Portfolio Diversification
Range
Most Diversified
71 instruments
March 23, 2022
Least Diversified
0 instruments
February 2, 2025
Average
59.4 instruments
Most Consistent Holdings
Top 5
ICLN99.91%
MSFT99.64%
OC98.63%
TAN98.63%
GSK.L98.54%
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 |
|---|---|---|---|---|
| Owens Corning (OC) | 2.31% | 0% | 98.63% | 2/1/2025 |
| Microsoft (MSFT) | 2.07% | 0% | 99.64% | 2/1/2025 |
| GSK (GSK.L) | 1.88% | 0% | 98.54% | 2/1/2025 |
 Novo Nordisk (NOVO-B.CO) | 1.81% | 0% | 89.87% | 2/1/2025 |
 Flex (FLEX) | 1.79% | 0% | 80.02% | 2/1/2025 |
 Novartis (NVS) | 1.68% | 0% | 88.59% | 2/1/2025 |
 Schneider Electric (SU.PA) | 1.58% | 0% | 86.5% | 2/1/2025 |
 Cisco (CSCO) | 1.53% | 0% | 91.06% | 2/1/2025 |
 TSMC (TSM) | 1.5% | 0% | 75.36% | 2/1/2025 |
 Inditex (ITX.MC) | 1.49% | 0% | 62.04% | 2/1/2025 |
 Trane (TT) | 1.45% | 0% | 78.92% | 2/1/2025 |
 Sanofi (SAN.PA) | 1.4% | 0% | 81.75% | 2/1/2025 |
 ABB (ABBN.ZU) | 1.38% | 0% | 76.55% | 2/1/2025 |
 CRH (CRH.L) | 1.3% | 0% | 68.61% | 2/1/2025 |
 Accenture (ACN) | 1.28% | 0% | 80.57% | 2/1/2025 |
 Rexel (RXL.PA) | 1.24% | 0% | 85.22% | 2/1/2025 |
 Intesa Sanpaolo (ISP.MI) | 1.21% | 0% | 61.13% | 2/1/2025 |
 NVIDIA (NVDA) | 1.12% | 0% | 47.63% | 2/1/2025 |
 Alphabet (GOOG) | 1.07% | 0% | 70.16% | 2/1/2025 |
| iShares Global clean energy ETF (ICLN) | 1.06% | 0% | 99.91% | 2/1/2025 |
 Siemens (SIE.DE) | 1% | 0% | 59.12% | 2/1/2025 |
 Ethereum (ETH) | 0.99% | 0% | 97.35% | 2/1/2025 |
 UPM (UPM.HE) | 0.99% | 0% | 67.7% | 8/5/2024 |
| Invesco Solar ETF (TAN) | 0.98% | 0% | 98.63% | 2/1/2025 |
 Regeneron (REGN) | 0.96% | 0% | 61.13% | 9/23/2024 |
 AstraZeneca (AZN.L) | 0.94% | 0% | 60.68% | 2/1/2025 |
 BYD (01211.HK) | 0.94% | 0% | 91.97% | 2/1/2025 |
 Linde (LIN) | 0.93% | 0% | 62.68% | 4/5/2024 |
 Mastercard (MA) | 0.93% | 0% | 77.19% | 5/29/2024 |
 Unilever (ULVR.L) | 0.87% | 0% | 75.18% | 12/13/2024 |
 BBVA (BBVA.MC) | 0.84% | 0% | 60.31% | 2/1/2025 |
 SAP (SAP.DE) | 0.84% | 0% | 60.13% | 2/1/2025 |
 Renewables Infrastructure Group (TRIG.L) | 0.83% | 0% | 55.75% | 12/13/2024 |
 Mondi (MNDI.L) | 0.82% | 0% | 62.86% | 8/16/2024 |
 Infosys (INFY) | 0.79% | 0% | 59.22% | 2/1/2025 |
 Yadea (1585.HK) | 0.79% | 0% | 88.23% | 2/1/2025 |
 Cardano (ADA) | 0.78% | 0% | 94.07% | 1/27/2025 |
 Indra (IDR.MC) | 0.77% | 0% | 39.14% | 10/31/2024 |
 Infineon (IFX.DE) | 0.73% | 0% | 40.78% | 3/22/2024 |
 First Solar (FSLR) | 0.72% | 0% | 68.34% | 2/1/2025 |
 Adobe (ADBE) | 0.72% | 0% | 37.23% | 4/4/2024 |
 Norsk Hydro (NHY.OL) | 0.7% | 0% | 56.48% | 1/13/2025 |
 ADM (ADM) | 0.67% | 0% | 48.27% | 10/4/2023 |
