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Portfolio Diversification
Range
Most Diversified
192 instruments
February 24, 2023
Least Diversified
0 instruments
February 2, 2025
Average
91.8 instruments
Most Consistent Holdings
Top 5
VZ99.27%
ROP.ZU99.27%
XLRE99.27%
BARN.ZU99.27%
PGHN.ZU99.27%
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 |
|---|---|---|---|---|
 Napoleon-X | 3.88% | 0% | 40.53% | 5/30/2026 |
 triangulacapital | 3.25% | 0% | 98.14% | 5/30/2026 |
 Invesco QQQ (QQQ) | 2.7% | 0% | 74.03% | 11/20/2025 |
 EWachenheim-CF | 2.33% | 0% | 66.02% | 4/8/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.14% | 1.85% | 97.49% | - |
 Microsoft (MSFT) | 1.93% | 1.85% | 85.44% | - |
 iShares MSCI ACWI Index Fund (ACWI) | 1.85% | 8.96% | 33.17% | - |
 Diabetes-Med | 1.49% | 0% | 98.14% | 5/30/2026 |
 Meta (META) | 1.41% | 3.25% | 76.21% | - |
 Mercedes-Benz (MBG.DE) | 1.4% | 1.13% | 68.77% | - |
 5GRevolution | 1.11% | 0% | 45.39% | 7/24/2024 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.07% | 0.77% | 95.15% | - |
 BMW (BMW.DE) | 1.03% | 1.21% | 80.1% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.93% | 0% | 29.45% | 11/18/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.91% | 0% | 28.72% | 8/6/2025 |
 ALTIA-Investment | 0.91% | 0% | 33.17% | 2/22/2024 |
 WarrenBuffet-CF | 0.88% | 0% | 32.61% | 2/15/2024 |
 Daimler Truck (DTG.DE) | 0.88% | 1.17% | 67.15% | - |
 Driverless | 0.82% | 0% | 82.28% | 10/28/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.78% | 0.77% | 94.9% | - |
 Axon (AXON) | 0.75% | 0% | 52.99% | 5/30/2026 |
 iShares Core S&P 500 ETF (IVV) | 0.71% | 0% | 48.14% | 11/18/2024 |
 Private-Equity | 0.7% | 0% | 85.6% | 5/30/2026 |
 Amazon (AMZN) | 0.67% | 0% | 63.19% | 9/25/2025 |
 II-Quality | 0.66% | 0% | 98.14% | 5/30/2026 |
 lee88eng | 0.66% | 0% | 56.15% | 12/5/2024 |
 VictorVatin | 0.65% | 0% | 33.74% | 2/29/2024 |
 TheBigBanks | 0.65% | 0% | 37.38% | 4/15/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.64% | 0.96% | 83.17% | - |
 FashionPortfolio | 0.63% | 0% | 56.23% | 12/6/2024 |
 PepsiCo (PEP) | 0.6% | 1.18% | 55.34% | - |
 Chip-Tech | 0.58% | 0% | 32.44% | 2/13/2024 |
 RealEstateTrusts | 0.55% | 0% | 98.14% | 5/30/2026 |
 iShares 3-7 Year Treasury Bond ETF (IEI) | 0.55% | 0.51% | 92.64% | - |
 Global X Lithium & Battery Tech ETF (LIT.US) | 0.54% | 0.76% | 99.19% | - |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.5% | 0.85% | 63.11% | - |
 Swiss Life (SLHN.ZU) | 0.49% | 0% | 50.81% | 6/13/2025 |
 Walmart (WMT) | 0.47% | 0% | 50.32% | 5/22/2026 |
 Berkshire Hathaway (BRK.B) | 0.44% | 0% | 41.42% | 6/5/2025 |
 Deutsche Telekom (DTE.DE) | 0.41% | 2.06% | 36.08% | - |
| Roche (ROP.ZU) | 0.41% | 0.42% | 99.27% | - |
