Portfolio Diversification
Range
Most Diversified
28 instruments
May 30, 2024
Least Diversified
4 instruments
July 7, 2022
Average
16.4 instruments
Most Consistent Holdings
Top 5
DANSKE.CO100%
NVDA85.19%
AMBUB.CO84.97%
CNC64.63%
GOOG59.17%
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 |
|---|---|---|---|---|
| Centene (CNC) | 11.69% | 0% | 64.63% | 6/27/2024 |
| NVIDIA (NVDA) | 9.43% | 5.37% | 85.19% | - |
| Ambu (AMBUB.CO) | 8.59% | 0.8% | 84.97% | - |
| Danske Bank (DANSKE.CO) | 7.71% | 3.6% | 100% | - |
 Aurubis (NDA.DE) | 7.39% | 0% | 43.63% | 9/13/2023 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 4.45% | 12.31% | 59.03% | - |
 Microsoft (MSFT) | 3.45% | 6.21% | 59.17% | - |
 Novo Nordisk (NOVO-B.CO) | 3.43% | 3.43% | 59.1% | - |
 Amazon (AMZN) | 3.22% | 4.94% | 59.17% | - |
 iShares MSCI India ETF (INDA) | 3.03% | 3.52% | 59.1% | - |
 Meta (META) | 2.94% | 4.61% | 56.82% | - |
 Leidos (LDOS) | 2.9% | 0% | 13.71% | 7/6/2022 |
 Micron (MU) | 2.8% | 6.84% | 59.17% | - |
| Alphabet (GOOG) | 2.79% | 5.69% | 59.17% | - |
 Crowdstrike (CRWD) | 2.21% | 6.26% | 35.3% | - |
 TSMC (TSM) | 2.1% | 5.88% | 42.59% | - |
 Apple (AAPL) | 1.67% | 2.36% | 57.77% | - |
 Vestas (VWS.CO) | 1.67% | 2.4% | 58.14% | - |
 SAP (SAP.DE) | 1.64% | 3.52% | 43.18% | - |
 Barclays (BCS) | 1.5% | 4.42% | 37.51% | - |
 AMD (AMD) | 1.3% | 0% | 25.64% | 8/8/2024 |
 Eli Lilly (LLY) | 1.13% | 2.94% | 32.2% | - |
 Tesla (TSLA) | 1.07% | 0.64% | 46.5% | - |
 Vertex (VRTX) | 0.97% | 2.23% | 32.28% | - |
 LVMH (MC.PA) | 0.85% | 0.58% | 56.89% | - |
 Nintendo (NTDOY) | 0.84% | 0% | 32.87% | 10/29/2024 |
 Playa Hotels (PLYA) | 0.81% | 0% | 41.56% | 6/24/2025 |
 Nike (NKE) | 0.76% | 0% | 23.88% | 6/28/2024 |
 Bitcoin (BTC) | 0.74% | 0.93% | 59.17% | - |
 ASML (ASML) | 0.73% | 3.96% | 21.52% | - |
 Orsted (ORSTED.CO) | 0.69% | 0.47% | 34.41% | - |
 Visa (V) | 0.6% | 1.42% | 42.52% | - |
 Energy Select Sector SPDR (XLE) | 0.58% | 0% | 26.75% | 8/6/2024 |
 Alibaba (BABA) | 0.39% | 0% | 8.77% | 12/4/2023 |
 EQT (EQT) | 0.26% | 0% | 7.59% | 8/5/2024 |
 Disney (DIS) | 0.19% | 0% | 9.29% | 7/25/2024 |
 PLAYA US delisting CVR (CVR PLAYA US MERGER) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Novo Nordisk (NOVO-B.CO) | 11.87% | 9.6% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 8.97% | 9.05% |
| Crowdstrike (CRWD) | 5.95% | 6.88% |
| Amazon (AMZN) | 5.31% | 6.5% |
| Microsoft (MSFT) | 5.67% | 5.53% |
| NVIDIA (NVDA) | 3.81% | 5.14% |
| TSMC (TSM) | 4.21% | 5.05% |
| Meta (META) | 3.66% | 4.78% |
| Alphabet (GOOG) | 4.3% | 4.74% |
| iShares MSCI India ETF (INDA) | 4.76% | 4.4% |
| SAP (SAP.DE) | 3.48% | 3.95% |
| Barclays (BCS) | 3.66% | 3.89% |
| Eli Lilly (LLY) | 4.76% | 3.66% |
| Danske Bank (DANSKE.CO) | 3.55% | 3.39% |
| Micron (MU) | 3% | 2.9% |
| Vertex (VRTX) | 3.66% | 2.78% |
| Vestas (VWS.CO) | 4.07% | 2.55% |
| Apple (AAPL) | 2.25% | 2.53% |
| Tesla (TSLA) | 1.28% | 2.39% |
| Orsted (ORSTED.CO) | 2.75% | 2.01% |
| Playa Hotels (PLYA) | 1.02% | 1.47% |
| Visa (V) | 1.1% | 1.09% |
| Ambu (AMBUB.CO) | 1.28% | 1.04% |
| Bitcoin (BTC) | 0.37% | 1.01% |
| LVMH (MC.PA) | 1.1% | 0.8% |