Portfolio Diversification
Range
Most Diversified
192 instruments
February 24, 2023
Least Diversified
0 instruments
February 2, 2025
Average
109.2 instruments
Most Consistent Holdings
Top 5
DIS99.87%
VZ99.87%
BABA99.87%
ROG.ZU99.87%
CVS99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Napoleon-X | 4.95% | 0% | 38.15% | 11/5/2023 |
 EWachenheim-CF | 3.53% | 3.54% | 99.87% | - |
 triangulacapital | 3.05% | 3.51% | 99.87% | - |
 Invesco QQQ (QQQ) | 2.93% | 6.82% | 83.9% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.24% | 2.19% | 97.08% | - |
 5GRevolution | 1.74% | 0% | 71.1% | 7/24/2024 |
 Diabetes-Med | 1.59% | 1.51% | 99.87% | - |
 ALTIA-Investment | 1.42% | 0% | 51.96% | 2/22/2024 |
 Microsoft (MSFT) | 1.4% | 4.56% | 79.85% | - |
 WarrenBuffet-CF | 1.38% | 0% | 51.08% | 2/15/2024 |
 Meta (META) | 1.2% | 0% | 89.99% | 3/5/2025 |
 iShares Core S&P 500 ETF (IVV) | 1.11% | 0% | 75.41% | 11/18/2024 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.08% | 1.14% | 93.41% | - |
 lee88eng | 1.03% | 0% | 87.96% | 12/5/2024 |
 Mercedes-Benz (MBG.DE) | 1.02% | 2.58% | 52.22% | - |
 VictorVatin | 1.02% | 0% | 52.85% | 2/29/2024 |
 Driverless | 1.01% | 0.89% | 99.87% | - |
 TheBigBanks | 1.01% | 0% | 58.56% | 4/15/2024 |
 FashionPortfolio | 0.99% | 0% | 88.09% | 12/6/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.93% | 3.57% | 26.11% | - |
 Chip-Tech | 0.9% | 0% | 50.82% | 2/13/2024 |
 BMW (BMW.DE) | 0.82% | 1.56% | 69.96% | - |
 Amazon (AMZN) | 0.8% | 0% | 85.3% | 3/5/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.77% | 0.87% | 93.16% | - |
 II-Quality | 0.68% | 0.71% | 99.87% | - |
 Private-Equity | 0.67% | 0.85% | 80.23% | - |
 Daimler Truck (DTG.DE) | 0.62% | 1.93% | 49.68% | - |
 Swiss Life (SLHN.ZU) | 0.59% | 1.46% | 67.55% | - |
 RealEstateTrusts | 0.58% | 0.57% | 99.87% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 0.56% | 0.4% | 99.87% | - |
 Berkshire Hathaway (BRK.B) | 0.56% | 1.15% | 53.99% | - |
 iShares 3-7 Year Treasury Bond ETF (IEI) | 0.56% | 0.57% | 90.24% | - |
 iShares MSCI India ETF (INDA) | 0.54% | 0% | 89.23% | 12/30/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.52% | 0.81% | 74.78% | - |
 iShares Semiconductor ETF (SOXX) | 0.48% | 0% | 26.74% | 11/11/2024 |
 Vanguard Information Technology (VGT) | 0.48% | 0% | 58.56% | 4/15/2024 |
 ingruc | 0.48% | 0% | 37.77% | 11/2/2023 |
 Consumer Discret Select Sector SPDR (XLY) | 0.47% | 0% | 84.28% | 11/6/2024 |
 Allianz (ALV.DE) | 0.45% | 0% | 68.57% | 8/2/2024 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.42% | 0% | 14.45% | 11/18/2024 |
 Axon (AXON) | 0.4% | 1.83% | 37.26% | - |
