Portfolio Diversification
Range
Most Diversified
103 instruments
January 4, 2025
Least Diversified
0 instruments
February 2, 2025
Average
64.3 instruments
Most Consistent Holdings
Top 5
QQQ97.18%
VOOG95.48%
MSFT94.35%
AMD92.66%
IAU91.53%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since August 9, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 3.16% | 0% | 94.35% | 2/1/2025 |
| Invesco QQQ (QQQ) | 2.67% | 0% | 97.18% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 2.33% | 0% | 89.27% | 2/1/2025 |
| iShares Gold Trust (IAU) | 2.29% | 0% | 91.53% | 2/1/2025 |
| AMD (AMD) | 2.26% | 0% | 92.66% | 2/1/2025 |
| Vanguard S&P 500 Growth ETF (VOOG) | 2.17% | 0% | 95.48% | 2/1/2025 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 2.13% | 0% | 91.53% | 2/1/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 2.08% | 0% | 42.37% | 2/1/2025 |
 Amazon (AMZN) | 2% | 0% | 87.01% | 1/21/2025 |
 NVIDIA (NVDA) | 1.93% | 0% | 83.62% | 2/1/2025 |
 Alphabet (GOOG) | 1.93% | 0% | 83.05% | 1/28/2025 |
 Berkshire Hathaway (BRK.B) | 1.75% | 0% | 85.31% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 1.7% | 0% | 85.31% | 1/15/2025 |
 Apple (AAPL) | 1.6% | 0% | 84.75% | 2/1/2025 |
 Franklin FTSE India ETF (FLIN) | 1.57% | 0% | 75.71% | 2/1/2025 |
 Meta (META) | 1.53% | 0% | 78.53% | 2/1/2025 |
 Coca-Cola (KO) | 1.46% | 0% | 74.58% | 2/1/2025 |
 DJ30 Index (Non Expiry) (DJ30) | 1.41% | 0% | 34.46% | 2/1/2025 |
 Eli Lilly (LLY) | 1.39% | 0% | 84.75% | 2/1/2025 |
 Merck (MRK) | 1.32% | 0% | 77.4% | 2/1/2025 |
 Bitcoin (BTC) | 1.29% | 0% | 21.47% | 9/19/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 1.23% | 0% | 64.41% | 2/1/2025 |
 BlackRock (BLK) | 1.2% | 0% | 88.14% | 1/28/2025 |
 JPMorgan BetaBuilders Europe ETF (BBEU) | 1.19% | 0% | 71.75% | 2/1/2025 |
 General Dynamics (GD) | 1.18% | 0% | 76.84% | 2/1/2025 |
 Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L) | 1.15% | 0% | 68.36% | 2/1/2025 |
 Cigna (CI) | 1.09% | 0% | 81.92% | 2/1/2025 |
 Mastercard (MA) | 0.99% | 0% | 73.45% | 2/1/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.99% | 0% | 22.03% | 1/17/2025 |
 Dell (DELL) | 0.97% | 0% | 72.32% | 2/1/2025 |
 Unilever (UL.US) | 0.96% | 0% | 76.27% | 2/1/2025 |
 McDonald's (MCD) | 0.96% | 0% | 60.45% | 2/1/2025 |
 Ferrari (RACE) | 0.92% | 0% | 69.49% | 2/1/2025 |
 Disney (DIS) | 0.88% | 0% | 76.84% | 2/1/2025 |
 TSMC (TSM) | 0.88% | 0% | 73.45% | 1/28/2025 |
 Union Pacific (UNP) | 0.81% | 0% | 55.93% | 1/23/2025 |
 Qualcomm (QCOM) | 0.81% | 0% | 70.62% | 1/30/2025 |
 JPMorgan (JPM) | 0.79% | 0% | 46.89% | 1/15/2025 |
 Philip Morris (PM) | 0.77% | 0% | 73.45% | 2/1/2025 |
 PepsiCo (PEP) | 0.75% | 0% | 59.89% | 2/1/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.74% | 0% | 23.16% | 11/7/2024 |
