Portfolio Diversification
Range
Most Diversified
32 instruments
February 27, 2025
Least Diversified
0 instruments
February 2, 2025
Average
18.9 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
AMZN99.91%
MCD99.91%
BTC99.91%
GOOG99.83%
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 |
|---|---|---|---|---|
| Bitcoin (BTC) | 42.37% | 33.15% | 99.91% | - |
 Ethereum (ETH) | 7.53% | 1.87% | 99.83% | - |
| Apple (AAPL) | 6.98% | 2.28% | 99.91% | - |
 Meta (META) | 5.79% | 3.13% | 99.83% | - |
| Amazon (AMZN) | 5.55% | 1.68% | 99.91% | - |
| Alphabet (GOOG) | 4.84% | 6.64% | 99.83% | - |
 Microsoft (MSFT) | 3.46% | 3.3% | 99.83% | - |
 SPDR S&P 500 ETF (SPY) | 2.81% | 0% | 97.61% | 3/24/2025 |
 Johnson & Johnson (JNJ) | 2.48% | 0% | 95.99% | 3/4/2025 |
 LVMH (MC.PA) | 2.01% | 1.98% | 99.83% | - |
 Tesla (TSLA) | 1.69% | 0.79% | 99.83% | - |
 EssilorLuxottica (EL.PA) | 1.48% | 0% | 77.58% | 7/30/2024 |
| McDonald's (MCD) | 1.47% | 0.76% | 99.91% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.4% | 0% | 99.4% | 4/14/2025 |
 Vanguard Total Bond Market ETF (BND) | 1.14% | 0% | 33.08% | 4/7/2025 |
 Xtrackers S&P 500 Equal Weight UCITS ETF (XDEW.DE) | 0.91% | 7.85% | 24.13% | - |
 iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 0.85% | 5.13% | 24.64% | - |
 iShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE) | 0.73% | 11.2% | 12.28% | - |
 Alibaba (BABA) | 0.68% | 0% | 78.43% | 8/9/2024 |
 Corsair (CRSR) | 0.47% | 0% | 78.18% | 8/6/2024 |
 Berkshire Hathaway (BRK.B) | 0.4% | 1.57% | 12.53% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.33% | 0% | 41.09% | 2/26/2025 |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 0.32% | 0% | 36.06% | 3/31/2025 |
 Visa (V) | 0.28% | 1.32% | 15.86% | - |
 iShares MSCI China UCITS ETF (ICGA.DE) | 0.27% | 3.15% | 11.08% | - |
 Xtrackers MSCI World Health Care UCITS ETF (XDWH.DE) | 0.23% | 1.41% | 12.19% | - |
 Tattooed Chef Inc (TTCFQ) | 0.19% | 0% | 46.97% | 8/2/2023 |
 Nagarro (NA9.DE) | 0.13% | 1.03% | 12.11% | - |
 Basic-Fit (BFIT.NV) | 0.12% | 1.27% | 12.02% | - |
 ASML (ASML.NV) | 0.11% | 1.41% | 7.16% | - |
 Mastercard (MA) | 0.07% | 0.83% | 8.1% | - |
 iShares Physical Gold ETC (PPFB.DE) | 0.06% | 0.56% | 7.5% | - |
 FRP (FRPH) | 0.06% | 1.33% | 4.35% | - |
 CNR (CNI) | 0.06% | 0% | 11% | 4/7/2025 |
 Uber (UBER) | 0.05% | 1.18% | 4.35% | - |
 Baidu (BIDU) | 0.04% | 0.98% | 4.77% | - |
 PDD Holdings (PDD) | 0.03% | 0.45% | 4.86% | - |
 Canadian Pacific (CP) | 0.01% | 0.6% | 1.02% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 9.6% | 39.68% |
| Alphabet (GOOG) | 3.78% | 4.28% |
| Ethereum (ETH) | 1.31% | 4.23% |
| Meta (META) | 2.73% | 3.83% |
| Berkshire Hathaway (BRK.B) | 7.81% | 3.8% |
| iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 7.01% | 3.79% |
| Xtrackers S&P 500 Equal Weight UCITS ETF (XDEW.DE) | 7.4% | 3.77% |
| Amazon (AMZN) | 4.34% | 3.33% |
| Apple (AAPL) | 2.16% | 3.13% |
| Vanguard Total Bond Market ETF (BND) | 5.84% | 2.93% |
| Microsoft (MSFT) | 2.16% | 2.21% |
| iShares MSCI China UCITS ETF (ICGA.DE) | 3.9% | 1.89% |
| Visa (V) | 3.27% | 1.86% |
| SPDR S&P 500 ETF (SPY) | 2.2% | 1.85% |
| Xtrackers MSCI World Health Care UCITS ETF (XDWH.DE) | 3.37% | 1.62% |
| iShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE) | 3.2% | 1.57% |
| Tesla (TSLA) | 1.1% | 1.43% |
| Johnson & Johnson (JNJ) | 2.16% | 1.09% |
| Nagarro (NA9.DE) | 2.16% | 0.9% |
| Vanguard Total Stock Market ETF (VTI) | 1.08% | 0.89% |
| LVMH (MC.PA) | 1.08% | 0.86% |
| McDonald's (MCD) | 1.08% | 0.77% |
| PIMCO Active Bond Exchange-Traded Fund (BOND) | 1.38% | 0.68% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 1.34% | 0.67% |
| Basic-Fit (BFIT.NV) | 1.08% | 0.58% |
| CNR (CNI) | 1.19% | 0.54% |