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Portfolio Diversification
Range
Most Diversified
38 instruments
January 2, 2023
Least Diversified
0 instruments
March 29, 2026
Average
30.8 instruments
Most Consistent Holdings
Top 5
AAPL99.28%
GOOG99.28%
MSFT99.28%
AMZN99.28%
DIS99.28%
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) | 17.8% | 0% | 99.28% | 6/12/2026 |
 NVIDIA (NVDA) | 15.74% | 0% | 99.28% | 6/12/2026 |
 State Street SPDR S&P 500 ETF (SPY) | 8.08% | 0% | 99.28% | 6/12/2026 |
| Alphabet (GOOG) | 7.85% | 0% | 99.28% | 6/12/2026 |
| Amazon (AMZN) | 6.99% | 0% | 99.28% | 6/12/2026 |
 AMD (AMD) | 5.68% | 0% | 99.28% | 6/12/2026 |
 Invesco QQQ (QQQ) | 5.45% | 0% | 99.28% | 6/12/2026 |
 TSMC (TSM) | 4.01% | 0% | 99.28% | 6/12/2026 |
| Apple (AAPL) | 3.65% | 0% | 99.28% | 6/12/2026 |
 Cloudflare (NET) | 2.98% | 0% | 99.28% | 6/12/2026 |
 Berkshire Hathaway (BRK.B) | 2.77% | 0% | 99.28% | 6/12/2026 |
 Palantir (PLTR) | 2.71% | 0% | 99.28% | 6/12/2026 |
 Iron Mountain (IRM) | 2.36% | 0% | 99.28% | 6/12/2026 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.98% | 0% | 99.28% | 6/12/2026 |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 1.6% | 0% | 99.28% | 6/12/2026 |
 Vanguard Total Stock Market ETF (VTI) | 1.46% | 0% | 99.28% | 6/12/2026 |
 First Trust Cloud Computing (SKYY) | 1.18% | 0% | 99.28% | 6/12/2026 |
 Crowdstrike (CRWD) | 1.12% | 0% | 99.28% | 6/12/2026 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 1.07% | 0% | 99.28% | 6/12/2026 |
 AbbVie (ABBV) | 0.9% | 0% | 99.28% | 6/12/2026 |
 iShares Edge MSCI USA Quality (QUAL) | 0.82% | 0% | 99.28% | 6/12/2026 |
| Disney (DIS) | 0.63% | 0% | 99.28% | 6/12/2026 |
 Salesforce (CRM) | 0.41% | 0% | 99.28% | 6/12/2026 |
 Sony (SONY) | 0.39% | 0% | 99.28% | 6/12/2026 |
 Enphase (ENPH) | 0.29% | 0% | 29.38% | 1/10/2024 |
 Coca-Cola (KO) | 0.28% | 0% | 99.28% | 6/12/2026 |
 iShares Semiconductor ETF (SOXX) | 0.22% | 0% | 88.95% | 6/12/2026 |
 MercadoLibre (MELI) | 0.2% | 0% | 99.28% | 6/12/2026 |
 Vanguard FTSE Emerging Markets (VWO) | 0.14% | 0% | 29.38% | 1/10/2024 |
 Sea (SE) | 0.07% | 0% | 28.9% | 1/4/2024 |
 3M (MMM) | 0.07% | 0% | 29.38% | 1/10/2024 |
 SolarEdge (SEDG) | 0.06% | 0% | 28.9% | 1/4/2024 |
 Vertiv (VRT) | 0.05% | 0% | 56.53% | 6/12/2026 |
 Guardant Health (GH) | 0.05% | 0% | 28.9% | 1/4/2024 |
 Lemonade (LMND) | 0.04% | 0% | 28.9% | 1/4/2024 |
 Teladoc (TDOC) | 0.02% | 0% | 28.9% | 1/4/2024 |
 Jumia (JMIA) | 0.02% | 0% | 28.9% | 1/4/2024 |
 Alphabet (GOOG.RTH) | 0.01% | 0% | 10.73% | 6/12/2026 |
 American Well (AMWL) | 0% | 0% | 25.06% | 1/4/2024 |
 Block Inc. (XYZ) | 0% | 0% | 0.72% | 1/10/2023 |
 Invitae Corp (NVTAQ) | 0% | 0% | 17.93% | 8/20/2023 |
 Sony Financial Group Inc (SFGYY) | 0% | 0% | 18.82% | 6/12/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 5.6% | 20.03% |
| Microsoft (MSFT) | 17.29% | 14.53% |
| Alphabet (GOOG) | 10.66% | 10.42% |
| Amazon (AMZN) | 9.76% | 6.53% |
| State Street SPDR S&P 500 ETF (SPY) | 8.1% | 6.4% |
| AMD (AMD) | 5.93% | 5.63% |
| Palantir (PLTR) | 1.81% | 5.48% |
| TSMC (TSM) | 4.3% | 5.02% |
| Invesco QQQ (QQQ) | 4.97% | 4.58% |
| Apple (AAPL) | 5.96% | 3.63% |
| Cloudflare (NET) | 3.46% | 3.48% |
| Berkshire Hathaway (BRK.B) | 3.21% | 2.21% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 2.55% | 1.87% |
| Iron Mountain (IRM) | 2.2% | 1.62% |
| SS SPDR S&P 500 UCITS ETF (SPY5.L) | 2.01% | 1.31% |
| Vanguard Total Stock Market ETF (VTI) | 1.88% | 1.15% |
| Crowdstrike (CRWD) | 1.33% | 1.14% |
| First Trust Cloud Computing (SKYY) | 1.54% | 1.07% |
| AbbVie (ABBV) | 0.99% | 0.73% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 1.59% | 0.71% |
| iShares Edge MSCI USA Quality (QUAL) | 0.98% | 0.62% |
| Disney (DIS) | 1.22% | 0.49% |
| Salesforce (CRM) | 0.94% | 0.38% |
| Sony (SONY) | 0.56% | 0.33% |
| iShares Semiconductor ETF (SOXX) | 0.27% | 0.22% |
| Coca-Cola (KO) | 0.34% | 0.18% |
| MercadoLibre (MELI) | 0.36% | 0.14% |
| Vertiv (VRT) | 0.13% | 0.08% |
| Sony Financial Group Inc (SFGYY) | 0% | 0.01% |
Cash & Instruments Over Time
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