Portfolio Diversification
Range
Most Diversified
19 instruments
February 28, 2025
Least Diversified
4 instruments
December 16, 2023
Average
13.6 instruments
Most Consistent Holdings
Top 5
META100%
NVDA99.82%
AAPL95.06%
AMZN89.77%
XYZ85.01%
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) | 16.29% | 11.68% | 99.82% | - |
 ING (INGA.NV) | 13.22% | 18.16% | 81.13% | - |
| Meta (META) | 9.72% | 8.57% | 100% | - |
| Amazon (AMZN) | 7% | 5.3% | 89.77% | - |
 Wave Life Sciences (WVE) | 6.26% | 4.2% | 68.08% | - |
 TSMC (TSM) | 5.26% | 4.62% | 85.01% | - |
| Block Inc. (XYZ) | 5.26% | 5.31% | 85.01% | - |
 AT&T (T) | 4.87% | 5.07% | 80.95% | - |
| Apple (AAPL) | 4.63% | 3.04% | 95.06% | - |
 ABN AMRO (ABN.NV) | 4.54% | 7.47% | 76.54% | - |
 Nano-X (NNOX) | 4.2% | 2.39% | 79.72% | - |
 Alibaba (BABA) | 2.5% | 7.92% | 77.95% | - |
 PayPal (PYPL) | 2.35% | 0% | 11.29% | 1/23/2024 |
 Eli Lilly (LLY) | 2.01% | 1.34% | 72.13% | - |
 Tesla (TSLA) | 1.54% | 0% | 12.7% | 3/13/2024 |
 Alphabet (GOOG) | 1.17% | 4.49% | 22.05% | - |
 Microsoft (MSFT) | 1.14% | 0% | 28.22% | 4/25/2024 |
 MGIC (MTG) | 1.1% | 2.61% | 68.08% | - |
 Shell (SHEL.L) | 0.73% | 0% | 3.17% | 11/20/2023 |
 Realty Income (O) | 0.67% | 0% | 12.17% | 4/25/2024 |
 Philips (PHIA.NV) | 0.57% | 0% | 8.47% | 4/30/2024 |
 BioMarin (BMRN) | 0.47% | 0% | 8.99% | 3/22/2024 |
 STMicroelectronics (STMPA.PA) | 0.46% | 0% | 7.94% | 3/11/2024 |
 Lockheed Martin (LMT) | 0.33% | 2.37% | 14.99% | - |
 Smartsheet (SMAR) | 0.32% | 0% | 8.99% | 3/22/2024 |
 Netflix (NFLX) | 0.25% | 0% | 6.7% | 12/11/2023 |
 Rolls-Royce (RR.L) | 0.17% | 1.31% | 14.99% | - |
 Rubis (RUI.PA) | 0.16% | 1.25% | 14.99% | - |
 Snowflake (SNOW) | 0.14% | 1.26% | 14.99% | - |
 Adobe (ADBE) | 0.13% | 0% | 1.23% | 11/7/2023 |
 ASML (ASML) | 0.12% | 0% | 2.65% | 1/24/2024 |
 Tyler (TYL) | 0.08% | 0% | 1.23% | 11/8/2023 |
 ASML (ASML.NV) | 0.08% | 0% | 0.53% | 11/3/2023 |
 Energy Transfer (ET) | 0.08% | 0% | 1.23% | 1/23/2024 |
 Applied Optoelectronics (AAOI) | 0.05% | 0% | 2.47% | 3/8/2024 |
 Bitcoin (BTC) | 0.02% | 0% | 1.06% | 11/6/2023 |
 Solana (SOL) | 0.02% | 0% | 0.18% | 11/1/2023 |
 Ethereum (ETH) | 0.01% | 0% | 0.71% | 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% |