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Portfolio Diversification
Range
Most Diversified
37 instruments
May 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
26.4 instruments
Most Consistent Holdings
Top 5
AAPL85.67%
NVDA85.67%
MELI85.67%
ADI.US85.67%
CDNS85.67%
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 |
|---|---|---|---|---|
 iShares TIPS Bond ETF (TIP) | 4.87% | 0% | 11.33% | 7/5/2022 |
 Berkshire Hathaway (BRK.B) | 4.29% | 3.78% | 79.98% | - |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 3.88% | 7.83% | 46.17% | - |
| NVIDIA (NVDA) | 3.75% | 1.89% | 85.67% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 3.25% | 2.93% | 68.34% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 3.06% | 2.77% | 68.34% | - |
 VanEck Semiconductor UCITS ETF (VVSM.DE) | 2.47% | 2.75% | 54.56% | - |
 Vanguard Russell 1000 Growth ETF (VONG) | 2.25% | 0% | 55.36% | 5/13/2026 |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 2.14% | 2.75% | 54.44% | - |
 Amgen (AMGN) | 2.02% | 0% | 67.85% | 8/28/2025 |
 iShares Physical Gold ETC (PPFB.DE) | 2.01% | 2.75% | 47.34% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 1.97% | 7.97% | 30.19% | - |
 Xtrackers MSCI USA Information Technology UCITS ETF (XUTC.DE) | 1.94% | 2.51% | 54.68% | - |
 Vanguard Mega Cap Growth Index Fund (MGK) | 1.86% | 0% | 50.7% | 5/13/2026 |
| Cadence (CDNS) | 1.67% | 1.44% | 85.67% | - |
| Apple (AAPL) | 1.61% | 1.36% | 85.67% | - |
 iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 1.6% | 2.56% | 47.46% | - |
| MercadoLibre (MELI) | 1.56% | 1.67% | 85.67% | - |
| Analog Devices (ADI.US) | 1.56% | 1.26% | 85.67% | - |
 iShares Dow Jones Industrial Average UCITS ETF (INDUEX.DE) | 1.55% | 0% | 35.09% | 8/28/2025 |
 Synopsys (SNPS) | 1.49% | 1.5% | 85.67% | - |
 JPMorgan (JPM) | 1.42% | 1.79% | 78.2% | - |
 Intel (INTC) | 1.34% | 0% | 41.27% | 6/29/2026 |
 Invesco QQQ (QQQ) | 1.01% | 0% | 17.33% | 6/16/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.95% | 0% | 17.33% | 6/16/2023 |
 SPDR Gold (GLD) | 0.94% | 0% | 12.92% | 5/27/2024 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 0.91% | 0% | 13.84% | 2/1/2024 |
 Cisco (CSCO) | 0.89% | 0% | 30.74% | 5/27/2024 |
 Tesla (TSLA) | 0.84% | 0% | 43.72% | 3/3/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.79% | 0% | 11.88% | 6/20/2023 |
 iShares Dow Jones Global Titans 50 UCITS ETF (DJGTEEX.DE) | 0.79% | 3.31% | 19.35% | - |
 Vanguard Total World Stock ETF (VT.US) | 0.77% | 0% | 11.64% | 6/16/2023 |
 Lululemon (LULU) | 0.72% | 0% | 38.21% | 5/27/2024 |
 Merck (MRK) | 0.71% | 0% | 9.25% | 1/3/2023 |