 Fresenius (FRE.DE) | 0.39% | 1% | 48.92% | - |
| Roche (ROG.ZU) | 0.39% | 0.5% | 99.87% | - |
 Mondelez (MDLZ) | 0.36% | 0% | 31.94% | 10/25/2024 |
 Utilities Select Sector SPDR (XLU) | 0.36% | 0.57% | 99.87% | - |
 TravelKit | 0.36% | 0% | 56.78% | 4/1/2024 |
 ARK Innovation ETF (ARKK) | 0.35% | 0.33% | 99.87% | - |
| CVS Health (CVS) | 0.34% | 0.46% | 99.87% | - |
 Alphabet (GOOG) | 0.34% | 0% | 40.68% | 11/21/2024 |
 SPDR S&P 500 ETF (SPY) | 0.33% | 0% | 42.97% | 12/13/2023 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.33% | 0.29% | 99.87% | - |
 GEO (GEO) | 0.32% | 0% | 72.12% | 8/1/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.32% | 0% | 48.92% | 1/29/2024 |
 Partners Group (PGHN.ZU) | 0.32% | 0.3% | 99.87% | - |
 Bilfinger (GBF.DE) | 0.32% | 1.73% | 32.32% | - |
 KenanAbel | 0.31% | 0% | 49.43% | 2/2/2024 |
 Delta (DAL) | 0.31% | 0.93% | 43.85% | - |
 FoodDrink | 0.3% | 0% | 43.73% | 12/19/2023 |
 Consumer Staples Select Sector SPDR (XLP) | 0.3% | 0.96% | 43.35% | - |
 Ethereum (ETH) | 0.3% | 0% | 53.36% | 3/4/2024 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.29% | 0% | 51.71% | 4/15/2024 |
 Real Estate Select Sector SPDR (XLRE) | 0.29% | 0.25% | 99.87% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 0.29% | 0% | 65.91% | 6/13/2024 |
 Lordfoofoo | 0.28% | 0% | 47.53% | 1/18/2024 |
 iShares MSCI China ETF (MCHI) | 0.26% | 0% | 46.13% | 7/23/2024 |
 ARK Fintech Innovation ETF (ARKF) | 0.26% | 0.26% | 99.87% | - |
 iShares TIPS Bond ETF (TIP) | 0.26% | 0.21% | 99.87% | - |
| Verizon (VZ) | 0.26% | 0.29% | 99.87% | - |
 UnitedHealth (UNH) | 0.25% | 0.46% | 39.16% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.25% | 0% | 62.99% | 5/20/2024 |
 American Airlines (AAL) | 0.24% | 0% | 28.14% | 11/12/2024 |
 SPDR EURO STOXX 50 ETF (FEZ) | 0.24% | 0% | 25.73% | 7/26/2023 |
 Barry Callebaut (BARN.ZU) | 0.24% | 0.31% | 99.87% | - |
 iShares Global clean energy ETF (ICLN) | 0.23% | 0.15% | 99.87% | - |
 Mastercard (MA) | 0.23% | 0.63% | 39.16% | - |
 PepsiCo (PEP) | 0.23% | 1.43% | 31.18% | - |
 Procter & Gamble (PG) | 0.22% | 0% | 84.03% | 11/4/2024 |
 Finanzzyklen | 0.22% | 0% | 54.37% | 3/13/2024 |
 BlackRock (BLK) | 0.22% | 0% | 40.94% | 3/7/2025 |
 Nike (NKE) | 0.22% | 0% | 23.83% | 1/16/2025 |
 Kraft Heinz (KHC) | 0.22% | 0% | 29.15% | 11/7/2024 |
 CyberSecurity | 0.21% | 0% | 29.02% | 10/27/2023 |
 Vanguard Total Bond Market ETF (BND) | 0.21% | 0.11% | 99.87% | - |
 Merck (MRK) | 0.2% | 0.66% | 27.88% | - |
 NVIDIA (NVDA) | 0.2% | 1.3% | 34.6% | - |
 Technology Select Sector SPDR (XLK) | 0.2% | 0% | 28.52% | 10/23/2023 |
