Portfolio Diversification
Range
Most Diversified
67 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
34.2 instruments
Most Consistent Holdings
Top 5
BA99.92%
SPG91.91%
ASML86.8%
BRK.B83.75%
CNI83.6%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Boeing (BA) | 10.3% | 6.56% | 99.92% | - |
| Simon (SPG) | 6.9% | 6.16% | 91.91% | - |
| ASML (ASML) | 3.77% | 0% | 86.8% | 8/26/2025 |
 iShares MSCI India ETF (INDA) | 3.15% | 3.57% | 58.2% | - |
 NVIDIA (NVDA) | 2.85% | 0% | 63.16% | 5/28/2025 |
| CNR (CNI) | 2.67% | 3.88% | 83.6% | - |
 Canadian Pacific (CP) | 2.58% | 3.69% | 83.14% | - |
 Airbus (AIR.PA) | 2.38% | 3.55% | 61.94% | - |
 IAG (IAG.L) | 1.67% | 0.11% | 53.55% | - |
 Deckers (DECK) | 1.62% | 16.14% | 32.42% | - |
 ASML (ASML.NV) | 1.5% | 0% | 48.74% | 9/1/2025 |
 easyJet (EZJ.L) | 1.47% | 0% | 38.06% | 6/9/2023 |
| Berkshire Hathaway (BRK.B) | 1.45% | 1.06% | 83.75% | - |
 Hermes (RMS.PA) | 1.33% | 2.97% | 70.71% | - |
 Lufthansa (LHA.DE) | 1.31% | 0% | 36.38% | 5/18/2023 |
 United Airlines (UAL) | 1.13% | 0% | 38.06% | 6/9/2023 |
 Mastercard (MA) | 1.11% | 4.01% | 74.83% | - |
 Visa (V) | 1.11% | 3.8% | 74.83% | - |
 Garmin (GRMN) | 0.94% | 0.88% | 73.23% | - |
 Apple (AAPL) | 0.92% | 0.27% | 57.51% | - |
 Amazon (AMZN) | 0.92% | 0% | 51.56% | 7/31/2025 |
 Microsoft (MSFT) | 0.9% | 0% | 54.08% | 6/18/2025 |
 MSCI (MSCI) | 0.89% | 1.66% | 62.01% | - |
 EUR/USD (EURUSD) | 0.8% | 0% | 14.65% | 7/15/2025 |
 Coca-Cola (KO) | 0.78% | 0.45% | 71.47% | - |
 Accenture (ACN) | 0.76% | 5.14% | 51.64% | - |
 BlackRock (BLK) | 0.76% | 0.76% | 42.49% | - |
 Alphabet (GOOGL) | 0.68% | 0% | 21.28% | 3/19/2024 |
 Fintech Acquisition Corp. V (FTCV) | 0.68% | 0% | 13.04% | 6/21/2022 |
 AMD (AMD) | 0.64% | 0% | 60.49% | 5/28/2025 |
 Partners Group (PGHN.ZU) | 0.59% | 1.12% | 55.84% | - |
 Norwegian Cruise Line (NCLH) | 0.56% | 0% | 20.14% | 10/4/2022 |
 Autogrill (AGL.MI) | 0.55% | 0% | 23.19% | 11/21/2022 |
 Ethereum (ETH) | 0.5% | 0% | 26.09% | 11/22/2024 |
 Alibaba (BABA) | 0.49% | 1.34% | 49.96% | - |
 BYD Electronic (00285.HK) | 0.45% | 0.69% | 73.46% | - |
 Haidilao (06862.HK) | 0.4% | 0% | 45.23% | 9/14/2023 |
 Eli Lilly (LLY) | 0.38% | 1.48% | 27.31% | - |
 Orsted (ORSTED.CO) | 0.33% | 0% | 32.49% | 9/5/2023 |
 Kratos (KTOS) | 0.32% | 0% | 20.59% | 10/10/2022 |
 SolarEdge (SEDG) | 0.31% | 0% | 35.39% | 1/6/2025 |
 BlackStone (BX) | 0.31% | 0.17% | 40.27% | - |
 Ferrari (RACE) | 0.3% | 2.22% | 18.31% | - |
 URW (URW.PA) | 0.29% | 0% | 36.69% | 12/29/2023 |
 Robinhood (HOOD) | 0.28% | 0.09% | 35.32% | - |
