Portfolio Diversification
Range
Most Diversified
18 instruments
November 20, 2024
Least Diversified
0 instruments
December 9, 2022
Average
13.3 instruments
Most Consistent Holdings
Top 5
SPY5.L99.78%
NTDOY95.77%
NU88.32%
CPNG85.98%
BRK.B72.86%
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% | 46.37% | 99.78% | - |
| Nintendo (NTDOY) | 11.57% | 9.66% | 95.77% | - |
| Berkshire Hathaway (BRK.B) | 7.17% | 7.08% | 72.86% | - |
| Nu (NU) | 3.98% | 3.05% | 88.32% | - |
| Coupang (CPNG) | 2.55% | 2.86% | 85.98% | - |
 Deutsche Telekom (DTE.DE) | 1.78% | 0% | 41.49% | 3/27/2024 |
 StoneCo (STNE) | 1.64% | 0% | 40.6% | 5/22/2024 |
 Vertiv (VRT) | 1.64% | 0% | 48.72% | 4/3/2025 |
 Kenvue (KVUE) | 1.49% | 0% | 70.3% | 2/6/2025 |
 Johnson & Johnson (JNJ) | 1.47% | 0% | 35.37% | 2/8/2024 |
 Occidental (OXY) | 1.16% | 0% | 29.92% | 10/16/2023 |
 Procter & Gamble (PG) | 1.11% | 0% | 42.94% | 4/9/2024 |
 Mercedes-Benz (MBG.DE) | 0.94% | 0% | 40.38% | 2/28/2024 |
 Sumitomo Mitsui (SMFG) | 0.9% | 1.63% | 59.62% | - |
 SoFi (SOFI) | 0.83% | 2.55% | 50.72% | - |
 Veralto (VLTO) | 0.77% | 0% | 38.38% | 2/13/2025 |
 Paysign (PAYS) | 0.56% | 1.95% | 46.83% | - |
 Seagate (STX.US) | 0.52% | 1.82% | 31.81% | - |
 Dave (DAVE) | 0.49% | 3.17% | 36.48% | - |
 RealReal (REAL) | 0.47% | 0% | 47.27% | 11/5/2024 |
 Magnite (MGNI) | 0.36% | 1.26% | 48.16% | - |
 Mitsubishi UFJ (MUFG) | 0.28% | 0% | 27.03% | 11/18/2024 |
 Nano-X (NNOX) | 0.21% | 0.4% | 52.61% | - |
 Ionq (IONQ) | 0.18% | 0.84% | 22.14% | - |
 Vestas (VWS.CO) | 0.18% | 1.64% | 10.68% | - |
 Twist Bioscience (TWST) | 0.15% | 0.45% | 22.25% | - |
 Cardlytics (CDLX) | 0.13% | 0% | 16.13% | 8/19/2024 |
 Bright Horizons (BFAM) | 0.12% | 0% | 12.35% | 2/25/2025 |
 dLocal (DLO) | 0.08% | 0.75% | 11.01% | - |
 Shopify (SHOP) | 0.03% | 0.8% | 3.23% | - |
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% |