Portfolio Diversification
Range
Most Diversified
71 instruments
April 25, 2025
Least Diversified
0 instruments
February 2, 2025
Average
54.4 instruments
Most Consistent Holdings
Top 5
AMZN99.9%
TSLA99.9%
ACB99.9%
UBER99.9%
RMS.PA99.9%
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) | 8.73% | 8.62% | 99.9% | - |
 EUR/USD (EURUSD) | 8.53% | 0% | 60.85% | 8/21/2024 |
| Hermes (RMS.PA) | 5.23% | 4.04% | 99.9% | - |
| Uber (UBER) | 4.97% | 5.83% | 99.9% | - |
 ReturnInvest | 4.24% | 0% | 39.26% | 1/23/2024 |
 Alphabet (GOOGL) | 3.29% | 3.99% | 99.9% | - |
| Tesla (TSLA) | 2.82% | 3.72% | 99.9% | - |
 iShares US Aerospace & Defense ETF (ITA) | 2.65% | 3.03% | 99.69% | - |
 Fortinet (FTNT) | 1.72% | 1.39% | 99.79% | - |
 Shopify (SHOP) | 1.66% | 0% | 93.8% | 7/8/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 1.33% | 0% | 19.63% | 7/13/2023 |
 Citi (C) | 1.18% | 0% | 64.88% | 7/7/2025 |
 3M (MMM) | 1.1% | 0% | 80.06% | 7/7/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 1.01% | 0% | 19.63% | 7/13/2023 |
 BASF (BAS.DE) | 0.93% | 0.88% | 98.76% | - |
 Vodafone (VOD) | 0.91% | 1.01% | 99.07% | - |
 VF Corp (VFC) | 0.88% | 0.81% | 86.26% | - |
 Phoenix (PHNX.L) | 0.85% | 0% | 75.72% | 7/4/2025 |
 Plains All American (PAA) | 0.85% | 0.77% | 90.08% | - |
 Icahn Enterprises (IEP) | 0.84% | 0.56% | 99.07% | - |
 Sherwin-Williams (SHW) | 0.75% | 0% | 37.29% | 1/4/2024 |
 Paramount (PSKY) | 0.74% | 0.62% | 98.97% | - |
 Netflix (NFLX) | 0.74% | 0% | 44.42% | 3/14/2024 |
 Ionq (IONQ) | 0.71% | 1.58% | 59.61% | - |
 Altria (MO) | 0.68% | 1.27% | 64.77% | - |
 Bitcoin (BTC) | 0.68% | 0% | 44.42% | 3/14/2024 |
 Adecco (ADEN.ZU) | 0.67% | 0.5% | 98.97% | - |
 Affirm (AFRM) | 0.67% | 0% | 70.25% | 11/21/2024 |
 Exponent (EXPO) | 0.64% | 0.55% | 77.38% | - |
 Societe Generale (GLE.PA) | 0.59% | 0% | 85.85% | 7/3/2025 |
 Walgreens (WBA) | 0.58% | 0% | 85.85% | 9/1/2025 |
 NYCB (FLG) | 0.57% | 0.3% | 99.07% | - |
 Scotiabank (BNS) | 0.56% | 1.72% | 69.94% | - |
 Verizon (VZ) | 0.55% | 0.67% | 72.62% | - |
 NextEra (NEE) | 0.55% | 0.64% | 71.18% | - |
 Vanguard S&P 500 ETF (VOO) | 0.5% | 2.83% | 17.98% | - |
 Clorox (CLX) | 0.48% | 0.46% | 72.73% | - |
 FundManagerZech | 0.48% | 0% | 3.72% | 2/7/2023 |
 Medtronic (MDT.US) | 0.47% | 0.57% | 72.93% | - |
 Brookfield Infrastructure (BIP) | 0.46% | 0.54% | 69.94% | - |
 Sea (SE) | 0.46% | 0% | 60.23% | 8/15/2024 |