 GE (GE) | 0.68% | 0% | 58.19% | 1/21/2025 |
 ConocoPhillips (COP) | 0.68% | 0% | 75.71% | 2/1/2025 |
 Teck (TECK) | 0.68% | 0% | 71.19% | 2/1/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.65% | 0% | 71.75% | 2/1/2025 |
 Micron (MU) | 0.65% | 0% | 74.01% | 2/1/2025 |
 Nike (NKE) | 0.64% | 0% | 77.97% | 2/1/2025 |
 Thermo Fisher (TMO) | 0.61% | 0% | 55.37% | 1/21/2025 |
 Lockheed Martin (LMT) | 0.6% | 0% | 59.89% | 2/1/2025 |
 Abbott (ABT) | 0.56% | 0% | 59.89% | 1/22/2025 |
 Visa (V) | 0.56% | 0% | 57.63% | 2/1/2025 |
 Vinci (DG.PA) | 0.56% | 0% | 74.58% | 2/1/2025 |
 iShares Core S&P 500 ETF (IVV) | 0.56% | 0% | 72.32% | 2/1/2025 |
 Regeneron (REGN) | 0.53% | 0% | 52.54% | 2/1/2025 |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.53% | 0% | 51.98% | 1/17/2025 |
 Ethereum (ETH) | 0.51% | 0% | 17.51% | 9/19/2024 |
 Broadcom (AVGO) | 0.5% | 0% | 46.89% | 12/13/2024 |
 Motorola (MSI) | 0.48% | 0% | 44.07% | 2/1/2025 |
 T-Mobile (TMUS) | 0.48% | 0% | 41.81% | 2/1/2025 |
 Alibaba (BABA) | 0.48% | 0% | 73.45% | 2/1/2025 |
 Shell (SHEL) | 0.47% | 0% | 81.36% | 2/1/2025 |
 Shell (SHEL.L) | 0.46% | 0% | 19.21% | 9/19/2024 |
 STMicroelectronics (STMMI.MI) | 0.46% | 0% | 81.36% | 2/1/2025 |
 SAP (SAP) | 0.44% | 0% | 39.55% | 1/7/2025 |
 Deutsche Bank (DB) | 0.44% | 0% | 38.42% | 12/5/2024 |
 Baidu (BIDU) | 0.44% | 0% | 70.06% | 2/1/2025 |
 Chevron (CVX) | 0.43% | 0% | 40.68% | 1/17/2025 |
 PayPal (PYPL) | 0.43% | 0% | 34.46% | 1/6/2025 |
 Goldman Sachs (GS) | 0.43% | 0% | 30.51% | 2/1/2025 |
 Spotify (SPOT) | 0.42% | 0% | 46.89% | 1/8/2025 |
 Palo Alto Networks (PANW) | 0.4% | 0% | 52.54% | 1/28/2025 |
 BioMarin (BMRN) | 0.39% | 0% | 55.37% | 1/15/2025 |
 Vanguard Value ETF (VTV) | 0.38% | 0% | 57.63% | 2/1/2025 |
 Uber (UBER) | 0.36% | 0% | 70.06% | 2/1/2025 |
 Netflix (NFLX) | 0.36% | 0% | 40.68% | 1/30/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.35% | 0% | 71.19% | 2/1/2025 |
 Tesla (TSLA) | 0.35% | 0% | 16.38% | 1/24/2025 |
 ExxonMobil (XOM) | 0.34% | 0% | 46.89% | 2/1/2025 |
 Walmart (WMT) | 0.33% | 0% | 34.46% | 1/21/2025 |
 Costco (COST) | 0.32% | 0% | 42.94% | 1/17/2025 |
 Johnson & Johnson (JNJ) | 0.31% | 0% | 64.97% | 2/1/2025 |
 Royal Caribbean (RCL) | 0.31% | 0% | 41.24% | 1/21/2025 |
 Adobe (ADBE) | 0.3% | 0% | 43.5% | 2/1/2025 |
 Interactive Brokers (IBKR) | 0.29% | 0% | 37.29% | 1/6/2025 |
 TotalEnergies (TTE.PA) | 0.29% | 0% | 63.28% | 2/1/2025 |
 GE Vernova (GEV) | 0.28% | 0% | 42.94% | 1/6/2025 |
 S&P Global (SPGI) | 0.28% | 0% | 42.37% | 1/28/2025 |
 Lowe's (LOW) | 0.27% | 0% | 37.29% | 2/1/2025 |
 ICBC (1398.HK) | 0.26% | 0% | 18.08% | 10/2/2024 |
