Portfolio Diversification
Range
Most Diversified
19 instruments
February 28, 2025
Least Diversified
0 instruments
October 20, 2025
Average
14.7 instruments
Most Consistent Holdings
Top 5
META99.86%
NVDA99.72%
AAPL95.96%
AMZN91.78%
XYZ88.02%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 1, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 15.47% | 13.29% | 99.72% | - |
 ING (INGA.NV) | 13.89% | 16.52% | 84.96% | - |
| Meta (META) | 9.41% | 8.16% | 99.86% | - |
| Amazon (AMZN) | 6.55% | 4.68% | 91.78% | - |
 Wave Life Sciences (WVE) | 5.88% | 4.45% | 74.65% | - |
| Block Inc. (XYZ) | 5.31% | 5.75% | 88.02% | - |
 TSMC (TSM) | 5.16% | 5.81% | 88.02% | - |
 ABN AMRO (ABN.NV) | 5.05% | 6.84% | 81.34% | - |
 AT&T (T) | 4.78% | 4.02% | 84.82% | - |
| Apple (AAPL) | 4.26% | 3.28% | 95.96% | - |
 Nano-X (NNOX) | 3.7% | 1.41% | 83.84% | - |
 Alibaba (BABA) | 3.5% | 9.39% | 82.45% | - |
 Alphabet (GOOG) | 1.87% | 5.55% | 38.3% | - |
 PayPal (PYPL) | 1.85% | 0% | 8.91% | 1/23/2024 |
 Eli Lilly (LLY) | 1.84% | 1.24% | 77.86% | - |
 MGIC (MTG) | 1.35% | 2.23% | 74.65% | - |
 Tesla (TSLA) | 1.22% | 0% | 10.03% | 3/13/2024 |
 Microsoft (MSFT) | 0.9% | 0% | 22.28% | 4/25/2024 |
 Lockheed Martin (LMT) | 0.68% | 2.1% | 32.73% | - |
 Shell (SHEL.L) | 0.58% | 0% | 2.51% | 11/20/2023 |
 Realty Income (O) | 0.53% | 0% | 9.61% | 4/25/2024 |
 Philips (PHIA.NV) | 0.45% | 0% | 6.69% | 4/30/2024 |
 Rolls-Royce (RR.L) | 0.42% | 1.48% | 32.73% | - |
 BioMarin (BMRN) | 0.37% | 0% | 7.1% | 3/22/2024 |
 STMicroelectronics (STMPA.PA) | 0.36% | 0% | 6.27% | 3/11/2024 |
 Snowflake (SNOW) | 0.35% | 1.26% | 32.73% | - |
 Rubis (RUI.PA) | 0.35% | 1.09% | 32.73% | - |
 Smartsheet (SMAR) | 0.25% | 0% | 7.1% | 3/22/2024 |
 Netflix (NFLX) | 0.2% | 0% | 5.29% | 12/11/2023 |
 Adobe (ADBE) | 0.1% | 0% | 0.97% | 11/7/2023 |
 ASML (ASML) | 0.09% | 0% | 2.09% | 1/24/2024 |
 Tyler (TYL) | 0.07% | 0% | 0.97% | 11/8/2023 |
 ASML (ASML.NV) | 0.06% | 0% | 0.42% | 11/3/2023 |
 Energy Transfer (ET) | 0.06% | 0% | 0.97% | 1/23/2024 |
 Applied Optoelectronics (AAOI) | 0.04% | 0% | 1.95% | 3/8/2024 |
 Bitcoin (BTC) | 0.02% | 0% | 0.84% | 11/6/2023 |
 Solana (SOL) | 0.01% | 0% | 0.14% | 11/1/2023 |
 Ethereum (ETH) | 0.01% | 0% | 0.56% | 11/4/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| ING (INGA.NV) | 19.28% | 15.31% |
| Wave Life Sciences (WVE) | 7.87% | 13.32% |
| NVIDIA (NVDA) | 5.93% | 12.35% |
| Amazon (AMZN) | 9.3% | 8.95% |
| Meta (META) | 6.75% | 8.62% |
| TSMC (TSM) | 6.3% | 7.27% |
| AT&T (T) | 7.1% | 6.64% |
| Block Inc. (XYZ) | 7.07% | 6.56% |
| Apple (AAPL) | 6.34% | 5.92% |
| ABN AMRO (ABN.NV) | 8.22% | 5.58% |
| Nano-X (NNOX) | 8.98% | 5.16% |
| Eli Lilly (LLY) | 3.3% | 2.25% |
| Alibaba (BABA) | 1.75% | 1.35% |
| MGIC (MTG) | 1.65% | 1.32% |