 ASML (ASML) | 0.2% | 0.42% | 38.78% | - |
 PayPal (PYPL) | 0.2% | 0.14% | 99.87% | - |
 LoicInv | 0.19% | 0% | 24.84% | 7/19/2023 |
 Salesforce (CRM) | 0.19% | 0% | 50.82% | 2/13/2024 |
 Merck (MRK.DE) | 0.19% | 0.87% | 19.9% | - |
 Vanguard Value ETF (VTV) | 0.18% | 0% | 43.09% | 12/14/2023 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.17% | 0% | 62.1% | 5/13/2024 |
 Linde (LIN) | 0.17% | 0% | 36.63% | 2/5/2024 |
 Vanguard Small-Cap Value ETF (VBR) | 0.17% | 0% | 43.09% | 12/14/2023 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.17% | 0% | 27.5% | 8/9/2023 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.16% | 0% | 39.29% | 11/14/2023 |
 Synopsys (SNPS) | 0.16% | 0.52% | 26.62% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.16% | 0% | 8.49% | 3/10/2023 |
 iShares MSCI Germany ETF (EWG) | 0.16% | 0% | 43.09% | 12/14/2023 |
 Devon Energy (DVN) | 0.15% | 0% | 74.4% | 9/10/2024 |
 Constellation Brands (STZ) | 0.15% | 0.43% | 29.02% | - |
 Supermicro (SMCI) | 0.15% | 0% | 21.67% | 11/20/2024 |
 Walmart (WMT) | 0.15% | 0.53% | 29.02% | - |
 TSMC (TSM) | 0.15% | 0% | 36.38% | 7/22/2024 |
 iShares Core Dividend Growth ETF (DGRO) | 0.15% | 0% | 48.42% | 1/25/2024 |
 Datadog (DDOG) | 0.14% | 0% | 45.5% | 1/2/2024 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.14% | 0% | 22.05% | 1/18/2024 |
 iShares China Large-Cap ETF (FXI) | 0.14% | 0% | 26.49% | 8/1/2023 |
 Johnson Controls (JCI) | 0.14% | 0% | 32.19% | 5/1/2024 |
| Disney (DIS) | 0.14% | 0.03% | 99.87% | - |
 Vanguard Small-Cap ETF (VB) | 0.13% | 0% | 26.62% | 1/3/2024 |
 Chesapeake (EXE) | 0.13% | 0.11% | 99.87% | - |
 Krones (KRN.DE) | 0.13% | 0.49% | 34.35% | - |
 BHP (BHP) | 0.13% | 0% | 27.25% | 3/11/2024 |
 Global X Uranium ETF (URA) | 0.13% | 0.14% | 54.25% | - |
 Ethereum Classic (ETC) | 0.13% | 0% | 53.36% | 3/4/2024 |
 Apple (AAPL) | 0.13% | 0% | 22.94% | 2/13/2024 |
 Talanx (TLX.DE) | 0.13% | 0% | 31.69% | 9/9/2024 |
 Prudential (PRU.L) | 0.13% | 0.57% | 25.1% | - |
 Siemens (SIE.DE) | 0.13% | 0% | 24.97% | 7/25/2024 |
 Occidental (OXY) | 0.13% | 0.08% | 99.87% | - |
 Southwest (LUV) | 0.13% | 0% | 15.72% | 8/5/2024 |
 3M (MMM) | 0.12% | 0% | 71.36% | 7/26/2024 |
 Prosegur (PSG.MC) | 0.12% | 0.09% | 99.87% | - |
 Target (TGT) | 0.12% | 0.67% | 15.72% | - |
 10xCycleTrader | 0.12% | 0% | 40.05% | 12/14/2023 |
 Snowflake (SNOW) | 0.11% | 0% | 45.63% | 1/18/2024 |
 GE (GE) | 0.11% | 0.67% | 16.6% | - |
 SAP (SAP.DE) | 0.1% | 0% | 45.37% | 8/5/2024 |
 Builders FirstSource (BLDR) | 0.1% | 0% | 28.52% | 8/17/2023 |
 VAT Group (VACN.ZU) | 0.1% | 0% | 34.47% | 10/1/2024 |
 Palo Alto Networks (PANW) | 0.1% | 0% | 28.64% | 8/18/2023 |