 Visa (V) | 0.66% | 0% | 44.89% | 2/1/2025 |
 Bitcoin (BTC) | 0.65% | 0% | 44.8% | 2/1/2025 |
 Suzano SA-ADR (SUZ) | 0.65% | 0% | 56.48% | 7/22/2024 |
 Itron (ITRI) | 0.63% | 0% | 29.29% | 2/1/2025 |
 Iberdrola (IBE.MC) | 0.63% | 0% | 58.03% | 2/1/2025 |
 Rockwool (ROCKB.CO) | 0.6% | 0% | 29.47% | 2/1/2025 |
 SSAB (SSABAH.HE) | 0.6% | 0% | 45.16% | 5/27/2024 |
 Applied Materials (AMAT) | 0.58% | 0% | 33.12% | 11/29/2024 |
 Investec (INVP.L) | 0.57% | 0% | 43.89% | 11/8/2023 |
 CVS Health (CVS) | 0.57% | 0% | 33.39% | 1/24/2023 |
 Roche (ROG.ZU) | 0.55% | 0% | 36.86% | 9/12/2024 |
 iShares Semiconductor ETF (SOXX) | 0.54% | 0% | 38.5% | 2/22/2024 |
 General Mills (GIS) | 0.52% | 0% | 40.42% | 5/6/2024 |
 TotalEnergies (TTE.PA) | 0.51% | 0% | 41.33% | 8/5/2024 |
 Allianz (ALV.DE) | 0.51% | 0% | 59.49% | 12/13/2024 |
 Signify (LIGHT.NV) | 0.49% | 0% | 50% | 2/1/2025 |
 Santander (SAN.MC) | 0.48% | 0% | 37.14% | 2/1/2025 |
 Agilent (A) | 0.47% | 0% | 33.21% | 4/5/2024 |
 SSE (SSE.L) | 0.46% | 0% | 46.26% | 10/25/2024 |
 PayPal (PYPL) | 0.45% | 0% | 21.26% | 2/1/2025 |
 UBS (UBS) | 0.45% | 0% | 33.3% | 3/10/2023 |
 Repsol (REP.MC) | 0.45% | 0% | 31.66% | 3/16/2023 |
 Arcadis (ARCAD.NV) | 0.44% | 0% | 33.67% | 1/29/2025 |
 Standard Chartered (STAN.L) | 0.44% | 0% | 28.56% | 6/10/2024 |
 First Trust Water ETF (FIW.US) | 0.43% | 0% | 53.83% | 2/1/2025 |
 Waste Management (WM) | 0.43% | 0% | 37.32% | 6/23/2023 |
 Danone (BN.PA) | 0.42% | 0% | 59.49% | 2/1/2025 |
 Aurubis (NDA.DE) | 0.42% | 0% | 33.21% | 1/31/2025 |
 Maersk (MAERSKB.CO) | 0.41% | 0% | 29.84% | 4/19/2023 |
 KraneShares Global Carbon ETF (KRBN) | 0.4% | 0% | 32.21% | 1/11/2023 |
 PepsiCo (PEP) | 0.39% | 0% | 26.37% | 11/21/2022 |
 Telefonica (TEF.MC) | 0.39% | 0% | 27.65% | 5/13/2024 |
 CBRE (CBRE) | 0.39% | 0% | 36.04% | 1/14/2025 |
 Autodesk (ADSK) | 0.39% | 0% | 27.55% | 2/1/2025 |
 AbbVie (ABBV) | 0.38% | 0% | 25.46% | 1/17/2023 |
 Yara (YAR.OL) | 0.36% | 0% | 28.56% | 6/1/2023 |
 Hera (HER.MI) | 0.35% | 0% | 30.84% | 12/13/2024 |
 HP (HPQ) | 0.35% | 0% | 21.26% | 9/13/2022 |
 Cigna (CI) | 0.35% | 0% | 32.21% | 10/3/2024 |
 Coca-Cola Europacific (CCEP) | 0.34% | 0% | 25.91% | 10/2/2023 |
 CNH Industrial Group (CNHI.MI) | 0.33% | 0% | 30.02% | 10/20/2023 |
 Johnson Controls (JCI) | 0.33% | 0% | 29.93% | 9/7/2023 |
 Canadian Solar (CSIQ) | 0.33% | 0% | 40.24% | 4/5/2024 |
 CNR (CNI) | 0.32% | 0% | 28.65% | 6/22/2023 |
 Weyerhaeuser (WY) | 0.31% | 0% | 20.8% | 9/14/2022 |
 NEXTracker (NXT.US) | 0.31% | 0% | 33.12% | 2/1/2025 |
 Cemig (CIG) | 0.31% | 0% | 33.03% | 12/18/2024 |