 T. Rowe Price (TROW) | 0.45% | 0.52% | 72.93% | - |
 Delivery Hero (DHER.DE) | 0.44% | 0.26% | 99.9% | - |
 Uniper (UN0.DE) | 0.43% | 0.19% | 98.76% | - |
 Universal Corp (UVV) | 0.41% | 0.5% | 69.73% | - |
 TSMC (TSM) | 0.41% | 2.7% | 17.36% | - |
 Broadcom (AVGO) | 0.4% | 3.06% | 16.01% | - |
 Vodafone (VOD.L) | 0.39% | 0.43% | 90.81% | - |
 NVIDIA (NVDA) | 0.38% | 2.87% | 15.29% | - |
 LVMH (MC.PA) | 0.38% | 0.34% | 68.8% | - |
 XRP (XRP) | 0.38% | 0% | 44.42% | 3/14/2024 |
 Cardano (ADA) | 0.37% | 0% | 44.42% | 3/14/2024 |
 Volkswagen (VOW3.DE) | 0.37% | 0.86% | 40.5% | - |
 Grab (GRAB) | 0.37% | 0% | 70.14% | 11/20/2024 |
 Telefonica Deutschland Holding AG (O2D.DE) | 0.31% | 0% | 26.14% | 4/16/2024 |
 iShares Core S&P 500 ETF (IVV) | 0.31% | 1.91% | 16.32% | - |
 Stellantis (STLA.US) | 0.3% | 0.94% | 34.61% | - |
 Ethereum (ETH) | 0.29% | 0% | 44.42% | 3/14/2024 |
 Credicorp (BAP) | 0.28% | 0% | 40.91% | 11/15/2024 |
 Airbnb (ABNB) | 0.28% | 0.2% | 99.79% | - |
 Franklin Resources (BEN) | 0.28% | 0.57% | 50.62% | - |
 AMD (AMD) | 0.27% | 1.58% | 26.65% | - |
 Leggett & Platt (LEG) | 0.26% | 0.19% | 72.73% | - |
 Admiral (ADM.L) | 0.25% | 0% | 85.74% | 7/3/2025 |
 Stanley Black & Decker (SWK) | 0.25% | 0.19% | 86.26% | - |
 ARM (ARM) | 0.24% | 1.42% | 17.36% | - |
 Foot Locker (FL) | 0.24% | 0.33% | 62.19% | - |
 Danaher (DHR) | 0.23% | 0% | 18.18% | 6/29/2023 |
 Meta (META) | 0.22% | 1.57% | 15.5% | - |
 Albemarle (ALB) | 0.22% | 0.17% | 76.24% | - |
 Nu (NU) | 0.22% | 0.4% | 54.86% | - |
 Estee Lauder (EL) | 0.21% | 0.26% | 62.19% | - |
 IBM (IBM) | 0.21% | 0% | 55.99% | 11/15/2024 |
 ASML (ASML) | 0.2% | 1.19% | 17.36% | - |
 Melrose (MRO.L) | 0.18% | 0.19% | 82.95% | - |
 Samsung (SMSN.L) | 0.16% | 1.1% | 15.5% | - |
 Invesco QQQ (QQQ) | 0.16% | 1% | 16.12% | - |
 Intel (INTC) | 0.15% | 0.59% | 26.86% | - |
 NatWest (NWG) | 0.12% | 0% | 9.3% | 7/9/2025 |
 Realty Income (O) | 0.12% | 0.83% | 13.64% | - |
 Credit Suisse Group AG (CSGN.ZU) | 0.12% | 0% | 6.51% | 6/8/2023 |
 Target (TGT) | 0.11% | 0.64% | 15.39% | - |
 Brookfield (BAM) | 0.11% | 0% | 9.61% | 7/9/2025 |
 UPS (UPS) | 0.11% | 0.58% | 15.39% | - |
 Solventum (SOLV) | 0.11% | 0.19% | 53.41% | - |
 Carvana (CVNA) | 0.08% | 0% | 44.42% | 3/14/2024 |
 BHP (BHP) | 0.08% | 0.46% | 17.98% | - |
 Robinhood (HOOD) | 0.08% | 0% | 37.29% | 1/4/2024 |
 Peloton (PTON) | 0.07% | 0.06% | 99.9% | - |
