Portfolio Diversification
Range
Most Diversified
65 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
57.4 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
META99.91%
MSFT99.91%
AMZN99.91%
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 |
|---|---|---|---|---|
| Meta (META) | 7.59% | 7.99% | 99.91% | - |
| Apple (AAPL) | 6.83% | 4.82% | 99.91% | - |
| Microsoft (MSFT) | 6.36% | 4.57% | 99.91% | - |
| Alphabet (GOOG) | 5.87% | 4.43% | 99.91% | - |
 NVIDIA (NVDA) | 5.63% | 6.63% | 99.91% | - |
| Amazon (AMZN) | 5.59% | 4.77% | 99.91% | - |
 Broadcom (AVGO) | 2.99% | 3.2% | 99.91% | - |
 Airbus (AIR.PA) | 1.99% | 1.27% | 99.91% | - |
 Eli Lilly (LLY) | 1.84% | 1.78% | 99.91% | - |
 Goldman Sachs (GS) | 1.68% | 1.31% | 99.91% | - |
 AMD (AMD) | 1.67% | 0.76% | 99.91% | - |
 Disney (DIS) | 1.67% | 0.79% | 99.91% | - |
 Morgan Stanley (MS) | 1.62% | 1.11% | 99.91% | - |
 Qualcomm (QCOM) | 1.61% | 0.9% | 99.91% | - |
 McDonald's (MCD) | 1.6% | 1.06% | 99.91% | - |
 Deutsche Euroshop (DEQ.DE) | 1.47% | 0.76% | 99.91% | - |
 Costco (COST) | 1.4% | 1.31% | 99.91% | - |
 Klepierre (LI.PA) | 1.38% | 1.06% | 99.91% | - |
 Marvell (MRVL) | 1.36% | 0.68% | 99.91% | - |
 Uber (UBER) | 1.35% | 1.3% | 99.91% | - |
 Cisco (CSCO) | 1.31% | 0.84% | 99.91% | - |
 Boeing (BA) | 1.31% | 0.66% | 99.91% | - |
 PayPal (PYPL) | 1.28% | 0.82% | 99.91% | - |
 BASF (BAS.DE) | 1.18% | 0.59% | 99.91% | - |
 Volkswagen (VOW3.DE) | 1.16% | 0.48% | 99.91% | - |
 Walmart (WMT) | 1.16% | 1.13% | 99.91% | - |
 Mastercard (MA) | 1.1% | 0.83% | 99.91% | - |
 Berkshire Hathaway (BRK.B) | 1.05% | 0.89% | 99.91% | - |
 Simon (SPG) | 1.01% | 0.68% | 99.91% | - |
 Visa (V) | 1% | 0.8% | 99.91% | - |
 GM (GM) | 0.97% | 0.62% | 99.91% | - |
 Siemens (SIE.DE) | 0.94% | 0.71% | 99.91% | - |
 Procter & Gamble (PG) | 0.94% | 0.61% | 99.91% | - |
 Coca-Cola (KO) | 0.94% | 0.64% | 99.91% | - |
 BlackRock (BLK) | 0.94% | 0.64% | 99.91% | - |
 AXA (CS.PA) | 0.93% | 0.76% | 99.91% | - |
 Sony (SONY) | 0.88% | 0.67% | 99.91% | - |
 Bank of America (BAC) | 0.87% | 0.53% | 99.91% | - |
 Texas Instruments (TXN) | 0.84% | 0.41% | 99.91% | - |
 Deutsche Telekom (DTE.DE) | 0.84% | 0.73% | 99.91% | - |
 Analog Devices (ADI) | 0.81% | 0.45% | 99.91% | - |
 Zurich Insurance (ZURN.ZU) | 0.8% | 0.6% | 99.91% | - |
 Volvo (VOLV-A.ST) | 0.78% | 0.51% | 99.91% | - |
 Alcon (ALC.ZU) | 0.78% | 0.49% | 99.91% | - |
 Caterpillar (CAT) | 0.74% | 0.48% | 99.91% | - |
 Allianz (ALV.DE) | 0.73% | 0.65% | 99.91% | - |
 Adobe (ADBE) | 0.73% | 0.33% | 99.91% | - |
 T-Mobile (TMUS) | 0.72% | 0.71% | 99.91% | - |
 Olin (OLN) | 0.7% | 0.17% | 99.91% | - |
 Burberry (BRBY.L) | 0.64% | 0.15% | 99.91% | - |
 Nestle (NESN.ZU) | 0.63% | 0.3% | 99.91% | - |
 BlackStone (BX) | 0.6% | 0.4% | 99.91% | - |
 Samsung (SMSN.L) | 0.59% | 0.26% | 99.91% | - |
