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Portfolio Diversification
Range
Most Diversified
37 instruments
May 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
25.9 instruments
Most Consistent Holdings
Top 5
AAPL84.75%
NVDA84.75%
MELI84.75%
ADI.US84.75%
CDNS84.75%
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) | 5.32% | 0% | 12.37% | 7/5/2022 |
 Berkshire Hathaway (BRK.B) | 4.34% | 4.9% | 78.53% | - |
| NVIDIA (NVDA) | 3.91% | 2.37% | 84.75% | - |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 3.6% | 6.73% | 41.61% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 3.26% | 3.81% | 65.82% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 3.09% | 3.51% | 65.82% | - |
 VanEck Semiconductor UCITS ETF (VVSM.DE) | 2.41% | 3.5% | 50.9% | - |
 Vanguard Russell 1000 Growth ETF (VONG) | 2.34% | 3.05% | 56.25% | - |
 Amgen (AMGN) | 2.2% | 0% | 74.11% | 8/28/2025 |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 2.09% | 3.42% | 50.7% | - |
 iShares Physical Gold ETC (PPFB.DE) | 1.92% | 4.36% | 42.94% | - |
 Vanguard Mega Cap Growth Index Fund (MGK) | 1.91% | 2.9% | 51.17% | - |
 Xtrackers MSCI USA Information Technology UCITS ETF (XUTC.DE) | 1.89% | 2.94% | 50.9% | - |
 iShares Dow Jones Industrial Average UCITS ETF (INDUEX.DE) | 1.69% | 0% | 38.33% | 8/28/2025 |
| Cadence (CDNS) | 1.69% | 1.62% | 84.75% | - |
| Apple (AAPL) | 1.64% | 1.58% | 84.75% | - |
| MercadoLibre (MELI) | 1.6% | 1.24% | 84.75% | - |
| Analog Devices (ADI.US) | 1.57% | 1.66% | 84.75% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 1.51% | 6.93% | 24.15% | - |
 iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 1.51% | 3.06% | 43.01% | - |
 Synopsys (SNPS) | 1.51% | 1.38% | 84.75% | - |
 JPMorgan (JPM) | 1.4% | 1.99% | 76.59% | - |
 Intel (INTC) | 1.32% | 0% | 41.34% | 3/2/2026 |
 Invesco QQQ (QQQ) | 1.1% | 0% | 18.93% | 6/16/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 1.03% | 0% | 18.93% | 6/16/2023 |
 SPDR Gold (GLD) | 1.02% | 0% | 14.11% | 5/27/2024 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 1% | 0% | 15.12% | 2/1/2024 |
 Cisco (CSCO) | 0.97% | 0% | 33.58% | 5/27/2024 |
 Tesla (TSLA) | 0.92% | 0% | 47.76% | 3/3/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.86% | 0% | 12.98% | 6/20/2023 |
 Vanguard Total World Stock ETF (VT.US) | 0.85% | 0% | 12.71% | 6/16/2023 |
 Lululemon (LULU) | 0.79% | 0% | 41.74% | 5/27/2024 |
 Merck (MRK) | 0.78% | 0% | 10.1% | 1/3/2023 |
 USD/JPY (USDJPY) | 0.76% | 0% | 4.41% | 12/1/2022 |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.76% | 0% | 8.7% | 4/20/2023 |
 Comcast (CMCSA) | 0.74% | 0% | 33.65% | 5/29/2024 |
 Palantir (PLTR) | 0.69% | 0% | 27.49% | 11/24/2025 |
 IBM (IBM) | 0.67% | 0% | 27.49% | 1/2/2024 |
 Meta (META) | 0.66% | 1.41% | 30.7% | - |