 Meta (META) | 0.7% | 1.32% | 36.01% | - |
 USD/JPY (USDJPY) | 0.7% | 0% | 4.04% | 12/1/2022 |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.69% | 0% | 7.96% | 4/20/2023 |
 Comcast (CMCSA) | 0.68% | 0% | 30.8% | 5/29/2024 |
 Western Digital (WDC) | 0.67% | 3.87% | 20.94% | - |
 Palantir (PLTR) | 0.63% | 0% | 25.17% | 11/24/2025 |
 IBM (IBM) | 0.61% | 0% | 25.17% | 1/2/2024 |
 Seagate (STX.US) | 0.6% | 4.14% | 19.04% | - |
 Walgreens (WBA) | 0.6% | 0% | 20.39% | 11/10/2023 |
 McDonald's (MCD) | 0.6% | 0% | 2.82% | 9/1/2022 |
 Micron (MU) | 0.58% | 3.53% | 19.53% | - |
 ADP (ADP) | 0.57% | 0% | 29.33% | 1/2/2024 |
 Broadcom (AVGO) | 0.57% | 1.27% | 28.72% | - |
 Vistra (VST) | 0.52% | 0% | 22.11% | 9/29/2025 |
 Gilead Sciences (GILD) | 0.46% | 0% | 20.39% | 11/10/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.46% | 0% | 24% | 10/16/2023 |
 Kraft Heinz (KHC) | 0.46% | 0% | 20.39% | 11/10/2023 |
 Exelon (EXC) | 0.46% | 0% | 20.39% | 11/10/2023 |
 Dollar Tree (DLTR) | 0.45% | 0% | 25.47% | 11/10/2023 |
 Royal Caribbean (RCL) | 0.44% | 0% | 16.23% | 9/29/2025 |
 Texas Instruments (TXN) | 0.43% | 0% | 18.62% | 11/10/2023 |
 Boeing (BA) | 0.39% | 0% | 32.52% | 5/27/2024 |
 GE (GE) | 0.36% | 0% | 13.1% | 11/1/2024 |
 Teradyne (TER) | 0.35% | 3.4% | 10.66% | - |
 AEP (AEP) | 0.33% | 0% | 20.39% | 11/10/2023 |
 Howmet Aerospace (HWM) | 0.33% | 0% | 14.76% | 8/1/2025 |
 FICO (FICO) | 0.33% | 0% | 13.78% | 1/2/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.31% | 0% | 4.9% | 1/29/2024 |
 State Street SPDR Dow Jones In (DIA.US) | 0.31% | 0% | 4.9% | 1/29/2024 |
 Axon (AXON) | 0.3% | 0% | 13.04% | 9/2/2025 |
 Fortinet (FTNT) | 0.3% | 1.25% | 19.53% | - |
 Amazon (AMZN) | 0.29% | 1.13% | 19.41% | - |
 Warner Bros Discovery (WBD) | 0.28% | 0% | 11.02% | 4/1/2026 |
 Ciena (CIEN) | 0.28% | 3.44% | 8.45% | - |
 NRG Energy (NRG) | 0.27% | 0% | 12.74% | 9/2/2025 |
 Johnson & Johnson (JNJ) | 0.26% | 0% | 4.47% | 12/1/2022 |
 GE Vernova (GEV) | 0.25% | 0% | 10.84% | 10/27/2025 |
 Lam Research (LRCX) | 0.25% | 0% | 9.31% | 4/1/2026 |
 Tapestry (TPR) | 0.25% | 0% | 10.84% | 9/29/2025 |
 United Airlines (UAL) | 0.25% | 0% | 10.84% | 9/29/2025 |
 Comfort Systems USA (FIX) | 0.24% | 0% | 7.35% | 6/1/2026 |
 Sandisk Corp/DE (SNDK) | 0.24% | 3.13% | 6.37% | - |
 AMD (AMD) | 0.24% | 4.24% | 5.94% | - |
 3M (MMM) | 0.23% | 0% | 22.11% | 10/1/2024 |
 Newmont (NEM) | 0.23% | 0% | 9.12% | 3/2/2026 |
 Supermicro (SMCI) | 0.23% | 0% | 7.41% | 9/2/2025 |
 Chevron (CVX.US) | 0.23% | 0% | 21.8% | 11/10/2023 |
 Coherent (COHR) | 0.22% | 3.34% | 6.61% | - |
