Portfolio Diversification
Range
Most Diversified
121 instruments
August 10, 2024
Least Diversified
0 instruments
February 2, 2025
Average
69.9 instruments
Most Consistent Holdings
Top 5
AAPL99.79%
META99.79%
MSFT99.79%
KO99.79%
PEP99.79%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 15, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 8.53% | 1.95% | 99.79% | - |
 iShares Core S&P 500 ETF (IVV) | 8.52% | 1.95% | 99.79% | - |
 Bitcoin (BTC) | 4.43% | 5.53% | 70.44% | - |
 BigTech | 4.4% | 0% | 65.71% | 6/26/2025 |
| Meta (META) | 3.08% | 0.75% | 99.79% | - |
 SPDR Gold (GLD) | 2.66% | 0% | 84.76% | 7/23/2025 |
| Apple (AAPL) | 2.65% | 0.37% | 99.79% | - |
| Microsoft (MSFT) | 2.48% | 0.49% | 99.79% | - |
 Walmart (WMT) | 2.13% | 0% | 97.84% | 10/1/2025 |
 Ethereum (ETH) | 1.87% | 2.55% | 70.44% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 1.83% | 1.8% | 44.8% | - |
 Vanguard Short-Term Corporate (VCSH) | 1.7% | 1.74% | 44.7% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.68% | 2.19% | 81.15% | - |
 Vanguard Total Bond Market ETF (BND) | 1.62% | 1.71% | 43.46% | - |
 McDonald's (MCD) | 1.6% | 0% | 97.63% | 9/29/2025 |
 Alphabet (GOOGL) | 1.28% | 1.22% | 94.03% | - |
| Coca-Cola (KO) | 1.16% | 0.65% | 99.79% | - |
| PepsiCo (PEP) | 1.05% | 1.04% | 99.79% | - |
 iShares MSCI ACWI Index Fund (ACWI) | 1.03% | 0% | 71.37% | 7/17/2025 |
 AMD (AMD) | 1% | 0.69% | 94.03% | - |
 TSMC (TSM) | 0.98% | 0.66% | 94.03% | - |
 iShares Core Aggressive Allocation ETF (AOA) | 0.97% | 0.91% | 75.7% | - |
 NVIDIA (NVDA) | 0.94% | 0.62% | 81.05% | - |
 Vanguard Total International Stock ETF (VXUS) | 0.93% | 3.19% | 48.09% | - |
 iShares MSCI India ETF (INDA) | 0.93% | 0.49% | 75.7% | - |
 BYD (01211.HK) | 0.91% | 1.71% | 60.56% | - |
 Vanguard Health Care ETF (VHT) | 0.9% | 1.36% | 77.96% | - |
 BlackRock (BLK) | 0.89% | 0.39% | 75.7% | - |
 Solana (SOL) | 0.82% | 1.5% | 70.34% | - |
 XRP (XRP) | 0.81% | 1.46% | 70.34% | - |
 Xiaomi (1810.HK) | 0.81% | 1.33% | 57.98% | - |
 Tencent (0700.HK) | 0.78% | 1.06% | 58.81% | - |
 iShares Core Conservative Allocation ETF (AOK) | 0.77% | 0% | 65.81% | 7/16/2025 |
 ANTA (02020.HK) | 0.75% | 0.87% | 62.31% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.73% | 0% | 81.26% | 7/16/2025 |
 Brazil Index MSCI Ishares (EWZ) | 0.73% | 1.04% | 60.56% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.63% | 0% | 81.26% | 7/16/2025 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.62% | 3.98% | 63.95% | - |
