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Portfolio Diversification
Range
Most Diversified
59 instruments
January 10, 2024
Least Diversified
0 instruments
February 2, 2025
Average
48.5 instruments
Most Consistent Holdings
Top 5
MSFT99.36%
BABA99.36%
CRSP99.36%
VOW3.DE99.28%
GOOG98.96%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 5.28% | 4% | 99.36% | - |
| Alphabet (GOOG) | 4.6% | 0.77% | 98.96% | - |
 Amazon (AMZN) | 4.13% | 0% | 71.67% | 6/23/2025 |
 NVIDIA (NVDA) | 3.61% | 0.95% | 82.34% | - |
 Apple (AAPL) | 3.38% | 0% | 97.35% | 5/19/2026 |
 Meta (META) | 2.54% | 0% | 74.88% | 11/17/2025 |
 Lithium Americas (LAC) | 2.29% | 4.21% | 68.3% | - |
 Ford (F) | 2.23% | 0% | 81.54% | 10/24/2025 |
 Disney (DIS) | 2.19% | 0% | 78.97% | 9/22/2025 |
| Alibaba (BABA) | 2.17% | 2.79% | 99.36% | - |
 Bitcoin (BTC) | 2.12% | 5.87% | 53.61% | - |
 Ethereum (ETH) | 2.06% | 0.71% | 97.03% | - |
| Volkswagen (VOW3.DE) | 1.76% | 1.38% | 99.28% | - |
 Berkshire Hathaway (BRK.B) | 1.76% | 0% | 71.99% | 8/1/2025 |
 Nike (NKE) | 1.63% | 1.4% | 77.69% | - |
 GSK (GSK.L) | 1.63% | 0% | 82.42% | 11/4/2025 |
 Novo-Nordisk (NVO) | 1.62% | 4.1% | 58.03% | - |
 Cameco (CCJ) | 1.41% | 1.2% | 44.94% | - |
 UnitedHealth (UNH) | 1.4% | 3.47% | 28.49% | - |
 Orchid Island (ORC) | 1.38% | 3.51% | 69.98% | - |
| CRISPR Therapeutics (CRSP) | 1.36% | 0.57% | 99.36% | - |
 Take-Two (TTWO) | 1.31% | 2.28% | 84.43% | - |
 Glencore (GLEN.L) | 1.28% | 1.47% | 89.81% | - |
 Coca-Cola (KO) | 1.21% | 0% | 70.3% | 6/6/2025 |
 Johnson & Johnson (JNJ) | 1.14% | 2.04% | 67.42% | - |
 Netflix (NFLX) | 1.14% | 1.92% | 51.85% | - |
 Intellia (NTLA) | 1.14% | 0% | 54.41% | 11/19/2024 |
 Visa (V) | 1.14% | 0% | 34.83% | 10/15/2025 |
 McDonald's (MCD) | 1.03% | 0% | 51.2% | 10/10/2024 |
 Porsche (P911.DE) | 0.97% | 0% | 45.99% | 8/5/2024 |
 LVMH (MC.PA) | 0.95% | 0% | 41.81% | 1/31/2025 |
 Tesla (TSLA) | 0.93% | 0% | 45.75% | 8/2/2024 |
 Diageo (DGE.L) | 0.89% | 1.24% | 62.36% | - |
 Lloyd's (LLOY.L) | 0.88% | 0% | 32.99% | 2/23/2024 |
 HSBC (HSBA.L) | 0.85% | 0% | 45.99% | 8/5/2024 |
 Chevron (CVX.US) | 0.82% | 1.51% | 52.81% | - |
 Turtle Beach (TBCH) | 0.77% | 0% | 70.55% | 6/9/2025 |
 eToro Group LTD (ETOR) | 0.76% | 4.79% | 25.84% | - |
 Mastercard (MA) | 0.74% | 0% | 39.65% | 10/15/2025 |
 XRP (XRP) | 0.7% | 1.76% | 42.46% | - |
 Rolls-Royce (RR.L) | 0.7% | 0% | 24.08% | 3/8/2024 |
