025 |
 Vanguard Information Technology (VGT) | 1.43% | 0% | 42.65% | 10/23/2025 |
| Nike (NKE) | 1.32% | 0.49% | 99.93% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.31% | 2.79% | 46.03% | - |
 Accenture (ACN) | 1.21% | 0% | 62.94% | 7/25/2024 |
 AMD (AMD) | 1.12% | 0% | 59.78% | 6/11/2024 |
 Salesforce (CRM) | 1.1% | 0% | 65.81% | 7/15/2024 |
 Euronext (ENX.PA) | 1.07% | 0% | 60.74% | 5/6/2024 |
 iShares Russell 1000 Growth ETF (IWF) | 1.04% | 3.41% | 32.28% | - |
 Walmart (WMT) | 1.04% | 0% | 52.87% | 1/19/2024 |
 Moody's (MCO) | 1.01% | 0% | 52.21% | 2/20/2024 |
 Best Buy (BBY) | 0.96% | 0% | 63.01% | 6/7/2024 |
 Vanguard Health Care ETF (VHT) | 0.91% | 0% | 20.51% | 12/18/2024 |
 Adobe (ADBE) | 0.89% | 0% | 65.81% | 7/15/2024 |
 Vonovia (VNA.DE) | 0.88% | 0.25% | 99.93% | - |
 BlackRock (BLK) | 0.83% | 0% | 24.63% | 1/2/2025 |
| Alibaba (BABA) | 0.82% | 0.18% | 99.93% | - |
 Dior (CDI.PA) | 0.8% | 0% | 61.18% | 10/23/2025 |
 Games Workshop (GAW.L) | 0.71% | 0% | 55.66% | 2/26/2024 |
 Jacobs (J) | 0.7% | 0% | 52.28% | 1/11/2024 |
 Sartorius (DIM.PA) | 0.69% | 0% | 64.04% | 6/21/2024 |
 PayPal (PYPL) | 0.69% | 0.21% | 99.93% | - |
 Starbucks (SBUX) | 0.67% | 0% | 33.09% | 8/16/2024 |
 Adidas (ADS.DE) | 0.66% | 0% | 63.24% | 6/10/2024 |
 Shopify (SHOP) | 0.62% | 0% | 77.21% | 12/18/2024 |
 Vestas (VWS.CO) | 0.6% | 0% | 55.66% | 2/26/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.58% | 0% | 45.88% | 10/16/2023 |
 UnitedHealth (UNH) | 0.58% | 0% | 24.71% | 2/28/2024 |
 Tencent (0700.HK) | 0.58% | 0% | 63.31% | 6/11/2024 |
 Bechtle (BC8.DE) | 0.57% | 0% | 60.74% | 5/6/2024 |
 Meritage Homes (MTH) | 0.57% | 0% | 38.6% | 7/5/2023 |
 Orsted (ORSTED.CO) | 0.54% | 0% | 55.66% | 2/26/2024 |
 Biogen (BIIB) | 0.49% | 0% | 24.41% | 12/20/2022 |
 Procter & Gamble (PG) | 0.48% | 0% | 21.18% | 1/18/2024 |
 Logitech (LOGN.ZU) | 0.47% | 0% | 60.74% | 5/6/2024 |
 Xinyi Solar (0968.HK) | 0.47% | 0% | 64.04% | 6/21/2024 |
 Chipotle (CMG) | 0.46% | 0% | 38.6% | 7/5/2023 |
 eBay (EBAY) | 0.46% | 0% | 63.01% | 6/7/2024 |
 Zalando (ZAL.DE) | 0.46% | 0% | 61.25% | 5/13/2024 |
 Bitcoin (BTC) | 0.45% | 0% | 54.41% | 2/9/2024 |
 Whirlpool (WHR) | 0.44% | 0% | 53.68% | 1/30/2024 |
 Baidu (BIDU) | 0.44% | 0% | 63.46% | 6/13/2024 |
 Masco (MAS) | 0.44% | 0% | 39.56% | 7/18/2023 |
 PUMA (PUM.DE) | 0.41% | 0% | 63.53% | 6/14/2024 |
