Portfolio Diversification
Range
Most Diversified
17 instruments
October 4, 2023
Least Diversified
0 instruments
January 28, 2022
Average
11.3 instruments
Most Consistent Holdings
Top 5
MSFT97.24%
GOOG96.89%
AAPL93.28%
TSM70.13%
AMZN68.65%
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 |
|---|---|---|---|---|
| TSMC (TSM) | 12.95% | 0% | 70.13% | 11/6/2024 |
| Alphabet (GOOG) | 12.02% | 19.65% | 96.89% | - |
| Apple (AAPL) | 10.4% | 12.35% | 93.28% | - |
| Microsoft (MSFT) | 7.04% | 7.75% | 97.24% | - |
 NVIDIA (NVDA) | 5.88% | 15.03% | 56.33% | - |
 Vanguard S&P 500 ETF (VOO) | 5.58% | 20.66% | 29.09% | - |
| Amazon (AMZN) | 3.85% | 6.64% | 68.65% | - |
 ON Semiconductor (ON) | 3.65% | 4.92% | 58.88% | - |
 Infineon (IFX.DE) | 2.48% | 0% | 36.59% | 3/7/2024 |
 JPMorgan (JPM) | 1.91% | 3.07% | 42.96% | - |
 Tesla (TSLA) | 1.86% | 0% | 39% | 7/3/2024 |
 Mastercard (MA) | 1.8% | 4.09% | 51.17% | - |
 Eli Lilly (LLY) | 1.49% | 3.52% | 47.91% | - |
 BNP Paribas (BNP.PA) | 1.3% | 0% | 18.75% | 12/22/2022 |
 Oracle (ORCL) | 1.27% | 0% | 25.97% | 9/16/2024 |
 ASML (ASML.NV) | 1.17% | 0% | 21.73% | 12/13/2022 |
 AXA (CS.PA) | 1.16% | 0% | 16.14% | 11/24/2022 |
 Broadcom (AVGO) | 1.09% | 0% | 21.8% | 12/19/2024 |
 Fortinet (FTNT) | 1.06% | 0% | 26.75% | 9/16/2024 |
 LVMH (MC.PA) | 0.83% | 0% | 11.68% | 8/1/2022 |
 Walmart (WMT) | 0.66% | 0% | 18.05% | 10/22/2024 |
 L'Oréal (OR.PA) | 0.6% | 0% | 21.87% | 1/11/2023 |
 Lyft (LYFT) | 0.49% | 0% | 11.54% | 8/8/2023 |
 Airbnb (ABNB) | 0.48% | 0% | 19.75% | 8/17/2023 |
 AMD (AMD) | 0.35% | 0% | 12.6% | 8/17/2023 |
 Johnson & Johnson (JNJ) | 0.3% | 0% | 19.39% | 8/17/2023 |
 Pfizer (PFE) | 0.28% | 0% | 14.72% | 8/17/2023 |
 Palantir (PLTR) | 0.28% | 0% | 13.45% | 2/6/2024 |
 VF Corp (VFC) | 0.25% | 0% | 6.37% | 3/4/2024 |
 Snowflake (SNOW) | 0.24% | 0% | 11.25% | 2/8/2024 |
 D.R. Horton (DHI) | 0.23% | 0% | 6.02% | 11/24/2023 |
 ARM (ARM) | 0.2% | 0% | 9.91% | 2/8/2024 |
 Novo-Nordisk (NVO) | 0.12% | 0% | 4.18% | 2/5/2024 |
 PayPal (PYPL) | 0.11% | 0% | 1.49% | 1/21/2022 |
 Boeing (BA) | 0.09% | 0% | 1.84% | 1/26/2022 |
 Netflix (NFLX) | 0.07% | 0% | 6.16% | 1/23/2023 |
 STMicroelectronics (STMPA.PA) | 0.06% | 0% | 4.53% | 8/17/2023 |
 Meta (META) | 0.05% | 0.99% | 4.74% | - |
 Ethereum (ETH) | 0.04% | 0% | 1.42% | 1/20/2022 |
 Bitcoin (BTC) | 0.02% | 0.84% | 3.68% | - |
 SPDR Gold (GLD) | 0.01% | 0% | 3.11% | 11/16/2023 |
 Beyond Meat (BYND) | 0.01% | 0% | 0.42% | 1/13/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 12.52% | 15.46% |
| Alphabet (GOOG) | 13.06% | 14.85% |
| Vanguard S&P 500 ETF (VOO) | 15.38% | 13.34% |
| NVIDIA (NVDA) | 8% | 11.11% |
| Microsoft (MSFT) | 9.06% | 8.44% |
| Amazon (AMZN) | 7.07% | 8% |
| ON Semiconductor (ON) | 9.94% | 6.92% |
| Mastercard (MA) | 4.92% | 4.64% |
| Eli Lilly (LLY) | 3.71% | 3.13% |