Portfolio Diversification
Range
Most Diversified
28 instruments
May 30, 2024
Least Diversified
4 instruments
July 7, 2022
Average
14.9 instruments
Most Consistent Holdings
Top 5
DANSKE.CO100%
NVDA82.73%
AMBUB.CO82.56%
CNC75.34%
GOOG52.41%
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 |
|---|---|---|---|---|
| Centene (CNC) | 13.63% | 0% | 75.34% | 6/27/2024 |
| NVIDIA (NVDA) | 10.14% | 4.52% | 82.73% | - |
| Ambu (AMBUB.CO) | 9.87% | 1.31% | 82.56% | - |
 Aurubis (NDA.DE) | 8.61% | 0% | 50.86% | 9/13/2023 |
| Danske Bank (DANSKE.CO) | 8.36% | 3.72% | 100% | - |
 Leidos (LDOS) | 3.38% | 0% | 15.98% | 7/6/2022 |
 Novo Nordisk (NOVO-B.CO) | 3.25% | 5.89% | 52.32% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 3.15% | 8.86% | 52.32% | - |
 Microsoft (MSFT) | 2.96% | 5.49% | 52.41% | - |
 iShares MSCI India ETF (INDA) | 2.89% | 4.64% | 52.41% | - |
 Amazon (AMZN) | 2.84% | 5.9% | 52.41% | - |
 Meta (META) | 2.62% | 4.91% | 49.66% | - |
 Micron (MU) | 2.55% | 2.65% | 52.41% | - |
| Alphabet (GOOG) | 2.46% | 4.24% | 52.41% | - |
 TSMC (TSM) | 1.63% | 4.25% | 33.08% | - |
 Apple (AAPL) | 1.59% | 2.12% | 50.77% | - |
 Vestas (VWS.CO) | 1.54% | 2.31% | 51.2% | - |
 Crowdstrike (CRWD) | 1.53% | 6.55% | 24.57% | - |
 AMD (AMD) | 1.51% | 0% | 29.9% | 8/8/2024 |
 SAP (SAP.DE) | 1.25% | 4.3% | 33.76% | - |
 Tesla (TSLA) | 1.16% | 0.52% | 37.63% | - |
 Nintendo (NTDOY) | 0.98% | 0% | 38.32% | 10/29/2024 |
 Barclays (BCS) | 0.97% | 4.36% | 27.15% | - |
 LVMH (MC.PA) | 0.91% | 0.71% | 49.74% | - |
 Nike (NKE) | 0.88% | 0% | 27.84% | 6/28/2024 |
 Playa Hotels (PLYA) | 0.85% | 1.7% | 42.18% | - |
 Eli Lilly (LLY) | 0.79% | 3.75% | 20.96% | - |
 Vertex (VRTX) | 0.7% | 3.61% | 21.05% | - |
 Bitcoin (BTC) | 0.69% | 0.94% | 52.41% | - |
 Energy Select Sector SPDR (XLE) | 0.67% | 0% | 31.19% | 8/6/2024 |
 Orsted (ORSTED.CO) | 0.6% | 1.79% | 23.54% | - |
 Alibaba (BABA) | 0.45% | 0% | 10.22% | 12/4/2023 |
 Visa (V) | 0.44% | 1.23% | 32.99% | - |
 EQT (EQT) | 0.3% | 0% | 8.85% | 8/5/2024 |
 ASML (ASML) | 0.29% | 3.52% | 8.51% | - |
 Disney (DIS) | 0.22% | 0% | 10.82% | 7/25/2024 |
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% |