Portfolio Diversification
Range
Most Diversified
45 instruments
June 28, 2022
Least Diversified
0 instruments
February 2, 2025
Average
24.2 instruments
Most Consistent Holdings
Top 5
BLOK99.92%
SWDA.L70.02%
IDEM.L70.02%
BND69.12%
BNDX69.12%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 14.06% | 11.52% | 70.02% | - |
| Amplify Transformational Data Sharing ETF (BLOK) | 6.1% | 7.28% | 99.92% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 5.37% | 0% | 51.84% | 10/25/2023 |
 NVIDIA (NVDA) | 4.06% | 7.93% | 47.5% | - |
| iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 3.02% | 2.62% | 70.02% | - |
 SPDR S&P 500 ETF (SPY) | 2.53% | 0% | 32.02% | 1/24/2024 |
 iShares Global REIT ETF (REET) | 2.41% | 0% | 51.68% | 10/23/2023 |
 Eli Lilly (LLY) | 2.37% | 0% | 49.14% | 4/30/2025 |
 Mastercard (MA) | 2.37% | 14.7% | 37.59% | - |
 Vanguard Total International Stock ETF (VXUS) | 2.35% | 0% | 29.89% | 1/23/2023 |
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 2.28% | 2.75% | 48.08% | - |
 Apple (AAPL) | 2.18% | 0% | 53.97% | 4/30/2025 |
 WisdomTree Broad Commodities UCITS ETF (PCOM.DE) | 1.87% | 2.29% | 48.08% | - |
 Verisk (VRSK) | 1.66% | 15.06% | 20.23% | - |
| Vanguard Total International Bond ETF (BNDX) | 1.62% | 0% | 69.12% | 5/24/2024 |
| Vanguard Total Bond Market ETF (BND) | 1.62% | 0% | 69.12% | 5/24/2024 |
 Vanguard Total World Stock ETF (VT.US) | 1.58% | 0% | 29.89% | 1/23/2023 |
 AbbVie (ABBV) | 0.96% | 7.2% | 15.23% | - |
 Coherus (CHRS) | 0.71% | 0% | 33.5% | 7/3/2023 |
 Visa (V) | 0.65% | 2.69% | 15.23% | - |
 Iron Mountain (IRM) | 0.61% | 0% | 17.2% | 12/31/2024 |
 Costco (COST) | 0.55% | 0% | 17.12% | 4/30/2025 |
 Enphase (ENPH) | 0.55% | 0% | 24.98% | 9/3/2024 |
 8x8 (EGHT) | 0.53% | 0% | 21.29% | 7/3/2023 |
 Bridgebio (BBIO) | 0.51% | 0% | 16.38% | 11/28/2022 |
 Diebold Nixdorf Inc (DBDQQ) | 0.49% | 0% | 25.23% | 3/1/2023 |
 KLA (KLAC) | 0.49% | 0% | 17.12% | 4/30/2025 |
 LivePerson (LPSN) | 0.47% | 0% | 31.78% | 7/3/2023 |
 Cencora (COR) | 0.47% | 7.31% | 7.86% | - |
 2U (TWOUQ) | 0.42% | 0% | 21.29% | 7/3/2023 |
 Brookdale (BKD) | 0.4% | 0% | 17.04% | 7/3/2023 |
 Ethereum (ETH) | 0.39% | 0% | 26.86% | 12/14/2022 |
 Bitcoin (BTC) | 0.37% | 0% | 26.86% | 12/14/2022 |
 Workhorse (WKHS) | 0.37% | 0% | 37.67% | 5/1/2023 |
 Hawaiian Holdings (HA) | 0.36% | 0% | 19.08% | 7/3/2023 |
 Cerus (CERS) | 0.36% | 0% | 18.76% | 6/2/2023 |
 DexCom (DXCM) | 0.34% | 0% | 19.57% | 5/1/2024 |
 CHS (CYH) | 0.33% | 0% | 27.76% | 4/3/2023 |
 EPAM (EPAM) | 0.33% | 0% | 31.04% | 7/22/2024 |