 HP (HPQ) | 0.09% | 0% | 52.85% | 2/29/2024 |
 MercadoLibre (MELI) | 0.09% | 0% | 16.6% | 3/5/2025 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.09% | 0% | 24.97% | 7/20/2023 |
 Walgreens (WBA) | 0.09% | 0% | 73.51% | 8/12/2024 |
 SPDR Gold (GLD) | 0.09% | 0% | 32.57% | 9/21/2023 |
 Deutsche Post (DHL.DE) | 0.09% | 0% | 47.66% | 3/6/2024 |
 Annaly (NLY) | 0.09% | 0% | 69.2% | 7/16/2024 |
| Alibaba (BABA) | 0.09% | 0.1% | 99.87% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 0.09% | 0% | 19.77% | 6/9/2023 |
 Munich Re (MUV2.DE) | 0.09% | 0% | 21.17% | 4/5/2024 |
 Thermo Fisher (TMO) | 0.09% | 0.62% | 13.69% | - |
 Lam Research (LRCX) | 0.08% | 0% | 50.95% | 2/14/2024 |
 HUGO BOSS (BOSS.DE) | 0.08% | 0% | 41.57% | 3/7/2024 |
 Selim_ | 0.08% | 0% | 52.85% | 2/29/2024 |
 Crowdstrike (CRWD) | 0.08% | 0% | 10.14% | 8/26/2024 |
 Nordex (NDX1.DE) | 0.08% | 0.41% | 24.08% | - |
 Uber (UBER) | 0.08% | 0% | 9.51% | 7/18/2024 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.07% | 0% | 14.07% | 4/25/2023 |
 iShares MSCI United Kingdom ETF (EWU) | 0.07% | 0% | 18.38% | 12/20/2023 |
 Lamb Weston (LW) | 0.07% | 0% | 14.2% | 7/24/2024 |
 Porsche (P911.DE) | 0.07% | 0% | 29.28% | 2/6/2024 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 0.07% | 0% | 33.84% | 10/23/2023 |
 AES (AES) | 0.07% | 0.33% | 17.49% | - |
 LVMH (MC.PA) | 0.07% | 0% | 13.81% | 4/10/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.07% | 0% | 9.13% | 3/16/2023 |
 RWE (RWE.DE) | 0.06% | 0% | 14.83% | 6/28/2024 |
 Home Depot (HD) | 0.06% | 0% | 34.35% | 10/6/2023 |
 Workday (WDAY) | 0.06% | 0% | 52.6% | 2/27/2024 |
 Nestle (NESN.ZU) | 0.06% | 0% | 18.88% | 4/25/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 0.06% | 0% | 9% | 3/15/2023 |
 Waste Connections (WCN) | 0.06% | 0% | 30.04% | 1/5/2024 |
 Ares Capital (ARCC) | 0.06% | 0% | 4.82% | 8/2/2024 |
 Zoom (ZM) | 0.06% | 0% | 58.56% | 4/15/2024 |
 SIXT (SIX2.DE) | 0.06% | 0% | 58.81% | 6/14/2024 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.06% | 0% | 21.17% | 6/20/2023 |
 Volkswagen (VOW3.DE) | 0.06% | 0% | 36.5% | 10/23/2023 |
 PSP (PSPN.ZU) | 0.06% | 0% | 47.15% | 3/26/2024 |
 ServiceNow (NOW) | 0.06% | 0% | 6.46% | 7/24/2024 |
 Richemont (CFR.ZU) | 0.06% | 0% | 24.59% | 7/17/2023 |
 Energy Select Sector SPDR (XLE) | 0.06% | 0% | 17.36% | 5/1/2024 |
 Rio Tinto (RIO) | 0.06% | 0% | 10.01% | 3/11/2024 |
 RLJ (RLJ) | 0.06% | 0% | 52.6% | 2/27/2024 |
 HubSpot (HUBS) | 0.05% | 0% | 26.74% | 8/3/2023 |
 Viatris (VTRS) | 0.05% | 0% | 43.6% | 1/9/2024 |
