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Portfolio Diversification
Range
Most Diversified
45 instruments
June 28, 2022
Least Diversified
0 instruments
February 2, 2025
Average
22.8 instruments
Most Consistent Holdings
Top 5
BLOK99.72%
SWDA.L74.53%
IDEM.L74.47%
BND58.25%
BNDX58.25%
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) | 13.78% | 13.28% | 74.53% | - |
| Amplify Blockchain Technology ETF (BLOK) | 6.45% | 8.72% | 99.72% | - |
 NVIDIA (NVDA) | 4.56% | 9.3% | 55.56% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 4.52% | 0% | 43.69% | 10/25/2023 |
 Mastercard (MA) | 3.85% | 6.35% | 47.2% | - |
| iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 2.98% | 3.24% | 74.47% | - |
 Verisk (VRSK) | 2.72% | 1.77% | 32.57% | - |
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 2.34% | 2.85% | 56.04% | - |
 SPDR S&P 500 ETF (SPY) | 2.13% | 0% | 26.98% | 1/24/2024 |
 iShares Global REIT ETF (REET) | 2.03% | 0% | 43.55% | 10/23/2023 |
 Eli Lilly (LLY) | 2% | 0% | 41.41% | 4/30/2025 |
 Vanguard Total International Stock ETF (VXUS) | 1.98% | 0% | 25.19% | 1/23/2023 |
 WisdomTree Broad Commodities UCITS ETF (PCOM.DE) | 1.93% | 2.57% | 55.83% | - |
 AbbVie (ABBV) | 1.87% | 2.56% | 28.36% | - |
 Apple (AAPL) | 1.84% | 0% | 45.48% | 4/30/2025 |
 Microsoft (MSFT) | 1.82% | 6.51% | 20.15% | - |
| Vanguard Total International Bond ETF (BNDX) | 1.37% | 0% | 58.25% | 5/24/2024 |
| Vanguard Total Bond Market ETF (BND) | 1.36% | 0% | 58.25% | 5/24/2024 |
 Vanguard Total World Stock ETF (VT.US) | 1.34% | 0% | 25.19% | 1/23/2023 |
 Cencora (COR) | 0.97% | 0% | 16.7% | 10/31/2025 |
 GoDaddy (GDDY) | 0.67% | 1.47% | 15.87% | - |
 Expedia (EXPE) | 0.63% | 9.27% | 9.52% | - |
 Coherus (CHRS) | 0.6% | 0% | 28.23% | 7/3/2023 |
 Visa (V) | 0.59% | 0% | 14.42% | 6/30/2025 |
 American Tower (AMT) | 0.56% | 0% | 14.7% | 10/31/2025 |
 GE (GE) | 0.55% | 7.76% | 9.52% | - |
 Iron Mountain (IRM) | 0.52% | 0% | 14.49% | 12/31/2024 |
 Costco (COST) | 0.47% | 0% | 14.42% | 4/30/2025 |
 Enphase (ENPH) | 0.46% | 0% | 21.05% | 9/3/2024 |
 8x8 (EGHT) | 0.45% | 0% | 17.94% | 7/3/2023 |
 Bridgebio (BBIO) | 0.43% | 0% | 13.8% | 11/28/2022 |
 Diebold Nixdorf Inc (DBDQQ) | 0.42% | 0% | 21.26% | 3/1/2023 |
 KLA (KLAC) | 0.41% | 0% | 14.42% | 4/30/2025 |
 LivePerson (LPSN) | 0.4% | 0% | 26.78% | 7/3/2023 |
 Alphabet (GOOGL) | 0.37% | 4.99% | 15.6% | - |
 2U (TWOUQ) | 0.35% | 0% | 17.94% | 7/3/2023 |
 Brookdale (BKD) | 0.34% | 0% | 14.35% | 7/3/2023 |
 Ethereum (ETH) | 0.32% | 0% | 22.64% | 12/14/2022 |
 Bitcoin (BTC) | 0.31% | 0% | 22.64% | 12/14/2022 |
 Colgate (CL) | 0.31% | 0% | 12.35% | 8/29/2025 |
 Workhorse (WKHS) | 0.31% | 0% | 31.75% | 5/1/2023 |
 Hawaiian Holdings (HA) | 0.31% | 0% | 16.08% | 7/3/2023 |
 Cerus (CERS) | 0.3% | 0% | 15.8% | 6/2/2023 |