 iShares Core High Dividend ETF (HDV) | 0.6% | 0% | 47.06% | 8/16/2024 |
 Deutsche Telekom (DTE.DE) | 0.6% | 0.68% | 75.7% | - |
 ASML (ASML) | 0.6% | 1.63% | 75.7% | - |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.58% | 5.15% | 28.73% | - |
 TRON (TRX) | 0.58% | 0% | 67.87% | 9/25/2025 |
 iShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE) | 0.57% | 0% | 49.43% | 7/21/2025 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.55% | 0% | 49.54% | 8/12/2024 |
 iShares MSCI EAFE ETF (EFA) | 0.54% | 0% | 47.06% | 8/16/2024 |
 Cardano (ADA) | 0.51% | 0% | 59.32% | 7/4/2025 |
 Global X MSCI Argentina ETF (ARGT) | 0.51% | 0.92% | 46.96% | - |
 Airbus (AIR.PA) | 0.51% | 0.56% | 62.2% | - |
 Build and Build (BNB) | 0.47% | 0% | 64.88% | 9/25/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.45% | 2.02% | 37.8% | - |
 Chevron (CVX) | 0.45% | 0% | 69.72% | 7/2/2025 |
 iShares MSCI China ETF (MCHI) | 0.44% | 1.71% | 31.62% | - |
 Volkswagen (VOW3.DE) | 0.44% | 0.77% | 60.45% | - |
 Visa (V) | 0.43% | 0.71% | 81.15% | - |
 Home Depot (HD) | 0.42% | 0% | 52.63% | 9/11/2024 |
 Sony (SONY) | 0.42% | 0.69% | 64.06% | - |
 Mastercard (MA) | 0.4% | 0.44% | 81.15% | - |
 FranciscoOrtiz13 | 0.4% | 0% | 29.45% | 6/27/2025 |
 Petrobras (PBR) | 0.4% | 0.31% | 77.96% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 0.37% | 0% | 48.92% | 7/16/2025 |
 Alibaba (BABA) | 0.36% | 1.06% | 58.08% | - |
 PDD Holdings (PDD) | 0.33% | 0.54% | 44.8% | - |
 Wise (WISE.L) | 0.31% | 0.59% | 62.62% | - |
 Nintendo (NTDOY) | 0.31% | 0% | 71.47% | 9/9/2025 |
 LVMH (MC.PA) | 0.29% | 0.8% | 45.93% | - |
 Embraer (ERJ) | 0.29% | 0.55% | 58.08% | - |
 iShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE) | 0.29% | 1.37% | 31.51% | - |
 Pernod Ricard (RI.PA) | 0.28% | 0.54% | 51.29% | - |
 PUMA (PUM.DE) | 0.28% | 0% | 49.43% | 7/21/2025 |
 CMB (3968.HK) | 0.26% | 0% | 40.27% | 8/5/2025 |
 iShares Gold Trust (IAU) | 0.25% | 0.83% | 40.16% | - |
 Nestle (NESN.ZU) | 0.25% | 0% | 50.26% | 9/9/2025 |
 Lululemon (LULU) | 0.25% | 0.72% | 51.29% | - |
 Adidas (ADS.DE) | 0.25% | 0.73% | 62.31% | - |
 Mercedes-Benz (MBG.DE) | 0.25% | 0% | 51.39% | 7/2/2025 |
 3M (MMM) | 0.25% | 0% | 52.73% | 8/5/2025 |
 Real Estate Select Sector SPDR (XLRE) | 0.24% | 0.48% | 43.67% | - |
 Nu (NU) | 0.24% | 0.54% | 53.45% | - |
 L'Oréal (OR.PA) | 0.24% | 0.52% | 40.58% | - |
 iShares Global REIT ETF (REET) | 0.24% | 0.49% | 43.67% | - |
 Lenovo (0992.HK) | 0.24% | 0.74% | 48.09% | - |