 Deutsche Telekom (DTE.DE) | 0.05% | 0% | 23.95% | 4/11/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.05% | 0% | 9.51% | 11/6/2024 |
 ABOUT YOU (YOU.DE) | 0.05% | 0% | 53.49% | 3/6/2024 |
 Hannover Re (HNR1.DE) | 0.05% | 0% | 24.46% | 8/12/2024 |
 iShares Edge MSCI USA Momentum (MTUM) | 0.05% | 0% | 18.76% | 7/13/2023 |
 Chipotle (CMG) | 0.05% | 0% | 22.81% | 9/26/2023 |
 iShares US Aerospace & Defense ETF (ITA) | 0.05% | 0% | 9% | 3/15/2023 |
 iShares Preferred & Income Sec (PFF) | 0.05% | 0% | 11.91% | 5/2/2023 |
 Aptiv (APTV) | 0.05% | 0% | 49.18% | 1/31/2024 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.05% | 0% | 9.63% | 3/20/2023 |
 iliescu2605 | 0.05% | 0% | 5.45% | 2/14/2023 |
 Tesla (TSLA) | 0.05% | 0% | 17.49% | 9/21/2023 |
 Texas Instruments (TXN) | 0.05% | 0% | 62.61% | 5/17/2024 |
 BASF (BAS.DE) | 0.05% | 0% | 27.63% | 1/30/2024 |
 Netflix (NFLX) | 0.04% | 0% | 25.48% | 7/24/2023 |
 Global X U.S. Infrastructure Development ETF (PAVE) | 0.04% | 0% | 8.49% | 3/10/2023 |
 United Airlines (UAL) | 0.04% | 0% | 12.29% | 8/1/2024 |
 Beiersdorf (BEI.DE) | 0.04% | 0% | 31.69% | 1/3/2024 |
 Marvell (MRVL) | 0.04% | 0.82% | 4.82% | - |
 iShares S&P Mid-Cap 400 Value ETF (IJJ) | 0.04% | 0% | 7.98% | 3/6/2023 |
 Kontron (KTN.DE) | 0.04% | 0% | 7.35% | 5/3/2024 |
 UBS (UBSG.ZU) | 0.04% | 0% | 10.52% | 7/25/2024 |
 DEUTZ (DEZ.DE) | 0.04% | 0% | 9.25% | 7/19/2024 |
 Trade Desk (TTD) | 0.04% | 0% | 9.51% | 4/16/2024 |
 Siemens Healthineers (SHL.DE) | 0.04% | 0% | 5.45% | 9/20/2024 |
 Boeing (BA) | 0.04% | 0% | 25.73% | 7/26/2023 |
 Schlumberger (SLB) | 0.04% | 0% | 8.87% | 5/1/2024 |
 Warner Bros Discovery (WBD) | 0.04% | 0% | 52.09% | 2/23/2024 |
 Vanguard Total World Stock ETF (VT.US) | 0.03% | 0% | 6.72% | 2/24/2023 |
 Omega Healthcare (OHI) | 0.03% | 0% | 25.98% | 7/28/2023 |
 Industrial Select Sector SPDR (XLI) | 0.03% | 0% | 8.37% | 3/10/2023 |
 SUSS MicroTec SE (SMHN.DE) | 0.03% | 0.21% | 12.04% | - |
 Ocado (OCDO.L) | 0.03% | 0% | 45.5% | 1/2/2024 |
 Goldman Sachs BDC (GSBD) | 0.03% | 0% | 8.11% | 3/1/2024 |
 UPS (UPS) | 0.03% | 0.7% | 11.28% | - |
 SPDR S&P Regional Banking ETF (KRE) | 0.03% | 0% | 13.05% | 8/8/2023 |
 PUMA (PUM.DE) | 0.03% | 0% | 4.56% | 2/27/2024 |
 Tempur Sealy (SGI) | 0.03% | 0% | 24.84% | 7/19/2023 |
 Brazil Index MSCI Ishares (EWZ) | 0.03% | 0% | 10.9% | 8/17/2023 |
 Ally (ALLY) | 0.03% | 0% | 41.06% | 12/22/2023 |
 Air Products (APD) | 0.03% | 0% | 22.56% | 10/17/2023 |
 Black Knight Inc. (BKI) | 0.03% | 0% | 23.45% | 8/22/2023 |
 Match Group (MTCH) | 0.03% | 0% | 50.7% | 2/12/2024 |
 Snapchat (SNAP) | 0.03% | 0% | 51.2% | 2/16/2024 |
 Swiss Prime Site (SPSN.ZU) | 0.03% | 0% | 2.66% | 3/26/2024 |
