Portfolio Diversification
Range
Most Diversified
73 instruments
January 11, 2025
Least Diversified
0 instruments
January 1, 2022
Average
38.9 instruments
Most Consistent Holdings
Top 5
PLUG90.97%
NKLA88.05%
FLNC87.96%
VOO85.4%
ENEL.MI85.31%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 BlackRock (BLK) | 6.3% | 0% | 77.37% | 2/1/2025 |
 Alphabet (GOOGL) | 4.96% | 0% | 77.37% | 2/1/2025 |
| Plug Power (PLUG) | 4.41% | 0% | 90.97% | 2/1/2025 |
| Vanguard S&P 500 ETF (VOO) | 4.34% | 0% | 85.4% | 2/1/2025 |
 Vanguard Real Estate ETF (VNQ) | 3.58% | 0% | 85.04% | 2/1/2025 |
 Brookfield (BN.US) | 3.53% | 0% | 63.32% | 2/1/2025 |
| Fluence (FLNC) | 3.26% | 0% | 87.96% | 2/1/2025 |
 Toyota (TM) | 2.9% | 0% | 60.77% | 2/1/2025 |
 Amazon (AMZN) | 2.62% | 0% | 73.45% | 2/1/2025 |
 XPeng (XPEV) | 2.07% | 0% | 78.01% | 2/1/2025 |
 Gold (Non Expiry) (GOLD) | 2.01% | 0% | 6.66% | 9/4/2022 |
 Vonovia (VNA.DE) | 1.98% | 0% | 77.28% | 2/1/2025 |
 Apple (AAPL) | 1.93% | 0% | 73.18% | 2/1/2025 |
 Microsoft (MSFT) | 1.91% | 0% | 75.27% | 2/1/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 1.8% | 0% | 77.1% | 2/1/2025 |
 Realty Income (O) | 1.7% | 0% | 63.5% | 2/1/2025 |
 Nestle (NESN.ZU) | 1.53% | 0% | 67.15% | 7/22/2024 |
 Meta (META) | 1.41% | 0% | 73.91% | 2/1/2025 |
 Siemens (SIE.DE) | 1.34% | 0% | 49.36% | 2/1/2025 |
| Enel (ENEL.MI) | 1.21% | 0% | 85.31% | 2/1/2025 |
 Electricite de France SA (EDF.PA_old) | 1.18% | 0% | 20.53% | 2/23/2023 |
 BlackStone (BX) | 1.1% | 0% | 62.59% | 2/1/2025 |
 RWE (RWE.DE) | 0.99% | 0% | 75.91% | 2/1/2025 |
 QuantumScape (QS) | 0.96% | 0% | 76.64% | 2/1/2025 |
 BASF (BAS.DE) | 0.95% | 0% | 76.28% | 2/1/2025 |
 Orsted (ORSTED.CO) | 0.94% | 0% | 66.88% | 2/1/2025 |
 Utilities Select Sector SPDR (XLU) | 0.84% | 0% | 52.55% | 2/1/2025 |
| Nikola (NKLA) | 0.82% | 0% | 81.2% | 11/18/2024 |
 iShares MSCI India ETF (INDA) | 0.73% | 0% | 65.88% | 2/1/2025 |
 Bloom Energy (BE) | 0.67% | 0% | 75.55% | 2/1/2025 |
 TotalEnergies (TTE.PA) | 0.6% | 0% | 76.64% | 2/1/2025 |
 Nel (NEL.OL) | 0.58% | 0% | 77.92% | 2/1/2025 |
 Aker BP (AKRBP.OL) | 0.57% | 0% | 58.94% | 2/1/2025 |
 Tyson Foods (TSN) | 0.56% | 0% | 57.3% | 2/1/2025 |
 BAT (BATS.L) | 0.41% | 0% | 53.19% | 2/1/2025 |
 Vinci (DG.PA) | 0.39% | 0% | 21.44% | 2/1/2025 |
 Eni (ENI.MI) | 0.39% | 0% | 62.32% | 2/1/2025 |
 Bayer (BAYN.DE) | 0.39% | 0% | 45.8% | 2/1/2025 |
 NextEra (NEE) | 0.39% | 0% | 43.89% | 2/1/2025 |
 Alibaba (BABA) | 0.36% | 0% | 73.81% | 2/1/2025 |