 Novonesis B (NSIS-B.CO) | 0.31% | 0% | 42.34% | 10/31/2024 |
 Enel (ENEL.MI) | 0.3% | 0% | 34.85% | 2/1/2025 |
 Invesco DB Agriculture Fund (DBA) | 0.3% | 0% | 27.46% | 7/18/2023 |
 Prysmian (PRY.MI) | 0.3% | 0% | 19.07% | 11/5/2024 |
 Xylem (XYL) | 0.28% | 0% | 29.56% | 9/19/2024 |
 AstraZeneca (AZN) | 0.28% | 0% | 23.45% | 9/26/2022 |
 Solana (SOL) | 0.28% | 0% | 28.83% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 0.27% | 0% | 19.62% | 11/18/2022 |
 Saint-Gobain (SGO.PA) | 0.27% | 0% | 21.26% | 1/9/2025 |
 GE Vernova (GEV) | 0.26% | 0% | 27.01% | 2/1/2025 |
 Elevance Health (ELV) | 0.26% | 0% | 23.27% | 6/8/2023 |
 Deutsche Post (DHL.DE) | 0.26% | 0% | 19.07% | 6/22/2023 |
 Gilead Sciences (GILD) | 0.25% | 0% | 20.99% | 2/1/2025 |
 DSM-Firmenich (DSFIR.NV) | 0.25% | 0% | 32.85% | 11/7/2024 |
 ON Semiconductor (ON) | 0.25% | 0% | 22.17% | 10/30/2023 |
 Vital Farms (VITL) | 0.23% | 0% | 21.44% | 2/1/2025 |
 Kellanova (K) | 0.23% | 0% | 16.24% | 11/10/2022 |
 Nestle (NESN.ZU) | 0.23% | 0% | 22.26% | 11/15/2022 |
 Orange (ORA.PA) | 0.23% | 0% | 26.92% | 10/28/2024 |
 BNP Paribas (BNP.PA) | 0.23% | 0% | 26.82% | 8/22/2024 |
 China Longyuan (0916.HK) | 0.21% | 0% | 29.29% | 2/27/2023 |
 PDD Holdings (PDD) | 0.2% | 0% | 24.82% | 3/26/2024 |
 Tesla (TSLA) | 0.2% | 0% | 29.2% | 2/1/2025 |
 Bunge (BG) | 0.19% | 0% | 12.41% | 5/17/2022 |
 Ecolab (ECL) | 0.18% | 0% | 15.6% | 10/29/2024 |
 Vinci (DG.PA) | 0.17% | 0% | 16.06% | 7/27/2023 |
 SPDR Gold (GLD) | 0.17% | 0% | 21.44% | 3/21/2023 |
 Enphase (ENPH) | 0.17% | 0% | 23.72% | 11/12/2024 |
 Neste (NESTE.HE) | 0.17% | 0% | 18.34% | 2/15/2023 |
 Wendel (MF.PA) | 0.16% | 0% | 14.51% | 5/19/2023 |
 Kering (KER.PA) | 0.15% | 0% | 13.87% | 2/20/2023 |
 Smurfit Kappa (SWR.L) | 0.15% | 0% | 10.31% | 7/31/2024 |
 Vulcan Energy (VUL.ASX) | 0.15% | 0% | 19.89% | 2/1/2025 |
 Acciona (ANA.MC) | 0.15% | 0% | 20.26% | 10/13/2022 |
 Volvo (VOLV-A.ST) | 0.14% | 0% | 10.58% | 4/27/2022 |
 ING (INGA.NV) | 0.14% | 0% | 11.68% | 2/22/2023 |
 RBC (RY) | 0.13% | 0% | 11.13% | 7/14/2022 |
 Hologic (HOLX) | 0.13% | 0% | 9.12% | 3/21/2023 |
 Coinbase (COIN) | 0.1% | 0% | 9.31% | 2/1/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.1% | 0% | 12.41% | 2/1/2025 |
 Eaton (ETN) | 0.09% | 0% | 6.02% | 2/1/2025 |
 Sonova (SOON.ZU) | 0.09% | 0% | 12.77% | 12/13/2024 |
 Biogen (BIIB) | 0.08% | 0% | 12.04% | 10/27/2023 |
 Vodafone (VOD) | 0.08% | 0% | 11.04% | 11/15/2022 |
 ARK Fintech Innovation ETF (ARKF) | 0.07% | 0% | 10.58% | 4/27/2022 |
 UPS (UPS) | 0.07% | 0% | 7.12% | 9/22/2022 |
 BASF (BAS.DE) | 0.07% | 0% | 4.47% | 3/10/2022 |
 Nokia (NOK) | 0.07% | 0% | 6.02% | 10/25/2022 |