 Qorvo (QRVO) | 0.59% | 0.19% | 99.91% | - |
 Unilever (ULVR.L) | 0.58% | 0.4% | 99.91% | - |
 Verizon (VZ) | 0.45% | 0.28% | 99.91% | - |
 Adidas (ADS.DE) | 0.44% | 0.27% | 99.91% | - |
 Vanguard S&P 500 ETF (VOO) | 0.12% | 14.23% | 0.85% | - |
 CVS Health (CVS) | 0.1% | 0% | 7.42% | 3/29/2022 |
 Chevron (CVX) | 0.08% | 0% | 4.69% | 2/24/2022 |
 Shell (SHEL) | 0.07% | 0% | 4.69% | 2/24/2022 |
 TotalEnergies (TTE.PA) | 0.07% | 0% | 4.69% | 2/24/2022 |
 Marathon Petroleum (MPC) | 0.06% | 0% | 4.69% | 2/24/2022 |
 BP (BP.L) | 0.06% | 0% | 4.69% | 2/24/2022 |
 Enterprise Products (EPD) | 0.04% | 0% | 4.69% | 2/24/2022 |
 Cleveland-Cliffs (CLF.US) | 0.03% | 0% | 4.69% | 2/24/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 6.13% | 9.69% |
| NVIDIA (NVDA) | 0.66% | 9.13% |
| Apple (AAPL) | 6.13% | 6.36% |
| Amazon (AMZN) | 7.05% | 6.29% |
| Alphabet (GOOG) | 6.13% | 5.72% |
| Microsoft (MSFT) | 6.13% | 5.45% |
| Broadcom (AVGO) | 1.19% | 4.52% |
| Eli Lilly (LLY) | 0.84% | 1.7% |
| Goldman Sachs (GS) | 0.99% | 1.52% |
| Marvell (MRVL) | 0.61% | 1.51% |
| Airbus (AIR.PA) | 1.38% | 1.44% |
| Morgan Stanley (MS) | 0.99% | 1.33% |
| Costco (COST) | 0.66% | 1.26% |
| PayPal (PYPL) | 3.23% | 1.19% |
| Walmart (WMT) | 0.99% | 1.13% |
| AMD (AMD) | 0.66% | 1.09% |
| Uber (UBER) | 0.99% | 1.09% |
| Disney (DIS) | 2.03% | 1.08% |
| Qualcomm (QCOM) | 0.89% | 1.06% |
| McDonald's (MCD) | 1.21% | 1.02% |
| Klepierre (LI.PA) | 0.99% | 0.95% |
| Cisco (CSCO) | 0.99% | 0.92% |
| Mastercard (MA) | 0.66% | 0.88% |
| Simon (SPG) | 0.99% | 0.81% |
| Berkshire Hathaway (BRK.B) | 0.59% | 0.81% |
| Deutsche Euroshop (DEQ.DE) | 0.99% | 0.8% |
| Visa (V) | 0.66% | 0.79% |
| BlackRock (BLK) | 0.61% | 0.78% |
| GM (GM) | 0.99% | 0.78% |
| Boeing (BA) | 1.38% | 0.75% |
| Siemens (SIE.DE) | 0.59% | 0.71% |
| AXA (CS.PA) | 0.59% | 0.66% |
| Deutsche Telekom (DTE.DE) | 0.59% | 0.66% |
| Bank of America (BAC) | 0.99% | 0.65% |
| BASF (BAS.DE) | 1.43% | 0.64% |
| T-Mobile (TMUS) | 0.59% | 0.62% |
| Sony (SONY) | 0.59% | 0.62% |
| Procter & Gamble (PG) | 0.66% | 0.62% |
| Caterpillar (CAT) | 0.59% | 0.62% |
| Analog Devices (ADI) | 0.59% | 0.57% |
| Zurich Insurance (ZURN.ZU) | 0.59% | 0.57% |
| Coca-Cola (KO) | 0.66% | 0.57% |
| BlackStone (BX) | 0.59% | 0.55% |
| Allianz (ALV.DE) | 0.59% | 0.55% |
| Volvo (VOLV-A.ST) | 0.59% | 0.54% |
| Texas Instruments (TXN) | 0.59% | 0.54% |
| Volkswagen (VOW3.DE) | 1.43% | 0.53% |
| Alcon (ALC.ZU) | 0.59% | 0.51% |
| Adobe (ADBE) | 0.59% | 0.43% |
| Unilever (ULVR.L) | 0.59% | 0.39% |
| Adidas (ADS.DE) | 0.59% | 0.33% |
| Olin (OLN) | 0.59% | 0.28% |
| Nestle (NESN.ZU) | 0.59% | 0.27% |
| Verizon (VZ) | 0.59% | 0.26% |
| Samsung (SMSN.L) | 0.59% | 0.25% |
| Qorvo (QRVO) | 0.59% | 0.24% |
| Burberry (BRBY.L) | 0.59% | 0.23% |