 Kingsoft (3888.HK) | 0.41% | 0% | 63.53% | 6/14/2024 |
 Scotts (SMG) | 0.39% | 0% | 55.22% | 2/20/2024 |
 Grifols (GRF.MC) | 0.38% | 0% | 52.28% | 1/11/2024 |
 JD.com (JD.US) | 0.32% | 0% | 63.46% | 6/13/2024 |
 Coherent (COHR) | 0.31% | 0% | 54.26% | 2/7/2024 |
 Medifast (MED.US) | 0.3% | 0% | 64.04% | 6/21/2024 |
 ZTO Express (ZTO) | 0.26% | 0% | 61.03% | 5/10/2024 |
 Unilever (ULVR.L) | 0.25% | 0% | 23.24% | 12/2/2022 |
 Intel (INTC) | 0.24% | 0% | 55.66% | 2/26/2024 |
 Xiaomi (1810.HK) | 0.22% | 0% | 61.25% | 5/13/2024 |
 Polymetal International PLC (POLY.L) | 0.2% | 0% | 37.72% | 6/23/2023 |
 Take-Two (TTWO) | 0.15% | 0% | 52.28% | 1/11/2024 |
 Barrick (B) | 0.1% | 0% | 5.07% | 3/11/2022 |
 Vertex (VRTX) | 0.08% | 0% | 4.04% | 2/24/2022 |
 Zoom (ZM) | 0.07% | 0% | 59.26% | 4/16/2024 |
 Jack Henry (JKHY) | 0.06% | 0% | 5% | 3/10/2022 |
 FedEx (FDX) | 0.04% | 0% | 6.4% | 3/29/2022 |
 Fabege (FABG.ST) | 0.04% | 0% | 5.07% | 3/11/2022 |
 Lockheed Martin (LMT) | 0.02% | 0% | 3.01% | 2/10/2022 |
 Materials Select Sector SPDR (XLB) | 0.02% | 0% | 1.03% | 5/24/2024 |
 CNR (CNI) | 0.02% | 0% | 1.1% | 1/19/2024 |
 Waste Management (WM) | 0.01% | 0% | 0.59% | 1/12/2024 |
 GSK (GSK.L) | 0.01% | 0% | 0.44% | 1/6/2022 |
 Sony (SONY) | 0.01% | 0% | 0.37% | 1/5/2022 |
 Church & Dwight (CHD) | 0% | 0% | 0.37% | 1/5/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.37% | 4/3/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 9.82% | 10.52% |
| iShares Semiconductor ETF (SOXX) | 11.36% | 10.48% |
| Alphabet (GOOG) | 9.49% | 10.04% |
| Microsoft (MSFT) | 9.47% | 8.65% |
| S&P Global (SPGI) | 4.59% | 4.95% |
| Amazon (AMZN) | 4.23% | 4.81% |
| Mastercard (MA) | 4.06% | 4.71% |
| Visa (V) | 4.06% | 4.62% |
| Vanguard Growth ETF (VUG) | 4.14% | 4.6% |
| Berkshire Hathaway (BRK.B) | 3.9% | 4.29% |
| Hermes (RMS.PA) | 4.14% | 4.25% |
| Invesco QQQ (QQQ) | 3.46% | 3.78% |
| BlackRock (BLK) | 2.69% | 3.35% |
| Vanguard Information Technology (VGT) | 3.16% | 3.34% |
| iShares Russell 1000 Growth ETF (IWF) | 2.93% | 3.24% |
| SPDR S&P 500 ETF (SPY) | 2.98% | 3.2% |
| L'Oréal (OR.PA) | 4.25% | 3.16% |
| Vanguard Total Stock Market ETF (VTI) | 2.47% | 2.73% |
| LVMH (MC.PA) | 3.23% | 2.64% |
| Dior (CDI.PA) | 1.34% | 1.01% |
| Nike (NKE) | 1.14% | 0.59% |
| Vonovia (VNA.DE) | 0.94% | 0.56% |
| PayPal (PYPL) | 1.26% | 0.43% |
| Alibaba (BABA) | 0.81% | 0.29% |