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) | 7.39% | 0% | 99.91% | 2/1/2025 |
| Apple (AAPL) | 6.9% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 6.45% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 5.92% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 5.57% | 0% | 99.91% | 2/1/2025 |
 NVIDIA (NVDA) | 5.46% | 0% | 99.91% | 2/1/2025 |
 Broadcom (AVGO) | 2.94% | 0% | 99.91% | 2/1/2025 |
 Airbus (AIR.PA) | 2.03% | 0% | 99.91% | 2/1/2025 |
 Eli Lilly (LLY) | 1.84% | 0% | 99.91% | 2/1/2025 |
 AMD (AMD) | 1.72% | 0% | 99.91% | 2/1/2025 |
 Disney (DIS) | 1.71% | 0% | 99.91% | 2/1/2025 |
 Goldman Sachs (GS) | 1.69% | 0% | 99.91% | 2/1/2025 |
 Qualcomm (QCOM) | 1.65% | 0% | 99.91% | 2/1/2025 |
 Morgan Stanley (MS) | 1.65% | 0% | 99.91% | 2/1/2025 |
 McDonald's (MCD) | 1.64% | 0% | 99.91% | 2/1/2025 |
 Deutsche Euroshop (DEQ.DE) | 1.51% | 0% | 99.91% | 2/1/2025 |
 Costco (COST) | 1.4% | 0% | 99.91% | 2/1/2025 |
 Klepierre (LI.PA) | 1.4% | 0% | 99.91% | 2/1/2025 |
 Marvell (MRVL) | 1.38% | 0% | 99.91% | 2/1/2025 |
 Uber (UBER) | 1.35% | 0% | 99.91% | 2/1/2025 |
 Boeing (BA) | 1.35% | 0% | 99.91% | 2/1/2025 |
 Cisco (CSCO) | 1.34% | 0% | 99.91% | 2/1/2025 |
 PayPal (PYPL) | 1.3% | 0% | 99.91% | 2/1/2025 |
 BASF (BAS.DE) | 1.21% | 0% | 99.91% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 1.2% | 0% | 99.91% | 2/1/2025 |
 Walmart (WMT) | 1.16% | 0% | 99.91% | 2/1/2025 |
 Mastercard (MA) | 1.11% | 0% | 99.91% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 1.06% | 0% | 99.91% | 2/1/2025 |
 Simon (SPG) | 1.03% | 0% | 99.91% | 2/1/2025 |
 Visa (V) | 1.01% | 0% | 99.91% | 2/1/2025 |
 GM (GM) | 0.99% | 0% | 99.91% | 2/1/2025 |
 Procter & Gamble (PG) | 0.96% | 0% | 99.91% | 2/1/2025 |
 Coca-Cola (KO) | 0.96% | 0% | 99.91% | 2/1/2025 |
 BlackRock (BLK) | 0.95% | 0% | 99.91% | 2/1/2025 |
 Siemens (SIE.DE) | 0.95% | 0% | 99.91% | 2/1/2025 |
 AXA (CS.PA) | 0.95% | 0% | 99.91% | 2/1/2025 |
 Bank of America (BAC) | 0.89% | 0% | 99.91% | 2/1/2025 |
 Sony (SONY) | 0.89% | 0% | 99.91% | 2/1/2025 |
 Texas Instruments (TXN) | 0.86% | 0% | 99.91% | 2/1/2025 |
 Deutsche Telekom (DTE.DE) | 0.84% | 0% | 99.91% | 2/1/2025 |
 Analog Devices (ADI) | 0.83% | 0% | 99.91% | 2/1/2025 |
 Zurich Insurance (ZURN.ZU) | 0.81% | 0% | 99.91% | 2/1/2025 |
 Alcon (ALC.ZU) | 0.8% | 0% | 99.91% | 2/1/2025 |
 Volvo (VOLV-A.ST) | 0.79% | 0% | 99.91% | 2/1/2025 |
 Adobe (ADBE) | 0.75% | 0% | 99.91% | 2/1/2025 |
 Caterpillar (CAT) | 0.75% | 0% | 99.91% | 2/1/2025 |
 Allianz (ALV.DE) | 0.74% | 0% | 99.91% | 2/1/2025 |
 Olin (OLN) | 0.74% | 0% | 99.91% | 2/1/2025 |
 T-Mobile (TMUS) | 0.72% | 0% | 99.91% | 2/1/2025 |
 Burberry (BRBY.L) | 0.67% | 0% | 99.91% | 2/1/2025 |
 Nestle (NESN.ZU) | 0.65% | 0% | 99.91% | 2/1/2025 |
 Samsung (SMSN.L) | 0.61% | 0% | 99.91% | 2/1/2025 |
 Qorvo (QRVO) | 0.61% | 0% | 99.91% | 2/1/2025 |
 BlackStone (BX) | 0.6% | 0% | 99.91% | 2/1/2025 |
 Unilever (ULVR.L) | 0.59% | 0% | 99.91% | 2/1/2025 |
 Verizon (VZ) | 0.46% | 0% | 99.91% | 2/1/2025 |
 Adidas (ADS.DE) | 0.45% | 0% | 99.91% | 2/1/2025 |
 CVS Health (CVS) | 0.11% | 0% | 7.94% | 3/29/2022 |
 Chevron (CVX) | 0.08% | 0% | 5.02% | 2/24/2022 |
 Shell (SHEL) | 0.08% | 0% | 5.02% | 2/24/2022 |
 TotalEnergies (TTE.PA) | 0.07% | 0% | 5.02% | 2/24/2022 |
 Marathon Petroleum (MPC) | 0.07% | 0% | 5.02% | 2/24/2022 |
 BP (BP.L) | 0.07% | 0% | 5.02% | 2/24/2022 |
 Enterprise Products (EPD) | 0.04% | 0% | 5.02% | 2/24/2022 |
 Cleveland-Cliffs (CLF.US) | 0.03% | 0% | 5.02% | 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% |