Portfolio Diversification
Range
Most Diversified
41 instruments
September 17, 2022
Least Diversified
0 instruments
February 2, 2025
Average
13.3 instruments
Most Consistent Holdings
Top 5
META99.9%
GOOG96.48%
V83.69%
BKNG82.81%
BATS.L59.77%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since March 15, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 19.41% | 0% | 99.9% | 2/1/2025 |
| Alphabet (GOOG) | 12.36% | 0% | 96.48% | 2/1/2025 |
| Visa (V) | 9.07% | 0% | 83.69% | 2/1/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 5.82% | 0% | 30.66% | 4/23/2024 |
| Booking (BKNG) | 5.38% | 0% | 82.81% | 2/1/2025 |
| BAT (BATS.L) | 5.04% | 0% | 59.77% | 2/1/2025 |
 Vanguard Total World Stock ETF (VT.US) | 3.36% | 0% | 16.5% | 9/4/2022 |
 Unilever (ULVR.L) | 3.13% | 0% | 46% | 2/1/2025 |
 Evolution (EVO.ST) | 2.4% | 0% | 46.48% | 2/1/2025 |
 Alibaba (BABA) | 1.75% | 0% | 37.7% | 2/1/2025 |
 McDonald's (MCD) | 1.73% | 0% | 24.12% | 2/1/2025 |
 iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 1.59% | 0% | 12.11% | 4/23/2024 |
 SPDR Gold (GLD) | 1.51% | 0% | 17.58% | 4/23/2024 |
 Intel (INTC) | 1.31% | 0% | 31.64% | 2/24/2023 |
 Microsoft (MSFT) | 1.22% | 0% | 23.83% | 6/8/2023 |
 Mastercard (MA) | 1.22% | 0% | 22.27% | 6/8/2023 |
 iShares 10-20 Year Treasury Bond ETF (TLH) | 1.2% | 0% | 12.11% | 4/23/2024 |
 Verisign (VRSN) | 1.15% | 0% | 24.61% | 11/27/2024 |
 T. Rowe Price (TROW) | 0.99% | 0% | 19.92% | 2/24/2023 |
 Philip Morris (PM) | 0.74% | 0% | 11.82% | 10/11/2023 |
 Vanguard Real Estate ETF (VNQ) | 0.73% | 0% | 17.68% | 9/20/2022 |
 Salesforce (CRM) | 0.68% | 0% | 27.73% | 2/24/2023 |
 US Bancorp (USB) | 0.67% | 0% | 10.84% | 9/21/2023 |
 iShares China Large-Cap ETF (FXI) | 0.62% | 0% | 17.68% | 9/20/2022 |
 Adobe (ADBE) | 0.58% | 0% | 30.76% | 2/24/2023 |
 LVMH (MC.PA) | 0.57% | 0% | 30.08% | 2/1/2025 |
 Airbnb (ABNB) | 0.53% | 0% | 16.41% | 1/23/2025 |
 Merck (MRK) | 0.46% | 0% | 17.68% | 9/20/2022 |
 Bristol-Myers Squibb (BMY) | 0.45% | 0% | 17.68% | 9/20/2022 |
 iShares Silver Trust (SLV) | 0.36% | 0% | 16.5% | 9/4/2022 |
 FinecoBank (FBK.MI) | 0.35% | 0% | 10.84% | 12/13/2023 |
 Gilead Sciences (GILD) | 0.35% | 0% | 13.48% | 8/1/2022 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.32% | 0% | 5.96% | 9/4/2022 |
 Amazon (AMZN) | 0.32% | 0% | 13.57% | 9/26/2022 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.31% | 0% | 2.83% | 3/22/2024 |
 Novartis (NVS) | 0.25% | 0% | 11.62% | 9/20/2022 |
 PepsiCo (PEP) | 0.23% | 0% | 4.2% | 2/1/2025 |
 iShares MSCI Switzerland ETF (EWL) | 0.23% | 0% | 6.05% | 8/19/2022 |
 Dr. Martens (DOCS.L) | 0.23% | 0% | 12.21% | 4/4/2024 |
 Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 0.23% | 0% | 9.08% | 9/20/2022 |
 Roche (ROG.ZU) | 0.19% | 0% | 8.01% | 10/2/2023 |
 Brown-Forman (BF-B) | 0.18% | 0% | 9.96% | 2/1/2025 |
 PayPal (PYPL) | 0.16% | 0% | 13.96% | 9/26/2022 |
 Moncler (MONC.MI) | 0.16% | 0% | 9.18% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.13% | 0% | 10.84% | 9/4/2022 |
 Hershey (HSY) | 0.13% | 0% | 3.91% | 2/1/2025 |
 BlackRock (BLK) | 0.13% | 0% | 12.79% | 9/20/2022 |
 Walgreens (WBA) | 0.13% | 0% | 9.47% | 9/20/2022 |
 iShares Gold Trust (IAU) | 0.12% | 0% | 2.44% | 7/5/2022 |
 CME Group (CME) | 0.12% | 0% | 7.23% | 1/21/2025 |
 Plus500 (PLUS.L) | 0.11% | 0% | 9.08% | 6/15/2022 |
 SAP (SAP.DE) | 0.1% | 0% | 17.68% | 9/20/2022 |
 VMware (VMW) | 0.08% | 0% | 9.08% | 6/15/2022 |
 Micron (MU) | 0.07% | 0% | 13.38% | 9/20/2022 |
 Stillfront (SF.ST) | 0.06% | 0% | 5.66% | 5/11/2022 |
 Fiverr (FVRR) | 0.05% | 0% | 11.91% | 2/1/2025 |
 Novo-Nordisk (NVO) | 0.05% | 0% | 1.07% | 2/1/2025 |
 Amundi (AMUN.PA) | 0.05% | 0% | 10.16% | 9/20/2022 |
 Chegg (CHGG) | 0.05% | 0% | 5.66% | 5/11/2022 |
 AbbVie (ABBV) | 0.04% | 0% | 2.54% | 9/20/2022 |
 3M (MMM) | 0.04% | 0% | 7.03% | 9/20/2022 |
 Domino's (DPZ) | 0.03% | 0% | 12.01% | 9/20/2022 |
 Clorox (CLX) | 0.03% | 0% | 4.1% | 9/20/2022 |
 Procter & Gamble (PG) | 0.03% | 0% | 4.1% | 9/20/2022 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.03% | 0% | 6.05% | 8/19/2022 |
 Verizon (VZ) | 0.02% | 0% | 4.98% | 9/20/2022 |
 Johnson & Johnson (JNJ) | 0.02% | 0% | 2.54% | 9/20/2022 |
 Adidas (ADS.DE) | 0.02% | 0% | 8.59% | 9/20/2022 |
 GSK (GSK.L) | 0.02% | 0% | 2.54% | 9/20/2022 |
 Whirlpool (WHR) | 0.02% | 0% | 4.49% | 5/3/2022 |
 Altria (MO) | 0.01% | 0% | 1.86% | 9/20/2022 |
 HP (HPQ) | 0.01% | 0% | 1.07% | 9/20/2022 |
 Sanofi (SAN.PA) | 0% | 0% | 0.98% | 9/20/2022 |
 General Mills (GIS) | 0% | 0% | 0.1% | 2/1/2025 |
 ABF (ABF.L) | 0% | 0% | 0.98% | 9/20/2022 |
 Fortinet (FTNT) | 0% | 0% | 1.17% | 9/20/2022 |
 Takeda (TAK) | 0% | 0% | 1.07% | 9/20/2022 |
 Teva (TEVA) | 0% | 0% | 0.29% | 9/20/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 4.34% | 15.98% |
| Visa (V) | 14.06% | 13.69% |
| Alphabet (GOOG) | 9.69% | 11.68% |
| Unilever (ULVR.L) | 10.15% | 9.01% |
| McDonald's (MCD) | 8.36% | 7.11% |
| Booking (BKNG) | 4.5% | 6.61% |
| BAT (BATS.L) | 7.29% | 6.44% |
| PepsiCo (PEP) | 7.75% | 5.86% |
| Evolution (EVO.ST) | 9.71% | 5.3% |
| Alibaba (BABA) | 5.76% | 4.67% |
| Hershey (HSY) | 4.84% | 3.66% |
| Airbnb (ABNB) | 4% | 3.38% |
| LVMH (MC.PA) | 3.22% | 2.39% |
| CME Group (CME) | 1.94% | 1.52% |
| Moncler (MONC.MI) | 1.94% | 1.46% |
| Brown-Forman (BF-B) | 2.01% | 1.19% |
| Fiverr (FVRR) | 0.43% | 0.41% |