 AUD/USD (AUDUSD) | 0.22% | 0% | 4.1% | 12/1/2022 |
 Lumentum (LITE) | 0.22% | 4.14% | 6.55% | - |
 iShares 0-1 Year Treasury Bond (SHV) | 0.21% | 0% | 1.59% | 10/3/2022 |
 PepsiCo (PEP) | 0.2% | 0% | 6.43% | 1/3/2023 |
 Verizon (VZ) | 0.2% | 0% | 20.39% | 11/10/2023 |
 Albemarle (ALB) | 0.19% | 0% | 7.29% | 5/1/2026 |
 Dow (DOW) | 0.18% | 0% | 18.62% | 11/10/2023 |
 Robinhood Markets Inc. (HOOD) | 0.17% | 0% | 6.98% | 1/26/2026 |
 Iron Mountain (IRM) | 0.16% | 0% | 7.47% | 12/2/2024 |
 Pfizer (PFE) | 0.16% | 0% | 7.23% | 5/1/2025 |
 Netflix (NFLX) | 0.14% | 0% | 6.43% | 8/1/2025 |
 PulteGroup (PHM) | 0.14% | 0% | 5.63% | 1/2/2024 |
 Eli Lilly (LLY) | 0.13% | 0% | 5.63% | 8/1/2024 |
 Masco (MAS) | 0.12% | 0% | 5.39% | 4/1/2025 |
 DTE Energy (DTE) | 0.12% | 0% | 5.27% | 5/1/2025 |
 Texas Pacific (TPL) | 0.12% | 0% | 5.33% | 5/1/2025 |
 Crowdstrike (CRWD) | 0.11% | 0% | 5.63% | 7/1/2025 |
 AppLovin (APP) | 0.11% | 0% | 4.9% | 1/26/2026 |
 iShares Russell 1000 Growth UCITS ETF USD (Acc) (R1GR.L) | 0.1% | 2.4% | 4.16% | - |
 Amundi MSCI USA Mega Cap UCITS ETF Acc (MEGA.DE) | 0.1% | 2.44% | 4.23% | - |
 Adobe (ADBE) | 0.1% | 0% | 3.92% | 1/2/2024 |
 Targa Resources (TRGP) | 0.09% | 0% | 3.8% | 1/2/2025 |
 Jabil (JBL) | 0.09% | 0% | 3.86% | 9/2/2025 |
 Carnival (CCL) | 0.09% | 0% | 3.61% | 9/1/2023 |
 Amphenol (APH) | 0.09% | 0% | 3.67% | 12/29/2025 |
 Keurig Dr Pepper (KDP) | 0.09% | 0% | 2.14% | 11/1/2022 |
 Oracle (ORCL) | 0.08% | 0% | 3.61% | 10/27/2025 |
 UnitedHealth (UNH) | 0.08% | 0% | 4.59% | 12/1/2022 |
 DoorDash (DASH.US) | 0.08% | 0% | 3.67% | 8/1/2025 |
 KKR (KKR) | 0.08% | 0% | 3.86% | 11/1/2024 |
 GoDaddy (GDDY) | 0.08% | 0% | 3.74% | 10/1/2024 |
 Arista (ANET) | 0.08% | 0% | 3.92% | 9/3/2024 |
 Fox (FOX.US) | 0.07% | 0% | 3.55% | 5/1/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.07% | 0% | 0.98% | 9/14/2022 |
 Dell (DELL) | 0.06% | 0% | 1.65% | 6/29/2026 |
 DuPont (DD) | 0.06% | 3.9% | 1.47% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.06% | 0% | 1.53% | 9/14/2022 |
 First Solar (FSLR) | 0.05% | 0% | 2.51% | 7/1/2024 |
 Alphabet (GOOG) | 0.05% | 0% | 2.14% | 12/29/2025 |
 Mondelez (MDLZ) | 0.05% | 0% | 1.41% | 10/3/2022 |
 Corning (GLW) | 0.05% | 0% | 1.84% | 4/1/2026 |
 Synchrony (SYF) | 0.05% | 0% | 1.9% | 1/2/2025 |
 Republic Services (RSG) | 0.04% | 0% | 1.9% | 12/2/2024 |
 Xcel Energy (XEL) | 0.04% | 0% | 1.78% | 1/3/2023 |
 Philip Morris (PM) | 0.04% | 0% | 1.96% | 6/2/2025 |
 Norwegian Cruise Line (NCLH) | 0.04% | 0% | 1.71% | 7/31/2023 |
 Verisign (VRSN) | 0.04% | 0% | 1.9% | 6/2/2025 |
 Take-Two (TTWO) | 0.04% | 0% | 1.96% | 6/2/2025 |