 ASML (ASML.NV) | 0.25% | 0% | 16.38% | 9/19/2024 |
 ProShares UltraPro S&P 500 (UPRO) | 0.24% | 0% | 19.77% | 11/7/2024 |
 Citi (C) | 0.24% | 0% | 23.73% | 11/29/2024 |
 Deutsche Bank (DBK.DE) | 0.24% | 0% | 36.72% | 12/3/2024 |
 Crowdstrike (CRWD) | 0.22% | 0% | 30.51% | 1/16/2025 |
 Alphabet (GOOGL) | 0.22% | 0% | 29.38% | 1/28/2025 |
 Bank of America (BAC) | 0.21% | 0% | 30.51% | 1/15/2025 |
 GM (GM) | 0.2% | 0% | 44.63% | 2/1/2025 |
 AbbVie (ABBV) | 0.2% | 0% | 21.47% | 10/31/2024 |
 Oracle (ORCL) | 0.2% | 0% | 28.81% | 1/30/2025 |
 Autodesk (ADSK) | 0.19% | 0% | 32.2% | 1/30/2025 |
 Pfizer (PFE) | 0.19% | 0% | 61.58% | 2/1/2025 |
 ASML (ASML) | 0.19% | 0% | 63.84% | 2/1/2025 |
 Transdigm (TDG) | 0.19% | 0% | 19.21% | 1/14/2025 |
 Mercedes-Benz (MBG.DE) | 0.17% | 0% | 7.34% | 9/19/2024 |
 Supermicro (SMCI) | 0.17% | 0% | 9.04% | 9/13/2024 |
 Linde PLC (LIN.DE) | 0.16% | 0% | 14.69% | 10/17/2024 |
 Parker-Hannifin (PH) | 0.16% | 0% | 22.6% | 1/14/2025 |
 Home Depot (HD) | 0.15% | 0% | 23.16% | 1/15/2025 |
 First Solar (FSLR) | 0.15% | 0% | 34.46% | 2/1/2025 |
 Caterpillar (CAT) | 0.14% | 0% | 25.42% | 2/1/2025 |
 L3Harris (LHX) | 0.14% | 0% | 29.38% | 2/1/2025 |
 BNP Paribas (BNP.PA) | 0.13% | 0% | 8.47% | 9/18/2024 |
 Booking (BKNG) | 0.13% | 0% | 7.91% | 9/16/2024 |
 LVMH (MC.PA) | 0.13% | 0% | 34.46% | 12/9/2024 |
 Stryker (SYK) | 0.13% | 0% | 20.9% | 1/17/2025 |
 Siemens (SIE.DE) | 0.12% | 0% | 24.86% | 1/6/2025 |
 Fiserv (FI) | 0.12% | 0% | 18.08% | 1/17/2025 |
 SAP (SAP.DE) | 0.1% | 0% | 4.52% | 9/19/2024 |
 Deutsche Telekom (DTE.DE) | 0.1% | 0% | 5.08% | 9/12/2024 |
 Cue Biopharma (CUE) | 0.09% | 0% | 30.51% | 1/6/2025 |
 GigaCloud (GCT) | 0.08% | 0% | 24.29% | 1/6/2025 |
 UnitedHealth (UNH) | 0.07% | 0% | 12.99% | 11/6/2024 |
 Baker Hughes (BKR) | 0.07% | 0% | 15.25% | 1/6/2025 |
 Cisco (CSCO) | 0.07% | 0% | 7.91% | 1/30/2025 |
 Synopsys (SNPS) | 0.07% | 0% | 23.73% | 1/17/2025 |
 USD/CHF (USDCHF) | 0.06% | 0% | 2.82% | 10/23/2024 |
 RBI (QSR) | 0.06% | 0% | 8.47% | 10/23/2024 |
 Tencent (0700.HK) | 0.06% | 0% | 2.82% | 8/30/2024 |
 Coupang (CPNG) | 0.06% | 0% | 5.65% | 10/7/2024 |
 Xiaomi (1810.HK) | 0.06% | 0% | 3.39% | 10/2/2024 |
 Eiffage (FGR.PA) | 0.06% | 0% | 6.21% | 9/19/2024 |
 Engie (ENGI.PA) | 0.06% | 0% | 3.95% | 9/17/2024 |
 Michelin (ML.PA) | 0.06% | 0% | 3.39% | 9/13/2024 |
 Scottish Mortgage (SMT.L) | 0.05% | 0% | 11.3% | 11/4/2024 |
 EUR/USD (EURUSD) | 0.05% | 0% | 2.82% | 10/23/2024 |
 FedEx (FDX) | 0.05% | 0% | 3.95% | 12/26/2024 |
 Renault (RNO.PA) | 0.05% | 0% | 4.52% | 9/18/2024 |
 MicroStrategy (MSTR) | 0.04% | 0% | 7.34% | 1/6/2025 |
 Rheinmetall (RHM.DE) | 0.04% | 0% | 1.13% | 9/19/2024 |
 Alibaba (9988.HK) | 0.04% | 0% | 1.69% | 8/30/2024 |