 NVIDIA (NVDA) | 0.4% | 0% | 35.28% | 8/20/2025 |
 GE (GE) | 0.38% | 1% | 45.79% | - |
 Delta (DAL) | 0.37% | 0.42% | 63.51% | - |
 ARK Innovation ETF (ARKK) | 0.37% | 0.45% | 99.19% | - |
 UnitedHealth (UNH) | 0.37% | 0.7% | 60.44% | - |
 Merck (MRK.DE) | 0.36% | 0.73% | 48.14% | - |
 Salesforce (CRM) | 0.36% | 0% | 56.96% | 5/30/2026 |
 Constellation Brands (STZ) | 0.36% | 0.71% | 54.05% | - |
 iShares MSCI India ETF (INDA) | 0.35% | 0% | 56.96% | 12/30/2024 |
 Merck (MRK) | 0.35% | 0% | 52.75% | 5/30/2026 |
 Prudential (PRU.L) | 0.33% | 0% | 51.29% | 5/28/2026 |
 CVS Health (CVS) | 0.33% | 0% | 98.54% | 5/30/2026 |
 Coca-Cola (KO) | 0.32% | 1.22% | 31.72% | - |
 Datadog (DDOG) | 0.31% | 2.54% | 40.21% | - |
 iShares Semiconductor ETF (SOXX) | 0.31% | 0% | 17.07% | 11/11/2024 |
 Vanguard Information Technology (VGT) | 0.31% | 0% | 37.38% | 4/15/2024 |
 ingruc | 0.31% | 0% | 24.11% | 11/2/2023 |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.3% | 0% | 53.8% | 11/6/2024 |
 Allianz (ALV.DE) | 0.29% | 0% | 43.77% | 8/2/2024 |
 Target (TGT) | 0.27% | 0.65% | 45.55% | - |
| Partners Group (PGHN.ZU) | 0.27% | 0.08% | 99.27% | - |
 Fresenius (FRE.DE) | 0.27% | 0% | 33.25% | 4/4/2025 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.27% | 0% | 85.44% | 12/4/2025 |
| State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.27% | 0.17% | 99.27% | - |
| Verizon (VZ) | 0.26% | 0.14% | 99.27% | - |
| Barry Callebaut (BARN.ZU) | 0.25% | 0.29% | 99.27% | - |
 BlackRock (BLK) | 0.25% | 0% | 44.74% | 10/28/2025 |
 iShares TIPS Bond ETF (TIP) | 0.24% | 0.19% | 99.11% | - |
 Bilfinger (GBF.DE) | 0.24% | 0% | 22.65% | 4/4/2025 |
 Synopsys (SNPS) | 0.23% | 0% | 36.17% | 11/4/2025 |
 ASML (ASML) | 0.23% | 0% | 47.33% | 12/16/2025 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.23% | 0% | 71.28% | 6/11/2025 |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 0.23% | 0% | 83.09% | 11/6/2025 |
 Mondelez (MDLZ) | 0.23% | 0% | 20.39% | 10/25/2024 |
 TravelKit | 0.23% | 0% | 36.25% | 4/1/2024 |
 Alphabet (GOOG) | 0.22% | 0% | 25.97% | 11/21/2024 |
 iShares Global clean energy ETF (ICLN) | 0.22% | 0.28% | 99.19% | - |
 SPDR Gold (GLD) | 0.21% | 1.71% | 28.96% | - |
 State Street SPDR S&P 500 ETF (SPY) | 0.21% | 0% | 27.43% | 12/13/2023 |
 UPS (UPS) | 0.21% | 0% | 42.07% | 5/30/2026 |
 GEO (GEO) | 0.21% | 0% | 46.04% | 8/1/2024 |
 Thermo Fisher (TMO) | 0.2% | 0% | 36.08% | 2/12/2026 |
 Vanguard Total Stock Market ETF (VTI) | 0.2% | 0% | 31.23% | 1/29/2024 |
 KenanAbel | 0.2% | 0% | 31.55% | 2/2/2024 |
 Marvell (MRVL) | 0.19% | 0% | 16.26% | 8/20/2025 |
 FoodDrink | 0.19% | 0% | 27.91% | 12/19/2023 |
 Ethereum (ETH) | 0.19% | 0% | 34.06% | 3/4/2024 |