 VIX Sep 23 Future (VIX.SEP) | 0.05% | 0% | 1.96% | 7/18/2023 |
 K+S (SDF.DE) | 0.05% | 0.03% | 99.79% | - |
 Stellantis NV (STLAP.PA) | 0.05% | 0.74% | 6.1% | - |
 Official Trump (Experimental) (TRUMP) | 0.01% | 0.04% | 23.24% | - |
| Aurora Cannabis (ACB) | 0.01% | 0.01% | 99.9% | - |
 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
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 6.97% | 10.55% |
| Hermes (RMS.PA) | 2.91% | 5.09% |
| Uber (UBER) | 2.6% | 4.43% |
| Tesla (TSLA) | 2.8% | 4.12% |
| Alphabet (GOOGL) | 2.6% | 3.78% |
| iShares US Aerospace & Defense ETF (ITA) | 2.24% | 2.57% |
| Ionq (IONQ) | 0.67% | 2.34% |
| Shopify (SHOP) | 0.9% | 2.27% |
| Fortinet (FTNT) | 1.35% | 2% |
| Citi (C) | 1.35% | 1.91% |
| 3M (MMM) | 1.4% | 1.53% |
| VF Corp (VFC) | 1.4% | 1.34% |
| Altria (MO) | 1.12% | 1.16% |
| Phoenix (PHNX.L) | 1.23% | 1.06% |
| BASF (BAS.DE) | 1.23% | 0.99% |
| Stellantis (STLA.US) | 1.12% | 0.95% |
| Volkswagen (VOW3.DE) | 1.12% | 0.89% |
| Plains All American (PAA) | 0.78% | 0.88% |
| Vodafone (VOD) | 1.23% | 0.85% |
| Exponent (EXPO) | 0.9% | 0.78% |
| NextEra (NEE) | 0.67% | 0.75% |
| Clorox (CLX) | 0.67% | 0.7% |
| Verizon (VZ) | 0.67% | 0.7% |
| Icahn Enterprises (IEP) | 2.13% | 0.67% |
| Brookfield Infrastructure (BIP) | 0.56% | 0.65% |
| Scotiabank (BNS) | 0.56% | 0.62% |
| Societe Generale (GLE.PA) | 0.56% | 0.62% |
| T. Rowe Price (TROW) | 0.67% | 0.61% |
| Universal Corp (UVV) | 0.56% | 0.57% |
| Medtronic (MDT.US) | 0.67% | 0.57% |
| Intel (INTC) | 0.67% | 0.56% |
| Adecco (ADEN.ZU) | 0.9% | 0.55% |
| AMD (AMD) | 0.67% | 0.54% |
| Franklin Resources (BEN) | 0.69% | 0.52% |
| LVMH (MC.PA) | 0.67% | 0.52% |
| Paramount (PSKY) | 1.12% | 0.51% |
| Walgreens (WBA) | 1.4% | 0.41% |
| Vodafone (VOD.L) | 0.56% | 0.39% |
| Delivery Hero (DHER.DE) | 0.45% | 0.35% |
| Foot Locker (FL) | 0.56% | 0.35% |
| Nu (NU) | 0.45% | 0.33% |
| Uniper (UN0.DE) | 0.56% | 0.27% |
| Admiral (ADM.L) | 0.22% | 0.27% |
| Estee Lauder (EL) | 0.56% | 0.26% |
| NYCB (FLG) | 0.78% | 0.25% |
| Airbnb (ABNB) | 0.34% | 0.25% |
| Stanley Black & Decker (SWK) | 0.28% | 0.24% |
| Leggett & Platt (LEG) | 0.67% | 0.22% |
| Albemarle (ALB) | 0.56% | 0.22% |
| Melrose (MRO.L) | 0.22% | 0.21% |
| Solventum (SOLV) | 0% | 0.2% |
| Peloton (PTON) | 0.22% | 0.08% |
| K+S (SDF.DE) | 0.11% | 0.04% |
| Aurora Cannabis (ACB) | 0.45% | 0.01% |