Portfolio Diversification
Range
Most Diversified
41 instruments
January 17, 2025
Least Diversified
0 instruments
February 2, 2025
Average
25.3 instruments
Most Consistent Holdings
Top 5
TLT99.87%
VTI99.87%
BND99.87%
BNDX99.87%
HD79.15%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 10.84% | 0% | 99.87% | 2/1/2025 |
| Vanguard Total International Bond ETF (BNDX) | 3.02% | 0% | 99.87% | 2/1/2025 |
| Home Depot (HD) | 2.95% | 0% | 79.15% | 2/1/2025 |
 Hermes (RMS.PA) | 2.76% | 0% | 48.61% | 2/1/2025 |
 Cigna (CI) | 2.64% | 0% | 50.2% | 7/2/2024 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.46% | 0% | 99.87% | 2/1/2025 |
 BD (BDX) | 2.4% | 0% | 54.98% | 7/10/2024 |
 LVMH (MC.PA) | 2.33% | 0% | 42.1% | 2/1/2025 |
 Intel (INTC) | 2.24% | 0% | 40.9% | 3/12/2024 |
 Qualcomm (QCOM) | 1.99% | 0% | 39.97% | 5/29/2024 |
| Vanguard Total Bond Market ETF (BND) | 1.91% | 0% | 99.87% | 2/1/2025 |
 Sika (SIKA.ZU) | 1.79% | 0% | 48.87% | 11/19/2024 |
 S&P Global (SPGI) | 1.59% | 0% | 34.13% | 5/15/2024 |
 Intuit (INTU) | 1.55% | 0% | 29.08% | 5/24/2024 |
 Global Payments (GPN) | 1.53% | 0% | 32.67% | 6/13/2024 |
 American Water (AWK) | 1.42% | 0% | 34.4% | 9/26/2023 |
 Givaudan (GIVN.ZU) | 1.42% | 0% | 30.54% | 7/23/2024 |
 Bitcoin (BTC) | 1.4% | 0% | 56.57% | 10/15/2024 |
 ASML (ASML.NV) | 1.35% | 0% | 25.9% | 9/26/2023 |
 Ishares Russell 2000 ETF (IWM) | 1.33% | 0% | 31.34% | 8/19/2024 |
 FactSet (FDS) | 1.31% | 0% | 49.27% | 2/1/2025 |
 Medtronic (MDT.US) | 1.21% | 0% | 38.78% | 2/1/2025 |
 Accenture (ACN) | 1.21% | 0% | 24.97% | 3/21/2024 |
 Gjensidige (GJF.OL) | 1.17% | 0% | 31.08% | 7/15/2024 |
 Tencent (0700.HK) | 1.1% | 0% | 35.72% | 12/22/2023 |
 Nordea (NDA_SE.ST) | 1.09% | 0% | 23.64% | 3/11/2024 |
 Trelleborg (TREL-B.ST) | 1.07% | 0% | 20.85% | 10/18/2023 |
 MTR (00066.HK) | 1.06% | 0% | 19.39% | 5/30/2023 |
 Husqvarna (HUSQB.ST) | 1.06% | 0% | 26.16% | 10/19/2023 |
 Berkshire Hathaway (BRK.B) | 1.01% | 0% | 18.59% | 5/24/2023 |
 Centene (CNC) | 0.97% | 0% | 20.19% | 4/1/2024 |
 Pioneer Natural Resources Company (PXD) | 0.96% | 0% | 24.17% | 4/9/2024 |
 FIS (FIS) | 0.96% | 0% | 20.72% | 6/10/2024 |
 Akzo Nobel (AKZA.NV) | 0.9% | 0% | 18.06% | 10/19/2023 |
 Pandora (PNDORA.CO) | 0.85% | 0% | 15.01% | 10/9/2023 |
 Avient (AVNT) | 0.76% | 0% | 34.53% | 2/1/2025 |
 UPM (UPM.HE) | 0.73% | 0% | 14.74% | 4/25/2023 |