 Scottish Mortgage (SMT.L) | 0.19% | 2.11% | 10.03% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.18% | 0% | 33.01% | 4/15/2024 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.18% | 0% | 42.07% | 6/13/2024 |
 Oracle (ORCL) | 0.18% | 1.63% | 14.97% | - |
 Lordfoofoo | 0.18% | 0% | 30.34% | 1/18/2024 |
 Alibaba (BABA) | 0.18% | 0% | 83.82% | 11/14/2025 |
 Vanguard Total Bond Market ETF (BND) | 0.17% | 0% | 98.71% | 5/30/2026 |
 AES (AES) | 0.17% | 0.38% | 46.68% | - |
 iShares MSCI China ETF (MCHI) | 0.17% | 0% | 29.45% | 7/23/2024 |
 PayPal (PYPL) | 0.17% | 0.05% | 99.19% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.16% | 0% | 40.21% | 5/20/2024 |
 American Airlines (AAL) | 0.15% | 0% | 17.96% | 11/12/2024 |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.15% | 0% | 16.42% | 7/26/2023 |
 Bank of America (BAC) | 0.15% | 0% | 28.88% | 3/6/2026 |
 Mastercard (MA) | 0.15% | 0% | 25% | 3/10/2025 |
 IDEXX (IDXX) | 0.14% | 0% | 13.19% | 7/31/2025 |
 Procter & Gamble (PG) | 0.14% | 0% | 53.64% | 11/4/2024 |
 Finanzzyklen | 0.14% | 0% | 34.71% | 3/13/2024 |
 Nike (NKE) | 0.14% | 0% | 15.21% | 1/16/2025 |
 Kraft Heinz (KHC) | 0.14% | 0% | 18.61% | 11/7/2024 |
 Krones (KRN.DE) | 0.14% | 0% | 33.33% | 7/30/2025 |
 Apple (AAPL) | 0.14% | 0% | 19.26% | 5/13/2025 |
 Arista (ANET) | 0.14% | 1.14% | 14.24% | - |
 CyberSecurity | 0.13% | 0% | 18.53% | 10/27/2023 |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.13% | 0% | 18.2% | 10/23/2023 |
 Novo-Nordisk (NVO) | 0.13% | 0.47% | 24.11% | - |
 LoicInv | 0.12% | 0% | 15.86% | 7/19/2023 |
 Global X Uranium ETF (URA) | 0.12% | 0% | 53.96% | 11/7/2025 |
 Vanguard Value ETF (VTV) | 0.11% | 0% | 27.51% | 12/14/2023 |
 Shopify (SHOP) | 0.11% | 0.61% | 15.7% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.11% | 0% | 39.64% | 5/13/2024 |
 Linde (LIN) | 0.11% | 0% | 23.38% | 2/5/2024 |
 Vanguard Small-Cap Value ETF (VBR) | 0.11% | 0% | 27.51% | 12/14/2023 |
 SUSS MicroTec SE (SMHN.DE) | 0.11% | 0.52% | 43.12% | - |
 Occidental (OXY) | 0.11% | 0.09% | 98.95% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.11% | 0% | 17.56% | 8/9/2023 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.1% | 0% | 25.08% | 11/14/2023 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.1% | 0% | 5.42% | 3/10/2023 |
 iShares MSCI Germany ETF (EWG) | 0.1% | 0% | 27.51% | 12/14/2023 |
 Chesapeake (EXE) | 0.1% | 0% | 73.54% | 7/9/2025 |
 Devon Energy (DVN) | 0.1% | 0% | 47.49% | 9/10/2024 |
 Disney (DIS) | 0.1% | 0.03% | 99.03% | - |
 Supermicro (SMCI) | 0.1% | 0% | 13.83% | 11/20/2024 |
 TSMC (TSM) | 0.1% | 0% | 23.22% | 7/22/2024 |
 iShares Core Dividend Growth ETF (DGRO) | 0.1% | 0% | 30.91% | 1/25/2024 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.09% | 0% | 14.08% | 1/18/2024 |
