Portfolio Diversification
Range
Most Diversified
121 instruments
August 10, 2024
Least Diversified
0 instruments
February 2, 2025
Average
61.3 instruments
Most Consistent Holdings
Top 5
AAPL99.86%
META99.86%
MSFT99.86%
KO99.86%
MCD99.86%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since February 15, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 10.74% | 0% | 99.86% | 2/1/2025 |
 iShares Core S&P 500 ETF (IVV) | 10.73% | 0% | 99.86% | 2/1/2025 |
 BigTech | 5.6% | 0% | 70% | 2/1/2025 |
 Bitcoin (BTC) | 4.34% | 0% | 59.72% | 2/1/2025 |
| Meta (META) | 3.92% | 0% | 99.86% | 2/1/2025 |
| Apple (AAPL) | 3.45% | 0% | 99.86% | 2/1/2025 |
 SPDR Gold (GLD) | 3.4% | 0% | 91.83% | 2/1/2025 |
| Microsoft (MSFT) | 3.24% | 0% | 99.86% | 2/1/2025 |
 Walmart (WMT) | 2.77% | 0% | 99.86% | 2/1/2025 |
| McDonald's (MCD) | 2.11% | 0% | 99.86% | 2/1/2025 |
 Ethereum (ETH) | 2% | 0% | 59.72% | 2/1/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.56% | 0% | 74.37% | 2/1/2025 |
| Coca-Cola (KO) | 1.45% | 0% | 99.86% | 2/1/2025 |
 Alphabet (GOOGL) | 1.41% | 0% | 91.97% | 2/1/2025 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 1.41% | 0% | 24.65% | 2/1/2025 |
 Vanguard Short-Term Corporate (VCSH) | 1.28% | 0% | 24.65% | 2/1/2025 |
 iShares MSCI ACWI Index Fund (ACWI) | 1.24% | 0% | 74.37% | 2/1/2025 |
 PepsiCo (PEP) | 1.23% | 0% | 99.86% | 2/1/2025 |
 AMD (AMD) | 1.22% | 0% | 91.97% | 2/1/2025 |
 Vanguard Total Bond Market ETF (BND) | 1.2% | 0% | 22.82% | 2/1/2025 |
 TSMC (TSM) | 1.15% | 0% | 91.97% | 2/1/2025 |
 NVIDIA (NVDA) | 1.08% | 0% | 74.37% | 2/1/2025 |
 BlackRock (BLK) | 1.05% | 0% | 66.9% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 1.01% | 0% | 66.9% | 2/1/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.93% | 0% | 88.03% | 2/1/2025 |
 iShares Core Aggressive Allocation ETF (AOA) | 0.93% | 0% | 66.9% | 2/1/2025 |
 Solana (SOL) | 0.9% | 0% | 59.72% | 2/1/2025 |
 iShares Core Conservative Allocation ETF (AOK) | 0.89% | 0% | 66.9% | 2/1/2025 |
 iShares Core High Dividend ETF (HDV) | 0.83% | 0% | 64.37% | 8/16/2024 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.78% | 0% | 88.03% | 2/1/2025 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.75% | 0% | 67.75% | 8/12/2024 |
 iShares MSCI EAFE ETF (EFA) | 0.74% | 0% | 64.37% | 8/16/2024 |
 Vanguard Health Care ETF (VHT) | 0.73% | 0% | 70% | 2/1/2025 |
 BYD (01211.HK) | 0.69% | 0% | 46.2% | 2/1/2025 |
 XRP (XRP) | 0.66% | 0% | 59.72% | 2/1/2025 |
 ANTA (02020.HK) | 0.62% | 0% | 48.59% | 2/1/2025 |
 Deutsche Telekom (DTE.DE) | 0.62% | 0% | 66.9% | 2/1/2025 |
 TRON (TRX) | 0.61% | 0% | 59.72% | 2/1/2025 |
 Tencent (0700.HK) | 0.61% | 0% | 43.8% | 2/1/2025 |
 Cardano (ADA) | 0.61% | 0% | 59.72% | 2/1/2025 |
 Home Depot (HD) | 0.58% | 0% | 71.97% | 9/11/2024 |