 Neurocrine Biosciences (NBIX) | 0.72% | 0% | 22.18% | 8/28/2024 |
 Tecan (TECN.ZU) | 0.69% | 0% | 15.54% | 6/18/2024 |
 Iberdrola (IBE.MC) | 0.67% | 0% | 18.86% | 7/4/2024 |
 Apple (AAPL) | 0.64% | 0% | 29.48% | 1/21/2025 |
 Zebra (ZBRA) | 0.64% | 0% | 29.22% | 2/1/2025 |
 Ashtead (AHT.L) | 0.61% | 0% | 9.43% | 3/15/2023 |
 Church & Dwight (CHD) | 0.59% | 0% | 10.76% | 4/4/2023 |
 iShares MSCI ACWI Index Fund (ACWI) | 0.58% | 0% | 20.19% | 1/24/2024 |
 Texas Pacific (TPL) | 0.56% | 0% | 15.27% | 8/6/2024 |
 Airbus (AIR.PA) | 0.54% | 0% | 28.15% | 2/1/2025 |
 Legrand (LR.PA) | 0.53% | 0% | 18.33% | 6/6/2024 |
 Deutsche Bank (DBK.DE) | 0.52% | 0% | 40.24% | 2/1/2025 |
 PayPal (PYPL) | 0.51% | 0% | 23.51% | 12/5/2024 |
 Dassault Systemes (DSY.PA) | 0.5% | 0% | 27.36% | 2/1/2025 |
 McDonald's (MCD) | 0.48% | 0% | 23.77% | 1/13/2025 |
 Fiserv (FI) | 0.46% | 0% | 7.97% | 3/14/2023 |
 Aalberts (AALB.NV) | 0.46% | 0% | 9.16% | 5/30/2023 |
 Incyte (INCY) | 0.45% | 0% | 25.1% | 2/1/2025 |
 Thermo Fisher (TMO) | 0.45% | 0% | 8.37% | 5/17/2023 |
 Applied Materials (AMAT) | 0.43% | 0% | 7.57% | 3/8/2023 |
 ARK Next Generation Internet ETF (ARKW) | 0.43% | 0% | 16.6% | 1/16/2024 |
 Parker-Hannifin (PH) | 0.42% | 0% | 21.65% | 2/1/2025 |
 Cardano (ADA) | 0.41% | 0% | 50.33% | 1/22/2024 |
 ICE (ICE) | 0.4% | 0% | 8.5% | 10/24/2023 |
 Ferrari (RACE) | 0.38% | 0% | 21.91% | 2/1/2025 |
 UnitedHealth (UNH) | 0.38% | 0% | 21.91% | 2/1/2025 |
 3i (III) | 0.36% | 0% | 7.44% | 12/4/2023 |
 Unilever (ULVR.L) | 0.34% | 0% | 13.28% | 2/1/2025 |
 Sonova (SOON.ZU) | 0.33% | 0% | 19.92% | 2/1/2025 |
 Zoom (ZM) | 0.33% | 0% | 28.29% | 10/21/2024 |
 Halma (HLMA.L) | 0.32% | 0% | 18.06% | 2/1/2025 |
 Sofina (SOF.BR) | 0.3% | 0% | 5.44% | 3/13/2023 |
 Aon (AON) | 0.3% | 0% | 16.07% | 2/1/2025 |
 Pfizer (PFE) | 0.29% | 0% | 15.94% | 11/15/2024 |
 Advance Auto Parts (AAP) | 0.28% | 0% | 11.29% | 8/22/2024 |
 Eurofins (ERF.PA) | 0.28% | 0% | 10.09% | 6/24/2024 |
 Dior (CDI.PA) | 0.28% | 0% | 12.35% | 8/2/2024 |
 iShares China Large-Cap ETF (FXI) | 0.27% | 0% | 5.31% | 5/30/2023 |
 Alibaba (9988.HK) | 0.26% | 0% | 6.64% | 5/31/2023 |
 Alphabet (GOOGL) | 0.26% | 0% | 13.15% | 2/1/2025 |
 Sony (SONY) | 0.25% | 0% | 4.52% | 4/4/2023 |
 Bristol-Myers Squibb (BMY) | 0.24% | 0% | 6.11% | 4/26/2024 |
 HelloFresh (HFG.DE) | 0.24% | 0% | 9.96% | 11/16/2023 |
 Salik (SALIK.AE) | 0.22% | 0% | 6.77% | 2/1/2025 |