 iShares China Large-Cap ETF (FXI) | 0.09% | 0% | 16.91% | 8/1/2023 |
 Johnson Controls (JCI) | 0.09% | 0% | 20.55% | 5/1/2024 |
 Vanguard Small-Cap ETF (VB) | 0.09% | 0% | 16.99% | 1/3/2024 |
 Nordex (NDX1.DE) | 0.08% | 0% | 23.46% | 6/18/2025 |
 BHP (BHP) | 0.08% | 0% | 17.39% | 3/11/2024 |
 Prosegur (PSG.MC) | 0.08% | 0% | 71.76% | 6/17/2025 |
 Ethereum Classic (ETC) | 0.08% | 0% | 34.06% | 3/4/2024 |
 Talanx (TLX.DE) | 0.08% | 0% | 20.23% | 9/9/2024 |
 Siemens (SIE.DE) | 0.08% | 0% | 15.94% | 7/25/2024 |
 Southwest (LUV) | 0.08% | 0% | 10.03% | 8/5/2024 |
 3M (MMM) | 0.08% | 0% | 45.55% | 7/26/2024 |
 10xCycleTrader | 0.07% | 0% | 25.57% | 12/14/2023 |
 Snowflake (SNOW) | 0.07% | 0% | 29.13% | 1/18/2024 |
 SAP (SAP.DE) | 0.07% | 0% | 28.96% | 8/5/2024 |
 Builders FirstSource (BLDR) | 0.06% | 0% | 18.2% | 8/17/2023 |
 VAT Group (VACN.ZU) | 0.06% | 0% | 22.01% | 10/1/2024 |
 Palo Alto Networks (PANW) | 0.06% | 0% | 18.28% | 8/18/2023 |
 HP (HPQ) | 0.06% | 0% | 33.74% | 2/29/2024 |
 MercadoLibre (MELI) | 0.06% | 0% | 10.6% | 3/5/2025 |
 State Street SPDR Dow Jones In (DIA.US) | 0.06% | 0% | 15.94% | 7/20/2023 |
 Walgreens (WBA) | 0.06% | 0% | 46.93% | 8/12/2024 |
 Deutsche Post (DHL.DE) | 0.06% | 0% | 30.42% | 3/6/2024 |
 Annaly (NLY) | 0.06% | 0% | 44.17% | 7/16/2024 |
 Vanguard S&P 500 Value ETF (VOOV) | 0.06% | 0% | 12.62% | 6/9/2023 |
 Munich Re (MUV2.DE) | 0.06% | 0% | 13.51% | 4/5/2024 |
 Ionq (IONQ) | 0.06% | 0% | 9.95% | 1/20/2026 |
 Lam Research (LRCX) | 0.05% | 0% | 32.52% | 2/14/2024 |
 HUGO BOSS (BOSS.DE) | 0.05% | 0% | 26.54% | 3/7/2024 |
 Selim_ | 0.05% | 0% | 33.74% | 2/29/2024 |
 Crowdstrike (CRWD) | 0.05% | 0% | 6.47% | 8/26/2024 |
 iShares US Aerospace & Defense ETF (ITA) | 0.05% | 0.24% | 13.27% | - |
 Uber (UBER) | 0.05% | 0% | 6.07% | 7/18/2024 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.05% | 0% | 8.98% | 4/25/2023 |
 iShares MSCI United Kingdom ETF (EWU) | 0.05% | 0% | 11.73% | 12/20/2023 |
 Lamb Weston (LW) | 0.05% | 0% | 9.06% | 7/24/2024 |
 Porsche (P911.DE) | 0.04% | 0% | 18.69% | 2/6/2024 |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 0.04% | 0% | 21.6% | 10/23/2023 |
 LVMH (MC.PA) | 0.04% | 0% | 8.82% | 4/10/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.04% | 0% | 5.83% | 3/16/2023 |
 RWE (RWE.DE) | 0.04% | 0% | 9.47% | 6/28/2024 |
 Home Depot (HD) | 0.04% | 0% | 21.93% | 10/6/2023 |
 WisdomTree Europe Defence UCITS ETF (WDEF.L) | 0.04% | 0.58% | 6.72% | - |
 Workday (WDAY) | 0.04% | 0% | 33.58% | 2/27/2024 |
 Nestle (NESN.ZU) | 0.04% | 0% | 12.06% | 4/25/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 0.04% | 0% | 5.74% | 3/15/2023 |
 Waste Connections (WCN) | 0.04% | 0% | 19.17% | 1/5/2024 |
