Portfolio Diversification
Range
Most Diversified
76 instruments
May 23, 2025
Least Diversified
8 instruments
January 28, 2025
Average
55.2 instruments
Most Consistent Holdings
Top 5
INTC100%
BAYN.DE100%
STLAM.MI100%
CBG.L100%
TLT100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 28, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Russell 2000 Growth ETF (IWO) | 8.57% | 2.2% | 80.92% | - |
 KKR (KKR) | 3.99% | 3.26% | 88.55% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 3.77% | 2.07% | 100% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 2.36% | 1.22% | 83.21% | - |
| Intel (INTC) | 2.23% | 1.6% | 100% | - |
 BlackStone (BX) | 2.06% | 3.36% | 70.23% | - |
 HDFC (HDB) | 2.05% | 1.41% | 100% | - |
 Glencore (GLEN.L) | 2.04% | 2.89% | 88.55% | - |
 Forvia (FRVIA.PA) | 2% | 1.15% | 100% | - |
| Close Brothers (CBG.L) | 1.96% | 1.14% | 100% | - |
| Bayer (BAYN.DE) | 1.95% | 1.34% | 100% | - |
 Cosan (CSAN) | 1.84% | 1.17% | 100% | - |
 Volkswagen (VOW3.DE) | 1.84% | 1% | 99.24% | - |
 Samsung (SMSN.L) | 1.83% | 1.42% | 91.6% | - |
| Stellantis (STLAM.MI) | 1.76% | 1.13% | 100% | - |
 Mercedes-Benz (MBG.DE) | 1.74% | 1.19% | 94.66% | - |
 Merck (MRK) | 1.58% | 1.21% | 93.89% | - |
 Ayvens (AYV.PA) | 1.57% | 1.34% | 87.79% | - |
 Grifols (GRF.MC) | 1.56% | 1.32% | 89.31% | - |
 AMD (AMD) | 1.45% | 1.28% | 87.02% | - |
 iShares US Aerospace & Defense ETF (ITA) | 1.43% | 1.44% | 83.21% | - |
 Aptiv (APTV) | 1.41% | 0.88% | 99.24% | - |
 Honda (HMC) | 1.34% | 0.91% | 94.66% | - |
 Micron (MU) | 1.3% | 1.23% | 87.02% | - |
 Ford (F) | 1.25% | 0.87% | 94.66% | - |
 Petrobras (PBR.A) | 1.21% | 1.29% | 75.57% | - |
 Morgan Stanley (MS) | 1.17% | 0.75% | 67.94% | - |
 Apple (AAPL) | 1.15% | 1.65% | 49.62% | - |
 United Airlines (UAL) | 0.99% | 1.44% | 66.41% | - |
 Delta (DAL) | 0.99% | 1.39% | 66.41% | - |
 Lockheed Martin (LMT) | 0.99% | 0.92% | 81.68% | - |
 American Airlines (AAL) | 0.96% | 1.32% | 66.41% | - |
 Coty (COTY) | 0.96% | 0.6% | 93.13% | - |
 Teleperformance (TEP.PA) | 0.93% | 1.15% | 66.41% | - |
 Acciona (ANA.MC) | 0.91% | 0.87% | 88.55% | - |
 CACI (CACI) | 0.9% | 0% | 63.36% | 5/12/2025 |
 Barry Callebaut (BARN.ZU) | 0.9% | 1.19% | 89.31% | - |
 Sinopec (0386.HK) | 0.88% | 0.82% | 80.92% | - |
 AES (AES) | 0.87% | 0.68% | 87.02% | - |
 Coinbase (COIN) | 0.87% | 0% | 48.85% | 5/13/2025 |
 ADM (ADM) | 0.83% | 0.64% | 87.79% | - |
 Kratos (KTOS) | 0.82% | 0.93% | 83.21% | - |
 Carrefour (CA.PA) | 0.79% | 0.58% | 88.55% | - |
 Leidos (LDOS) | 0.77% | 0.7% | 83.21% | - |
 Porsche (PAH3.DE) | 0.76% | 0.55% | 87.02% | - |
 Bank of America (BAC) | 0.73% | 0.97% | 49.62% | - |
 CVS Health (CVS) | 0.7% | 0.61% | 80.92% | - |
 STMicroelectronics (STMMI.MI) | 0.7% | 0.77% | 78.63% | - |
 Citi (C) | 0.67% | 0.98% | 49.62% | - |
 BP (BP.L) | 0.64% | 1.35% | 45.04% | - |
 New Oriental (EDU) | 0.61% | 0.4% | 93.13% | - |
 Bright Horizons (BFAM) | 0.6% | 0.42% | 93.13% | - |
 TAL Education (TAL) | 0.58% | 0.35% | 93.13% | - |
 Berkshire Hathaway (BRK.B) | 0.53% | 1.57% | 41.22% | - |
 Carnival (CCL.L) | 0.5% | 1.07% | 49.62% | - |
 iShares MSCI China ETF (MCHI) | 0.49% | 0.65% | 77.86% | - |
 BMW (BMW.DE) | 0.48% | 0.93% | 48.85% | - |
 Rio Tinto (RIO.L) | 0.45% | 0.83% | 48.85% | - |
 Novo-Nordisk (NVO) | 0.44% | 1.03% | 45.04% | - |
 Organon (OGN.US) | 0.43% | 0.44% | 80.92% | - |
 Bradesco (BBD) | 0.4% | 0.44% | 83.21% | - |
 ISHARES MSCI INDIA SMALL-CAP (SMIN.US) | 0.4% | 1.47% | 29.01% | - |
 JPMorgan (JPM) | 0.38% | 0.76% | 48.85% | - |
 Nike (NKE) | 0.36% | 0.73% | 48.85% | - |
 iShares FTSE 250 UCITS ETF (MIDD.L) | 0.36% | 0.21% | 76.34% | - |
 HEXPOL B (HPOLB.ST) | 0.32% | 1.26% | 25.19% | - |
 Goldman Sachs (GS) | 0.31% | 0% | 40.46% | 5/27/2025 |
 UnitedHealth (UNH) | 0.22% | 0.97% | 19.08% | - |
 Hilton (HLT) | 0.21% | 0.71% | 29.01% | - |
 Thor (THO) | 0.21% | 0.75% | 29.01% | - |
 Federal Realty (FRT) | 0.17% | 0.62% | 27.48% | - |
 LyondellBasell (LYB) | 0.17% | 0.6% | 27.48% | - |
 iShares Gold Trust (IAU) | 0.16% | 0.41% | 40.46% | - |
 HSBC (HSBA.L) | 0.15% | 0% | 14.5% | 4/23/2025 |
 Parker-Hannifin (PH) | 0.12% | 0.45% | 27.48% | - |
 US Natural Gas (UNG) | 0.11% | 0.74% | 14.5% | - |
 Crocs (CROX) | 0.11% | 0.52% | 19.08% | - |
 Financial Select Sector SPDR (XLF) | 0.11% | 0.63% | 28.24% | - |
 Tesla (TSLA) | 0.1% | 0% | 33.59% | 5/8/2025 |
 Anglo American (AAL.L) | 0.08% | 0% | 14.5% | 4/23/2025 |
 Shell (SHEL.L) | 0.07% | 0.21% | 17.56% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.04% | 0% | 9.92% | 4/4/2025 |
 Ethereum (ETH) | 0.03% | 0% | 2.29% | 5/12/2025 |
 Alibaba (BABA) | 0.02% | 0.82% | 2.29% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
There is no history available for this day.