 Diageo (DGE.L) | 0.23% | 0.41% | 51.29% | - |
 Genpact (G) | 0.23% | 0.58% | 48.09% | - |
 Siemens (SIE.DE) | 0.22% | 0% | 52.94% | 7/28/2025 |
 Bayer (BAYN.DE) | 0.22% | 0% | 52.42% | 7/17/2025 |
 BAE Systems (BA.L) | 0.22% | 0% | 54.07% | 7/28/2025 |
 Heineken (HEIA.NV) | 0.22% | 0.52% | 45.83% | - |
 Tesla (TSLA) | 0.22% | 0% | 29.25% | 12/19/2024 |
 Moncler (MONC.MI) | 0.21% | 0.6% | 45.93% | - |
 Nike (NKE) | 0.21% | 0% | 50.88% | 7/2/2025 |
 SAP (SAP.DE) | 0.2% | 0.63% | 53.55% | - |
 Amadeus (AMS.MC) | 0.2% | 0.56% | 44.9% | - |
 Acciona (ANA.MC) | 0.17% | 0% | 39.55% | 8/5/2025 |
 Lovesac (LOVE) | 0.17% | 0% | 34.09% | 9/9/2024 |
 Ulta (ULTA) | 0.16% | 0.32% | 46.24% | - |
 Dior (CDI.PA) | 0.16% | 0% | 36.97% | 7/25/2025 |
 Genuine Parts (GPC) | 0.16% | 0.22% | 37.08% | - |
 Celsius (CELH) | 0.16% | 0% | 32.13% | 7/21/2025 |
 AFG (AFG) | 0.15% | 0% | 32.34% | 8/23/2024 |
 Brembo (BRE.MI) | 0.15% | 0% | 56.54% | 9/12/2025 |
 Stabilus (STM.DE) | 0.15% | 0% | 22.14% | 9/6/2024 |
 Coinbase (COIN) | 0.15% | 0% | 20.6% | 9/9/2024 |
 Render Token (RENDER) | 0.15% | 0% | 49.23% | 7/2/2025 |
 Inmode (INMD) | 0.15% | 0% | 23.48% | 8/19/2024 |
 Aramco (SAOC) | 0.14% | 0% | 21.42% | 9/17/2024 |
 Samsung (SMSN.L) | 0.14% | 0.79% | 34.4% | - |
 Alten (ATE.PA) | 0.13% | 0.44% | 36.56% | - |
 Monster Beverage (MNST) | 0.13% | 0% | 35.02% | 7/17/2025 |
 PayPal (PYPL) | 0.11% | 0% | 21.94% | 9/17/2024 |
 SPDR Gold MiniShares Trust (GLDM) | 0.11% | 1.33% | 12.56% | - |
 Intel (INTC) | 0.11% | 0% | 33.88% | 7/2/2025 |
 Daimler Truck (DTG.DE) | 0.1% | 0% | 21.22% | 9/10/2024 |
 Cenovus (CVE) | 0.09% | 0% | 22.04% | 9/5/2024 |
 Gestamp (GEST.MC) | 0.09% | 0% | 24.51% | 8/29/2024 |
 Vanguard Small-Cap ETF (VB) | 0.09% | 0% | 15.35% | 8/22/2024 |
 BMW (BMW.DE) | 0.08% | 0% | 27.29% | 7/2/2025 |
 Copa (CPA) | 0.07% | 0% | 21.11% | 9/9/2024 |
 Ubisoft (UBI.PA) | 0.07% | 0% | 28.12% | 7/9/2025 |
 Lockheed Martin (LMT) | 0.07% | 0% | 21.94% | 9/17/2024 |
 Amazon (AMZN) | 0.06% | 0% | 17.2% | 9/9/2024 |
 Evolution (EVO.ST) | 0.06% | 0.58% | 15.14% | - |
 Fiserv (FI) | 0.06% | 0.98% | 10.09% | - |
 Ronin (RONIN) | 0.06% | 0% | 41.19% | 7/2/2025 |
 Keysight Technologies (KEYS) | 0.06% | 0% | 31.2% | 8/12/2024 |
 Boeing (BA) | 0.06% | 0% | 20.19% | 9/5/2024 |
 General Dynamics (GD) | 0.05% | 0% | 17.71% | 8/12/2024 |
 FICO (FICO) | 0.05% | 0.76% | 8.55% | - |
 Chemed (CHE) | 0.04% | 0% | 18.54% | 9/5/2024 |
 Toyota (TM) | 0.04% | 0.5% | 10.81% | - |