 Ares Capital (ARCC) | 0.04% | 0% | 3.07% | 8/2/2024 |
 Zoom (ZM) | 0.04% | 0% | 37.38% | 4/15/2024 |
 SIXT (SIX2.DE) | 0.04% | 0% | 37.54% | 6/14/2024 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.04% | 0% | 13.51% | 6/20/2023 |
 Volkswagen (VOW3.DE) | 0.04% | 0% | 23.3% | 10/23/2023 |
 PSP (PSPN.ZU) | 0.04% | 0% | 30.1% | 3/26/2024 |
 ServiceNow (NOW) | 0.04% | 0% | 4.13% | 7/24/2024 |
 WisdomTree Core Physical Gold (WGLD.L) | 0.04% | 0.47% | 7.28% | - |
 Richemont (CFR.ZU) | 0.04% | 0% | 15.7% | 7/17/2023 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.04% | 0% | 11.08% | 5/1/2024 |
 Rio Tinto (RIO) | 0.04% | 0% | 6.39% | 3/11/2024 |
 RLJ (RLJ) | 0.04% | 0% | 33.58% | 2/27/2024 |
 HubSpot (HUBS) | 0.04% | 0% | 17.07% | 8/3/2023 |
 Viatris (VTRS) | 0.03% | 0% | 27.83% | 1/9/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.03% | 0% | 6.07% | 11/6/2024 |
 ABOUT YOU (YOU.DE) | 0.03% | 0% | 34.14% | 3/6/2024 |
 Hannover Re (HNR1.DE) | 0.03% | 0% | 15.61% | 8/12/2024 |
 iShares Edge MSCI USA Momentum (MTUM) | 0.03% | 0% | 11.97% | 7/13/2023 |
 Kontron (KTN.DE) | 0.03% | 0% | 7.28% | 12/8/2025 |
 Chipotle (CMG) | 0.03% | 0% | 14.56% | 9/26/2023 |
 iShares Preferred & Income Sec (PFF) | 0.03% | 0% | 7.61% | 5/2/2023 |
 Aptiv (APTV) | 0.03% | 0% | 31.39% | 1/31/2024 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.03% | 0% | 6.15% | 3/20/2023 |
 iliescu2605 | 0.03% | 0% | 3.48% | 2/14/2023 |
 Tesla (TSLA) | 0.03% | 0% | 11.17% | 9/21/2023 |
 DIVLOW1-MSEROXJI | 0.03% | 0% | 2.75% | 5/30/2026 |
 Texas Instruments (TXN) | 0.03% | 0% | 39.97% | 5/17/2024 |
 BASF (BAS.DE) | 0.03% | 0% | 17.64% | 1/30/2024 |
 Netflix (NFLX) | 0.03% | 0% | 16.26% | 7/24/2023 |
 Global X U.S. Infrastructure Development ETF (PAVE) | 0.03% | 0% | 5.42% | 3/10/2023 |
 United Airlines (UAL) | 0.03% | 0% | 7.85% | 8/1/2024 |
 Beiersdorf (BEI.DE) | 0.03% | 0% | 20.23% | 1/3/2024 |
 iShares S&P Mid-Cap 400 Value ETF (IJJ) | 0.03% | 0% | 5.1% | 3/6/2023 |
 Rheinmetall (RHM.DE) | 0.03% | 0% | 1.13% | 6/24/2025 |
 UBS (UBSG.ZU) | 0.02% | 0% | 6.72% | 7/25/2024 |
 DEUTZ (DEZ.DE) | 0.02% | 0% | 5.91% | 7/19/2024 |
 Trade Desk (TTD) | 0.02% | 0% | 6.07% | 4/16/2024 |
 Siemens Healthineers (SHL.DE) | 0.02% | 0% | 3.48% | 9/20/2024 |
 Zalando (ZAL.DE) | 0.02% | 0% | 5.5% | 5/20/2025 |
 Boeing (BA) | 0.02% | 0% | 16.42% | 7/26/2023 |
 Schlumberger (SLB) | 0.02% | 0% | 5.66% | 5/1/2024 |
 Warner Bros Discovery (WBD) | 0.02% | 0% | 33.25% | 2/23/2024 |
 Vanguard Total World Stock ETF (VT.US) | 0.02% | 0% | 4.29% | 2/24/2023 |
 Omega Healthcare (OHI) | 0.02% | 0% | 16.59% | 7/28/2023 |
 State Street Industrial Select Sector SPDR ETF (XLI) | 0.02% | 0% | 5.34% | 3/10/2023 |