 FuelCell Energy (FCEL) | 0.32% | 0% | 25.72% | 11/28/2022 |
 Teladoc (TDOC) | 0.32% | 0% | 15.23% | 11/28/2022 |
 Fortinet (FTNT) | 0.31% | 0% | 22.19% | 6/3/2024 |
 Meta (META) | 0.31% | 0% | 14.41% | 2/28/2025 |
 Globe Life (GL) | 0.3% | 0% | 14.91% | 11/1/2024 |
 Big Lots (BIGGQ) | 0.29% | 0% | 14.09% | 7/3/2023 |
 Alphabet (GOOGL) | 0.29% | 0% | 14.41% | 2/28/2025 |
 JFrog (FROG) | 0.29% | 0% | 29.4% | 1/17/2023 |
 Inovio (INO) | 0.29% | 0% | 18.1% | 11/28/2022 |
 Tesla (TSLA) | 0.29% | 0% | 14.91% | 11/1/2024 |
 Vanguard FTSE All-World ex-US (VEU) | 0.28% | 0% | 28.75% | 1/9/2023 |
 Bio-Rad (BIO) | 0.27% | 0% | 14.41% | 2/28/2025 |
 Clorox (CLX) | 0.26% | 1.85% | 10.16% | - |
 Palo Alto Networks (PANW) | 0.26% | 0% | 15.07% | 9/3/2024 |
 Microsoft (MSFT) | 0.25% | 7.78% | 5.49% | - |
 Bed Bath & Beyond Inc (BBBYQ) | 0.25% | 0% | 26.78% | 5/1/2023 |
 Cummins (CMI) | 0.25% | 0% | 14.91% | 10/1/2024 |
 Blink Charging (BLNK) | 0.24% | 0% | 16.38% | 11/28/2022 |
 Novavax (NVAX) | 0.24% | 0% | 23.42% | 5/1/2023 |
 Colgate (CL) | 0.22% | 2.29% | 7.86% | - |
 Shoals (SHLS) | 0.22% | 0% | 13.35% | 10/3/2022 |
 American Tower (AMT) | 0.22% | 4.41% | 5.49% | - |
 Transocean (RIG) | 0.22% | 0% | 19.41% | 1/23/2023 |
 Supermicro (SMCI) | 0.22% | 0% | 14.91% | 11/1/2024 |
 LendingTree (TREE) | 0.22% | 0% | 8.93% | 5/1/2023 |
 Align (ALGN) | 0.21% | 0% | 14.82% | 5/1/2024 |
 TRON (TRX) | 0.18% | 0% | 26.86% | 12/14/2022 |
 Nektar (NKTR) | 0.18% | 0% | 24.32% | 3/1/2023 |
 Nikola (NKLAQ) | 0.18% | 0% | 16.05% | 10/31/2022 |
 Atara (ATRA) | 0.17% | 0% | 8.93% | 5/1/2023 |
 Designer Brands (DBI) | 0.17% | 0% | 7.13% | 3/29/2022 |
 Zuora (ZUO) | 0.16% | 0% | 7.45% | 6/2/2023 |
 IMAX (IMAX) | 0.16% | 0% | 7.45% | 6/2/2023 |
 MannKind (MNKD) | 0.16% | 0% | 7.37% | 7/3/2023 |
 Array Technologies (ARRY) | 0.15% | 0% | 16.95% | 7/28/2022 |
 RealReal (REAL) | 0.15% | 0% | 24.32% | 3/1/2023 |
 Waters (WAT) | 0.15% | 0% | 14.66% | 3/1/2024 |
 Citizens (CFG) | 0.15% | 0% | 14.66% | 3/1/2024 |
 Inogen (INGN) | 0.15% | 0% | 11.3% | 4/3/2023 |
 Gartner (IT) | 0.14% | 0% | 14.99% | 6/3/2024 |
 Universal Electronics (UEIC) | 0.14% | 0% | 7.37% | 7/3/2023 |
 Tezos (XTZ) | 0.14% | 0% | 26.86% | 12/14/2022 |
 ADM (ADM) | 0.14% | 0% | 14.74% | 8/1/2024 |
 Virgin Galactic (SPCE) | 0.14% | 0% | 24.57% | 11/11/2022 |
 iHeartMedia (IHRT) | 0.13% | 0% | 7.37% | 7/3/2023 |
 Warner Bros Discovery (WBD) | 0.13% | 0% | 14.99% | 6/3/2024 |
 Juniper Networks (JNPR) | 0.13% | 0% | 14.74% | 8/1/2024 |
 VF Corp (VFC) | 0.13% | 0% | 14.99% | 6/3/2024 |
 American Well (AMWL) | 0.13% | 0% | 24.57% | 11/11/2022 |