 Penn National (PENN) | 0.03% | 0% | 37.77% | 11/2/2023 |
 Ams (AMS.ZU) | 0.03% | 0% | 34.98% | 10/11/2023 |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 0.03% | 0% | 7.98% | 3/6/2023 |
 Schwab US Dividend Equity ETF (SCHD) | 0.03% | 0% | 7.98% | 3/6/2023 |
 Infineon (IFX.DE) | 0.03% | 0% | 12.42% | 3/25/2024 |
 ASML (ASML.NV) | 0.03% | 0% | 18.88% | 7/21/2023 |
 Deere (DE) | 0.03% | 0% | 11.66% | 4/5/2023 |
 Petrobras (PBR) | 0.03% | 0% | 19.65% | 6/8/2023 |
 Vitesse Energy (VTS) | 0.03% | 0% | 15.97% | 6/22/2023 |
 Nu (NU) | 0.03% | 0% | 7.6% | 9/6/2024 |
 IDEXX (IDXX) | 0.03% | 1% | 2.53% | - |
 Altria (MO) | 0.03% | 0% | 16.6% | 10/17/2023 |
 Guidewire (GWRE) | 0.03% | 0% | 8.62% | 4/12/2024 |
 Accelleron (ACLN.ZU) | 0.02% | 0% | 5.96% | 3/4/2024 |
 Airbnb (ABNB) | 0.02% | 0% | 14.96% | 5/10/2023 |
 iShares National Muni Bond ETF (MUB) | 0.02% | 0% | 9.89% | 3/22/2023 |
 ICON (ICLR) | 0.02% | 0% | 6.72% | 3/12/2024 |
 Waste Management (WM) | 0.02% | 0% | 11.41% | 4/3/2023 |
 Credit Suisse Group AG (CSGN.ZU) | 0.02% | 0% | 19.65% | 6/8/2023 |
 GFT (GFT.DE) | 0.02% | 0% | 6.21% | 5/22/2024 |
 Adidas (ADS.DE) | 0.02% | 0% | 12.93% | 7/6/2023 |
 Vestas (VWS.CO) | 0.02% | 0% | 36.63% | 10/24/2023 |
 Coinbase (COIN) | 0.02% | 0% | 10.14% | 3/24/2023 |
 Commerzbank (CBK.DE) | 0.02% | 0% | 35.23% | 12/1/2023 |
 Sika (SIKA.ZU) | 0.02% | 0% | 47.28% | 1/16/2024 |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.02% | 0% | 2.92% | 4/20/2023 |
 Caterpillar (CAT) | 0.02% | 0% | 35.99% | 10/19/2023 |
 Alaska Air (ALK) | 0.02% | 0% | 6.97% | 5/21/2024 |
 JD.com (JD.US) | 0.02% | 0% | 39.16% | 1/2/2024 |
 Hermes (RMS.PA) | 0.02% | 0% | 3.3% | 4/10/2024 |
 TJX (TJX) | 0.02% | 0% | 26.74% | 9/27/2023 |
 Swiss Re (SREN.ZU) | 0.02% | 0% | 9.38% | 7/19/2024 |
 Philip Morris (PM) | 0.02% | 0% | 11.66% | 4/5/2023 |
 Orsted (ORSTED.CO) | 0.02% | 0% | 37.77% | 11/2/2023 |
 Alpha Metallurgical (AMR) | 0.02% | 0% | 13.18% | 6/28/2023 |
 JPMorgan Ultra-Short Income ETF (JPST) | 0.02% | 0% | 10.14% | 3/24/2023 |
 SMA (S92.DE) | 0.02% | 0% | 10.14% | 7/13/2023 |
 Biogen (BIIB) | 0.02% | 0% | 8.49% | 3/10/2023 |
 Celanese (CE) | 0.02% | 0% | 8.37% | 3/9/2023 |
 Zurich Insurance (ZURN.ZU) | 0.02% | 0% | 8.75% | 3/13/2023 |
 Adobe (ADBE) | 0.01% | 0% | 2.15% | 3/15/2024 |
 Prosus (PRX.NV) | 0.01% | 0% | 21.29% | 1/11/2024 |
 Novartis (NVS) | 0.01% | 0% | 7.98% | 3/27/2023 |
 Halliburton (HAL) | 0.01% | 0% | 5.2% | 5/1/2024 |
 Intel (INTC) | 0.01% | 0% | 7.6% | 3/29/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.01% | 0% | 5.45% | 1/2/2024 |