 Ocado (OCDO.L) | 0.02% | 0% | 29.05% | 1/2/2024 |
 Goldman Sachs BDC (GSBD) | 0.02% | 0% | 5.18% | 3/1/2024 |
 SPDR S&P Regional Banking ETF (KRE) | 0.02% | 0% | 8.33% | 8/8/2023 |
 PUMA (PUM.DE) | 0.02% | 0% | 2.91% | 2/27/2024 |
 Tempur Sealy (SGI) | 0.02% | 0% | 15.86% | 7/19/2023 |
 Brazil Index MSCI Ishares (EWZ) | 0.02% | 0% | 6.96% | 8/17/2023 |
 Ally (ALLY) | 0.02% | 0% | 26.21% | 12/22/2023 |
 Air Products (APD) | 0.02% | 0% | 14.4% | 10/17/2023 |
 Black Knight Inc. (BKI) | 0.02% | 0% | 14.97% | 8/22/2023 |
 Match Group (MTCH) | 0.02% | 0% | 32.36% | 2/12/2024 |
 Snapchat (SNAP) | 0.02% | 0% | 32.69% | 2/16/2024 |
 Swiss Prime Site (SPSN.ZU) | 0.02% | 0% | 1.7% | 3/26/2024 |
 Penn National (PENN) | 0.02% | 0% | 24.11% | 11/2/2023 |
 Ams (AMS.ZU) | 0.02% | 0% | 22.33% | 10/11/2023 |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 0.02% | 0% | 5.1% | 3/6/2023 |
 Schwab US Dividend Equity ETF (SCHD) | 0.02% | 0% | 5.1% | 3/6/2023 |
 Infineon (IFX.DE) | 0.02% | 0% | 7.93% | 3/25/2024 |
 ASML (ASML.NV) | 0.02% | 0% | 12.06% | 7/21/2023 |
 Deere (DE) | 0.02% | 0% | 7.44% | 4/5/2023 |
 Petrobras (PBR) | 0.02% | 0% | 12.54% | 6/8/2023 |
 Vitesse Energy (VTS) | 0.02% | 0% | 10.19% | 6/22/2023 |
 Nu (NU) | 0.02% | 0% | 4.85% | 9/6/2024 |
 Altria (MO) | 0.02% | 0% | 10.6% | 10/17/2023 |
 Guidewire (GWRE) | 0.02% | 0% | 5.5% | 4/12/2024 |
 Accelleron (ACLN.ZU) | 0.02% | 0% | 3.8% | 3/4/2024 |
 Airbnb (ABNB) | 0.02% | 0% | 9.55% | 5/10/2023 |
 iShares National Muni Bond ETF (MUB) | 0.02% | 0% | 6.31% | 3/22/2023 |
 ICON (ICLR) | 0.02% | 0% | 4.29% | 3/12/2024 |
 Waste Management (WM) | 0.02% | 0% | 7.28% | 4/3/2023 |
 Credit Suisse Group AG (CSGN.ZU) | 0.01% | 0% | 12.54% | 6/8/2023 |
 GFT (GFT.DE) | 0.01% | 0% | 3.96% | 5/22/2024 |
 Adidas (ADS.DE) | 0.01% | 0% | 8.25% | 7/6/2023 |
 Vestas (VWS.CO) | 0.01% | 0% | 23.38% | 10/24/2023 |
 Coinbase (COIN) | 0.01% | 0% | 6.47% | 3/24/2023 |
 Commerzbank (CBK.DE) | 0.01% | 0% | 22.49% | 12/1/2023 |
 Sika (SIKA.ZU) | 0.01% | 0% | 30.18% | 1/16/2024 |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.01% | 0% | 1.86% | 4/20/2023 |
 Caterpillar (CAT) | 0.01% | 0% | 22.98% | 10/19/2023 |
 Alaska Air (ALK) | 0.01% | 0% | 4.45% | 5/21/2024 |
 JD.com (JD.US) | 0.01% | 0% | 25% | 1/2/2024 |
 Hermes (RMS.PA) | 0.01% | 0% | 2.1% | 4/10/2024 |
 TJX (TJX) | 0.01% | 0% | 17.07% | 9/27/2023 |
 Swiss Re (SREN.ZU) | 0.01% | 0% | 5.99% | 7/19/2024 |
 Philip Morris (PM) | 0.01% | 0% | 7.44% | 4/5/2023 |
 Itau Unibanco (ITUB) | 0.01% | 0% | 33.82% | 5/30/2026 |
 Orsted (ORSTED.CO) | 0.01% | 0% | 24.11% | 11/2/2023 |
 Alpha Metallurgical (AMR) | 0.01% | 0% | 8.41% | 6/28/2023 |
 JPMorgan Ultra-Short Income ETF (JPST) | 0.01% | 0% | 6.47% | 3/24/2023 |