 Luminar (LAZR) | 0.12% | 0% | 13.19% | 11/7/2022 |
 Cardano (ADA) | 0.12% | 0% | 26.86% | 12/14/2022 |
 Livent Corp (LTHM) | 0.12% | 0% | 4.59% | 2/25/2022 |
 ANSYS (ANSS) | 0.12% | 0% | 14.66% | 7/1/2024 |
 Petco (WOOF) | 0.12% | 0% | 13.35% | 10/3/2022 |
 Children's Place (PLCE) | 0.12% | 0% | 4.59% | 2/25/2022 |
 Riot (RIOT) | 0.11% | 0% | 7.04% | 3/28/2022 |
 Vanguard ESG International Stock ETF (VSGX) | 0.11% | 0% | 1.88% | 1/23/2023 |
 Vanguard ESG U.S. Stock ETF (ESGV) | 0.11% | 0% | 1.88% | 1/23/2023 |
 Manitowoc (MTW) | 0.1% | 0% | 6.72% | 4/3/2023 |
 Sleep Number (SNBR) | 0.1% | 0% | 7.45% | 6/2/2023 |
 Brighthouse Financial (BHF) | 0.09% | 0% | 12.2% | 12/12/2022 |
 Cara (TVRD) | 0.09% | 0% | 9.09% | 3/1/2023 |
 Tupperware (TUPBQ) | 0.08% | 0% | 13.76% | 3/1/2023 |
 Bluebird Bio (BLUE) | 0.08% | 0% | 16.3% | 7/19/2022 |
 Stitch Fix (SFIX) | 0.07% | 0% | 21.62% | 10/4/2022 |
 ChargePoint (CHPT) | 0.07% | 0% | 12.2% | 12/12/2022 |
 WEX (WEX) | 0.07% | 0% | 4.83% | 2/28/2022 |
 Reata Pharmaceuticals Inc (RETA) | 0.06% | 0% | 7.21% | 1/9/2023 |
 Airbnb (ABNB) | 0.06% | 0% | 12.86% | 9/26/2022 |
 ProShares UltraPro S&P 500 (UPRO) | 0.06% | 0% | 1.47% | 5/27/2022 |
 Coursera (COUR) | 0.05% | 0% | 12.78% | 10/3/2022 |
 U.S. Steel (X) | 0.05% | 0% | 4.59% | 2/25/2022 |
 BigCommerce (BIGC) | 0.04% | 0% | 7.04% | 3/1/2023 |
 Zogenix Inc (ZGNX) | 0.04% | 0% | 1.56% | 1/19/2022 |
 GameStop (GME) | 0.04% | 0% | 6.8% | 3/25/2022 |
 Canoo (GOEVQ) | 0.04% | 0% | 6.8% | 2/1/2023 |
 Anavex (AVXL) | 0.04% | 0% | 6.8% | 2/1/2023 |
 Aurinia (AUPH) | 0.03% | 0% | 6.8% | 2/1/2023 |
 ProShares UltraPro QQQ (TQQQ) | 0.03% | 0% | 0.9% | 6/24/2022 |
 Coinbase (COIN) | 0.02% | 0% | 7.62% | 7/20/2022 |
 Graniteshares Gold Trust (BAR) | 0.02% | 0% | 3.93% | 2/17/2022 |
 GoDaddy (GDDY) | 0.01% | 2.31% | 0.41% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 16.2% | 19.08% |
| Amplify Transformational Data Sharing ETF (BLOK) | 4.4% | 9.95% |
| NVIDIA (NVDA) | 8.8% | 8.11% |
| Apple (AAPL) | 6.6% | 6.35% |
| VanEck Global Real Estate UCITS ETF (TRET.DE) | 4.4% | 4.63% |
| Costco (COST) | 4.4% | 3.99% |
| WisdomTree Broad Commodities UCITS ETF (PCOM.DE) | 4.4% | 3.9% |
| iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 4.4% | 3.89% |
| Verisk (VRSK) | 4.4% | 3.73% |
| KLA (KLAC) | 4.4% | 3.35% |
| Alphabet (GOOGL) | 2.2% | 2.24% |
| Meta (META) | 2.2% | 2.15% |
| Visa (V) | 2.2% | 1.91% |
| Mastercard (MA) | 2.2% | 1.89% |
| Bio-Rad (BIO) | 2.2% | 1.88% |
| AbbVie (ABBV) | 2.2% | 1.86% |
| Eli Lilly (LLY) | 2.2% | 1.78% |