 Carlyle (CG) | 0.36% | 0% | 44.62% | 2/1/2025 |
 Siemens Energy (ENR.DE) | 0.35% | 0% | 53.38% | 2/1/2025 |
 Cal-Maine Foods (CALM) | 0.35% | 0% | 58.12% | 1/31/2025 |
 Prologis (PLD) | 0.35% | 0% | 26.92% | 2/1/2025 |
 Deutsche Telekom (DTE.DE) | 0.35% | 0% | 54.56% | 2/1/2025 |
 Coloplast (COLO-B.CO) | 0.34% | 0% | 46.08% | 2/1/2025 |
 Allianz (ALV.DE) | 0.32% | 0% | 22.99% | 2/1/2025 |
 Infosys (INFY) | 0.31% | 0% | 50.64% | 2/1/2025 |
 Medical Properties Trust (MPW) | 0.29% | 0% | 61.5% | 2/1/2025 |
 Canadian Pacific (CP) | 0.28% | 0% | 44.62% | 2/1/2025 |
 Ahold (AD.NV) | 0.27% | 0% | 46.35% | 2/1/2025 |
 Nio (NIO) | 0.23% | 0% | 65.15% | 2/1/2025 |
 BioNano (BNGO) | 0.21% | 0% | 68.89% | 10/11/2024 |
 HP (HPQ) | 0.2% | 0% | 66.88% | 2/1/2025 |
 Booking (BKNG) | 0.2% | 0% | 16.61% | 2/1/2025 |
 VICI Properties (VICI) | 0.18% | 0% | 32.03% | 2/1/2025 |
 ExxonMobil (XOM) | 0.17% | 0% | 34.4% | 2/1/2025 |
 Veolia (VIE.PA) | 0.16% | 0% | 16.24% | 2/1/2025 |
 DSV (DSV.CO) | 0.15% | 0% | 25.55% | 2/1/2025 |
 Visa (V) | 0.14% | 0% | 25.09% | 2/1/2025 |
 Maersk (MAERSKB.CO) | 0.14% | 0% | 28.28% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 0.11% | 0% | 38.05% | 2/1/2025 |
 Gladstone Land (LAND) | 0.1% | 0% | 27.65% | 2/1/2025 |
 Vanguard Growth ETF (VUG) | 0.1% | 0% | 16.24% | 2/1/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 0.1% | 0% | 42.24% | 2/1/2025 |
 ABF (ABF.L) | 0.1% | 0% | 22.35% | 2/1/2025 |
 Tesla (TSLA) | 0.09% | 0% | 0.27% | 1/27/2022 |
 Kesko (KESKOB.HE) | 0.08% | 0% | 18.16% | 2/1/2025 |
 Deutsche Post (DHL.DE) | 0.07% | 0% | 26.09% | 2/1/2025 |
 Fortum (FORTUM.HE) | 0.07% | 0% | 22.81% | 2/1/2025 |
 Shell (SHEL.L) | 0.06% | 0% | 18.52% | 2/1/2025 |
 Stellantis (STLAM.MI) | 0.06% | 0% | 18.07% | 2/1/2025 |
 iShares Core S&P Small-Cap ETF (IJR) | 0.05% | 0% | 12.32% | 2/1/2025 |
 Aramco (SAOC) | 0.05% | 0% | 26.28% | 2/1/2025 |
 Franklin FTSE India ETF (FLIN) | 0.03% | 0% | 9.03% | 2/1/2025 |
 PepsiCo (PEP) | 0.01% | 0% | 2.01% | 2/1/2025 |
 Cavendish Hydrogen (CAVEN.OL) | 0% | 0% | 21.08% | 2/1/2025 |
 Svitzer (SVITZR.CO) | 0% | 0% | 7.21% | 7/19/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| BlackRock (BLK) | 5.84% | 7.75% |
| Brookfield (BN.US) | 4.72% | 6.8% |
| Alphabet (GOOGL) | 4.08% | 6.31% |
| Vanguard S&P 500 ETF (VOO) | 4.07% | 4.59% |
| Toyota (TM) | 3.68% | 3.99% |
| Amazon (AMZN) | 2.25% | 3.94% |
| Vanguard Real Estate ETF (VNQ) | 3.89% | 3.23% |
| Siemens (SIE.DE) | 2.94% | 3.16% |
