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Portfolio Diversification
Range
Most Diversified
18 instruments
November 20, 2024
Least Diversified
0 instruments
December 9, 2022
Average
14.1 instruments
Most Consistent Holdings
Top 5
SPY5.L99.75%
NTDOY96.75%
NU91.17%
CPNG89.43%
BRK.B79.6%
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) | 47.69% | 54.26% | 99.75% | - |
| Nintendo (NTDOY) | 10.6% | 5.27% | 96.75% | - |
| Berkshire Hathaway (BRK.B) | 6.86% | 5.59% | 79.6% | - |
| Nu (NU) | 3.78% | 2.9% | 91.17% | - |
| Coupang (CPNG) | 2.47% | 1.55% | 89.43% | - |
 SoFi (SOFI) | 1.51% | 2.31% | 63.03% | - |
 Deutsche Telekom (DTE.DE) | 1.33% | 0% | 31.06% | 3/27/2024 |
 StoneCo (STNE) | 1.23% | 0% | 30.39% | 5/22/2024 |
 Vertiv (VRT) | 1.23% | 0% | 36.47% | 4/3/2025 |
 Seagate (STX.US) | 1.17% | 4.94% | 48.88% | - |
 Dave (DAVE) | 1.15% | 0% | 48.79% | 2/20/2026 |
 Kenvue (KVUE) | 1.11% | 0% | 52.62% | 2/6/2025 |
 Johnson & Johnson (JNJ) | 1.1% | 0% | 26.48% | 2/8/2024 |
 Occidental (OXY) | 0.87% | 0% | 22.4% | 10/16/2023 |
 Procter & Gamble (PG) | 0.83% | 0% | 32.14% | 4/9/2024 |
 Paysign (PAYS) | 0.79% | 0% | 53.96% | 1/20/2026 |
 Mercedes-Benz (MBG.DE) | 0.7% | 0% | 30.22% | 2/28/2024 |
 Sumitomo Mitsui (SMFG) | 0.69% | 0% | 45.55% | 6/18/2025 |
 Vestas (VWS.CO) | 0.6% | 2.4% | 33.06% | - |
 Veralto (VLTO) | 0.58% | 0% | 28.73% | 2/13/2025 |
 Magnite (MGNI) | 0.43% | 0% | 47.46% | 10/22/2025 |
 Adobe (ADBE) | 0.39% | 2.84% | 11.32% | - |
 RealReal (REAL) | 0.35% | 0% | 35.39% | 11/5/2024 |
 Ionq (IONQ) | 0.35% | 0.51% | 41.63% | - |
 Orsted (ORSTED.CO) | 0.32% | 2.03% | 19.65% | - |
 Shopify (SHOP) | 0.27% | 1.38% | 27.48% | - |
 Plug Power (PLUG) | 0.24% | 1.19% | 22.31% | - |
 dLocal (DLO) | 0.21% | 0% | 27.14% | 1/20/2026 |
 Mitsubishi UFJ (MUFG) | 0.21% | 0% | 20.23% | 11/18/2024 |
 Nano-X (NNOX) | 0.19% | 0% | 50.79% | 10/22/2025 |
 Heidelberg (HDD.DE) | 0.14% | 0.63% | 16.99% | - |
 Twist Bioscience (TWST) | 0.13% | 0% | 20.07% | 7/18/2025 |
 Cardlytics (CDLX) | 0.1% | 0% | 12.07% | 8/19/2024 |
 Bright Horizons (BFAM) | 0.09% | 0% | 9.24% | 2/25/2025 |
 HealthEquity (HQY) | 0.08% | 1.49% | 5.5% | - |
 Accenture (ACN) | 0.07% | 2.34% | 3.08% | - |
 Grab (GRAB) | 0.01% | 1.2% | 0.42% | - |
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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