 Xiaomi (1810.HK) | 0.26% | 0.67% | 45.16% | - |
 Uber (UBER) | 0.25% | 1.02% | 16.17% | - |
 Uniswap (UNI) | 0.24% | 0% | 24.87% | 12/12/2022 |
 Hang Lung (101.HK) | 0.23% | 0% | 45.23% | 9/14/2023 |
 Palantir (PLTR) | 0.23% | 0% | 20.29% | 3/6/2024 |
 JPMorgan (JPM) | 0.19% | 0.09% | 21.89% | - |
 UBS (UBSG.ZU) | 0.19% | 0.27% | 36.31% | - |
 Alphabet (GOOG) | 0.18% | 0% | 21.05% | 8/28/2025 |
 Geely (00175.HK) | 0.18% | 0.95% | 42.87% | - |
 eToro Group LTD (ETOR) | 0.18% | 6.12% | 6.64% | - |
 Hilton (HLT) | 0.18% | 0.59% | 19.83% | - |
 Cineworld Group PLC (CINE.L) | 0.18% | 0% | 17.54% | 8/22/2022 |
 On (ONON) | 0.17% | 0.14% | 16.32% | - |
 C3.ai (AI) | 0.17% | 0% | 19.83% | 3/6/2024 |
 Build and Build (BNB) | 0.16% | 0% | 22.81% | 11/10/2022 |
 State Street (STT) | 0.16% | 0.09% | 25.32% | - |
 Morgan Stanley (MS) | 0.14% | 0.29% | 21.97% | - |
 Novo-Nordisk (NVO) | 0.13% | 0.55% | 20.29% | - |
 Netflix (NFLX) | 0.12% | 0.75% | 16.17% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.11% | 0% | 1.91% | 4/4/2025 |
 Barclays (BCS) | 0.11% | 0.19% | 24.26% | - |
 Enel (ENEL.MI) | 0.1% | 0% | 11.9% | 4/12/2023 |
 PSP (PSPN.ZU) | 0.1% | 1.66% | 11.75% | - |
 Payoneer (PAYO) | 0.1% | 0% | 17.24% | 8/18/2022 |
 Intesa Sanpaolo (ISP.MI) | 0.1% | 0% | 12.36% | 5/22/2023 |
 FactSet (FDS) | 0.1% | 0.62% | 16.17% | - |
 Weimob (2013.HK) | 0.09% | 0% | 45.23% | 9/14/2023 |
 JD.com (JD.US) | 0.09% | 0.68% | 15.64% | - |
 BYD (01211.HK) | 0.09% | 0.72% | 12.81% | - |
 AT&T (T) | 0.08% | 0.51% | 20.9% | - |
 IIPR (IIPR) | 0.07% | 0.28% | 24.03% | - |
 EUR/CHF (EURCHF) | 0.07% | 0% | 1.14% | 3/17/2022 |
 Porsche (P911.DE) | 0.06% | 0.25% | 18.23% | - |
 Ventas (VTR) | 0.06% | 0% | 13.04% | 6/21/2022 |
 Nikola (NKLAQ) | 0.06% | 0% | 6.03% | 3/21/2022 |
 Vornado (VNO) | 0.05% | 0% | 3.74% | 2/18/2022 |
 Bristol-Myers Squibb (BMY) | 0.05% | 0.43% | 16.32% | - |
 GBP/USD (GBPUSD) | 0.05% | 0% | 2.21% | 12/21/2022 |
 Viking Holdings Ltd (VIK) | 0.05% | 0% | 17.54% | 7/31/2025 |
 Sirius XM (SIRI) | 0.05% | 0.25% | 18.92% | - |
 Deutsche Boerse (DB1.DE) | 0.05% | 0.52% | 18.08% | - |
 Airbnb (ABNB) | 0.05% | 2.56% | 5.34% | - |
 Ambu (AMBUB.CO) | 0.05% | 0% | 6.1% | 3/22/2022 |
 Brookfield (BN.US) | 0.05% | 0% | 19.22% | 8/28/2025 |
 Roche (ROG.ZU) | 0.04% | 0.27% | 18.46% | - |
 Deutsche Bank (DB) | 0.04% | 0.09% | 11.9% | - |
 IES Holdings (IESC) | 0.04% | 0% | 11.98% | 5/13/2025 |
 TSMC (TSM) | 0.03% | 0% | 10.22% | 6/11/2025 |
 Aroundtown (AT1.DE) | 0.03% | 0% | 3.74% | 2/18/2022 |