 Freshpet (FRPT) | 0.21% | 0% | 4.78% | 9/22/2023 |
 Charter (CHTR) | 0.21% | 0% | 4.52% | 12/5/2023 |
 Harley-Davidson (HOG) | 0.2% | 0% | 4.78% | 4/25/2024 |
 Chipotle (CMG) | 0.19% | 0% | 10.62% | 12/13/2024 |
 Inwit (INW.MI) | 0.19% | 0% | 18.33% | 12/19/2024 |
 EA (EA) | 0.18% | 0% | 10.49% | 1/23/2025 |
 Amadeus (AMS.MC) | 0.18% | 0% | 10.49% | 10/2/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.15% | 0% | 3.32% | 5/8/2023 |
 Experian (EXPN.L) | 0.15% | 0% | 3.05% | 11/15/2023 |
 Lonza (LONN.ZU) | 0.15% | 0% | 2.66% | 4/5/2023 |
 Moncler (MONC.MI) | 0.14% | 0% | 2.26% | 1/18/2023 |
 DocuSign (DOCU) | 0.14% | 0% | 13.68% | 2/1/2025 |
 Yara (YAR.OL) | 0.13% | 0% | 7.7% | 2/1/2025 |
 Bank of America (BAC) | 0.11% | 0% | 8.76% | 3/9/2023 |
 Scatec (SCATC.OL) | 0.11% | 0% | 13.68% | 2/1/2025 |
 EUR/CHF (EURCHF) | 0.11% | 0% | 1.99% | 1/16/2023 |
 Veeva (VEEV) | 0.11% | 0% | 6.91% | 2/1/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0.1% | 0% | 5.44% | 10/11/2024 |
 Geely (00175.HK) | 0.1% | 0% | 4.78% | 10/31/2024 |
 Prosus (PRX.NV) | 0.09% | 0% | 4.52% | 5/31/2023 |
 Woolworths (WOW.ASX) | 0.09% | 0% | 9.96% | 2/1/2025 |
 Galenica (GALE.ZU) | 0.08% | 0% | 1.33% | 1/11/2023 |
 Netcompany (NETC.CO) | 0.08% | 0% | 9.16% | 1/28/2025 |
 Orion (ORNBV.HE) | 0.07% | 0% | 8.63% | 2/1/2025 |
 Euronext (ENX.PA) | 0.07% | 0% | 1.33% | 1/11/2023 |
 Kering (KER.PA) | 0.07% | 0% | 3.45% | 7/24/2024 |
 Roblox (RBLX) | 0.06% | 0% | 7.84% | 2/1/2025 |
 Pernod Ricard (RI.PA) | 0.06% | 0% | 3.32% | 8/6/2024 |
 Verizon (VZ) | 0.06% | 0% | 1.06% | 1/9/2023 |
 Piaggio (PIA.MI) | 0.06% | 0% | 6.91% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 0.05% | 0% | 2.52% | 8/14/2024 |
 Accor (AC.PA) | 0.05% | 0% | 6.91% | 2/1/2025 |
 ESP35 Index (Non Expiry) (ESP35) | 0.05% | 0% | 0.93% | 1/26/2023 |
 Stillfront (SF.ST) | 0.05% | 0% | 5.98% | 2/1/2025 |
 DNO (DNO.OL) | 0.04% | 0% | 4.38% | 2/1/2025 |
 Visa (V) | 0.04% | 0% | 3.98% | 2/1/2023 |
 ResMed (RMD) | 0.04% | 0% | 4.38% | 2/1/2025 |
 L'Oréal (OR.PA) | 0.04% | 0% | 2.12% | 2/1/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.03% | 0% | 0.66% | 3/21/2023 |
 VanEck Vectors Russia ETF (RSX) | 0.03% | 0% | 6.77% | 2/22/2023 |
 Veracyte (VCYT) | 0.03% | 0% | 7.44% | 9/21/2023 |
 Invesco QQQ (QQQ) | 0.03% | 0% | 1.33% | 8/1/2024 |
