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Portfolio Diversification
Range
Most Diversified
71 instruments
April 25, 2025
Least Diversified
0 instruments
February 2, 2025
Average
55.8 instruments
Most Consistent Holdings
Top 5
AMZN98.98%
TSLA98.98%
ACB98.98%
UBER98.98%
RMS.PA98.98%
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) | 7.72% | 5.03% | 98.98% | - |
 EUR/USD (EURUSD) | 5.98% | 0% | 42.71% | 8/21/2024 |
| Uber (UBER) | 4.77% | 3.62% | 98.98% | - |
| Hermes (RMS.PA) | 4.61% | 2.16% | 98.98% | - |
 Alphabet (GOOGL) | 3.61% | 4.23% | 98.84% | - |
 ReturnInvest | 2.97% | 0% | 27.56% | 1/23/2024 |
| Tesla (TSLA) | 2.79% | 2.46% | 98.98% | - |
 iShares US Aerospace & Defense ETF (ITA) | 2.73% | 2.61% | 98.69% | - |
 Fortinet (FTNT) | 1.61% | 0% | 90.5% | 6/24/2026 |
 TSMC (TSM) | 1.32% | 4.09% | 40.75% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 1.18% | 13.58% | 8.85% | - |
 iShares 0-1 Year Treasury Bond (SHV) | 1.18% | 13.58% | 8.85% | - |
 Shopify (SHOP) | 1.16% | 0% | 65.84% | 7/8/2025 |
 Broadcom (AVGO) | 1.16% | 2.69% | 40.1% | - |
 NVIDIA (NVDA) | 1.09% | 3.07% | 39.23% | - |
 Vanguard S&P 500 ETF (VOO) | 1.07% | 2.26% | 41.33% | - |
 Vodafone (VOD) | 0.95% | 1.13% | 98.4% | - |
 Ionq (IONQ) | 0.95% | 0.99% | 70.56% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.93% | 0% | 13.78% | 7/13/2023 |
 AMD (AMD) | 0.92% | 3.43% | 47.43% | - |
 BASF (BAS.DE) | 0.9% | 0.88% | 98.04% | - |
 Samsung (SMSN.L) | 0.85% | 2.97% | 39.74% | - |
 VF Corp (VFC) | 0.85% | 0.78% | 89.41% | - |
 Citi (C) | 0.83% | 0% | 45.54% | 7/7/2025 |
 Plains All American (PAA) | 0.83% | 0.94% | 91.95% | - |
 Altria (MO) | 0.8% | 1.17% | 74.33% | - |
 3M (MMM) | 0.77% | 0% | 56.2% | 7/7/2025 |
 iShares Core S&P 500 ETF (IVV) | 0.75% | 1.88% | 40.32% | - |
 Icahn Enterprises (IEP) | 0.72% | 0.35% | 98.4% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.71% | 0% | 13.78% | 7/13/2023 |
 ASML (ASML) | 0.7% | 2.17% | 40.9% | - |
 ARM (ARM) | 0.69% | 1.97% | 40.9% | - |
 Paramount (PSKY) | 0.65% | 0.24% | 98.33% | - |
 Phoenix (SDLF.L) | 0.6% | 0% | 53.15% | 7/4/2025 |
 Exponent (EXPO) | 0.58% | 0.45% | 83.18% | - |
 Adecco (ADEN.ZU) | 0.58% | 0.35% | 98.33% | - |
 Verizon (VZ) | 0.56% | 0.56% | 79.84% | - |
 Sherwin-Williams (SHW) | 0.52% | 0% | 26.18% | 1/4/2024 |
 Netflix (NFLX) | 0.52% | 0% | 31.18% | 3/14/2024 |
 Meta (META) | 0.5% | 1.21% | 39.74% | - |
 Brookfield Infrastructure (BIP) | 0.49% | 0.54% | 77.96% | - |
 NYCB (FLG) | 0.48% | 0.21% | 98.4% | - |
 Bitcoin (BTC) | 0.48% | 0% | 31.18% | 3/14/2024 |
 Affirm (AFRM) | 0.47% | 0% | 49.31% | 11/21/2024 |
 Medtronic (MDT.US) | 0.47% | 0.48% | 80.06% | - |
 Volkswagen (VOW3.DE) | 0.46% | 0.49% | 57.29% | - |
 Scotiabank (BNS) | 0.44% | 0% | 51.99% | 10/15/2025 |
 T. Rowe Price (TROW) | 0.44% | 0.39% | 80.06% | - |