 DexCom (DXCM) | 0.29% | 0% | 16.49% | 5/1/2024 |
 Clorox (CLX) | 0.29% | 0% | 12.28% | 7/31/2025 |
 CHS (CYH) | 0.28% | 0% | 23.4% | 4/3/2023 |
 EPAM (EPAM) | 0.27% | 0% | 26.16% | 7/22/2024 |
 FuelCell Energy (FCEL) | 0.27% | 0% | 21.67% | 11/28/2022 |
 Teladoc (TDOC) | 0.27% | 0% | 12.84% | 11/28/2022 |
 Fortinet (FTNT) | 0.26% | 0% | 18.7% | 6/3/2024 |
 Meta (META) | 0.26% | 0% | 12.15% | 2/28/2025 |
 Globe Life (GL) | 0.25% | 0% | 12.56% | 11/1/2024 |
 Big Lots (BIGGQ) | 0.25% | 0% | 11.87% | 7/3/2023 |
 JFrog (FROG) | 0.25% | 0% | 24.78% | 1/17/2023 |
 Inovio (INO) | 0.24% | 0% | 15.25% | 11/28/2022 |
 Tesla (TSLA) | 0.24% | 0% | 12.56% | 11/1/2024 |
 Vanguard FTSE All-World ex-US (VEU) | 0.24% | 0% | 24.22% | 1/9/2023 |
 Bio-Rad (BIO) | 0.23% | 0% | 12.15% | 2/28/2025 |
 Palo Alto Networks (PANW) | 0.22% | 0% | 12.7% | 9/3/2024 |
 Bed Bath & Beyond Inc (BBBYQ) | 0.21% | 0% | 22.57% | 5/1/2023 |
 Cummins (CMI) | 0.21% | 0% | 12.56% | 10/1/2024 |
 Blink Charging (BLNK) | 0.21% | 0% | 13.8% | 11/28/2022 |
 Novavax (NVAX) | 0.2% | 0% | 19.74% | 5/1/2023 |
 Shoals (SHLS) | 0.18% | 0% | 11.25% | 10/3/2022 |
 Transocean (RIG) | 0.18% | 0% | 16.36% | 1/23/2023 |
 Supermicro (SMCI) | 0.18% | 0% | 12.56% | 11/1/2024 |
 LendingTree (TREE) | 0.18% | 0% | 7.52% | 5/1/2023 |
 Align (ALGN) | 0.17% | 0% | 12.49% | 5/1/2024 |
 TRON (TRX) | 0.15% | 0% | 22.64% | 12/14/2022 |
 Nektar (NKTR) | 0.15% | 0% | 20.5% | 3/1/2023 |
 Nikola (NKLAQ) | 0.15% | 0% | 13.53% | 10/31/2022 |
 Atara (ATRA) | 0.15% | 0% | 7.52% | 5/1/2023 |
 Designer Brands (DBI) | 0.15% | 0% | 6% | 3/29/2022 |
 Zuora (ZUO) | 0.14% | 0% | 6.28% | 6/2/2023 |
 IMAX (IMAX) | 0.14% | 0% | 6.28% | 6/2/2023 |
 MannKind (MNKD) | 0.13% | 0% | 6.21% | 7/3/2023 |
 Array Technologies (ARRY) | 0.13% | 0% | 14.29% | 7/28/2022 |
 RealReal (REAL) | 0.13% | 0% | 20.5% | 3/1/2023 |
 General Electric Co (GE.RTH) | 0.13% | 5.11% | 3.45% | - |
 Waters (WAT) | 0.12% | 0% | 12.35% | 3/1/2024 |
 Citizens (CFG) | 0.12% | 0% | 12.35% | 3/1/2024 |
 Inogen (INGN) | 0.12% | 0% | 9.52% | 4/3/2023 |
 Gartner (IT) | 0.12% | 0% | 12.63% | 6/3/2024 |
 Fortinet Inc (FTNT.RTH) | 0.12% | 4.61% | 3.45% | - |
 Universal Electronics (UEIC) | 0.12% | 0% | 6.21% | 7/3/2023 |
 Tezos (XTZ) | 0.12% | 0% | 22.64% | 12/14/2022 |
 ADM (ADM) | 0.12% | 0% | 12.42% | 8/1/2024 |
 Virgin Galactic (SPCE) | 0.12% | 0% | 20.7% | 11/11/2022 |
 GoDaddy Inc. (GDDY.RTH) | 0.11% | 4.05% | 3.45% | - |
 iHeartMedia (IHRT) | 0.11% | 0% | 6.21% | 7/3/2023 |
 Warner Bros Discovery (WBD) | 0.11% | 0% | 12.63% | 6/3/2024 |
 Juniper Networks (JNPR) | 0.11% | 0% | 12.42% | 8/1/2024 |
 VF Corp (VFC) | 0.11% | 0% | 12.63% | 6/3/2024 |
 American Well (AMWL) | 0.11% | 0% | 20.7% | 11/11/2022 |
 NVIDIA (NVDA.RTH) | 0.11% | 4.39% | 3.38% | - |