 ZhongAn (06060.HK) | 0.03% | 0% | 4.96% | 3/7/2022 |
 SunPower (SPWRQ) | 0.03% | 0% | 6.03% | 3/21/2022 |
 Enphase (ENPH) | 0.03% | 0% | 6.33% | 4/17/2023 |
 Canadian Solar (CSIQ) | 0.03% | 0% | 6.03% | 3/21/2022 |
 Vestas (VWS.CO) | 0.03% | 0% | 4.81% | 3/4/2022 |
 Just Eat (TKWY.NV) | 0.03% | 0% | 4.81% | 3/4/2022 |
 Lockheed Martin (LMT) | 0.02% | 0% | 2.52% | 2/2/2022 |
 UBS (UBS) | 0.02% | 0.09% | 9.76% | - |
 NN Group (NN.NV) | 0.02% | 0% | 10.37% | 3/10/2025 |
 Nordex (NDX1.DE) | 0.02% | 0% | 2.59% | 2/3/2022 |
 Campari (CPR.MI) | 0.02% | 0% | 9.84% | 3/10/2025 |
 SimCorp A/S (SIM.CO) | 0.02% | 0% | 2.67% | 2/4/2022 |
 Halfords (HFD.L) | 0.02% | 0% | 3.66% | 2/17/2022 |
 China Longyuan (0916.HK) | 0.02% | 0% | 2.97% | 2/8/2022 |
 Aurora Cannabis (ACB) | 0.02% | 0% | 6.03% | 3/21/2022 |
 Medical Properties Trust (MPW) | 0.02% | 0% | 9.53% | 2/27/2025 |
 IG Group (IGG.L) | 0.02% | 0% | 10.91% | 3/17/2025 |
 Iridium (IRDM) | 0.02% | 0.07% | 16.25% | - |
 UnitedHealth (UNH) | 0.02% | 0.95% | 1.6% | - |
 NextEra Energy Partners (XIFR) | 0.02% | 0% | 3.74% | 2/18/2022 |
 Zealand Pharma A/S (ZEAL.CO) | 0.01% | 0% | 7.17% | 3/17/2025 |
 Roblox (RBLX) | 0.01% | 0% | 7.48% | 5/13/2025 |
 Amgen (AMGN) | 0.01% | 0% | 6.64% | 3/10/2025 |
 SSE (SSE.L) | 0.01% | 0% | 2.52% | 2/2/2022 |
 Acciona (ANA.MC) | 0.01% | 0% | 2.52% | 2/2/2022 |
 EnerSys (ENS.US) | 0.01% | 0% | 2.52% | 2/2/2022 |
 GE (GE) | 0.01% | 0% | 2.52% | 2/2/2022 |
 Bitcoin (BTC) | 0.01% | 0.03% | 22.73% | - |
 Albemarle (ALB) | 0.01% | 0% | 2.59% | 2/3/2022 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.01% | 0% | 2.52% | 2/2/2022 |
 SMA (S92.DE) | 0.01% | 0% | 2.59% | 2/3/2022 |
 TPI Composites (TPICQ) | 0.01% | 0% | 2.52% | 2/2/2022 |
 Nel (NEL.OL) | 0.01% | 0% | 2.59% | 2/3/2022 |
 Nike (NKE) | 0.01% | 0% | 1.91% | 5/12/2025 |
 Lonza (LONN.ZU) | 0.01% | 0.09% | 8.85% | - |
 First Solar (FSLR) | 0.01% | 0% | 2.52% | 2/2/2022 |
 Citi (C) | 0.01% | 0.09% | 2.36% | - |
 Wells Fargo (WFC) | 0.01% | 0.09% | 2.36% | - |
 Bank of America (BAC) | 0.01% | 0.09% | 2.36% | - |
 MicroVision (MVIS) | 0.01% | 0% | 1.6% | 6/28/2023 |
 Shiba (in millions) (SHIBxM) | 0.01% | 0% | 2.52% | 2/2/2022 |
 Baidu (BIDU) | 0.01% | 0% | 2.06% | 3/11/2025 |
 Sunrun (RUN) | 0.01% | 0% | 2.52% | 2/2/2022 |
 Regeneron (REGN) | 0.01% | 0% | 2.52% | 2/2/2022 |
 Intel (INTC) | 0.01% | 0% | 0.38% | 8/7/2024 |
 Super Hi (9658.HK) | 0.01% | 0% | 6.56% | 3/28/2023 |
 Dogecoin (DOGE) | 0% | 0% | 2.9% | 11/12/2024 |
 Omega Therapeutics (OMGAQ) | 0% | 0% | 2.52% | 11/25/2024 |
