Portfolio Diversification
Range
Most Diversified
38 instruments
January 2, 2023
Least Diversified
27 instruments
January 11, 2024
Average
31.5 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
MSFT100%
AMZN100%
DIS100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 19.16% | 16.61% | 100% | - |
 NVIDIA (NVDA) | 14.68% | 19.99% | 100% | - |
 SPDR S&P 500 ETF (SPY) | 8.63% | 6.62% | 100% | - |
| Alphabet (GOOG) | 7.29% | 8.26% | 100% | - |
| Amazon (AMZN) | 7.2% | 7.25% | 100% | - |
 Invesco QQQ (QQQ) | 5.74% | 4.67% | 100% | - |
 AMD (AMD) | 5.52% | 4.61% | 100% | - |
| Apple (AAPL) | 3.72% | 3.47% | 100% | - |
 TSMC (TSM) | 3.66% | 4.23% | 100% | - |
 Berkshire Hathaway (BRK.B) | 2.98% | 2.42% | 100% | - |
 Cloudflare (NET) | 2.82% | 4.04% | 100% | - |
 Iron Mountain (IRM) | 2.49% | 1.93% | 100% | - |
 Palantir (PLTR) | 2.11% | 5.22% | 100% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 2.02% | 1.88% | 100% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 1.69% | 1.34% | 100% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.56% | 1.19% | 100% | - |
 First Trust Cloud Computing (SKYY) | 1.23% | 1.14% | 100% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 1.19% | 0.69% | 100% | - |
 Crowdstrike (CRWD) | 1.13% | 1.08% | 100% | - |
 AbbVie (ABBV) | 0.97% | 0.74% | 100% | - |
 iShares Edge MSCI USA Quality (QUAL) | 0.88% | 0.65% | 100% | - |
| Disney (DIS) | 0.69% | 0.56% | 100% | - |
 Salesforce (CRM) | 0.44% | 0.38% | 100% | - |
 Sony (SONY) | 0.42% | 0.39% | 100% | - |
 Enphase (ENPH) | 0.38% | 0% | 37.91% | 1/10/2024 |
 Coca-Cola (KO) | 0.3% | 0.19% | 100% | - |
 MercadoLibre (MELI) | 0.21% | 0.19% | 100% | - |
 iShares Semiconductor ETF (SOXX) | 0.21% | 0.19% | 86.88% | - |
 Vanguard FTSE Emerging Markets (VWO) | 0.18% | 0% | 37.91% | 1/10/2024 |
 Sea (SE) | 0.1% | 0% | 37.29% | 1/4/2024 |
 3M (MMM) | 0.09% | 0% | 37.91% | 1/10/2024 |
 SolarEdge (SEDG) | 0.08% | 0% | 37.29% | 1/4/2024 |
 Guardant Health (GH) | 0.06% | 0% | 37.29% | 1/4/2024 |
 Lemonade (LMND) | 0.05% | 0% | 37.29% | 1/4/2024 |
 Vertiv (VRT) | 0.03% | 0.07% | 45.56% | - |
 Teladoc (TDOC) | 0.02% | 0% | 37.29% | 1/4/2024 |
 Jumia (JMIA) | 0.02% | 0% | 37.29% | 1/4/2024 |
 American Well (AMWL) | 0% | 0% | 32.33% | 1/4/2024 |
 Block Inc. (XYZ) | 0% | 0% | 0.93% | 1/10/2023 |
 Invitae Corp (NVTAQ) | 0% | 0% | 23.14% | 8/20/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 5.66% | 19.08% |
| Microsoft (MSFT) | 17.33% | 16.68% |
| Amazon (AMZN) | 9.73% | 8.14% |
| Alphabet (GOOG) | 10% | 8.02% |
| SPDR S&P 500 ETF (SPY) | 8.19% | 7.27% |
| Invesco QQQ (QQQ) | 5.02% | 5.04% |
| Apple (AAPL) | 6.02% | 4.41% |
| TSMC (TSM) | 4.35% | 4.32% |
| AMD (AMD) | 5.99% | 4.2% |
| Palantir (PLTR) | 1.82% | 3.08% |
| Iron Mountain (IRM) | 2.22% | 2.7% |
| Berkshire Hathaway (BRK.B) | 3.24% | 2.64% |
| Cloudflare (NET) | 3.5% | 2.52% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 2.57% | 2.07% |
| SPDR S&P 500 UCITS ETF (SPY5.L) | 2.03% | 1.49% |
| Vanguard Total Stock Market ETF (VTI) | 1.9% | 1.31% |
| First Trust Cloud Computing (SKYY) | 1.56% | 1.29% |
| Crowdstrike (CRWD) | 1.35% | 1.1% |
| The Health Care Select Sector SPDR Fund (XLV) | 1.6% | 0.84% |
| AbbVie (ABBV) | 1% | 0.75% |
| iShares Edge MSCI USA Quality (QUAL) | 0.99% | 0.73% |
| Salesforce (CRM) | 0.95% | 0.64% |
| Disney (DIS) | 1.24% | 0.64% |
| Sony (SONY) | 0.57% | 0.36% |
| iShares Semiconductor ETF (SOXX) | 0.27% | 0.21% |
| Coca-Cola (KO) | 0.34% | 0.21% |
| MercadoLibre (MELI) | 0.37% | 0.16% |
| Vertiv (VRT) | 0.13% | 0.07% |