 Walgreens (WBA) | 0.65% | 0% | 22.27% | 11/10/2023 |
 McDonald's (MCD) | 0.65% | 0% | 3.08% | 9/1/2022 |
 ADP (ADP) | 0.62% | 0% | 32.04% | 1/2/2024 |
 Vistra (VST) | 0.56% | 0% | 24.15% | 9/29/2025 |
 iShares Dow Jones Global Titans 50 UCITS ETF (DJGTEEX.DE) | 0.55% | 4.16% | 12.58% | - |
 Gilead Sciences (GILD) | 0.5% | 0% | 22.27% | 11/10/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.5% | 0% | 26.22% | 10/16/2023 |
 Broadcom (AVGO) | 0.5% | 1.53% | 22.74% | - |
 Kraft Heinz (KHC) | 0.5% | 0% | 22.27% | 11/10/2023 |
 Exelon (EXC) | 0.5% | 0% | 22.27% | 11/10/2023 |
 Dollar Tree (DLTR) | 0.5% | 0% | 27.83% | 11/10/2023 |
 Royal Caribbean (RCL) | 0.48% | 0% | 17.73% | 9/29/2025 |
 Texas Instruments (TXN) | 0.47% | 0% | 20.33% | 11/10/2023 |
 Boeing (BA) | 0.43% | 0% | 35.52% | 5/27/2024 |
 Western Digital (WDC) | 0.41% | 2.97% | 14.25% | - |
 GE (GE) | 0.39% | 0% | 14.31% | 11/1/2024 |
 AEP (AEP) | 0.36% | 0% | 22.27% | 11/10/2023 |
 Howmet Aerospace (HWM) | 0.36% | 0% | 16.12% | 8/1/2025 |
 FICO (FICO) | 0.36% | 0% | 15.05% | 1/2/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.34% | 0% | 5.35% | 1/29/2024 |
 Seagate (STX.US) | 0.34% | 2.91% | 12.11% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.33% | 0% | 5.35% | 1/29/2024 |
 Axon (AXON) | 0.33% | 0% | 14.25% | 9/2/2025 |
 Micron (MU) | 0.32% | 2.65% | 12.58% | - |
 NRG Energy (NRG) | 0.3% | 0% | 13.91% | 9/2/2025 |
 Johnson & Johnson (JNJ) | 0.29% | 0% | 4.88% | 12/1/2022 |
 GE Vernova (GEV) | 0.28% | 0% | 11.84% | 10/27/2025 |
 Tapestry (TPR) | 0.27% | 0% | 11.84% | 9/29/2025 |
 United Airlines (UAL) | 0.27% | 0% | 11.84% | 9/29/2025 |
 Warner Bros Discovery (WBD) | 0.26% | 2.8% | 10.43% | - |
 3M (MMM) | 0.25% | 0% | 24.15% | 10/1/2024 |
 Newmont (NEM) | 0.25% | 0% | 9.97% | 3/2/2026 |
 Supermicro (SMCI) | 0.25% | 0% | 8.09% | 9/2/2025 |
 Chevron (CVX) | 0.25% | 0% | 23.81% | 11/10/2023 |
 AUD/USD (AUDUSD) | 0.24% | 0% | 4.48% | 12/1/2022 |
 Lam Research (LRCX) | 0.23% | 2.62% | 8.56% | - |
 iShares 0-1 Year Treasury Bond (SHV) | 0.23% | 0% | 1.74% | 10/3/2022 |
 PepsiCo (PEP) | 0.22% | 0% | 7.02% | 1/3/2023 |
 Verizon (VZ) | 0.22% | 0% | 22.27% | 11/10/2023 |
 Fortinet (FTNT) | 0.2% | 1.62% | 12.58% | - |
 Amazon (AMZN) | 0.2% | 1.54% | 12.58% | - |
 Dow (DOW) | 0.2% | 0% | 20.33% | 11/10/2023 |
 Robinhood Markets Inc. (HOOD) | 0.19% | 0% | 7.63% | 1/26/2026 |
 Iron Mountain (IRM) | 0.18% | 0% | 8.16% | 12/2/2024 |
 Pfizer (PFE) | 0.17% | 0% | 7.89% | 5/1/2025 |
 Netflix (NFLX) | 0.16% | 0% | 7.02% | 8/1/2025 |
 PulteGroup (PHM) | 0.16% | 0% | 6.15% | 1/2/2024 |
 Teradyne (TER) | 0.15% | 3.41% | 4.62% | - |
 Eli Lilly (LLY) | 0.14% | 0% | 6.15% | 8/1/2024 |
 Masco (MAS) | 0.13% | 0% | 5.89% | 4/1/2025 |
 DTE Energy (DTE) | 0.13% | 0% | 5.75% | 5/1/2025 |