 Sezzle (SEZL) | 0% | 0% | 4.73% | 2/7/2025 |
 Ormat (ORA.US) | 0% | 0% | 0.38% | 1/5/2022 |
 Phunware (PHUN) | 0% | 0% | 2.52% | 11/25/2024 |
 Sangamo (SGMO) | 0% | 0% | 0.99% | 11/5/2024 |
 FMC (FMC) | 0% | 0% | 0.38% | 1/5/2022 |
 Wolverine (WWW) | 0% | 0.19% | 1.6% | - |
 Micron (MU) | 0% | 0% | 0.38% | 1/5/2022 |
 ConEd (ED) | 0% | 0% | 0.38% | 1/5/2022 |
 NextEra (NEE) | 0% | 0% | 0.38% | 1/5/2022 |
 Johnson Controls (JCI) | 0% | 0% | 0.38% | 1/5/2022 |
 Alliant Energy (LNT) | 0% | 0% | 0.38% | 1/5/2022 |
 Energizer (ENR) | 0% | 0% | 0.38% | 1/5/2022 |
 Broadcom (AVGO) | 0% | 0% | 0.46% | 6/15/2023 |
 Salesforce (CRM) | 0% | 1.32% | 0.08% | - |
 Decentraland (MANA) | 0% | 0% | 0.38% | 1/5/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Boeing (BA) | 12.11% | 12.9% |
| ASML (ASML.NV) | 9.13% | 9.32% |
| ASML (ASML) | 5.5% | 5.11% |
| Canadian Pacific (CP) | 5.28% | 4.98% |
| CNR (CNI) | 5.28% | 4.89% |
| Coca-Cola (KO) | 2.42% | 2.33% |
| iShares MSCI India ETF (INDA) | 2.2% | 2.14% |
| Simon (SPG) | 1.54% | 1.55% |
| Eli Lilly (LLY) | 1.54% | 1.42% |
| Airbus (AIR.PA) | 0.55% | 0.64% |
| Novo-Nordisk (NVO) | 0.55% | 0.52% |
| IIPR (IIPR) | 0.55% | 0.41% |
| UBS (UBSG.ZU) | 0.33% | 0.34% |
| Berkshire Hathaway (BRK.B) | 0.33% | 0.33% |
| Barclays (BCS) | 0.22% | 0.24% |
| IG Group (IGG.L) | 0.22% | 0.24% |
| Deutsche Boerse (DB1.DE) | 0.22% | 0.24% |
| MSCI (MSCI) | 0.22% | 0.23% |
| Sirius XM (SIRI) | 0.22% | 0.23% |
| Morgan Stanley (MS) | 0.22% | 0.23% |
| Accenture (ACN) | 0.22% | 0.23% |
| AT&T (T) | 0.22% | 0.23% |
| JPMorgan (JPM) | 0.22% | 0.23% |
| Robinhood (HOOD) | 0.22% | 0.22% |
| Brookfield (BN.US) | 0.22% | 0.22% |
| Hilton (HLT) | 0.22% | 0.22% |
| BlackRock (BLK) | 0.22% | 0.22% |
| Campari (CPR.MI) | 0.22% | 0.22% |
| Partners Group (PGHN.ZU) | 0.22% | 0.21% |
| NN Group (NN.NV) | 0.22% | 0.21% |
| SolarEdge (SEDG) | 0.22% | 0.21% |
| Zealand Pharma A/S (ZEAL.CO) | 0.22% | 0.2% |
| Medical Properties Trust (MPW) | 0.22% | 0.19% |
| State Street (STT) | 0.11% | 0.12% |
| Viking Holdings Ltd (VIK) | 0.11% | 0.11% |
| Deckers (DECK) | 0.11% | 0.11% |
| Hermes (RMS.PA) | 0.11% | 0.11% |
| Bristol-Myers Squibb (BMY) | 0.11% | 0.11% |
| Roche (ROG.ZU) | 0.11% | 0.11% |
| Amgen (AMGN) | 0.11% | 0.11% |
| Visa (V) | 0.11% | 0.11% |
| Mastercard (MA) | 0.11% | 0.11% |
| Microsoft (MSFT) | 0.11% | 0.11% |
| BlackStone (BX) | 0.11% | 0.1% |
| Sezzle (SEZL) | 0.11% | 0.08% |
| IES Holdings (IESC) | 0.11% | 0.08% |
| Bitcoin (BTC) | 0.03% | 0.03% |