 Walmart (WMT) | 0.7% | 1.12% | 47.75% | - |
 Bio-Rad (BIO.US) | 0.69% | 0% | 45.99% | 8/5/2024 |
 Snowflake (SNOW) | 0.66% | 0% | 54.41% | 11/19/2024 |
 Rio Tinto (RIO.L) | 0.65% | 1.46% | 47.83% | - |
 AXA (CS.PA) | 0.65% | 0% | 43.66% | 1/27/2025 |
 CGN Power (1816.HK) | 0.64% | 1.21% | 47.51% | - |
 TSMC (TSM) | 0.64% | 2.23% | 37.48% | - |
 Realty Income (O) | 0.63% | 0% | 46.39% | 8/12/2025 |
 Eli Lilly (LLY) | 0.62% | 0% | 29.86% | 11/7/2025 |
 Lockheed Martin (LMT) | 0.62% | 1.25% | 48.48% | - |
 Unilever (ULVR.L) | 0.55% | 0% | 48.48% | 9/5/2024 |
 Airbnb (ABNB) | 0.52% | 0% | 51.61% | 10/15/2024 |
 Games Workshop (GAW.L) | 0.52% | 2.28% | 36.12% | - |
 Tritax (BBOX.L) | 0.51% | 0% | 24.72% | 6/4/2024 |
 Supermicro (SMCI) | 0.48% | 0% | 39.57% | 7/28/2025 |
 Dunelm (DNLM.L) | 0.48% | 0% | 40.93% | 6/3/2024 |
 JD (9618.HK) | 0.44% | 1.8% | 23.52% | - |
 BYD (01211.HK) | 0.44% | 2.19% | 23.68% | - |
 SPDR Gold (GLD) | 0.43% | 1.46% | 16.05% | - |
 PTC (PTC) | 0.43% | 0% | 22.55% | 10/16/2023 |
 Centrica (CNA.L) | 0.42% | 2.58% | 17.34% | - |
 Shopify (SHOP) | 0.41% | 0% | 51.04% | 10/7/2024 |
 BioNano (BNGO) | 0.4% | 0% | 55.22% | 8/25/2025 |
 Warner Bros Discovery (WBD) | 0.4% | 0% | 41.09% | 6/5/2024 |
 ASML (ASML.NV) | 0.39% | 1.21% | 25.12% | - |
 PepsiCo (PEP) | 0.38% | 1.3% | 27.37% | - |
 Sunrun (RUN) | 0.38% | 0% | 54.41% | 11/19/2024 |
 Starbucks (SBUX) | 0.37% | 0% | 26% | 11/28/2023 |
 Palo Alto Networks (PANW) | 0.35% | 0% | 11.16% | 8/5/2024 |
 Albemarle (ALB) | 0.34% | 0% | 17.01% | 8/5/2024 |
 Verizon (VZ) | 0.33% | 1.89% | 19.74% | - |
 Activision Blizzard, Inc. (ATVI) | 0.33% | 0% | 22.55% | 10/16/2023 |
 ASML (ASML) | 0.32% | 0% | 18.78% | 6/9/2025 |
 Rheinmetall (RHM.DE) | 0.31% | 3.12% | 15.41% | - |
 MercadoLibre (MELI) | 0.3% | 1.28% | 20.3% | - |
 JinkoSolar (JKS) | 0.29% | 1.39% | 15.49% | - |
 Johnson Matthey (JMAT.L) | 0.28% | 0% | 28.41% | 8/5/2024 |
 iShares US Aerospace & Defense ETF (ITA) | 0.27% | 0% | 9.87% | 6/6/2025 |
 Walgreens (WBA) | 0.26% | 0% | 22.31% | 12/19/2023 |
 SolarEdge (SEDG) | 0.26% | 0% | 54.41% | 11/19/2024 |
 Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L) | 0.26% | 1.43% | 19.26% | - |
 Kazatomprom (KAP.L) | 0.24% | 1.16% | 17.01% | - |
 Petrobras (PBR) | 0.24% | 0% | 10.83% | 3/11/2026 |
 Endeavour Silver (EXK) | 0.23% | 2.45% | 11.32% | - |
 JPMorgan (JPM) | 0.22% | 0% | 20.55% | 5/30/2024 |