 Clorox (CLX) | 0.44% | 0.27% | 79.84% | - |
 Stellantis (STLA.US) | 0.42% | 0.37% | 53.15% | - |
 Societe Generale (GLE.PA) | 0.42% | 0% | 60.26% | 7/3/2025 |
 Universal Corp (UVV) | 0.41% | 0.3% | 77.74% | - |
 Walgreens (WBA) | 0.41% | 0% | 60.26% | 9/1/2025 |
 Vodafone (VOD.L) | 0.41% | 0.5% | 92.6% | - |
 Ethereum (ETH) | 0.4% | 2.91% | 39.59% | - |
 NextEra (NEE) | 0.4% | 0% | 52.86% | 10/15/2025 |
 Invesco QQQ (QQQ) | 0.4% | 1.04% | 40.17% | - |
 LVMH (MC.PA) | 0.38% | 2.01% | 76.72% | - |
 Delivery Hero (DHER.DE) | 0.38% | 0.35% | 98.98% | - |
 Uniper (UN0.DE) | 0.36% | 0.2% | 98.04% | - |
 FundManagerZech | 0.33% | 0% | 2.61% | 2/7/2023 |
 Sea (SE) | 0.33% | 0% | 42.28% | 8/15/2024 |
 Realty Income (O) | 0.3% | 0.67% | 38.29% | - |
 Target (TGT) | 0.29% | 0.89% | 39.52% | - |
 Franklin Resources (BEN) | 0.28% | 0% | 52.86% | 5/7/2026 |
 Intel (INTC) | 0.27% | 0% | 36.11% | 5/7/2026 |
 XRP (XRP) | 0.26% | 0% | 31.18% | 3/14/2024 |
 Cardano (ADA) | 0.26% | 0% | 31.18% | 3/14/2024 |
 Grab (GRAB) | 0.26% | 0% | 49.24% | 11/20/2024 |
 Nu (NU) | 0.26% | 0.34% | 67.37% | - |
 Airbnb (ABNB) | 0.25% | 0.23% | 98.91% | - |
 UPS (UPS) | 0.25% | 0.56% | 39.52% | - |
 Albemarle (ALB) | 0.23% | 0.17% | 82.38% | - |
 Leggett & Platt (LEG) | 0.23% | 0% | 76.29% | 9/1/2026 |
 Stanley Black & Decker (SWK) | 0.23% | 0.2% | 89.41% | - |
 Telefonica Deutschland Holding AG (O2D.DE) | 0.22% | 0% | 18.35% | 4/16/2024 |
 Estee Lauder (EL) | 0.22% | 0.26% | 72.52% | - |
 Stellantis NV (STLAP.PA) | 0.2% | 0.32% | 32.99% | - |
 Credicorp (BAP) | 0.2% | 0% | 28.72% | 11/15/2024 |
 Admiral (ADM.L) | 0.18% | 0% | 60.19% | 7/3/2025 |
 Foot Locker (FL) | 0.17% | 0% | 44.09% | 9/11/2025 |
 Danaher (DHR) | 0.16% | 0% | 12.76% | 6/29/2023 |
 Randstad (RAND.NV) | 0.15% | 0.74% | 22.12% | - |
 IBM (IBM) | 0.15% | 0% | 39.3% | 11/15/2024 |
 BHP (BHP) | 0.14% | 0% | 29.88% | 5/6/2026 |
 Melrose (MRO.L) | 0.13% | 0% | 60.77% | 10/10/2025 |
 Solventum (SOLV) | 0.13% | 0.18% | 66.35% | - |
 SK hynix Inc ADR (SKHY) | 0.1% | 1.12% | 7.25% | - |
 NatWest (NWG) | 0.09% | 0% | 6.53% | 7/9/2025 |
 Credit Suisse Group AG (CSGN.ZU) | 0.08% | 0% | 4.57% | 6/8/2023 |
 Solana (SOL) | 0.08% | 1.1% | 8.41% | - |
 Brookfield (BAM) | 0.08% | 0% | 6.74% | 7/9/2025 |
 Peloton (PTON) | 0.06% | 0.03% | 98.98% | - |
 Carvana (CVNA) | 0.06% | 0% | 31.18% | 3/14/2024 |
 Robinhood Markets Inc. (HOOD) | 0.06% | 0% | 26.18% | 1/4/2024 |
 K+S (SDF.DE) | 0.05% | 0.03% | 98.91% | - |
 VIX Sep 23 Future (VIX.SEP) | 0.04% | 0% | 1.38% | 7/18/2023 |
 IIPR (IIPR) | 0.02% | 0.19% | 11.39% | - |
 Official Trump (TRUMP) | 0.01% | 0.01% | 44.67% | - |
| Aurora Cannabis (ACB) | 0.01% | 0.01% | 94.63% | - |
 Dormant Stock15933 (Drm.15933) | 0% | 0.1% | 0.44% | - |
 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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