 Dillard's (DDS) | 0.01% | 0% | 19.77% | 8/11/2023 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.01% | 0% | 6.46% | 2/24/2023 |
 Medtronic (MDT.US) | 0.01% | 0% | 7.6% | 8/4/2023 |
 Coca-Cola (KO) | 0.01% | 0% | 6.72% | 3/22/2023 |
 Fiserv (FI) | 0.01% | 0% | 3.3% | 9/21/2023 |
 Corbus Pharmaceuticals (CRBP) | 0.01% | 0% | 6.21% | 5/26/2023 |
 iShares Core MSCI Europe ETF (IEUR) | 0.01% | 0% | 5.7% | 4/3/2023 |
 Mineral Resources (MIN.ASX) | 0.01% | 0% | 8.62% | 3/15/2023 |
 Zebra (ZBRA) | 0.01% | 0% | 4.56% | 2/7/2023 |
 Las Vegas Sands (LVS) | 0.01% | 0% | 2.41% | 4/16/2024 |
 Brunswick (BC) | 0.01% | 0% | 8.49% | 3/10/2023 |
 Vanguard FTSE Europe ETF (VGK) | 0.01% | 0% | 4.69% | 3/31/2023 |
 Helvetia (HELN.ZU) | 0.01% | 0% | 7.86% | 3/15/2023 |
 Domino's (DPZ) | 0.01% | 0% | 8.37% | 5/2/2023 |
 Nemetschek (NEM.DE) | 0.01% | 0% | 4.31% | 2/9/2023 |
 Amadeus Fire (AAD.DE) | 0.01% | 0% | 0.76% | 2/21/2024 |
 Energy Transfer (ET) | 0.01% | 0% | 6.84% | 3/15/2023 |
 GSK (GSK.L) | 0.01% | 0% | 6.72% | 2/24/2023 |
 L'Oréal (OR.PA) | 0.01% | 0% | 3.42% | 3/20/2023 |
 PDD Holdings (PDD) | 0% | 0% | 0.89% | 2/23/2024 |
 Civitas (CIVI) | 0% | 0% | 1.27% | 11/16/2023 |
 Communication Services Select Sector SPDR Fund (XLC) | 0% | 0% | 2.15% | 5/5/2023 |
 Oatly (OTLY) | 0% | 0% | 1.01% | 1/11/2024 |
 Lululemon (LULU) | 0% | 0% | 0.63% | 4/1/2024 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 0% | 0% | 1.65% | 3/6/2023 |
 iShares Core MSCI EAFE ETF (IEFA) | 0% | 0% | 1.65% | 3/6/2023 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0% | 0% | 0.76% | 3/22/2023 |
 Solventum (SOLV) | 0% | 0% | 8.62% | 6/10/2024 |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0% | 0% | 1.01% | 1/9/2023 |
 iShares MSCI Mexico ETF (EWW) | 0% | 0% | 0.89% | 7/17/2023 |
 MGM (MGM) | 0% | 0% | 1.9% | 3/9/2023 |
 Exact Sciences (EXAS) | 0% | 0% | 0.63% | 1/6/2023 |
 Coterra (CTRA) | 0% | 0% | 0.76% | 3/1/2023 |
 ELMOS (ELG.DE) | 0% | 0% | 0.13% | 2/16/2024 |
 Millrose Properties Inc (MRP) | 0% | 0% | 0.89% | 2/18/2025 |
 Coherent (COHR) | 0% | 0% | 0.25% | 2/24/2023 |
 Peapack-Gladstone (PGC) | 0% | 0% | 0.13% | 2/13/2024 |
 Fresenius Medical Care (FME.DE) | 0% | 0% | 0.13% | 10/13/2023 |
 Arch Capital (ACGL) | 0% | 0% | 0.13% | 12/7/2023 |
 Aurubis (NDA.DE) | 0% | 0% | 0.38% | 1/19/2023 |
 Liberty Media (LLYVK) | 0% | 0% | 0% | - |
 Liberty Media (LLYVA) | 0% | 0% | 0% | - |
 Atlanta Braves (BATRK) | 0% | 0% | 0% | - |
 Phinia (PHIN) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Ishares Russell 2000 ETF (IWM) | 3.71% | 3.91% |
| EWachenheim-CF | 2.86% | 3.67% |
| triangulacapital | 3.46% | 3.38% |
| Invesco QQQ (QQQ) | 2.98% | 3.02% |