 Azul (AZULQ) | 0.04% | 0% | 18.33% | 8/13/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.04% | 0% | 16.07% | 8/12/2024 |
 On (ONON) | 0.04% | 0.44% | 9.17% | - |
 CVS Health (CVS) | 0.04% | 0% | 19.57% | 8/12/2024 |
 Starbucks (SBUX) | 0.03% | 0% | 16.17% | 8/13/2024 |
 Alibaba (9988.HK) | 0.03% | 0% | 12.87% | 9/9/2024 |
 Palo Alto Networks (PANW) | 0.03% | 0% | 16.17% | 8/13/2024 |
 Sezzle (SEZL) | 0.02% | 0.62% | 4.22% | - |
 Savara (SVRA) | 0.02% | 0% | 14.42% | 8/13/2024 |
 Goodyear (GT) | 0.02% | 0% | 10.09% | 8/13/2024 |
 Edwards Lifesciences (EW) | 0.01% | 0% | 4.94% | 9/12/2024 |
 Interactive Brokers (IBKR) | 0.01% | 0% | 9.99% | 8/12/2024 |
 Porsche (P911.DE) | 0.01% | 0% | 5.87% | 9/10/2024 |
 Solventum (SOLV) | 0.01% | 0% | 12.46% | 8/2/2024 |
 Salesforce (CRM) | 0.01% | 0% | 6.8% | 7/17/2025 |
 JD (9618.HK) | 0.01% | 0% | 2.47% | 9/12/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 3.31% | 5.79% |
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 5.71% | 5.22% |
| Vanguard Short-Term Corporate (VCSH) | 5.71% | 5.08% |
| Vanguard Total Bond Market ETF (BND) | 5.71% | 4.93% |
| Vanguard S&P 500 ETF (VOO) | 3.48% | 3.72% |
| iShares Core S&P 500 ETF (IVV) | 3.48% | 3.72% |
| BigTech | 2.39% | 2.9% |
| Ethereum (ETH) | 2.25% | 2.35% |
| Xiaomi (1810.HK) | 1.26% | 1.98% |
| Tencent (0700.HK) | 1.86% | 1.84% |
| XRP (XRP) | 0.49% | 1.63% |
| ANTA (02020.HK) | 1.72% | 1.63% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 1.56% | 1.57% |
| BYD (01211.HK) | 1.52% | 1.57% |
| Vanguard Total International Stock ETF (VXUS) | 1.75% | 1.5% |
| FranciscoOrtiz13 | 1.55% | 1.42% |
| iShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE) | 1.52% | 1.35% |
| Global X MSCI Argentina ETF (ARGT) | 1.15% | 1.22% |
| Brazil Index MSCI Ishares (EWZ) | 1.71% | 1.22% |
| SPDR Gold (GLD) | 1.14% | 1.18% |
| iShares Core Aggressive Allocation ETF (AOA) | 1.24% | 1.15% |
| Vanguard Health Care ETF (VHT) | 1.33% | 1.12% |
| Airbus (AIR.PA) | 1.03% | 1.07% |
| iShares MSCI India ETF (INDA) | 1.17% | 1.06% |
| PDD Holdings (PDD) | 1.22% | 0.96% |
| Volkswagen (VOW3.DE) | 1.14% | 0.96% |
| Alphabet (GOOGL) | 0.88% | 0.95% |
| iShares MSCI ACWI Index Fund (ACWI) | 0.91% | 0.87% |
| LVMH (MC.PA) | 0.95% | 0.87% |
| Apple (AAPL) | 0.65% | 0.87% |
| iShares Core Conservative Allocation ETF (AOK) | 0.93% | 0.86% |
| CMB (3968.HK) | 0.84% | 0.84% |
| ASML (ASML) | 0.95% | 0.83% |
| Solana (SOL) | 0.5% | 0.82% |
| PUMA (PUM.DE) | 0.8% | 0.82% |
| Sony (SONY) | 0.76% | 0.81% |