| Realty Income (O) | 3.65% | 2.85% |
| Apple (AAPL) | 1.62% | 2.45% |
| Utilities Select Sector SPDR (XLU) | 2.31% | 2.17% |
| Meta (META) | 0.45% | 2.17% |
| Vinci (DG.PA) | 2.55% | 2.02% |
| Microsoft (MSFT) | 1.35% | 2.02% |
| Vanguard Dividend Appreciation ETF (VIG) | 1.87% | 2.01% |
| XPeng (XPEV) | 2.36% | 1.92% |
| BlackStone (BX) | 1.14% | 1.88% |
| Vonovia (VNA.DE) | 1.8% | 1.81% |
| Allianz (ALV.DE) | 1.83% | 1.68% |
| iShares MSCI India ETF (INDA) | 1.46% | 1.37% |
| Siemens Energy (ENR.DE) | 0.52% | 1.3% |
| Booking (BKNG) | 1.12% | 1.3% |
| Fluence (FLNC) | 0.45% | 1.2% |
| Prologis (PLD) | 1.57% | 1.18% |
| Orsted (ORSTED.CO) | 2.07% | 1.18% |
| BASF (BAS.DE) | 1.14% | 0.99% |
| Canadian Pacific (CP) | 1.22% | 0.96% |
| NextEra (NEE) | 0.9% | 0.94% |
| Veolia (VIE.PA) | 1.15% | 0.93% |
| Bloom Energy (BE) | 0.9% | 0.89% |
| Tyson Foods (TSN) | 0.94% | 0.85% |
| Carlyle (CG) | 0.58% | 0.84% |
| BAT (BATS.L) | 0.9% | 0.84% |
| RWE (RWE.DE) | 1.36% | 0.84% |
| Deutsche Telekom (DTE.DE) | 0.67% | 0.79% |
| Cal-Maine Foods (CALM) | 0.45% | 0.78% |
| Plug Power (PLUG) | 3.19% | 0.75% |
| Eni (ENI.MI) | 0.9% | 0.71% |
| Enel (ENEL.MI) | 0.67% | 0.69% |
| Ahold (AD.NV) | 0.71% | 0.66% |
| Vanguard Growth ETF (VUG) | 0.67% | 0.66% |
| Aker BP (AKRBP.OL) | 0.9% | 0.64% |
| DSV (DSV.CO) | 0.52% | 0.63% |
| Visa (V) | 0.67% | 0.62% |
| Coloplast (COLO-B.CO) | 0.7% | 0.59% |
| VICI Properties (VICI) | 0.7% | 0.58% |
| QuantumScape (QS) | 1.12% | 0.57% |
| Infosys (INFY) | 0.49% | 0.56% |
| Bayer (BAYN.DE) | 1.37% | 0.54% |
| ABF (ABF.L) | 0.71% | 0.47% |
| Alibaba (BABA) | 0.45% | 0.46% |
| Kesko (KESKOB.HE) | 0.49% | 0.44% |
| iShares Core S&P Small-Cap ETF (IJR) | 0.54% | 0.43% |
| ExxonMobil (XOM) | 0.47% | 0.42% |
| TotalEnergies (TTE.PA) | 0.45% | 0.41% |
| Maersk (MAERSKB.CO) | 0.45% | 0.4% |
| Franklin FTSE India ETF (FLIN) | 0.47% | 0.36% |
| Volkswagen (VOW3.DE) | 0.45% | 0.35% |
| Medical Properties Trust (MPW) | 0.68% | 0.33% |
| Shell (SHEL.L) | 0.45% | 0.32% |
| Gladstone Land (LAND) | 0.45% | 0.31% |
| Stellantis (STLAM.MI) | 0.56% | 0.31% |
| Fortum (FORTUM.HE) | 0.37% | 0.29% |
| Nel (NEL.OL) | 1.12% | 0.28% |
| Deutsche Post (DHL.DE) | 0.34% | 0.24% |
| HP (HPQ) | 0.23% | 0.22% |
| Vanguard FTSE Emerging Markets (VWO) | 0.22% | 0.21% |
| Aramco (SAOC) | 0.22% | 0.17% |
| Nio (NIO) | 0.45% | 0.15% |
| Cavendish Hydrogen (CAVEN.OL) | 0% | 0.01% |
| Nikola (NKLA) | 0.45% | 0% |
| BioNano (BNGO) | 0.45% | 0% |