 Vanguard FTSE Europe ETF (VGK) | 0.06% | 0% | 4.84% | 9/29/2023 |
 NXP (NXPI) | 0.06% | 0% | 5.57% | 10/20/2023 |
 Vodafone (VOD.L) | 0.06% | 0% | 5.57% | 2/1/2025 |
 Ford (F) | 0.06% | 0% | 5.57% | 3/2/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.06% | 0% | 6.2% | 1/6/2025 |
 AXA (CS.PA) | 0.06% | 0% | 4.93% | 3/20/2023 |
 MercadoLibre (MELI) | 0.06% | 0% | 8.58% | 12/9/2024 |
 Sprouts (SFM) | 0.06% | 0% | 4.56% | 2/1/2025 |
 Baidu (BIDU) | 0.06% | 0% | 10.04% | 2/3/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.05% | 0% | 7.94% | 10/28/2024 |
 Eni (ENI.MI) | 0.05% | 0% | 6.57% | 11/22/2023 |
 Deere (DE) | 0.05% | 0% | 7.85% | 10/17/2023 |
 Koninklijke DSM NV (DSM.NV) | 0.05% | 0% | 5.93% | 3/7/2022 |
 STMicroelectronics (STMPA.PA) | 0.05% | 0% | 4.11% | 4/5/2024 |
 Sandoz (SDZNY) | 0.05% | 0% | 13.78% | 3/4/2024 |
 Endesa (ELE.MC) | 0.05% | 0% | 6.02% | 10/25/2023 |
 ARK Innovation ETF (ARKK) | 0.04% | 0% | 7.03% | 12/27/2022 |
 Renewi (RWI.L) | 0.04% | 0% | 4.47% | 9/26/2022 |
 Anglo American (AAL.L) | 0.04% | 0% | 4.65% | 9/9/2022 |
 Citi (C) | 0.03% | 0% | 4.93% | 2/23/2022 |
 HeidelbergCement (HEI.DE) | 0.03% | 0% | 3.38% | 9/4/2024 |
 Livent Corp (LTHM) | 0.03% | 0% | 3.65% | 1/4/2024 |
 UCB (UCB.BR) | 0.03% | 0% | 2.83% | 5/23/2022 |
 IDS (IDS.L) | 0.03% | 0% | 3.19% | 3/17/2022 |
 Sui (SUI) | 0.02% | 0% | 3.47% | 2/1/2025 |
 ICL Group (ICL) | 0.02% | 0% | 3.56% | 9/13/2022 |
 CSX (CSX) | 0.02% | 0% | 2.37% | 1/26/2022 |
 Alstom (ALO.PA) | 0.02% | 0% | 3.1% | 12/13/2024 |
 Novavax (NVAX) | 0.02% | 0% | 3.19% | 2/10/2022 |
 Mowi (MOWI.OL) | 0.02% | 0% | 3.38% | 6/21/2023 |
 ProShares Short S&P500 (SH) | 0.01% | 0% | 1.09% | 11/18/2024 |
 Barclays (BARC.L) | 0.01% | 0% | 2.55% | 6/28/2022 |
 Salesforce (CRM) | 0.01% | 0% | 2.01% | 2/1/2025 |
 ICICI Bank (IBN) | 0.01% | 0% | 2.19% | 9/27/2022 |
 Orsted (ORSTED.CO) | 0.01% | 0% | 2.01% | 4/27/2022 |
 ZEPP Health (ZEPP) | 0.01% | 0% | 1.28% | 1/14/2022 |
 ARK Genomic Revolution ETF (ARKG) | 0.01% | 0% | 2.37% | 4/26/2022 |
 Vestas (VWS.CO) | 0.01% | 0% | 1% | 1/27/2023 |
 Pearson (PSON.L) | 0.01% | 0% | 1.19% | 1/13/2022 |
 UNFI (UNFI) | 0.01% | 0% | 1.37% | 1/19/2022 |
 UBS (UBSG.ZU) | 0.01% | 0% | 0.82% | 3/23/2023 |
 Lowe's (LOW) | 0.01% | 0% | 1.09% | 2/23/2022 |
 Magnolia (MGY) | 0.01% | 0% | 1% | 2/1/2025 |
 Banco Santander (SAN) | 0.01% | 0% | 1.73% | 1/3/2024 |
 Ormat (ORA.US) | 0.01% | 0% | 1.37% | 3/10/2023 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0% | 0% | 0.27% | 5/13/2022 |