 Chevron (CVX) | 0.57% | 0% | 74.37% | 2/1/2025 |
 Brazil Index MSCI Ishares (EWZ) | 0.54% | 0% | 46.2% | 2/1/2025 |
 iShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE) | 0.51% | 0% | 43.8% | 2/1/2025 |
 ASML (ASML) | 0.5% | 0% | 66.9% | 2/1/2025 |
 Build and Build (BNB) | 0.49% | 0% | 55.77% | 2/1/2025 |
 Xiaomi (1810.HK) | 0.48% | 0% | 42.68% | 2/1/2025 |
 Petrobras (PBR) | 0.45% | 0% | 70% | 2/1/2025 |
 Airbus (AIR.PA) | 0.44% | 0% | 48.45% | 2/1/2025 |
 Mastercard (MA) | 0.42% | 0% | 74.37% | 2/1/2025 |
 Visa (V) | 0.42% | 0% | 74.37% | 2/1/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.38% | 0% | 43.8% | 2/1/2025 |
 Vanguard Total International Stock ETF (VXUS) | 0.38% | 0% | 29.15% | 2/1/2025 |
 Nintendo (NTDOY) | 0.35% | 0% | 66.9% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 0.34% | 0% | 46.2% | 2/1/2025 |
 Sony (SONY) | 0.33% | 0% | 50.99% | 2/1/2025 |
 PUMA (PUM.DE) | 0.3% | 0% | 43.8% | 2/1/2025 |
 Tesla (TSLA) | 0.3% | 0% | 40% | 12/19/2024 |
 FranciscoOrtiz13 | 0.27% | 0% | 20.28% | 2/1/2025 |
 Mercedes-Benz (MBG.DE) | 0.26% | 0% | 49.15% | 2/1/2025 |
 3M (MMM) | 0.25% | 0% | 46.2% | 2/1/2025 |
 Wise (WISE.L) | 0.25% | 0% | 49.15% | 2/1/2025 |
 Global X MSCI Argentina ETF (ARGT) | 0.24% | 0% | 27.61% | 2/1/2025 |
 Lovesac (LOVE) | 0.23% | 0% | 46.62% | 9/9/2024 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.23% | 0% | 50.99% | 2/1/2025 |
 Alibaba (BABA) | 0.23% | 0% | 42.82% | 2/1/2025 |
 Bayer (BAYN.DE) | 0.23% | 0% | 48.45% | 2/1/2025 |
 Nestle (NESN.ZU) | 0.22% | 0% | 37.89% | 2/1/2025 |
 Nike (NKE) | 0.22% | 0% | 48.45% | 2/1/2025 |
 Pernod Ricard (RI.PA) | 0.21% | 0% | 33.52% | 2/1/2025 |
 AFG (AFG) | 0.21% | 0% | 44.23% | 8/23/2024 |
 Stabilus (STM.DE) | 0.21% | 0% | 30.28% | 9/6/2024 |
 BAE Systems (BA.L) | 0.21% | 0% | 49.15% | 2/1/2025 |
 Coinbase (COIN) | 0.21% | 0% | 28.17% | 9/9/2024 |
 Siemens (SIE.DE) | 0.21% | 0% | 47.61% | 2/1/2025 |
 Inmode (INMD) | 0.2% | 0% | 32.11% | 8/19/2024 |
 PDD Holdings (PDD) | 0.2% | 0% | 24.65% | 2/1/2025 |
 Aramco (SAOC) | 0.2% | 0% | 29.3% | 9/17/2024 |
 Embraer (ERJ) | 0.19% | 0% | 42.82% | 2/1/2025 |
 Adidas (ADS.DE) | 0.19% | 0% | 48.59% | 2/1/2025 |
 CMB (3968.HK) | 0.18% | 0% | 29.15% | 2/1/2025 |
 Render Token (RENDER) | 0.18% | 0% | 46.2% | 2/1/2025 |
 LVMH (MC.PA) | 0.18% | 0% | 26.2% | 2/1/2025 |
 Nu (NU) | 0.17% | 0% | 36.62% | 2/1/2025 |
 Diageo (DGE.L) | 0.17% | 0% | 33.52% | 2/1/2025 |
 Lululemon (LULU) | 0.17% | 0% | 33.52% | 2/1/2025 |
 PayPal (PYPL) | 0.16% | 0% | 30% | 9/17/2024 |
 Brembo (BRE.MI) | 0.15% | 0% | 46.2% | 2/1/2025 |
 Lenovo (0992.HK) | 0.15% | 0% | 29.15% | 2/1/2025 |
 Real Estate Select Sector SPDR (XLRE) | 0.15% | 0% | 23.1% | 2/1/2025 |
 Genpact (G) | 0.15% | 0% | 29.15% | 2/1/2025 |