 Intel (INTC) | 0.22% | 0% | 30.66% | 1/25/2024 |
 EA (EA) | 0.22% | 0% | 20.06% | 9/14/2023 |
 iShares MSCI China ETF (MCHI) | 0.22% | 0% | 12.76% | 1/26/2026 |
 Kratos (KTOS) | 0.21% | 2.22% | 12.92% | - |
 Legal & General (LGEN.L) | 0.21% | 0% | 11.4% | 5/31/2024 |
 Invesco QQQ (QQQ) | 0.2% | 0% | 9.07% | 7/29/2025 |
 Duolingo (DUOL) | 0.2% | 0% | 21.99% | 10/9/2023 |
 Tesco (TSCO.L) | 0.2% | 0% | 22.55% | 10/16/2023 |
 Porsche (PAH3.DE) | 0.19% | 0% | 14.53% | 5/29/2024 |
 Under Armour (UA) | 0.18% | 0% | 45.67% | 8/1/2024 |
 Asana (ASAN) | 0.18% | 0% | 54.41% | 11/19/2024 |
 Hasbro (HAS) | 0.18% | 0% | 19.5% | 5/21/2024 |
 Block Inc. (XYZ) | 0.17% | 0% | 54.41% | 11/19/2024 |
 Evolution (EVO.ST) | 0.17% | 0% | 16.37% | 5/22/2026 |
 Global X Uranium ETF (URA) | 0.17% | 1.21% | 12.6% | - |
 Visa (V.RTH) | 0.17% | 2.01% | 9.07% | - |
 NextEra (NEE) | 0.16% | 1% | 15.89% | - |
 China Railway (0390.HK) | 0.16% | 2.1% | 13.72% | - |
 Qualcomm (QCOM) | 0.15% | 0% | 27.21% | 12/13/2023 |
 Co-Diagnostics (CODX) | 0.15% | 0% | 54.41% | 11/19/2024 |
 Crowdstrike (CRWD) | 0.14% | 0% | 7.7% | 10/30/2024 |
 Honeywell International Inc (HON.RTH) | 0.14% | 0% | 12.92% | 6/9/2026 |
 Editas (EDIT) | 0.14% | 0% | 54.41% | 11/19/2024 |
 First Solar (FSLR) | 0.13% | 0% | 7.3% | 1/27/2025 |
 Blacksky (BKSY) | 0.13% | 0.43% | 8.67% | - |
 Barrick (B) | 0.11% | 0% | 9.39% | 1/29/2026 |
 Xiaomi (1810.HK) | 0.11% | 0.65% | 13.72% | - |
 Netflix (NFLX.RTH) | 0.1% | 0.99% | 9.87% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.1% | 0% | 8.75% | 1/26/2026 |
 Virgin Galactic (SPCE) | 0.08% | 0.12% | 8.03% | - |
 Roblox (RBLX) | 0.06% | 0% | 4.82% | 3/3/2023 |
 Meta (META.RTH) | 0.06% | 1.1% | 5.7% | - |
 Cineworld Group PLC (CINE.L) | 0.06% | 0% | 46.23% | 8/8/2024 |
 Ubisoft (UBI.PA) | 0.06% | 0% | 17.98% | 8/16/2023 |
 Aytu BioScience (AYTU) | 0.04% | 0% | 5.3% | 10/20/2025 |
 Nio (NIO) | 0.03% | 0% | 54.41% | 11/19/2024 |
 Baozun (BZUN) | 0.03% | 0% | 3.21% | 11/18/2025 |
 Sezzle (SEZL) | 0.03% | 0% | 4.9% | 11/3/2025 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.02% | 0% | 2.33% | 1/31/2023 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 1.61% | 6/8/2026 |
 Northrop Grumman (NOC) | 0.01% | 1.16% | 1.2% | - |
 Waste Management (WM) | 0.01% | 1.19% | 1.12% | - |
 Allbirds (BIRD) | 0.01% | 0% | 1.44% | 9/2/2025 |
 Beyond Meat (BYND) | 0.01% | 0% | 1.04% | 11/3/2025 |
