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Portfolio Diversification
Range
Most Diversified
16 instruments
August 18, 2023
Least Diversified
0 instruments
April 4, 2026
Average
7.9 instruments
Most Consistent Holdings
Top 5
XRP68.37%
NIO63.03%
PYPL58.73%
SAB.MC56.41%
BABA51.95%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Adobe (ADBE) | 7.27% | 27.65% | 27.17% | - |
| Alibaba (BABA) | 7.12% | 0% | 51.95% | 3/6/2025 |
| Nio (NIO) | 6.03% | 0% | 63.03% | 8/25/2025 |
 Tesla (TSLA) | 5.88% | 0% | 38.8% | 2/9/2026 |
| PayPal (PYPL) | 5.75% | 5.93% | 58.73% | - |
 AMD (AMD) | 4.9% | 0% | 22.63% | 10/6/2025 |
 Novo Nordisk (NOVO-B.CO) | 4.58% | 22.67% | 25.66% | - |
 Disney (DIS) | 3.77% | 0% | 41.27% | 1/23/2025 |
| XRP (XRP) | 3.44% | 4.65% | 68.37% | - |
 SoFi (SOFI) | 3.35% | 0% | 22.79% | 7/11/2025 |
| Banco Sabadell (SAB.MC) | 3.32% | 0% | 56.41% | 3/6/2025 |
 Palantir (PLTR) | 2.75% | 0% | 26.93% | 2/10/2025 |
 NVIDIA (NVDA) | 2.71% | 0% | 30.2% | 7/7/2025 |
 UnitedHealth (UNH) | 2.17% | 18.61% | 23.82% | - |
 LVMH (MC.PA) | 1.96% | 0% | 14.26% | 1/19/2026 |
 Activision Blizzard, Inc. (ATVI) | 1.86% | 0% | 17.93% | 8/29/2023 |
 Silver (Non Expiry) (SILVER) | 1.67% | 12.1% | 12.83% | - |
 ZIM (ZIM) | 1.6% | 0% | 14.1% | 12/11/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 1.45% | 0% | 10.52% | 12/13/2023 |
 Amazon (AMZN) | 1.28% | 0% | 10.04% | 6/13/2023 |
 Oil (Non Expiry) (OIL) | 1.06% | 0% | 7.41% | 3/6/2026 |
 Bank of America (BAC) | 1.03% | 0% | 11.24% | 10/4/2023 |
 3M (MMM) | 0.88% | 0% | 6.77% | 8/15/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.82% | 0% | 10.6% | 12/3/2024 |
 Intuit (INTU) | 0.74% | 0% | 7.17% | 8/29/2023 |
 Gold (Non Expiry) (GOLD) | 0.72% | 0% | 4.3% | 6/15/2023 |
 Meta (META) | 0.72% | 0% | 10.68% | 5/18/2023 |
 Shopify (SHOP) | 0.54% | 0% | 4.54% | 9/18/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.52% | 0% | 2.15% | 7/17/2024 |
 iShares MSCI India ETF (INDA) | 0.49% | 0% | 13.23% | 11/8/2023 |
 Coca-Cola (KO) | 0.47% | 0% | 3.35% | 11/8/2023 |
 iShares Core High Dividend ETF (HDV) | 0.39% | 0% | 6.37% | 3/24/2023 |
 Dow (DOW) | 0.37% | 0% | 8.21% | 11/5/2025 |
 Valero (VLO) | 0.36% | 0% | 8.76% | 2/24/2025 |
 Kraft Heinz (KHC) | 0.34% | 0% | 6.37% | 3/24/2023 |
 Repsol (REP.MC) | 0.32% | 0% | 5.74% | 3/19/2026 |
 Huntington (HBAN) | 0.3% | 0% | 8.29% | 9/14/2023 |
 BlackRock (BLK) | 0.27% | 0% | 1.75% | 9/11/2023 |
 Palo Alto Networks (PANW) | 0.27% | 0% | 4.86% | 10/19/2023 |
 Victoria's Secret (VSCO) | 0.2% | 0% | 3.75% | 12/8/2025 |
 ING (INGA.NV) | 0.19% | 0% | 5.5% | 1/23/2025 |
 Cardano (ADA) | 0.14% | 0% | 7.49% | 9/8/2023 |
 ServiceNow (NOW) | 0.12% | 8.33% | 1.35% | - |
 Alphabet (GOOG) | 0.09% | 0% | 2.39% | 7/11/2025 |
 Archer Aviation (ACHR) | 0.06% | 0% | 1.27% | 2/28/2025 |
 Apple (AAPL) | 0.02% | 0% | 0.32% | 6/6/2023 |
 TRON (TRX) | 0.01% | 0% | 0.72% | 5/18/2023 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.01% | 0% | 0.08% | 6/14/2023 |
 Eli Lilly (LLY) | 0.01% | 0% | 0.08% | 9/14/2023 |
 Rocket Lab (RKLB) | 0.01% | 0% | 0.16% | 6/13/2025 |
 Netflix (NFLX) | 0.01% | 0% | 0.08% | 5/17/2023 |
 Bitcoin (BTC) | 0% | 0% | 0.08% | 9/11/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Adobe (ADBE) | 26.92% | 26.04% |
| Novo Nordisk (NOVO-B.CO) | 18.3% | 17.07% |
| LVMH (MC.PA) | 10.77% | 14.68% |
| UnitedHealth (UNH) | 6.2% | 6.73% |
| PayPal (PYPL) | 7.81% | 6.43% |
| XRP (XRP) | 5.43% | 3.85% |
Cash & Instruments Over Time
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