Portfolio Diversification
Range
Most Diversified
37 instruments
May 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
23.8 instruments
Most Consistent Holdings
Top 5
AMGN82.21%
AAPL79.56%
NVDA79.56%
MELI79.56%
ADI79.56%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares TIPS Bond ETF (TIP) | 7.26% | 0% | 16.88% | 7/5/2022 |
| NVIDIA (NVDA) | 4.31% | 0% | 79.56% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 4.02% | 0% | 71.08% | 2/1/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 2.93% | 0% | 53.74% | 2/1/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 2.82% | 0% | 53.74% | 2/1/2025 |
| Amgen (AMGN) | 2.72% | 0% | 82.21% | 2/1/2025 |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 2.37% | 0% | 21.44% | 2/1/2025 |
 Vanguard Russell 1000 Growth ETF (VONG) | 1.89% | 0% | 40.69% | 2/1/2025 |
 VanEck Semiconductor UCITS ETF (VVSM.DE) | 1.76% | 0% | 33.39% | 2/1/2025 |
 Cadence (CDNS) | 1.62% | 0% | 79.56% | 2/1/2025 |
 Intel (INTC) | 1.6% | 0% | 48.45% | 5/27/2024 |
| Apple (AAPL) | 1.58% | 0% | 79.56% | 2/1/2025 |
 iShares Dow Jones Industrial Average UCITS ETF (INDUEX.DE) | 1.54% | 0% | 33.39% | 2/1/2025 |
| MercadoLibre (MELI) | 1.53% | 0% | 79.56% | 2/1/2025 |
| Analog Devices (ADI) | 1.53% | 0% | 79.56% | 2/1/2025 |
 Invesco QQQ (QQQ) | 1.5% | 0% | 25.82% | 6/16/2023 |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 1.49% | 0% | 33.12% | 2/1/2025 |
 Synopsys (SNPS) | 1.47% | 0% | 79.56% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 1.41% | 0% | 25.82% | 6/16/2023 |
 SPDR Gold (GLD) | 1.4% | 0% | 19.25% | 5/27/2024 |
 Vanguard Mega Cap Growth Index Fund (MGK) | 1.38% | 0% | 33.76% | 2/1/2025 |
 Xtrackers MSCI USA Information Technology UCITS ETF (XUTC.DE) | 1.37% | 0% | 33.39% | 2/1/2025 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 1.36% | 0% | 20.62% | 2/1/2024 |
 Cisco (CSCO) | 1.33% | 0% | 45.8% | 5/27/2024 |
 Tesla (TSLA) | 1.21% | 0% | 62.5% | 2/1/2025 |
 Ishares Russell 2000 ETF (IWM) | 1.18% | 0% | 17.7% | 6/20/2023 |
 Vanguard Total World Stock ETF (VT.US) | 1.15% | 0% | 17.34% | 6/16/2023 |
 Lululemon (LULU) | 1.08% | 0% | 56.93% | 5/27/2024 |
 JPMorgan (JPM) | 1.07% | 0% | 68.43% | 2/1/2025 |
 iShares Physical Gold ETC (PPFB.DE) | 1.06% | 0% | 22.63% | 2/1/2025 |
 Merck (MRK) | 1.06% | 0% | 13.78% | 1/3/2023 |
 USD/JPY (USDJPY) | 1.04% | 0% | 6.02% | 12/1/2022 |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 1.03% | 0% | 11.86% | 4/20/2023 |
 Comcast (CMCSA) | 1.01% | 0% | 45.89% | 5/29/2024 |
 IBM (IBM) | 0.91% | 0% | 37.5% | 1/2/2024 |
 Walgreens (WBA) | 0.89% | 0% | 30.38% | 11/10/2023 |
 McDonald's (MCD) | 0.89% | 0% | 4.2% | 9/1/2022 |
 iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 0.87% | 0% | 22.63% | 2/1/2025 |
 ADP (ADP) | 0.85% | 0% | 43.7% | 1/2/2024 |
 Gilead Sciences (GILD) | 0.69% | 0% | 30.38% | 11/10/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.69% | 0% | 35.77% | 10/16/2023 |
 Kraft Heinz (KHC) | 0.68% | 0% | 30.38% | 11/10/2023 |
 Exelon (EXC) | 0.68% | 0% | 30.38% | 11/10/2023 |
 Dollar Tree (DLTR) | 0.68% | 0% | 37.96% | 11/10/2023 |
 Meta (META) | 0.65% | 0% | 24.82% | 4/1/2024 |
 Texas Instruments (TXN) | 0.64% | 0% | 27.74% | 11/10/2023 |
 Boeing (BA) | 0.59% | 0% | 48.45% | 5/27/2024 |
 GE (GE) | 0.53% | 0% | 19.53% | 11/1/2024 |
 Royal Caribbean (RCL) | 0.53% | 0% | 18.89% | 1/2/2025 |
 Vistra (VST) | 0.52% | 0% | 22.08% | 2/1/2025 |
 AEP (AEP) | 0.49% | 0% | 30.38% | 11/10/2023 |
 FICO (FICO) | 0.49% | 0% | 20.53% | 1/2/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.46% | 0% | 7.3% | 1/29/2024 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.46% | 0% | 7.3% | 1/29/2024 |
 Johnson & Johnson (JNJ) | 0.39% | 0% | 6.66% | 12/1/2022 |
 3M (MMM) | 0.35% | 0% | 32.94% | 10/1/2024 |
 Chevron (CVX) | 0.34% | 0% | 32.48% | 11/10/2023 |
 AUD/USD (AUDUSD) | 0.33% | 0% | 6.11% | 12/1/2022 |
 iShares Short Treasury Bond ETF (SHV) | 0.31% | 0% | 2.37% | 10/3/2022 |
 PepsiCo (PEP) | 0.3% | 0% | 9.58% | 1/3/2023 |
 Palantir (PLTR) | 0.3% | 0% | 11.13% | 2/1/2025 |
 Verizon (VZ) | 0.3% | 0% | 30.38% | 11/10/2023 |
 Supermicro (SMCI) | 0.28% | 0% | 8.12% | 8/1/2024 |
 Dow (DOW) | 0.27% | 0% | 27.74% | 11/10/2023 |
 Broadcom (AVGO) | 0.26% | 0% | 11.13% | 2/1/2025 |
 Iron Mountain (IRM) | 0.24% | 0% | 11.13% | 12/2/2024 |
 NRG Energy (NRG) | 0.22% | 0% | 10.68% | 11/1/2024 |
 United Airlines (UAL) | 0.21% | 0% | 8.39% | 2/1/2025 |
 PulteGroup (PHM) | 0.21% | 0% | 8.39% | 1/2/2024 |
 Eli Lilly (LLY) | 0.19% | 0% | 8.39% | 8/1/2024 |
 AMD (AMD) | 0.18% | 0% | 4.38% | 3/1/2024 |
 Howmet Aerospace (HWM) | 0.18% | 0% | 8.3% | 11/1/2024 |
 Adobe (ADBE) | 0.14% | 0% | 5.84% | 1/2/2024 |
 Axon (AXON) | 0.14% | 0% | 5.57% | 2/1/2025 |
 Targa Resources (TRGP) | 0.13% | 0% | 5.66% | 1/2/2025 |
 Carnival (CCL) | 0.13% | 0% | 5.38% | 9/1/2023 |
 Keurig Dr Pepper (KDP) | 0.13% | 0% | 3.19% | 11/1/2022 |
 UnitedHealth (UNH) | 0.12% | 0% | 6.84% | 12/1/2022 |
 KKR (KKR) | 0.12% | 0% | 5.75% | 11/1/2024 |
 GoDaddy (GDDY) | 0.12% | 0% | 5.57% | 10/1/2024 |
 Arista (ANET) | 0.12% | 0% | 5.84% | 9/3/2024 |
 Micron (MU) | 0.11% | 0% | 5.38% | 8/1/2024 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.1% | 0% | 1.46% | 9/14/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.08% | 0% | 2.28% | 9/14/2022 |
 First Solar (FSLR) | 0.08% | 0% | 3.74% | 7/1/2024 |