 Direxion Daily Semiconductor Bull 3X ETF (SOXL) | 0% | 0% | 0.4% | 11/26/2024 |
 Genius Group Ltd (GNS.US) | 0% | 0% | 1.04% | 8/28/2025 |
 Oil (Non Expiry) (OIL) | 0% | 0% | 0.08% | 6/16/2025 |
 TPI Composites (TPICQ) | 0% | 0% | 0.24% | 8/18/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| UnitedHealth (UNH) | 5.2% | 5.48% |
| Alphabet (GOOG) | 2.81% | 5.2% |
| Novo-Nordisk (NVO) | 5.36% | 4.01% |
| SPDR Gold (GLD) | 3.38% | 3.78% |
| Alibaba (BABA) | 3.38% | 3.48% |
| Bitcoin (BTC) | 2.96% | 3.39% |
| Microsoft (MSFT) | 2.75% | 3.37% |
| Cameco (CCJ) | 2.11% | 3.21% |
| eToro Group LTD (ETOR) | 3.8% | 2.92% |
| Centrica (CNA.L) | 2.53% | 2.41% |
| BYD (01211.HK) | 2.7% | 2.4% |
| Netflix (NFLX) | 2.62% | 2.24% |
| Rheinmetall (RHM.DE) | 2.11% | 2.06% |
| Kazatomprom (KAP.L) | 2.11% | 2.05% |
| Nike (NKE) | 2.11% | 2.04% |
| JinkoSolar (JKS) | 2.11% | 2% |
| Orchid Island (ORC) | 2.32% | 2% |
| Petrobras (PBR) | 2.11% | 1.97% |
| Johnson & Johnson (JNJ) | 1.48% | 1.82% |
| JD (9618.HK) | 2.11% | 1.8% |
| Verizon (VZ) | 1.86% | 1.72% |
| Rio Tinto (RIO.L) | 1.48% | 1.71% |
| Volkswagen (VOW3.DE) | 2.15% | 1.69% |
| TSMC (TSM) | 1.69% | 1.63% |
| MercadoLibre (MELI) | 1.99% | 1.62% |
| iShares MSCI China ETF (MCHI) | 1.69% | 1.58% |
| Take-Two (TTWO) | 1.48% | 1.57% |
| Lithium Americas (LAC) | 1.9% | 1.56% |
| ASML (ASML.NV) | 1.06% | 1.52% |
| XRP (XRP) | 1.98% | 1.52% |
| Diageo (DGE.L) | 1.69% | 1.34% |
| Apple (AAPL) | 0.84% | 1.34% |
| PepsiCo (PEP) | 1.27% | 1.33% |
| Ethereum (ETH) | 1.27% | 1.32% |
| Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L) | 1.27% | 1.3% |
| Barrick (B) | 1.06% | 1.28% |
| Chevron (CVX.US) | 1.27% | 1.26% |
| Games Workshop (GAW.L) | 1.06% | 1.24% |
| Global X Uranium ETF (URA) | 1.27% | 1.19% |
| CGN Power (1816.HK) | 1.27% | 1.19% |
| Lockheed Martin (LMT) | 1.06% | 1.16% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 1.27% | 1.14% |
| Evolution (EVO.ST) | 1.27% | 1.13% |
| Walmart (WMT) | 1.06% | 1.07% |
| Glencore (GLEN.L) | 1.27% | 1.04% |
| China Railway (0390.HK) | 1.06% | 1% |
| Honeywell International Inc (HON.RTH) | 1.05% | 0.99% |
| NextEra (NEE) | 1.06% | 0.97% |
| Kratos (KTOS) | 1.05% | 0.95% |
| Xiaomi (1810.HK) | 1.06% | 0.95% |
| CRISPR Therapeutics (CRSP) | 0.84% | 0.6% |
Cash & Instruments Over Time
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