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GlobalPortfolio
🇬🇬 Financial Services, Other, and ETF Investor.
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Cash Allocation

Range

Highest Cash
February 16, 2023
Lowest Cash
March 16, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
63 instruments
March 16, 2023
Least Diversified
0 instruments
February 2, 2025
Average
51.9 instruments

Most Consistent Holdings

Top 5

avatarGOOG
99.87%
avatarMSFT
99.87%
avatarDIS
99.87%
avatarMA
99.87%
avatarV
99.87%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
March 16, 2023
Lowest Exposure
February 16, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
26.69%
Finance
4.6%
Cryptocurrencies
3.39%
Technology Services
3.19%
Miscellaneous
3.02%

Top Countries

Top 5

🇺🇸United States
7.24%
🇬🇧United Kingdom
6.98%
🇩🇰Denmark
2.4%
🇨🇳China
1.86%
🇦🇺Australia
0.63%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
2.9%0%99.87%2/1/2025
HarbourVestHarbourVest (HVPE.L)
2.67%0%99.87%2/1/2025
SPDR S&P Bank ETFSPDR S&P Bank ETF (KBE)
2.64%0%90.44%2/1/2025
SPDR S&P Regional Banking ETFSPDR S&P Regional Banking ETF (KRE)
2.41%0%90.44%2/1/2025
SPDR Gold MiniShares TrustSPDR Gold MiniShares Trust (GLDM)
2.2%0%99.87%2/1/2025
EthereumEthereum (ETH)
2%0%99.87%2/1/2025
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
1.98%0%99.87%2/1/2025
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
1.89%0%99.87%2/1/2025
Novo NordiskNovo Nordisk (NOVO-B.CO)
1.71%0%99.87%2/1/2025
iShares Global Healthcare ETFiShares Global Healthcare ETF (IXJ)
1.36%0%99.87%2/1/2025
BitcoinBitcoin (BTC)
1.33%0%99.87%2/1/2025
Vanguard Health Care ETFVanguard Health Care ETF (VHT)
1.31%0%99.87%2/1/2025
Defiance Connective Technologies ETFDefiance Connective Technologies ETF (SIXG)
1.24%0%99.87%2/1/2025
BaiduBaidu (BIDU)
1.18%0%99.87%2/1/2025
iShares Gold Producers UCITS ETFiShares Gold Producers UCITS ETF (SPGP.L)
1.17%0%99.87%2/1/2025
Scottish MortgageScottish Mortgage (SMT.L)
1.16%0%99.87%2/1/2025
ON SemiconductorON Semiconductor (ON)
1.09%0%99.87%2/1/2025
First Trust Cloud ComputingFirst Trust Cloud Computing (SKYY)
1%0%99.87%2/1/2025
BlackStoneBlackStone (BX)
0.99%0%99.87%2/1/2025
Schroder AsiaPacific FundSchroder AsiaPacific Fund (SDP.L)
0.95%0%99.87%2/1/2025
TEMITTEMIT (TEM.L)
0.92%0%99.87%2/1/2025
MicrosoftMicrosoft (MSFT)
0.92%0%99.87%2/1/2025
AlphabetAlphabet (GOOG)
0.81%0%99.87%2/1/2025
Xtrackers Harvest CSI 300 China A-Shares ETFXtrackers Harvest CSI 300 China A-Shares ETF (ASHR)
0.76%0%99.87%2/1/2025
Thermo FisherThermo Fisher (TMO)
0.7%0%99.87%2/1/2025
SPDR S&P Biotech ETFSPDR S&P Biotech ETF (XBI)
0.7%0%99.87%2/1/2025
Pantheon InternationalPantheon International (PIN.L)
0.7%0%99.87%2/1/2025
Invesco Solar ETFInvesco Solar ETF (TAN)
0.7%0%99.87%2/1/2025
VisaVisa (V)
0.67%0%99.87%2/1/2025
MastercardMastercard (MA)
0.67%0%99.87%2/1/2025
BHPBHP (BHP.L)
0.63%0%99.87%2/1/2025
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
0.63%0%99.87%2/1/2025
KraneShares CSI China InternetKraneShares CSI China Internet (KWEB)
0.61%0%99.87%2/1/2025
Amplify Transformational Data Sharing ETFAmplify Transformational Data Sharing ETF (BLOK)
0.61%0%99.87%2/1/2025
MercadoLibreMercadoLibre (MELI)
0.58%0%99.87%2/1/2025
iShares Silver TrustiShares Silver Trust (SLV)
0.56%0%99.87%2/1/2025
Rio TintoRio Tinto (RIO.L)
0.55%0%99.87%2/1/2025
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
0.51%0%99.87%2/1/2025
iShares MSCI Thailand ETFiShares MSCI Thailand ETF (THD)
0.45%0%99.87%2/1/2025
US Global Jets ETFUS Global Jets ETF (JETS)
0.44%0%99.87%2/1/2025
Industrial Select Sector SPDRIndustrial Select Sector SPDR (XLI)
0.43%0%23.11%6/27/2023
CarnivalCarnival (CCL)
0.43%0%99.87%2/1/2025
PetroChinaPetroChina (00857.HK)
0.42%0%23.24%6/28/2023
VestasVestas (VWS.CO)
0.4%0%99.87%2/1/2025
PDD HoldingsPDD Holdings (PDD)
0.33%0%99.87%2/1/2025
GeelyGeely (00175.HK)
0.3%0%99.87%2/1/2025
DisneyDisney (DIS)
0.29%0%99.87%2/1/2025
OrstedOrsted (ORSTED.CO)
0.29%0%99.87%2/1/2025
First Republic BankFirst Republic Bank (FRCB)
0.25%0%51.79%9/5/2024
ARK Genomic Revolution ETFARK Genomic Revolution ETF (ARKG)