 SMA (S92.DE) | 0.01% | 0% | 6.47% | 7/13/2023 |
 Biogen (BIIB) | 0.01% | 0% | 5.42% | 3/10/2023 |
 Celanese (CE) | 0.01% | 0% | 5.34% | 3/9/2023 |
 Zurich Insurance (ZURN.ZU) | 0.01% | 0% | 5.58% | 3/13/2023 |
 Adobe (ADBE) | 0.01% | 0% | 1.38% | 3/15/2024 |
 Prosus (PRX.NV) | 0.01% | 0% | 13.59% | 1/11/2024 |
 Novartis (NVS) | 0.01% | 0% | 5.1% | 3/27/2023 |
 Halliburton (HAL) | 0.01% | 0% | 3.32% | 5/1/2024 |
 Intel (INTC) | 0.01% | 0% | 4.85% | 3/29/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.01% | 0% | 3.48% | 1/2/2024 |
 Dillard's (DDS) | 0.01% | 0% | 12.62% | 8/11/2023 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.01% | 0% | 4.13% | 2/24/2023 |
 Medtronic (MDT.US) | 0.01% | 0% | 4.85% | 8/4/2023 |
 Fiserv (FISV) | 0.01% | 0% | 2.1% | 9/21/2023 |
 Corbus Pharmaceuticals (CRBP) | 0.01% | 0% | 3.96% | 5/26/2023 |
 iShares Core MSCI Europe ETF (IEUR) | 0.01% | 0% | 3.64% | 4/3/2023 |
 Mineral Resources (MIN.ASX) | 0.01% | 0% | 5.5% | 3/15/2023 |
 Zebra (ZBRA) | 0% | 0% | 2.91% | 2/7/2023 |
 Las Vegas Sands (LVS) | 0% | 0% | 1.54% | 4/16/2024 |
 Brunswick (BC) | 0% | 0% | 5.42% | 3/10/2023 |
 Vanguard FTSE Europe ETF (VGK) | 0% | 0% | 2.99% | 3/31/2023 |
 Helvetia (HBAN.ZU) | 0% | 0% | 5.02% | 3/15/2023 |
 Domino's (DPZ) | 0% | 0% | 5.34% | 5/2/2023 |
 Nemetschek (NEM.DE) | 0% | 0% | 2.75% | 2/9/2023 |
 Amadeus Fire (AAD.DE) | 0% | 0% | 0.49% | 2/21/2024 |
 Energy Transfer (ET) | 0% | 0% | 4.37% | 3/15/2023 |
 GSK (GSK.L) | 0% | 0% | 4.29% | 2/24/2023 |
 L'Oréal (OR.PA) | 0% | 0% | 2.18% | 3/20/2023 |
 WisdomTree Brent Crude Oil (OOEA.DE) | 0% | 0% | 0.57% | 3/2/2026 |
 PDD Holdings (PDD) | 0% | 0% | 0.57% | 2/23/2024 |
 Civitas (CIVI) | 0% | 0% | 0.81% | 11/16/2023 |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 0% | 0% | 1.38% | 5/5/2023 |
 Oatly (OTLY) | 0% | 0% | 0.65% | 1/11/2024 |
 Lululemon (LULU) | 0% | 0% | 0.4% | 4/1/2024 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 0% | 0% | 1.05% | 3/6/2023 |
 iShares Core MSCI EAFE ETF (IEFA) | 0% | 0% | 1.05% | 3/6/2023 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0% | 0% | 0.49% | 3/22/2023 |
 Solventum (SOLV) | 0% | 0% | 5.5% | 6/10/2024 |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0% | 0% | 0.65% | 1/9/2023 |
 iShares MSCI Mexico ETF (EWW) | 0% | 0% | 0.57% | 7/17/2023 |
 MGM (MGM) | 0% | 0% | 1.21% | 3/9/2023 |
 Exact Sciences (EXAS) | 0% | 0% | 0.4% | 1/6/2023 |
 Coterra (CTRA) | 0% | 0% | 0.49% | 3/1/2023 |
 ELMOS (ELG.DE) | 0% | 0% | 0.08% | 2/16/2024 |
 Millrose Properties Inc (MRP) | 0% | 0% | 0.57% | 2/18/2025 |
 Coherent (COHR) | 0% | 0% | 0.16% | 2/24/2023 |
 Peapack-Gladstone (PGC) | 0% | 0% | 0.08% | 2/13/2024 |
 Fresenius Medical Care (FME.DE) | 0% | 0% | 0.08% | 10/13/2023 |