 iShares Global REIT ETF (REET) | 0.14% | 0% | 23.1% | 2/1/2025 |
 L'Oréal (OR.PA) | 0.14% | 0% | 18.87% | 2/1/2025 |
 Daimler Truck (DTG.DE) | 0.14% | 0% | 29.01% | 9/10/2024 |
 Dior (CDI.PA) | 0.13% | 0% | 26.2% | 2/1/2025 |
 Cenovus (CVE) | 0.13% | 0% | 30.14% | 9/5/2024 |
 Moncler (MONC.MI) | 0.13% | 0% | 26.2% | 2/1/2025 |
 Acciona (ANA.MC) | 0.13% | 0% | 28.17% | 2/1/2025 |
 Gestamp (GEST.MC) | 0.13% | 0% | 33.52% | 8/29/2024 |
 Heineken (HEIA.NV) | 0.13% | 0% | 26.06% | 2/1/2025 |
 Vanguard Small-Cap ETF (VB) | 0.12% | 0% | 20.99% | 8/22/2024 |
 SAP (SAP.DE) | 0.12% | 0% | 36.62% | 2/1/2025 |
 Amadeus (AMS.MC) | 0.11% | 0% | 24.79% | 2/1/2025 |
 Celsius (CELH) | 0.11% | 0% | 20.28% | 2/1/2025 |
 Monster Beverage (MNST) | 0.11% | 0% | 24.65% | 2/1/2025 |
 Copa (CPA) | 0.1% | 0% | 28.87% | 9/9/2024 |
 Intel (INTC) | 0.1% | 0% | 25.21% | 2/1/2025 |
 Ulta (ULTA) | 0.1% | 0% | 26.62% | 2/1/2025 |
 Lockheed Martin (LMT) | 0.09% | 0% | 30% | 9/17/2024 |
 Amazon (AMZN) | 0.09% | 0% | 23.52% | 9/9/2024 |
 Genuine Parts (GPC) | 0.09% | 0% | 14.23% | 2/1/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.09% | 0% | 15.07% | 2/1/2025 |
 Keysight Technologies (KEYS) | 0.08% | 0% | 42.68% | 8/12/2024 |
 Boeing (BA) | 0.08% | 0% | 27.61% | 9/5/2024 |
 Ronin (RONIN) | 0.07% | 0% | 35.21% | 2/1/2025 |
 iShares Gold Trust (IAU) | 0.07% | 0% | 18.31% | 2/1/2025 |
 General Dynamics (GD) | 0.07% | 0% | 24.23% | 8/12/2024 |
 Chemed (CHE) | 0.06% | 0% | 25.35% | 9/5/2024 |
 BMW (BMW.DE) | 0.05% | 0% | 16.34% | 2/1/2025 |
 Azul (AZUL) | 0.05% | 0% | 25.07% | 8/13/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.05% | 0% | 21.97% | 8/12/2024 |
 Ubisoft (UBI.PA) | 0.05% | 0% | 16.34% | 2/1/2025 |
 Alten (ATE.PA) | 0.05% | 0% | 13.52% | 2/1/2025 |
 CVS Health (CVS) | 0.05% | 0% | 26.76% | 8/12/2024 |
 Starbucks (SBUX) | 0.05% | 0% | 22.11% | 8/13/2024 |
 Alibaba (9988.HK) | 0.04% | 0% | 17.61% | 9/9/2024 |
 Palo Alto Networks (PANW) | 0.04% | 0% | 22.11% | 8/13/2024 |
 Samsung (SMSN.L) | 0.03% | 0% | 10.56% | 2/1/2025 |
 Savara (SVRA) | 0.03% | 0% | 19.72% | 8/13/2024 |
 Goodyear (GT) | 0.03% | 0% | 13.8% | 8/13/2024 |
 Edwards Lifesciences (EW) | 0.02% | 0% | 6.76% | 9/12/2024 |
 Interactive Brokers (IBKR) | 0.02% | 0% | 13.66% | 8/12/2024 |
 iShares MSCI China ETF (MCHI) | 0.02% | 0% | 6.62% | 2/1/2025 |
 iShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE) | 0.02% | 0% | 6.48% | 2/1/2025 |
 Porsche (P911.DE) | 0.02% | 0% | 8.03% | 9/10/2024 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.01% | 0% | 2.68% | 2/1/2025 |
 Solventum (SOLV) | 0.01% | 0% | 17.04% | 8/2/2024 |
 JD (9618.HK) | 0.01% | 0% | 3.38% | 9/12/2024 |
 Salesforce (CRM) | 0% | 0% | 2.54% | 8/12/2024 |
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% |