 AMD (AMD) | 0.13% | 0% | 3.21% | 3/1/2024 |
 Texas Pacific (TPL) | 0.13% | 0% | 5.82% | 5/1/2025 |
 Crowdstrike (CRWD) | 0.12% | 0% | 6.15% | 7/1/2025 |
 Albemarle (ALB) | 0.12% | 2.45% | 4.48% | - |
 AppLovin (APP) | 0.12% | 0% | 5.35% | 1/26/2026 |
 Adobe (ADBE) | 0.11% | 0% | 4.28% | 1/2/2024 |
 Targa Resources (TRGP) | 0.1% | 0% | 4.15% | 1/2/2025 |
 Jabil (JBL) | 0.1% | 0% | 4.21% | 9/2/2025 |
 Carnival (CCL) | 0.1% | 0% | 3.95% | 9/1/2023 |
 Amphenol (APH) | 0.09% | 0% | 4.01% | 12/29/2025 |
 Keurig Dr Pepper (KDP) | 0.09% | 0% | 2.34% | 11/1/2022 |
 Oracle (ORCL) | 0.09% | 0% | 3.95% | 10/27/2025 |
 UnitedHealth (UNH) | 0.09% | 0% | 5.02% | 12/1/2022 |
 DoorDash (DASH.US) | 0.09% | 0% | 4.01% | 8/1/2025 |
 KKR (KKR) | 0.09% | 0% | 4.21% | 11/1/2024 |
 GoDaddy (GDDY) | 0.09% | 0% | 4.08% | 10/1/2024 |
 Comfort Systems USA (FIX) | 0.09% | 3.23% | 2.74% | - |
 Arista (ANET) | 0.09% | 0% | 4.28% | 9/3/2024 |
 Fox (FOX) | 0.08% | 0% | 3.88% | 5/1/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.07% | 0% | 1.07% | 9/14/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.06% | 0% | 1.67% | 9/14/2022 |
 First Solar (FSLR) | 0.06% | 0% | 2.74% | 7/1/2024 |
 Alphabet (GOOG) | 0.05% | 0% | 2.34% | 12/29/2025 |
 Mondelez (MDLZ) | 0.05% | 0% | 1.54% | 10/3/2022 |
 Synchrony (SYF) | 0.05% | 0% | 2.07% | 1/2/2025 |
 Republic Services (RSG) | 0.05% | 0% | 2.07% | 12/2/2024 |
 Xcel Energy (XEL) | 0.05% | 0% | 1.94% | 1/3/2023 |
 Philip Morris (PM) | 0.05% | 0% | 2.14% | 6/2/2025 |
 Norwegian Cruise Line (NCLH) | 0.05% | 0% | 1.87% | 7/31/2023 |
 Verisign (VRSN) | 0.04% | 0% | 2.07% | 6/2/2025 |
 Take-Two (TTWO) | 0.04% | 0% | 2.14% | 6/2/2025 |
 Stanley Black & Decker (SWK) | 0.04% | 0% | 2.07% | 12/2/2024 |
 Mohawk (MHK) | 0.04% | 0% | 2.21% | 9/3/2024 |
 ServiceNow (NOW) | 0.04% | 0% | 1.94% | 4/1/2025 |
 Pentair (PNR) | 0.04% | 0% | 1.81% | 9/29/2025 |
 Erie Insurance (ERIE) | 0.04% | 0% | 2.01% | 11/1/2024 |
 Align (ALGN) | 0.04% | 0% | 3.34% | 6/20/2023 |
 Qualcomm (QCOM) | 0.04% | 0% | 1.87% | 7/1/2024 |
 Moderna (MRNA) | 0.04% | 0% | 1.87% | 7/1/2024 |
 UHS (UHS) | 0.04% | 0% | 1.87% | 10/1/2024 |
 Deckers (DECK) | 0.04% | 0% | 1.87% | 7/1/2024 |
 Zoom (ZM) | 0.03% | 0% | 0.67% | 8/25/2022 |
 Las Vegas Sands (LVS) | 0.02% | 0% | 2.07% | 6/1/2023 |
 Wynn Resorts (WYNN) | 0.02% | 0% | 2.07% | 6/1/2023 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.02% | 0% | 1.14% | 9/26/2022 |
 Coca-Cola (KO) | 0.02% | 0% | 1.94% | 1/3/2023 |
 Fidelity MSCI Information Technology Index ETF (FTEC) | 0.01% | 0% | 0.27% | 1/29/2024 |
 Corning (GLW) | 0.01% | 2.39% | 0.4% | - |
 Ciena (CIEN) | 0.01% | 2.41% | 0.4% | - |
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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