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Portfolio Diversification
Range
Most Diversified
71 instruments
April 25, 2025
Least Diversified
0 instruments
February 2, 2025
Average
55.4 instruments
Most Consistent Holdings
Top 5
AMZN99.07%
TSLA99.07%
ACB99.07%
UBER99.07%
RMS.PA99.07%
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 |
|---|---|---|---|---|
| Amazon (AMZN) | 7.93% | 4.59% | 99.07% | - |
 EUR/USD (EURUSD) | 6.4% | 0% | 45.69% | 8/21/2024 |
| Uber (UBER) | 4.85% | 3.67% | 99.07% | - |
| Hermes (RMS.PA) | 4.77% | 2.71% | 99.07% | - |
 Alphabet (GOOGL) | 3.58% | 4.08% | 98.91% | - |
 ReturnInvest | 3.18% | 0% | 29.48% | 1/23/2024 |
| Tesla (TSLA) | 2.84% | 2.31% | 99.07% | - |
 iShares US Aerospace & Defense ETF (ITA) | 2.72% | 2.91% | 98.76% | - |
 Fortinet (FTNT) | 1.72% | 0% | 96.82% | 6/24/2026 |
 Shopify (SHOP) | 1.24% | 0% | 70.44% | 7/8/2025 |
 TSMC (TSM) | 1.14% | 3.99% | 36.77% | - |
 Broadcom (AVGO) | 1.04% | 3.13% | 36.07% | - |
 SPX500 Index (Non Expiry) (SPX500) | 1% | 0% | 14.74% | 7/13/2023 |
 Vanguard S&P 500 ETF (VOO) | 1% | 2.18% | 37.39% | - |
 NVIDIA (NVDA) | 0.96% | 2.92% | 35.14% | - |
 Vodafone (VOD) | 0.94% | 1.1% | 98.45% | - |
 Ionq (IONQ) | 0.93% | 1.07% | 68.66% | - |
 BASF (BAS.DE) | 0.9% | 0.81% | 98.06% | - |
 Citi (C) | 0.89% | 0% | 48.72% | 7/7/2025 |
 VF Corp (VFC) | 0.86% | 0.76% | 88.83% | - |
 Plains All American (PAA) | 0.82% | 0.89% | 91.54% | - |
 3M (MMM) | 0.82% | 0% | 60.12% | 7/7/2025 |
 Altria (MO) | 0.78% | 1.13% | 72.69% | - |
 AMD (AMD) | 0.76% | 3.43% | 43.91% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.76% | 0% | 14.74% | 7/13/2023 |
 Icahn Enterprises (IEP) | 0.74% | 0.42% | 98.45% | - |
 Samsung (SMSN.L) | 0.69% | 3.28% | 35.69% | - |
 iShares Core S&P 500 ETF (IVV) | 0.67% | 1.81% | 36.31% | - |
 Paramount (PSKY) | 0.67% | 0.3% | 98.37% | - |
 Phoenix (SDLF.L) | 0.64% | 0% | 56.87% | 7/4/2025 |
 Adecco (ADEN.ZU) | 0.59% | 0.36% | 98.37% | - |
 ASML (ASML) | 0.59% | 2.34% | 36.93% | - |
 Exponent (EXPO) | 0.59% | 0.38% | 82.16% | - |
 ARM (ARM) | 0.58% | 2.42% | 36.93% | - |
 Sherwin-Williams (SHW) | 0.56% | 0% | 28.01% | 1/4/2024 |
 Verizon (VZ) | 0.56% | 0.55% | 78.59% | - |
 Netflix (NFLX) | 0.56% | 0% | 33.36% | 3/14/2024 |
 Bitcoin (BTC) | 0.51% | 0% | 33.36% | 3/14/2024 |
 Affirm (AFRM) | 0.5% | 0% | 52.75% | 11/21/2024 |
 NYCB (FLG) | 0.49% | 0.28% | 98.45% | - |
 Brookfield Infrastructure (BIP) | 0.49% | 0.59% | 76.57% | - |
 Scotiabank (BNS) | 0.47% | 0% | 55.62% | 10/15/2025 |
 Medtronic (MDT.US) | 0.47% | 0.41% | 78.82% | - |
 Meta (META) | 0.46% | 1.07% | 35.69% | - |
 Volkswagen (VOW3.DE) | 0.45% | 0.51% | 54.46% | - |