 Luminar (LAZRQ) | 0.1% | 0% | 11.11% | 11/7/2022 |
 Cardano (ADA) | 0.1% | 0% | 22.64% | 12/14/2022 |
 Livent Corp (LTHM) | 0.1% | 0% | 3.86% | 2/25/2022 |
 ANSYS (ANSS) | 0.1% | 0% | 12.35% | 7/1/2024 |
 Petco (WOOF) | 0.1% | 0% | 11.25% | 10/3/2022 |
 Children's Place (PLCE) | 0.1% | 0% | 3.86% | 2/25/2022 |
 Riot (RIOT) | 0.1% | 0% | 5.94% | 3/28/2022 |
 Vanguard ESG International Stock ETF (VSGX) | 0.1% | 0% | 1.59% | 1/23/2023 |
 Vanguard ESG U.S. Stock ETF (ESGV) | 0.09% | 0% | 1.59% | 1/23/2023 |
 Manitowoc (MTW) | 0.09% | 0% | 5.66% | 4/3/2023 |
 Sleep Number (SNBR) | 0.09% | 0% | 6.28% | 6/2/2023 |
 Brighthouse Financial (BHF) | 0.07% | 0% | 10.28% | 12/12/2022 |
 Cara (TVRD) | 0.07% | 0% | 7.66% | 3/1/2023 |
 Tupperware (TUPBQ) | 0.07% | 0% | 11.59% | 3/1/2023 |
 Bluebird Bio (BLUE) | 0.07% | 0% | 13.73% | 7/19/2022 |
 AppLovin (APP) | 0.07% | 1.12% | 5.24% | - |
 Stitch Fix (SFIX) | 0.06% | 0% | 18.22% | 10/4/2022 |
 ChargePoint (CHPT) | 0.06% | 0% | 10.28% | 12/12/2022 |
 WEX (WEX) | 0.06% | 0% | 4.07% | 2/28/2022 |
 Reata Pharmaceuticals Inc (RETA) | 0.05% | 0% | 6.07% | 1/9/2023 |
 Airbnb (ABNB) | 0.05% | 0% | 10.84% | 9/26/2022 |
 ProShares UltraPro S&P 500 (UPRO) | 0.05% | 0% | 1.24% | 5/27/2022 |
 Coursera (COUR) | 0.04% | 0% | 10.77% | 10/3/2022 |
 U.S. Steel (X) | 0.04% | 0% | 3.86% | 2/25/2022 |
 BigCommerce (CMRC) | 0.04% | 0% | 5.94% | 3/1/2023 |
 Zogenix Inc (ZGNX) | 0.04% | 0% | 1.31% | 1/19/2022 |
 GameStop (GME) | 0.04% | 0% | 5.73% | 3/25/2022 |
 Canoo (GOEVQ) | 0.03% | 0% | 5.73% | 2/1/2023 |
 Anavex (AVXL) | 0.03% | 0% | 5.73% | 2/1/2023 |
 Aurinia (AUPH) | 0.03% | 0% | 5.73% | 2/1/2023 |
 ProShares UltraPro QQQ (TQQQ) | 0.02% | 0% | 0.76% | 6/24/2022 |
 Coinbase (COIN) | 0.02% | 0% | 6.42% | 7/20/2022 |
 Graniteshares Gold Trust (BAR) | 0.02% | 0% | 3.31% | 2/17/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 9.54% | 12.96% |
| NVIDIA (NVDA) | 10.88% | 9.49% |
| Expedia (EXPE) | 8.29% | 9.43% |
| Amplify Blockchain Technology ETF (BLOK) | 2.59% | 7.69% |
| GE (GE) | 8.29% | 7.48% |
| Microsoft (MSFT) | 8.29% | 6.78% |
| Mastercard (MA) | 7.77% | 6.67% |
| iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 2.59% | 3.02% |
| General Electric Co (GE.RTH) | 3.11% | 2.81% |
| VanEck Global Real Estate UCITS ETF (TRET.DE) | 2.59% | 2.72% |
| AbbVie (ABBV) | 2.59% | 2.7% |
| Alphabet (GOOGL) | 3.11% | 2.66% |
| Fortinet Inc (FTNT.RTH) | 3.1% | 2.64% |
| GoDaddy Inc. (GDDY.RTH) | 3.1% | 2.62% |
| WisdomTree Broad Commodities UCITS ETF (PCOM.DE) | 2.59% | 2.41% |
| NVIDIA (NVDA.RTH) | 2.59% | 2.4% |
| Verisk (VRSK) | 2.59% | 1.78% |
| GoDaddy (GDDY) | 2.59% | 1.72% |
| AppLovin (APP) | 1.46% | 1.32% |
Cash & Instruments Over Time
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