 Mondelez (MDLZ) | 0.07% | 0% | 2.1% | 10/3/2022 |
 Synchrony (SYF) | 0.07% | 0% | 2.83% | 1/2/2025 |
 Masco (MAS) | 0.07% | 0% | 2.74% | 2/1/2025 |
 Pfizer (PFE) | 0.07% | 0% | 2.74% | 2/1/2025 |
 Republic Services (RSG) | 0.07% | 0% | 2.83% | 12/2/2024 |
 Xcel Energy (XEL) | 0.06% | 0% | 2.65% | 1/3/2023 |
 Norwegian Cruise Line (NCLH) | 0.06% | 0% | 2.55% | 7/31/2023 |
 Stanley Black & Decker (SWK) | 0.06% | 0% | 2.83% | 12/2/2024 |
 Mohawk (MHK) | 0.06% | 0% | 3.01% | 9/3/2024 |
 Erie Insurance (ERIE) | 0.05% | 0% | 2.74% | 11/1/2024 |
 Align (ALGN) | 0.05% | 0% | 4.56% | 6/20/2023 |
 Qualcomm (QCOM) | 0.05% | 0% | 2.55% | 7/1/2024 |
 Moderna (MRNA) | 0.05% | 0% | 2.55% | 7/1/2024 |
 UHS (UHS) | 0.05% | 0% | 2.55% | 10/1/2024 |
 Deckers (DECK) | 0.05% | 0% | 2.55% | 7/1/2024 |
 Crowdstrike (CRWD) | 0.05% | 0% | 2.83% | 8/1/2024 |
 Zoom (ZM) | 0.04% | 0% | 0.91% | 8/25/2022 |
 Las Vegas Sands (LVS) | 0.03% | 0% | 2.83% | 6/1/2023 |
 Wynn Resorts (WYNN) | 0.03% | 0% | 2.83% | 6/1/2023 |
 Netflix (NFLX) | 0.03% | 0% | 1.19% | 7/3/2023 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.03% | 0% | 1.55% | 9/26/2022 |
 Coca-Cola (KO) | 0.03% | 0% | 2.65% | 1/3/2023 |
 Fidelity MSCI Information Technology Index ETF (FTEC) | 0.02% | 0% | 0.36% | 1/29/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 3.35% | 7.29% |
| VanEck Semiconductor UCITS ETF (VVSM.DE) | 5.44% | 5.12% |
| Berkshire Hathaway (BRK.B) | 4.14% | 4.73% |
| iShares Physical Gold ETC (PPFB.DE) | 5.01% | 4.62% |
| iShares Dow Jones Industrial Average UCITS ETF (INDUEX.DE) | 4.99% | 4.58% |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 4.48% | 4.49% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 3.94% | 4.44% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 4.13% | 4.29% |
| Xtrackers MSCI USA Information Technology UCITS ETF (XUTC.DE) | 4.07% | 4.24% |
| Vanguard Russell 1000 Growth ETF (VONG) | 3.59% | 4.1% |
| Vanguard Mega Cap Growth Index Fund (MGK) | 3.84% | 3.87% |
| iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 4.45% | 3.75% |
| Tesla (TSLA) | 3.21% | 2.9% |
| Palantir (PLTR) | 1.78% | 2.89% |
| United Airlines (UAL) | 2.62% | 2.57% |
| Synchrony (SYF) | 3.21% | 2.44% |
| Royal Caribbean (RCL) | 2.7% | 2.42% |
| Axon (AXON) | 3.21% | 2.34% |
| Targa Resources (TRGP) | 2.65% | 2.24% |
| Vistra (VST) | 1.98% | 2.21% |
| Apple (AAPL) | 1.86% | 2.21% |
| FICO (FICO) | 2.14% | 2.15% |
| Cadence (CDNS) | 1.99% | 2.09% |
| JPMorgan (JPM) | 1.74% | 2.08% |
| Analog Devices (ADI) | 1.85% | 1.74% |
| MercadoLibre (MELI) | 1.65% | 1.72% |
| Synopsys (SNPS) | 1.92% | 1.64% |
| Amgen (AMGN) | 1.92% | 1.59% |