 Societe Generale (GLE.PA) | 0.45% | 0% | 64.47% | 7/3/2025 |
 Clorox (CLX) | 0.45% | 0.29% | 78.59% | - |
 Walgreens (WBA) | 0.44% | 0% | 64.47% | 9/1/2025 |
 T. Rowe Price (TROW) | 0.44% | 0.44% | 78.82% | - |
 NextEra (NEE) | 0.43% | 0% | 56.56% | 10/15/2025 |
 Stellantis (STLA.US) | 0.43% | 0.49% | 50.04% | - |
 Universal Corp (UVV) | 0.42% | 0.4% | 76.34% | - |
 Vodafone (VOD.L) | 0.4% | 0.48% | 92.24% | - |
 Delivery Hero (DHER.DE) | 0.38% | 0.35% | 99.07% | - |
 Uniper (UN0.DE) | 0.37% | 0.2% | 98.06% | - |
 LVMH (MC.PA) | 0.37% | 0.26% | 75.25% | - |
 FundManagerZech | 0.36% | 0% | 2.79% | 2/7/2023 |
 Invesco QQQ (QQQ) | 0.36% | 1.01% | 36.15% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.35% | 13.47% | 2.64% | - |
 iShares 0-1 Year Treasury Bond (SHV) | 0.35% | 13.47% | 2.64% | - |
 Sea (SE) | 0.35% | 0% | 45.23% | 8/15/2024 |
 Franklin Resources (BEN) | 0.3% | 0% | 56.56% | 5/7/2026 |
 Intel (INTC) | 0.29% | 0% | 38.63% | 5/7/2026 |
 XRP (XRP) | 0.28% | 0% | 33.36% | 3/14/2024 |
 Cardano (ADA) | 0.28% | 0% | 33.36% | 3/14/2024 |
 Grab (GRAB) | 0.28% | 0% | 52.68% | 11/20/2024 |
 Realty Income (O) | 0.28% | 0.76% | 34.13% | - |
 Airbnb (ABNB) | 0.26% | 0.19% | 98.99% | - |
 Nu (NU) | 0.25% | 0.32% | 65.24% | - |
 Target (TGT) | 0.25% | 0.78% | 35.45% | - |
 Ethereum (ETH) | 0.25% | 2.28% | 35.53% | - |
 Leggett & Platt (LEG) | 0.24% | 0.17% | 78.51% | - |
 Telefonica Deutschland Holding AG (O2D.DE) | 0.24% | 0% | 19.63% | 4/16/2024 |
 Albemarle (ALB) | 0.23% | 0.21% | 81.3% | - |
 UPS (UPS) | 0.23% | 0.65% | 35.45% | - |
 Stanley Black & Decker (SWK) | 0.23% | 0.19% | 88.83% | - |
 Estee Lauder (EL) | 0.22% | 0.2% | 70.75% | - |
 Credicorp (BAP) | 0.21% | 0% | 30.72% | 11/15/2024 |
 Admiral (ADM.L) | 0.19% | 0% | 64.39% | 7/3/2025 |
 Stellantis NV (STLAP.PA) | 0.19% | 0.41% | 28.47% | - |
 Foot Locker (FL) | 0.18% | 0% | 47.17% | 9/11/2025 |
 Danaher (DHR) | 0.17% | 0% | 13.65% | 6/29/2023 |
 IBM (IBM) | 0.16% | 0% | 42.05% | 11/15/2024 |
 BHP (BHP) | 0.15% | 0% | 31.96% | 5/6/2026 |
 Melrose (MRO.L) | 0.14% | 0% | 65.01% | 10/10/2025 |
 Solventum (SOLV) | 0.12% | 0.16% | 64.16% | - |
 Randstad (RAND.NV) | 0.11% | 0.78% | 16.83% | - |
 NatWest (NWG) | 0.09% | 0% | 6.98% | 7/9/2025 |
 Credit Suisse Group AG (CSGN.ZU) | 0.09% | 0% | 4.89% | 6/8/2023 |
 Brookfield (BAM) | 0.08% | 0% | 7.21% | 7/9/2025 |
 Peloton (PTON) | 0.06% | 0.04% | 99.07% | - |
 Carvana (CVNA) | 0.06% | 0% | 33.36% | 3/14/2024 |
 Robinhood Markets Inc. (HOOD) | 0.06% | 0% | 28.01% | 1/4/2024 |
 K+S (SDF.DE) | 0.05% | 0.03% | 98.99% | - |
 VIX Sep 23 Future (VIX.SEP) | 0.04% | 0% | 1.47% | 7/18/2023 |