| Mercedes-Benz (MBG.DE) | 2.9% | 2.35% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.51% | 2.17% |
| Microsoft (MSFT) | 1.99% | 1.99% |
| Daimler Truck (DTG.DE) | 1.67% | 1.65% |
| BMW (BMW.DE) | 1.92% | 1.52% |
| Diabetes-Med | 1.44% | 1.48% |
| Swiss Life (SLHN.ZU) | 1.15% | 1.31% |
| Amazon (AMZN) | 0.96% | 1.3% |
| Bilfinger (GBF.DE) | 1.21% | 1.21% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.16% | 1.15% |
| Berkshire Hathaway (BRK.B) | 1.06% | 1.07% |
| Axon (AXON) | 0.5% | 1.05% |
| Private-Equity | 0.66% | 0.96% |
| Driverless | 1.11% | 0.94% |
| Consumer Staples Select Sector SPDR (XLP) | 0.97% | 0.93% |
| Merck (MRK.DE) | 1% | 0.92% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 0.87% | 0.89% |
| Nike (NKE) | 0.84% | 0.89% |
| Fresenius (FRE.DE) | 0.65% | 0.84% |
| Target (TGT) | 0.71% | 0.8% |
| Ishares MSCI JAPAN ETF (EWJ) | 0.81% | 0.79% |
| Delta (DAL) | 0.46% | 0.71% |
| Merck (MRK) | 0.81% | 0.71% |
| Meta (META) | 0.57% | 0.69% |
| II-Quality | 0.56% | 0.68% |
| Mastercard (MA) | 0.51% | 0.62% |
| BlackRock (BLK) | 0.45% | 0.61% |
| Thermo Fisher (TMO) | 0.6% | 0.61% |
| GE (GE) | 0.61% | 0.59% |
| iShares 3-7 Year Treasury Bond ETF (IEI) | 0.58% | 0.58% |
| Synopsys (SNPS) | 0.59% | 0.57% |
| Utilities Select Sector SPDR (XLU) | 0.54% | 0.57% |
| RealEstateTrusts | 0.6% | 0.56% |
| Walmart (WMT) | 0.39% | 0.53% |
| Constellation Brands (STZ) | 0.56% | 0.52% |
| MercadoLibre (MELI) | 0.55% | 0.5% |
| Prudential (PRU.L) | 0.51% | 0.5% |
| UnitedHealth (UNH) | 0.52% | 0.48% |
| Krones (KRN.DE) | 0.43% | 0.45% |
| Roche (ROG.ZU) | 0.46% | 0.42% |
| ASML (ASML) | 0.59% | 0.41% |
| Global X Lithium & Battery Tech ETF (LIT) | 0.87% | 0.41% |
| AES (AES) | 0.44% | 0.38% |
| ARK Innovation ETF (ARKK) | 0.7% | 0.36% |
| Barry Callebaut (BARN.ZU) | 0.39% | 0.34% |
| ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.35% | 0.33% |
| CVS Health (CVS) | 0.53% | 0.32% |
| SUSS MicroTec SE (SMHN.DE) | 0.3% | 0.3% |
| Nordex (NDX1.DE) | 0.34% | 0.3% |
| Partners Group (PGHN.ZU) | 0.35% | 0.28% |
| ARK Fintech Innovation ETF (ARKF) | 0.35% | 0.27% |
| Verizon (VZ) | 0.29% | 0.26% |
| Real Estate Select Sector SPDR (XLRE) | 0.29% | 0.25% |
| iShares TIPS Bond ETF (TIP) | 0.23% | 0.21% |
| PayPal (PYPL) | 0.23% | 0.17% |
| Global X Uranium ETF (URA) | 0.2% | 0.16% |
| iShares Global clean energy ETF (ICLN) | 0.29% | 0.15% |
| Chesapeake (EXE) | 0.12% | 0.12% |
| Vanguard Total Bond Market ETF (BND) | 0.12% | 0.11% |
| Occidental (OXY) | 0.12% | 0.09% |
| Prosegur (PSG.MC) | 0.12% | 0.08% |
| Alibaba (BABA) | 0.12% | 0.06% |
| Disney (DIS) | 0.06% | 0.04% |