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Portfolio Diversification
Range
Most Diversified
18 instruments
November 20, 2024
Least Diversified
0 instruments
December 9, 2022
Average
14 instruments
Most Consistent Holdings
Top 5
SPY5.L99.82%
NTDOY96.65%
NU90.76%
CPNG88.91%
BRK.B78.52%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 9, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR S&P 500 UCITS ETF (SPY5.L) | 47.42% | 49.88% | 99.82% | - |
| Nintendo (NTDOY) | 10.9% | 5.92% | 96.65% | - |
| Berkshire Hathaway (BRK.B) | 6.93% | 5.33% | 78.52% | - |
| Nu (NU) | 3.82% | 3.68% | 90.76% | - |
| Coupang (CPNG) | 2.53% | 1.57% | 88.91% | - |
 SoFi (SOFI) | 1.44% | 3.45% | 61% | - |
 Deutsche Telekom (DTE.DE) | 1.41% | 0% | 32.83% | 3/27/2024 |
 StoneCo (STNE) | 1.3% | 0% | 32.13% | 5/22/2024 |
 Vertiv (VRT) | 1.3% | 0% | 38.56% | 4/3/2025 |
 Kenvue (KVUE) | 1.18% | 0% | 55.63% | 2/6/2025 |
 Johnson & Johnson (JNJ) | 1.17% | 0% | 27.99% | 2/8/2024 |
 Dave (DAVE) | 1.16% | 2.88% | 49.74% | - |
 Seagate (STX.US) | 0.97% | 5.19% | 46.04% | - |
 Occidental (OXY) | 0.92% | 0% | 23.68% | 10/16/2023 |
 Procter & Gamble (PG) | 0.88% | 0% | 33.98% | 4/9/2024 |
 Paysign (PAYS) | 0.83% | 0% | 57.04% | 1/20/2026 |
 Mercedes-Benz (MBG.DE) | 0.74% | 0% | 31.95% | 2/28/2024 |
 Sumitomo Mitsui (SMFG) | 0.73% | 0% | 48.15% | 6/18/2025 |
 Veralto (VLTO) | 0.61% | 0% | 30.37% | 2/13/2025 |
 Vestas (VWS.CO) | 0.51% | 2.34% | 29.31% | - |
 Magnite (MGNI) | 0.45% | 0% | 50.18% | 10/22/2025 |
 RealReal (REAL) | 0.37% | 0% | 37.41% | 11/5/2024 |
 Ionq (IONQ) | 0.33% | 0.73% | 38.38% | - |
 Adobe (ADBE) | 0.24% | 3.26% | 6.34% | - |
 Orsted (ORSTED.CO) | 0.23% | 1.74% | 15.14% | - |
 dLocal (DLO) | 0.23% | 0% | 28.7% | 1/20/2026 |
 Mitsubishi UFJ (MUFG) | 0.22% | 0% | 21.39% | 11/18/2024 |
 Shopify (SHOP) | 0.21% | 1.59% | 23.42% | - |
 Nano-X (NNOX) | 0.2% | 0% | 53.7% | 10/22/2025 |
 Plug Power (PLUG) | 0.2% | 1.11% | 17.96% | - |
 Twist Bioscience (TWST) | 0.14% | 0% | 21.21% | 7/18/2025 |
 Heidelberg (HDD.DE) | 0.11% | 0.83% | 12.32% | - |
 Cardlytics (CDLX) | 0.1% | 0% | 12.76% | 8/19/2024 |
 Bright Horizons (BFAM) | 0.09% | 0% | 9.77% | 2/25/2025 |
 HealthEquity (HQY) | 0% | 1.4% | 0.18% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 UCITS ETF (SPY5.L) | 51.37% | 49.54% |
| Nintendo (NTDOY) | 5.28% | 6.25% |
| Berkshire Hathaway (BRK.B) | 5.75% | 5.73% |
| Adobe (ADBE) | 5.11% | 3.99% |
| Dave (DAVE) | 2.13% | 3.74% |
| SoFi (SOFI) | 1.73% | 3.73% |
| Nu (NU) | 1.77% | 3.34% |
| Seagate (STX.US) | 1.67% | 3.14% |
| Vestas (VWS.CO) | 1.69% | 2.18% |
| Coupang (CPNG) | 1.81% | 1.88% |
| Paysign (PAYS) | 1.76% | 1.62% |
| Orsted (ORSTED.CO) | 2.91% | 1.51% |
| Plug Power (PLUG) | 1.21% | 0.95% |
| Shopify (SHOP) | 0.73% | 0.92% |
| Heidelberg (HDD.DE) | 1.21% | 0.92% |
| dLocal (DLO) | 0.8% | 0.81% |
| Ionq (IONQ) | 0.68% | 0.77% |
Cash & Instruments Over Time
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