 Solana (SOL) | 0.02% | 0.79% | 2.17% | - |
 Official Trump (TRUMP) | 0.01% | 0.01% | 41.51% | - |
 SK Hynix Inc (SKHY) | 0.01% | 1.32% | 0.93% | - |
| Aurora Cannabis (ACB) | 0.01% | 0% | 95.89% | 6/11/2026 |
 IIPR (IIPR) | 0.01% | 0.22% | 5.35% | - |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 4.62% | 6.14% |
| Alphabet (GOOGL) | 2.31% | 5.04% |
| Uber (UBER) | 2.31% | 4.83% |
| Hermes (RMS.PA) | 2.59% | 4% |
| Tesla (TSLA) | 2.33% | 3.29% |
| TSMC (TSM) | 2.19% | 3.26% |
| Broadcom (AVGO) | 1.79% | 3.09% |
| iShares US Aerospace & Defense ETF (ITA) | 1.99% | 3.06% |
| NVIDIA (NVDA) | 1.99% | 2.92% |
| Vanguard S&P 500 ETF (VOO) | 2.98% | 2.78% |
| AMD (AMD) | 1.19% | 1.96% |
| iShares Core S&P 500 ETF (IVV) | 1.99% | 1.88% |
| Fortinet (FTNT) | 1.79% | 1.82% |
| Samsung (SMSN.L) | 0.99% | 1.7% |
| ASML (ASML) | 1.29% | 1.58% |
| Ionq (IONQ) | 0.46% | 1.57% |
| Meta (META) | 1.29% | 1.29% |
| ARM (ARM) | 1.29% | 1.07% |
| Vodafone (VOD) | 1.09% | 1.06% |
| Stellantis (STLA.US) | 1.49% | 1.05% |
| Altria (MO) | 0.99% | 1.03% |
| Invesco QQQ (QQQ) | 0.99% | 1% |
| VF Corp (VFC) | 1.24% | 0.91% |
| Volkswagen (VOW3.DE) | 0.99% | 0.84% |
| Stellantis NV (STLAP.PA) | 0.99% | 0.83% |
| BASF (BAS.DE) | 1.09% | 0.83% |
| Intel (INTC) | 0.6% | 0.83% |
| Randstad (RAND.NV) | 0.99% | 0.79% |
| Realty Income (O) | 0.99% | 0.76% |
| Plains All American (PAA) | 0.7% | 0.74% |
| UPS (UPS) | 0.8% | 0.64% |
| Target (TGT) | 0.8% | 0.63% |
| Verizon (VZ) | 0.6% | 0.58% |
| Brookfield Infrastructure (BIP) | 0.5% | 0.57% |
| Medtronic (MDT.US) | 0.6% | 0.55% |
| Paramount (PSKY) | 0.99% | 0.52% |
| Exponent (EXPO) | 0.8% | 0.49% |
| Franklin Resources (BEN) | 0.62% | 0.49% |
| BHP (BHP) | 0.5% | 0.47% |
| Icahn Enterprises (IEP) | 1.89% | 0.47% |
| Vodafone (VOD.L) | 0.5% | 0.46% |
| Universal Corp (UVV) | 0.5% | 0.45% |
| T. Rowe Price (TROW) | 0.6% | 0.44% |
| Adecco (ADEN.ZU) | 0.8% | 0.44% |
| Nu (NU) | 0.4% | 0.42% |
| LVMH (MC.PA) | 0.6% | 0.42% |
| Clorox (CLX) | 0.6% | 0.35% |
| Estee Lauder (EL) | 0.5% | 0.29% |
| Albemarle (ALB) | 0.5% | 0.29% |
| NYCB (FLG) | 0.7% | 0.27% |
| Delivery Hero (DHER.DE) | 0.4% | 0.23% |
| Airbnb (ABNB) | 0.3% | 0.21% |
| Leggett & Platt (LEG) | 0.6% | 0.2% |
| Solventum (SOLV) | 0% | 0.19% |
| Stanley Black & Decker (SWK) | 0.25% | 0.18% |
| Uniper (UN0.DE) | 0.5% | 0.16% |
| Peloton (PTON) | 0.2% | 0.04% |
| K+S (SDF.DE) | 0.1% | 0.03% |
| Official Trump (TRUMP) | 0.2% | 0.02% |
| Aurora Cannabis (ACB) | 0.4% | 0.01% |
| WBA US merger CVR (WBA US CVR) | 0% | 0% |
Cash & Instruments Over Time
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