 Stanley Black & Decker (SWK) | 0.04% | 0% | 1.9% | 12/2/2024 |
 Mohawk (MHK) | 0.04% | 0% | 2.02% | 9/3/2024 |
 ServiceNow (NOW) | 0.04% | 0% | 1.78% | 4/1/2025 |
 Pentair (PNR) | 0.04% | 0% | 1.65% | 9/29/2025 |
 Erie Insurance (ERIE) | 0.04% | 0% | 1.84% | 11/1/2024 |
 Align (ALGN) | 0.04% | 0% | 3.06% | 6/20/2023 |
 Qualcomm (QCOM) | 0.04% | 0% | 1.71% | 7/1/2024 |
 Moderna (MRNA) | 0.04% | 0% | 1.71% | 7/1/2024 |
 UHS (UHS) | 0.04% | 0% | 1.71% | 10/1/2024 |
 Deckers (DECK) | 0.03% | 0% | 1.71% | 7/1/2024 |
 Zoom (ZM) | 0.03% | 0% | 0.61% | 8/25/2022 |
 Las Vegas Sands (LVS) | 0.02% | 0% | 1.9% | 6/1/2023 |
 Wynn Resorts (WYNN) | 0.02% | 0% | 1.9% | 6/1/2023 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.02% | 0% | 1.04% | 9/26/2022 |
 Coca-Cola (KO) | 0.02% | 0% | 1.78% | 1/3/2023 |
 Fidelity MSCI Information Technology Index ETF (FTEC) | 0.01% | 0% | 0.24% | 1/29/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 7.03% | 5.73% |
| Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 6.96% | 5.64% |
| Berkshire Hathaway (BRK.B) | 5.15% | 5.14% |
| iShares Dow Jones Global Titans 50 UCITS ETF (DJGTEEX.DE) | 5.06% | 4.5% |
| iShares Physical Gold ETC (PPFB.DE) | 3.23% | 4.28% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 3.58% | 4.11% |
| VanEck Semiconductor UCITS ETF (VVSM.DE) | 3.84% | 4.01% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 3.68% | 3.79% |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 3.87% | 3.67% |
| Vanguard Russell 1000 Growth ETF (VONG) | 2.89% | 3.35% |
| Xtrackers MSCI USA Information Technology UCITS ETF (XUTC.DE) | 2.97% | 3.24% |
| Vanguard Mega Cap Growth Index Fund (MGK) | 2.89% | 3.22% |
| iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 3.58% | 3.19% |
| Micron (MU) | 2.56% | 2.62% |
| Warner Bros Discovery (WBD) | 2.19% | 2.61% |
| NVIDIA (NVDA) | 0.74% | 2.59% |
| Teradyne (TER) | 3.23% | 2.54% |
| Albemarle (ALB) | 3.23% | 2.52% |
| Seagate (STX.US) | 1.87% | 2.52% |
| Lam Research (LRCX) | 2.81% | 2.51% |
| Robinhood Markets Inc. (HOOD) | 3.34% | 2.5% |
| Western Digital (WDC) | 1.36% | 2.49% |
| Newmont (NEM) | 2.55% | 2.47% |
| AppLovin (APP) | 3.19% | 2.44% |
| JPMorgan (JPM) | 1.92% | 2.31% |
| Analog Devices (ADI.US) | 1.57% | 1.78% |
| Cadence (CDNS) | 1.88% | 1.77% |
| Apple (AAPL) | 1.55% | 1.76% |
| Broadcom (AVGO) | 1.85% | 1.67% |
| Amazon (AMZN) | 1.99% | 1.6% |
| Fortinet (FTNT) | 1.95% | 1.58% |
| Meta (META) | 2.11% | 1.51% |
| MercadoLibre (MELI) | 1.46% | 1.46% |
| Synopsys (SNPS) | 1.69% | 1.37% |
Cash & Instruments Over Time
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