| TRON (TRX) | 0.47% | 0.8% |
| BlackRock (BLK) | 0.68% | 0.8% |
| L'Oréal (OR.PA) | 0.95% | 0.8% |
| NVIDIA (NVDA) | 0.38% | 0.8% |
| Novo Nordisk (NOVO-B.CO) | 0.99% | 0.78% |
| Cardano (ADA) | 0.38% | 0.74% |
| Meta (META) | 0.3% | 0.71% |
| Wise (WISE.L) | 0.49% | 0.7% |
| Embraer (ERJ) | 0.68% | 0.69% |
| Lululemon (LULU) | 0.57% | 0.69% |
| Pernod Ricard (RI.PA) | 0.84% | 0.68% |
| Walmart (WMT) | 0.65% | 0.66% |
| Lenovo (0992.HK) | 0.72% | 0.65% |
| Real Estate Select Sector SPDR (XLRE) | 0.76% | 0.64% |
| Visa (V) | 0.61% | 0.64% |
| iShares Global REIT ETF (REET) | 0.76% | 0.63% |
| Ishares MSCI JAPAN ETF (EWJ) | 0.72% | 0.63% |
| Alibaba (BABA) | 0.76% | 0.61% |
| Build and Build (BNB) | 0.33% | 0.6% |
| Dior (CDI.PA) | 0.65% | 0.59% |
| Heineken (HEIA.NV) | 0.76% | 0.59% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.61% | 0.59% |
| Genuine Parts (GPC) | 0.65% | 0.59% |
| Nestle (NESN.ZU) | 0.76% | 0.58% |
| Deutsche Telekom (DTE.DE) | 0.51% | 0.58% |
| Diageo (DGE.L) | 0.61% | 0.57% |
| Moncler (MONC.MI) | 0.65% | 0.56% |
| Genpact (G) | 0.49% | 0.54% |
| Acciona (ANA.MC) | 0.68% | 0.54% |
| Mastercard (MA) | 0.57% | 0.54% |
| Siemens (SIE.DE) | 0.51% | 0.52% |
| Nike (NKE) | 0.57% | 0.52% |
| Celsius (CELH) | 0.68% | 0.51% |
| Amadeus (AMS.MC) | 0.49% | 0.5% |
| Mercedes-Benz (MBG.DE) | 0.57% | 0.48% |
| Adidas (ADS.DE) | 0.49% | 0.47% |
| Coca-Cola (KO) | 0.53% | 0.45% |
| Monster Beverage (MNST) | 0.44% | 0.44% |
| PepsiCo (PEP) | 0.53% | 0.43% |
| SAP (SAP.DE) | 0.38% | 0.42% |
| Nu (NU) | 0.49% | 0.41% |
| 3M (MMM) | 0.34% | 0.41% |
| Alten (ATE.PA) | 0.46% | 0.4% |
| TSMC (TSM) | 0.23% | 0.4% |
| BAE Systems (BA.L) | 0.49% | 0.4% |
| Ulta (ULTA) | 0.38% | 0.39% |
| AMD (AMD) | 0.57% | 0.39% |
| McDonald's (MCD) | 0.46% | 0.39% |
| Bayer (BAYN.DE) | 0.55% | 0.38% |
| Microsoft (MSFT) | 0.3% | 0.38% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.38% | 0.36% |
| Schwab US Dividend Equity ETF (SCHD) | 0.38% | 0.35% |
| iShares Gold Trust (IAU) | 0.38% | 0.34% |
| Brembo (BRE.MI) | 0.42% | 0.34% |
| BMW (BMW.DE) | 0.38% | 0.34% |
| Chevron (CVX) | 0.38% | 0.34% |
| Intel (INTC) | 0.38% | 0.33% |
| Ubisoft (UBI.PA) | 0.38% | 0.32% |
| Petrobras (PBR) | 0.38% | 0.31% |
| Samsung (SMSN.L) | 0.38% | 0.3% |
| Render Token (RENDER) | 0.43% | 0.26% |
| Nintendo (NTDOY) | 0.23% | 0.24% |
| iShares MSCI China ETF (MCHI) | 0.19% | 0.17% |
| iShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE) | 0.19% | 0.17% |
| Ronin (RONIN) | 0.27% | 0.14% |