 Ishares Russell 2000 ETF (IWM) | 0% | 0% | 0.64% | 11/14/2024 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0% | 0% | 0.73% | 6/21/2022 |
 Westrock (SW) | 0% | 0% | 0.46% | 8/5/2024 |
 Mercedes-Benz (MBG.DE) | 0% | 0% | 0.36% | 1/4/2022 |
 Hannon Armstrong (HASI) | 0% | 0% | 0.55% | 9/22/2022 |
 Algorand (ALGO) | 0% | 0% | 0.91% | 1/14/2022 |
 iShares Core MSCI Europe ETF (IEUR) | 0% | 0% | 0.18% | 11/8/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0% | 0% | 0.09% | 2/22/2022 |
 Accelleron (ACLN.ZU) | 0% | 0% | 0.91% | 10/13/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Flex (FLEX) | 2.72% | 3.36% |
| PayPal (PYPL) | 2.72% | 3.12% |
| ABB (ABBN.ZU) | 2.72% | 2.8% |
| TSMC (TSM) | 2.72% | 2.66% |
| Owens Corning (OC) | 2.72% | 2.64% |
| NVIDIA (NVDA) | 2.72% | 2.6% |
| Novartis (NVS) | 2.72% | 2.58% |
| Schneider Electric (SU.PA) | 2.04% | 2.24% |
| Bitcoin (BTC) | 1.36% | 2.1% |
| Intesa Sanpaolo (ISP.MI) | 2.04% | 2.1% |
| Cisco (CSCO) | 2.04% | 2.07% |
| CRH (CRH.L) | 2.04% | 2.04% |
| Itron (ITRI) | 2.04% | 2.02% |
| Inditex (ITX.MC) | 2.04% | 2.02% |
| Autodesk (ADSK) | 2.04% | 2.02% |
| CBRE (CBRE) | 2.04% | 2.01% |
| Santander (SAN.MC) | 2.04% | 1.99% |
| Visa (V) | 2.04% | 1.99% |
| Infosys (INFY) | 2.04% | 1.97% |
| Trane (TT) | 2.04% | 1.96% |
| Eaton (ETN) | 2.04% | 1.95% |
| Rockwool (ROCKB.CO) | 2.04% | 1.92% |
| Ethereum (ETH) | 1.37% | 1.54% |
| Vital Farms (VITL) | 1.36% | 1.49% |
| Saint-Gobain (SGO.PA) | 1.36% | 1.45% |
| Siemens (SIE.DE) | 1.36% | 1.42% |
| Gilead Sciences (GILD) | 1.36% | 1.41% |
| BYD (01211.HK) | 1.36% | 1.4% |
| Danone (BN.PA) | 1.36% | 1.39% |
| SAP (SAP.DE) | 1.36% | 1.38% |
| BBVA (BBVA.MC) | 1.36% | 1.36% |
| Vodafone (VOD.L) | 1.36% | 1.34% |
| Sanofi (SAN.PA) | 1.36% | 1.34% |
| GE Vernova (GEV) | 0.68% | 1.32% |
| Rexel (RXL.PA) | 1.36% | 1.31% |
| Microsoft (MSFT) | 1.36% | 1.31% |
| Iberdrola (IBE.MC) | 1.36% | 1.3% |
| Arcadis (ARCAD.NV) | 1.36% | 1.28% |
| Sprouts (SFM) | 1.36% | 1.26% |
| Aurubis (NDA.DE) | 1.36% | 1.26% |
| ProShares UltraPro QQQ (TQQQ) | 1.36% | 1.25% |
| iShares Global clean energy ETF (ICLN) | 1.36% | 1.24% |
| Coinbase (COIN) | 1.36% | 1.24% |
| Norsk Hydro (NHY.OL) | 1.36% | 1.22% |
| Vulcan Energy (VUL.ASX) | 0.68% | 0.92% |
| Yadea (1585.HK) | 0.68% | 0.77% |
| Sui (SUI) | 0.68% | 0.72% |
| Novo Nordisk (NOVO-B.CO) | 0.68% | 0.7% |
| GSK (GSK.L) | 0.68% | 0.67% |
| Accenture (ACN) | 0.68% | 0.66% |
| First Solar (FSLR) | 0.68% | 0.64% |
| Invesco Solar ETF (TAN) | 0.68% | 0.63% |
| NEXTracker (NXT.US) | 0.68% | 0.63% |
| First Trust Water ETF (FIW.US) | 0.68% | 0.62% |
| Solana (SOL) | 0.69% | 0.56% |
| Cardano (ADA) | 0.68% | 0.49% |