 Adyen (ADYEN.NV) | 0.03% | 0% | 7.34% | 10/28/2024 |
 HSBC (HSBA.L) | 0.03% | 0% | 2.82% | 9/19/2024 |
 Oil (Non Expiry) (OIL) | 0.03% | 0% | 0.56% | 10/17/2024 |
 Harmony Gold (HMY) | 0.03% | 0% | 1.69% | 9/23/2024 |
 Intuit (INTU) | 0.02% | 0% | 5.08% | 12/11/2024 |
 Vanguard Information Technology (VGT) | 0.02% | 0% | 1.69% | 2/1/2025 |
 Direxion Shares Etf Trust-Direxion Daily Homebuilders & Supplies Bull 3x Shares (NAIL) | 0.02% | 0% | 2.26% | 10/22/2024 |
 Sinopec (0386.HK) | 0.02% | 0% | 2.26% | 9/30/2024 |
 ABC (1288.HK) | 0.02% | 0% | 1.69% | 10/2/2024 |
 Russell 2000 Index (Non Expiry) (RTY) | 0.01% | 0% | 0.56% | 2/1/2025 |
 Starbucks (SBUX) | 0.01% | 0% | 1.69% | 9/19/2024 |
 Mitsubishi UFJ (MUFG) | 0.01% | 0% | 1.13% | 9/19/2024 |
 Procter & Gamble (PG) | 0.01% | 0% | 1.69% | 9/23/2024 |
 Neurocrine Biosciences (NBIX) | 0.01% | 0% | 1.69% | 9/19/2024 |
 Immuneering (IMRX) | 0.01% | 0% | 1.69% | 9/23/2024 |
 Novo-Nordisk (NVO) | 0.01% | 0% | 1.13% | 9/19/2024 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 0.56% | 11/1/2024 |
 Semtech (SMTC) | 0.01% | 0% | 3.39% | 12/3/2024 |
 Thomson Reuters (TRI) | 0.01% | 0% | 1.13% | 9/19/2024 |
 Sony (SONY) | 0.01% | 0% | 1.13% | 9/19/2024 |
 KKR (KKR) | 0.01% | 0% | 2.26% | 1/14/2025 |
 Salesforce (CRM) | 0.01% | 0% | 1.13% | 1/31/2025 |
 BP (BP.L) | 0% | 0% | 0.56% | 9/18/2024 |
 AES (AES) | 0% | 0% | 0.56% | 9/24/2024 |
 Chipotle (CMG) | 0% | 0% | 0.56% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPX500 Index (Non Expiry) (SPX500) | 5.89% | 5.85% |
| DJ30 Index (Non Expiry) (DJ30) | 3.75% | 2.92% |
| NASDAQ100 Index (Non Expiry) (NSDQ100) | 2.68% | 2.74% |
| iShares Gold Trust (IAU) | 2.54% | 2.72% |
| NVIDIA (NVDA) | 2.09% | 2.14% |
| Microsoft (MSFT) | 2.01% | 2.1% |
| AMD (AMD) | 2.41% | 2.09% |
| Coca-Cola (KO) | 2.08% | 2.09% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.87% | 2% |
| Vanguard S&P 500 Growth ETF (VOOG) | 1.74% | 1.94% |
| Union Pacific (UNP) | 1.87% | 1.92% |
| McDonald's (MCD) | 1.74% | 1.84% |
| Invesco QQQ (QQQ) | 1.61% | 1.81% |
| Dell (DELL) | 1.74% | 1.73% |
| Amazon (AMZN) | 1.61% | 1.68% |
| Berkshire Hathaway (BRK.B) | 1.61% | 1.67% |
| Franklin FTSE India ETF (FLIN) | 1.61% | 1.57% |
| Merck (MRK) | 1.61% | 1.55% |
| Eli Lilly (LLY) | 1.63% | 1.53% |
| Mastercard (MA) | 1.34% | 1.44% |
| VanEck Vectors Semiconductor ETF (SMH) | 1.35% | 1.41% |
| Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L) | 1.34% | 1.35% |
| JPMorgan BetaBuilders Europe ETF (BBEU) | 1.32% | 1.26% |
| General Dynamics (GD) | 1.34% | 1.25% |
| Thermo Fisher (TMO) | 1.2% | 1.22% |
| Motorola (MSI) | 1.2% | 1.22% |
| Unilever (UL.US) | 1.2% | 1.18% |
| Vanguard S&P 500 ETF (VOO) | 1.07% | 1.18% |
| iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 1.22% | 1.15% |
| Regeneron (REGN) | 1.2% | 1.14% |
| Disney (DIS) | 1.07% | 1.14% |
| Abbott (ABT) | 1.07% | 1.12% |
| Lowe's (LOW) | 1.07% | 1.08% |
| Qualcomm (QCOM) | 1.09% | 1.06% |
| GE (GE) | 1.07% | 1.05% |
| Vanguard Total Stock Market ETF (VTI) | 0.94% | 1.04% |
| Lockheed Martin (LMT) | 1.07% | 1.04% |
| Transdigm (TDG) | 0.94% | 1.01% |
| JPMorgan (JPM) | 0.94% | 0.99% |
| T-Mobile (TMUS) | 0.94% | 0.97% |
| Meta (META) | 0.92% | 0.97% |
| Royal Caribbean (RCL) | 0.94% | 0.96% |
| PepsiCo (PEP) | 0.94% | 0.96% |
| ConocoPhillips (COP) | 0.94% | 0.93% |
| Philip Morris (PM) | 0.94% | 0.93% |
| Ferrari (RACE) | 0.92% | 0.9% |
| Cigna (CI) | 1.07% | 0.9% |
| BlackRock (BLK) | 0.8% | 0.85% |
| Spotify (SPOT) | 0.8% | 0.83% |
| Adobe (ADBE) | 0.8% | 0.83% |
| Palo Alto Networks (PANW) | 0.8% | 0.81% |
| MicroStrategy (MSTR) | 0.8% | 0.8% |
| Uber (UBER) | 0.72% | 0.7% |
| Micron (MU) | 0.8% | 0.7% |
| BioMarin (BMRN) | 0.67% | 0.69% |
| S&P Global (SPGI) | 0.67% | 0.69% |
| Stryker (SYK) | 0.67% | 0.69% |
| L3Harris (LHX) | 0.67% | 0.68% |
| Teck (TECK) | 0.8% | 0.67% |
| iShares Core S&P 500 ETF (IVV) | 0.54% | 0.59% |
| Nike (NKE) | 0.61% | 0.58% |
| Walmart (WMT) | 0.54% | 0.58% |
| TSMC (TSM) | 0.54% | 0.57% |
| PayPal (PYPL) | 0.54% | 0.57% |
| Costco (COST) | 0.55% | 0.57% |
| Autodesk (ADSK) | 0.54% | 0.57% |
| Netflix (NFLX) | 0.54% | 0.57% |
| Home Depot (HD) | 0.54% | 0.57% |
| Alphabet (GOOG) | 0.54% | 0.57% |
| Apple (AAPL) | 0.54% | 0.57% |
| Alphabet (GOOGL) | 0.51% | 0.55% |
| Vanguard Value ETF (VTV) | 0.53% | 0.55% |
| Interactive Brokers (IBKR) | 0.54% | 0.55% |
| GE Vernova (GEV) | 0.54% | 0.55% |
| Vinci (DG.PA) | 0.54% | 0.55% |
| Oracle (ORCL) | 0.54% | 0.55% |
| Vanguard Real Estate ETF (VNQ) | 0.56% | 0.54% |
| Caterpillar (CAT) | 0.54% | 0.54% |
| Baidu (BIDU) | 0.54% | 0.48% |
| Alibaba (BABA) | 0.54% | 0.45% |
| Visa (V) | 0.4% | 0.44% |
| SAP (SAP) | 0.4% | 0.43% |
| Baker Hughes (BKR) | 0.4% | 0.43% |
| Fiserv (FI) | 0.4% | 0.43% |
| Crowdstrike (CRWD) | 0.4% | 0.41% |
| GM (GM) | 0.4% | 0.41% |
| ExxonMobil (XOM) | 0.4% | 0.41% |
| Bank of America (BAC) | 0.4% | 0.41% |
| Chevron (CVX) | 0.4% | 0.39% |
| First Solar (FSLR) | 0.4% | 0.38% |
| Shell (SHEL) | 0.29% | 0.29% |
| Siemens (SIE.DE) | 0.27% | 0.29% |
| Synopsys (SNPS) | 0.27% | 0.26% |
| STMicroelectronics (STMMI.MI) | 0.27% | 0.26% |
| TotalEnergies (TTE.PA) | 0.27% | 0.26% |
| Pfizer (PFE) | 0.27% | 0.26% |
| GigaCloud (GCT) | 0.27% | 0.25% |
| Johnson & Johnson (JNJ) | 0.27% | 0.25% |
| ASML (ASML) | 0.27% | 0.24% |
| Novo Nordisk (NOVO-B.CO) | 0.27% | 0.23% |
| Cue Biopharma (CUE) | 0.27% | 0.19% |