0.18%0%99.87%2/1/2025
TeladocTeladoc (TDOC)
0.16%0%99.87%2/1/2025
Hello GroupHello Group (MOMO)
0.15%0%23.11%6/27/2023
Credit Suisse Group AGCredit Suisse Group AG (CSGN.ZU)
0.14%0%20.58%6/8/2023
EAEA (EA)
0.13%0%23.11%6/27/2023
AccorAccor (AC.PA)
0.12%0%23.11%6/27/2023
Royal CaribbeanRoyal Caribbean (RCL)
0.11%0%23.11%6/27/2023
NelNel (NEL.OL)
0.1%0%23.11%6/27/2023
Xinyi SolarXinyi Solar (0968.HK)
0.1%0%23.24%6/28/2023
DogecoinDogecoin (DOGE)
0.06%0%23.11%6/27/2023
OcadoOcado (OCDO.L)
0.04%0%23.11%6/27/2023
Ballard PowerBallard Power (BLDP)
0.03%0%23.11%6/27/2023
FuelCell EnergyFuelCell Energy (FCEL)
0.03%0%23.11%6/27/2023
Kingsoft CloudKingsoft Cloud (KC)
0.02%0%23.11%6/27/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      SPDR S&P Bank ETFSPDR S&P Bank ETF (KBE)
      		2.05%3.4%
      SPDR S&P Regional Banking ETFSPDR S&P Regional Banking ETF (KRE)
      		2.05%3.06%
      HarbourVestHarbourVest (HVPE.L)
      		2.05%2.86%
      EthereumEthereum (ETH)
      		1.54%2.58%
      SPDR Gold MiniShares TrustSPDR Gold MiniShares Trust (GLDM)
      		1.54%2.5%
      BitcoinBitcoin (BTC)
      		1.02%2.39%
      VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
      		1.02%2.31%
      Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
      		3.07%2.21%
      iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
      		2.05%1.87%
      Defiance Connective Technologies ETFDefiance Connective Technologies ETF (SIXG)
      		1.02%1.51%
      Novo NordiskNovo Nordisk (NOVO-B.CO)
      		0.51%1.39%
      BlackStoneBlackStone (BX)
      		0.51%1.34%
      Scottish MortgageScottish Mortgage (SMT.L)
      		1.54%1.31%
      First Trust Cloud ComputingFirst Trust Cloud Computing (SKYY)
      		1.02%1.3%
      iShares Global Healthcare ETFiShares Global Healthcare ETF (IXJ)
      		1.02%1.25%
      Vanguard Health Care ETFVanguard Health Care ETF (VHT)
      		1.02%1.24%
      iShares Gold Producers UCITS ETFiShares Gold Producers UCITS ETF (SPGP.L)
      		1.02%1.18%
      AlphabetAlphabet (GOOG)
      		0.51%1.01%
      MicrosoftMicrosoft (MSFT)
      		0.51%0.99%
      Schroder AsiaPacific FundSchroder AsiaPacific Fund (SDP.L)
      		1.02%0.94%
      TEMITTEMIT (TEM.L)
      		1.02%0.92%
      Amplify Transformational Data Sharing ETFAmplify Transformational Data Sharing ETF (BLOK)
      		1.02%0.85%
      ON SemiconductorON Semiconductor (ON)
      		0.51%0.84%
      BaiduBaidu (BIDU)
      		2.05%0.83%
      VisaVisa (V)
      		0.51%0.78%
      MastercardMastercard (MA)
      		0.51%0.77%
      Xtrackers Harvest CSI 300 China A-Shares ETFXtrackers Harvest CSI 300 China A-Shares ETF (ASHR)
      		1.02%0.73%
      Pantheon InternationalPantheon International (PIN.L)
      		0.51%0.72%
      SPDR S&P Biotech ETFSPDR S&P Biotech ETF (XBI)
      		1.02%0.69%
      CarnivalCarnival (CCL)
      		0.51%0.64%
      Thermo FisherThermo Fisher (TMO)
      		0.51%0.63%
      MercadoLibreMercadoLibre (MELI)
      		0.51%0.61%
      KraneShares CSI China InternetKraneShares CSI China Internet (KWEB)
      		1.54%0.59%
      iShares Silver TrustiShares Silver Trust (SLV)
      		0.51%0.58%
      Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
      		1.02%0.55%
      US Global Jets ETFUS Global Jets ETF (JETS)
      		0.51%0.53%
      BHPBHP (BHP.L)
      		0.51%0.51%
      Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
      		0.51%0.5%
      Rio TintoRio Tinto (RIO.L)
      		0.51%0.47%
      Invesco Solar ETFInvesco Solar ETF (TAN)
      		1.02%0.42%
      GeelyGeely (00175.HK)
      		0.51%0.42%
      iShares MSCI Thailand ETFiShares MSCI Thailand ETF (THD)
      		0.51%0.4%
      DisneyDisney (DIS)
      		0.51%0.31%
      PDD HoldingsPDD Holdings (PDD)
      		0.51%0.28%
      VestasVestas (VWS.CO)
      		0.51%0.25%
      OrstedOrsted (ORSTED.CO)
      		0.51%0.23%
      ARK Genomic Revolution ETFARK Genomic Revolution ETF (ARKG)
      		0.51%0.14%
      TeladocTeladoc (TDOC)
      		1.54%0.08%
      First Republic BankFirst Republic Bank (FRCB)
      		8.2%0%

      Cash Exposure Over Time

      Cash Exposure % Over Time