 JPN225 Index (Non Expiry) (JPN225) | 0.02% | 0% | 1.2% | 2/1/2025 |
 Samsung (SMSN.L) | 0.02% | 0% | 2.12% | 1/17/2023 |
 BAE Systems (BA.L) | 0.02% | 0% | 2.26% | 11/29/2024 |
 BBVA (BBVA.MC) | 0.02% | 0% | 2.52% | 8/31/2023 |
 iShares Silver Trust (SLV) | 0.02% | 0% | 0.93% | 12/18/2024 |
 MicroVision (MVIS) | 0.01% | 0% | 4.38% | 2/1/2025 |
 NZD/JPY (NZDJPY) | 0.01% | 0% | 0.27% | 4/28/2023 |
 Ford (F) | 0.01% | 0% | 5.05% | 10/27/2023 |
 Broadridge (BR) | 0.01% | 0% | 0.27% | 11/2/2023 |
 CSL (CSL.ASX) | 0.01% | 0% | 2.12% | 4/21/2023 |
 Coca-Cola (KO) | 0.01% | 0% | 0.66% | 2/1/2025 |
 Micron (MU) | 0.01% | 0% | 1.59% | 9/14/2023 |
 Nestle (NESN.ZU) | 0.01% | 0% | 1.99% | 1/16/2023 |
 ACS (ACS.MC) | 0.01% | 0% | 4.52% | 5/23/2024 |
 Arista (ANET) | 0.01% | 0% | 0.13% | 5/2/2023 |
 GBP/USD (GBPUSD) | 0% | 0% | 0.27% | 12/13/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 23.17% | 25.34% |
| Zebra (ZBRA) | 1.85% | 2.25% |
| Apple (AAPL) | 1.85% | 2.17% |
| Vanguard Total Bond Market ETF (BND) | 2.25% | 2.12% |
| Alphabet (GOOGL) | 1.85% | 2.06% |
| Airbus (AIR.PA) | 1.85% | 2.05% |
| Home Depot (HD) | 1.85% | 2.03% |
| McDonald's (MCD) | 1.85% | 2.01% |
| Vanguard Total International Bond ETF (BNDX) | 2.2% | 1.99% |
| Parker-Hannifin (PH) | 1.85% | 1.95% |
| Salik (SALIK.AE) | 1.85% | 1.94% |
| Hermes (RMS.PA) | 1.85% | 1.93% |
| Aon (AON) | 1.85% | 1.85% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.22% | 1.85% |
| Halma (HLMA.L) | 1.85% | 1.85% |
| FactSet (FDS) | 1.85% | 1.84% |
| Unilever (ULVR.L) | 1.85% | 1.81% |
| Dassault Systemes (DSY.PA) | 1.85% | 1.79% |
| Incyte (INCY) | 1.85% | 1.79% |
| EA (EA) | 1.85% | 1.7% |
| Yara (YAR.OL) | 1.85% | 1.68% |
| Ferrari (RACE) | 1.85% | 1.66% |
| Sonova (SOON.ZU) | 1.71% | 1.64% |
| Avient (AVNT) | 1.85% | 1.62% |
| Medtronic (MDT.US) | 1.85% | 1.6% |
| UnitedHealth (UNH) | 1.85% | 1.58% |
| Veeva (VEEV) | 1.85% | 1.52% |
| DocuSign (DOCU) | 0.93% | 1.12% |
| Deutsche Bank (DBK.DE) | 0.93% | 1% |
| Woolworths (WOW.ASX) | 0.93% | 0.92% |
| ResMed (RMD) | 0.93% | 0.9% |
| Piaggio (PIA.MI) | 0.93% | 0.9% |
| DNO (DNO.OL) | 0.93% | 0.9% |
| Stillfront (SF.ST) | 0.93% | 0.88% |
| Netcompany (NETC.CO) | 0.93% | 0.86% |
| Scatec (SCATC.OL) | 0.93% | 0.85% |
| Orion (ORNBV.HE) | 0.93% | 0.85% |
| Roblox (RBLX) | 0.74% | 0.77% |
| Accor (AC.PA) | 0.74% | 0.74% |
| MicroVision (MVIS) | 0.37% | 0.31% |