Portfolio Diversification
Range
Most Diversified
18 instruments
November 20, 2024
Least Diversified
0 instruments
December 9, 2022
Average
12.8 instruments
Most Consistent Holdings
Top 5
SPY5.L99.74%
NTDOY95.09%
NU86.43%
CPNG83.72%
KVUE81.14%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since December 9, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR S&P 500 UCITS ETF (SPY5.L) | 47.62% | 0% | 99.74% | 2/1/2025 |
| Nintendo (NTDOY) | 11.86% | 0% | 95.09% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 7.01% | 0% | 68.48% | 2/1/2025 |
| Nu (NU) | 4.09% | 0% | 86.43% | 2/1/2025 |
| Coupang (CPNG) | 2.53% | 0% | 83.72% | 2/1/2025 |
 Deutsche Telekom (DTE.DE) | 2.06% | 0% | 48.19% | 3/27/2024 |
 StoneCo (STNE) | 1.91% | 0% | 47.16% | 5/22/2024 |
| Kenvue (KVUE) | 1.72% | 0% | 81.14% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 1.71% | 0% | 41.09% | 2/8/2024 |
 Vertiv (VRT) | 1.66% | 0% | 48.84% | 2/1/2025 |
 Occidental (OXY) | 1.35% | 0% | 34.75% | 10/16/2023 |
 Procter & Gamble (PG) | 1.29% | 0% | 49.87% | 4/9/2024 |
 Mercedes-Benz (MBG.DE) | 1.09% | 0% | 46.9% | 2/28/2024 |
 Veralto (VLTO) | 0.87% | 0% | 43.15% | 2/1/2025 |
 Sumitomo Mitsui (SMFG) | 0.76% | 0% | 53.1% | 2/1/2025 |
 SoFi (SOFI) | 0.57% | 0% | 42.76% | 2/1/2025 |
 RealReal (REAL) | 0.54% | 0% | 54.91% | 11/5/2024 |
 Paysign (PAYS) | 0.45% | 0% | 38.24% | 2/1/2025 |
 Seagate (STX.US) | 0.37% | 0% | 20.8% | 2/1/2025 |
 Mitsubishi UFJ (MUFG) | 0.32% | 0% | 31.4% | 11/18/2024 |
 Dave (DAVE) | 0.27% | 0% | 26.23% | 2/1/2025 |
 Magnite (MGNI) | 0.26% | 0% | 39.79% | 2/1/2025 |
 Nano-X (NNOX) | 0.18% | 0% | 44.96% | 2/1/2025 |
 Cardlytics (CDLX) | 0.15% | 0% | 18.73% | 8/19/2024 |
 Bright Horizons (BFAM) | 0.11% | 0% | 11.37% | 2/1/2025 |
 Ionq (IONQ) | 0.09% | 0% | 9.56% | 2/1/2025 |
 Twist Bioscience (TWST) | 0.08% | 0% | 9.69% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 UCITS ETF (SPY5.L) | 46.51% | 47.15% |
| Nintendo (NTDOY) | 6.96% | 8.07% |
| Berkshire Hathaway (BRK.B) | 7.58% | 7.71% |
| Vertiv (VRT) | 2.69% | 3.86% |
| Nu (NU) | 2.33% | 3.08% |
| SoFi (SOFI) | 1.64% | 2.62% |
| Coupang (CPNG) | 2.38% | 2.61% |
| Veralto (VLTO) | 3.09% | 2.59% |
| Sumitomo Mitsui (SMFG) | 1.74% | 1.85% |
| Dave (DAVE) | 0.8% | 1.48% |
| Seagate (STX.US) | 2.2% | 1.47% |
| Kenvue (KVUE) | 2.06% | 1.45% |
| Paysign (PAYS) | 2.02% | 1.15% |
| Ionq (IONQ) | 0.9% | 1.07% |
| Bright Horizons (BFAM) | 1.24% | 0.94% |
| Twist Bioscience (TWST) | 0.89% | 0.79% |
| Magnite (MGNI) | 0.56% | 0.68% |
| Nano-X (NNOX) | 0.57% | 0.31% |