 Arch Capital (ACGL) | 0% | 0% | 0.08% | 12/7/2023 |
 Aurubis (NDA.DE) | 0% | 0% | 0.24% | 1/19/2023 |
 Liberty Media (LLYVK) | 0% | 0% | 0% | - |
 Waters (WAT) | 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
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares MSCI ACWI Index Fund (ACWI) | 5.85% | 6.68% |
| Meta (META) | 4.32% | 4.16% |
| triangulacapital | 3.39% | 4.12% |
| Napoleon-X | 4.66% | 4.07% |
| Mercedes-Benz (MBG.DE) | 2.62% | 2.29% |
| Microsoft (MSFT) | 1.99% | 2.03% |
| Deutsche Telekom (DTE.DE) | 2.03% | 2.02% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.26% | 1.93% |
| Axon (AXON) | 2.12% | 1.79% |
| BMW (BMW.DE) | 1.73% | 1.57% |
| Oracle (ORCL) | 1.53% | 1.44% |
| Diabetes-Med | 1.32% | 1.43% |
| PepsiCo (PEP) | 1.26% | 1.21% |
| Walmart (WMT) | 0.99% | 1.17% |
| Salesforce (CRM) | 1.09% | 1.11% |
| Coca-Cola (KO) | 1.09% | 1.1% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.05% | 1.06% |
| Daimler Truck (DTG.DE) | 1.15% | 1.04% |
| GE (GE) | 0.91% | 0.97% |
| Ishares MSCI JAPAN ETF (EWJ) | 0.73% | 0.85% |
| Shopify (SHOP) | 0.82% | 0.85% |
| Private-Equity | 0.65% | 0.82% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.88% | 0.82% |
| Prudential (PRU.L) | 0.46% | 0.8% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 0.78% | 0.8% |
| Constellation Brands (STZ) | 1.04% | 0.72% |
| Merck (MRK.DE) | 0.9% | 0.7% |
| Arista (ANET) | 0.63% | 0.69% |
| Merck (MRK) | 0.73% | 0.66% |
| II-Quality | 0.52% | 0.63% |
| UnitedHealth (UNH) | 0.78% | 0.63% |
| Thermo Fisher (TMO) | 0.54% | 0.61% |
| Global X Lithium & Battery Tech ETF (LIT.US) | 0.78% | 0.58% |
| Bank of America (BAC) | 0.42% | 0.58% |
| Novo-Nordisk (NVO) | 0.57% | 0.53% |
| iShares 3-7 Year Treasury Bond ETF (IEI) | 0.52% | 0.53% |
| UPS (UPS) | 0.6% | 0.52% |
| Target (TGT) | 0.64% | 0.51% |
| RealEstateTrusts | 0.55% | 0.49% |
| Roche (ROP.ZU) | 0.42% | 0.49% |
| Ionq (IONQ) | 0.5% | 0.47% |
| ARK Innovation ETF (ARKK) | 0.63% | 0.43% |
| AES (AES) | 0.39% | 0.38% |
| Delta (DAL) | 0.3% | 0.36% |
| Barry Callebaut (BARN.ZU) | 0.35% | 0.32% |
| Verizon (VZ) | 0.26% | 0.24% |
| State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.26% | 0.22% |
| SUSS MicroTec SE (SMHN.DE) | 0.27% | 0.21% |
| iShares Global clean energy ETF (ICLN) | 0.26% | 0.2% |
| iShares TIPS Bond ETF (TIP) | 0.21% | 0.2% |
| Partners Group (PGHN.ZU) | 0.31% | 0.19% |
| Vanguard Total Bond Market ETF (BND) | 0.1% | 0.1% |
| PayPal (PYPL) | 0.21% | 0.1% |
| CVS Health (CVS) | 0.1% | 0.08% |
| Occidental (OXY) | 0.1% | 0.06% |
| Itau Unibanco (ITUB) | 0% | 0.04% |
| Disney (DIS) | 0.05% | 0.03% |
Cash & Instruments Over Time
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