Portfolio Diversification
Range
Most Diversified
23 instruments
March 15, 2024
Least Diversified
0 instruments
August 6, 2024
Average
13.4 instruments
Most Consistent Holdings
Top 5
META87.91%
TSM83.57%
GOOG74.77%
GEV73.46%
NRG67.54%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 5, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 8.66% | 6.47% | 87.91% | - |
| TSMC (TSM) | 8.36% | 9.93% | 83.57% | - |
| GE Vernova (GEV) | 7.32% | 4.99% | 73.46% | - |
 NVIDIA (NVDA) | 6.12% | 7.56% | 57.29% | - |
| Alphabet (GOOG) | 6.01% | 10% | 74.77% | - |
| NRG Energy (NRG) | 5.67% | 0% | 67.54% | 11/10/2025 |
 Royal Caribbean (RCL) | 4.45% | 2.9% | 66.89% | - |
 CPHequities | 3.84% | 0% | 34.69% | 8/5/2024 |
 Amazon (AMZN) | 3.78% | 4.26% | 59.13% | - |
 Salesforce (CRM) | 3.76% | 0% | 31.41% | 2/27/2025 |
 Crowdstrike (CRWD) | 3.56% | 0% | 29.57% | 7/7/2025 |
 Rheinmetall (RHM.DE) | 3.14% | 0% | 34.3% | 11/19/2025 |
 Vistra (VST) | 3.13% | 4.17% | 43.76% | - |
 Broadcom (AVGO) | 2.78% | 7.61% | 54.14% | - |
 Argan (AGX) | 2.18% | 2.51% | 44.94% | - |
 Eli Lilly (LLY) | 1.91% | 0% | 41.26% | 5/9/2025 |
 AppLovin (APP) | 1.75% | 12.02% | 24.05% | - |
 Visa (V) | 1.66% | 0% | 26.41% | 6/12/2024 |
 ARM (ARM) | 1.6% | 0% | 27.73% | 6/13/2025 |
 AMD (AMD) | 1.54% | 0% | 20.37% | 4/25/2024 |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 1.18% | 0% | 33.77% | 6/13/2025 |
 BYD (01211.HK) | 1.09% | 0% | 29.17% | 10/23/2025 |
 Airbus (AIR.PA) | 0.94% | 4.82% | 18.53% | - |
 Palo Alto Networks (PANW) | 0.79% | 0% | 19.97% | 9/17/2024 |
 Apple (AAPL) | 0.77% | 0% | 16.29% | 3/18/2024 |
 Microsoft (MSFT) | 0.72% | 0% | 21.29% | 6/12/2024 |
| 0.7% | 0% | 5.12% | 12/13/2023 | |
 IBM (IBM) | 0.62% | 0% | 12.22% | 4/26/2024 |
 Alibaba (BABA) | 0.61% | 4.42% | 12.09% | - |
 PayPal (PYPL) | 0.61% | 0% | 9.33% | 1/25/2024 |
 Molina (MOH) | 0.57% | 0% | 11.7% | 4/2/2024 |
 Siemens Energy (ENR.DE) | 0.55% | 0% | 10.91% | 9/3/2025 |
 Qualcomm (QCOM) | 0.48% | 0% | 14.72% | 3/31/2025 |
 Xiaomi (1810.HK) | 0.42% | 0% | 23% | 11/5/2025 |
 Atour (ATAT) | 0.41% | 5.08% | 12.22% | - |
 Walmart (WMT) | 0.39% | 0% | 15.51% | 1/28/2025 |
 GE (GE) | 0.39% | 0% | 7.1% | 4/2/2024 |
 FundManagerZech | 0.36% | 0% | 4.86% | 12/11/2023 |
 Micron (MU) | 0.33% | 6.28% | 7.23% | - |
 Intel (INTC) | 0.3% | 0% | 3.55% | 12/13/2023 |
 indie Semiconductor (INDI) | 0.27% | 0% | 11.3% | 7/25/2024 |
 SPDR S&P 500 ETF (SPY) | 0.19% | 0% | 1.71% | 11/20/2023 |
 UnitedHealth (UNH) | 0.19% | 0% | 3.02% | 1/25/2024 |
 ASML (ASML.NV) | 0.15% | 0% | 2.76% | 11/21/2025 |
 Fortinet (FTNT) | 0.15% | 0% | 3.68% | 2/22/2024 |
 Petrobras (PBR.A) | 0.13% | 0% | 8.15% | 4/15/2024 |
 Copart (CPRT) | 0.13% | 0% | 6.04% | 5/7/2024 |
 FedEx (FDX) | 0.12% | 0% | 6.18% | 5/8/2024 |
 Contemporary Amperex Technology Co Limited (3750.HK) | 0.12% | 0% | 3.42% | 11/20/2025 |
 LiveRamp (RAMP) | 0.1% | 0% | 1.45% | 11/20/2023 |
 AMSC (AMSC) | 0.08% | 0% | 4.86% | 3/18/2024 |
 Alpha Metallurgical (AMR) | 0.08% | 0% | 3.02% | 5/6/2024 |
 Coca-Cola (KO) | 0.07% | 0% | 2.23% | 1/19/2024 |
 Alfen (ALFEN.NV) | 0.04% | 0% | 0.79% | 11/20/2023 |
 Marvell (MRVL) | 0.04% | 0% | 1.58% | 2/20/2024 |
 Adobe (ADBE) | 0.04% | 0% | 4.47% | 4/15/2024 |
 BioNTech SE (BNTX) | 0.03% | 0% | 0.79% | 11/20/2023 |
 Phinia (PHIN) | 0.02% | 0% | 0.26% | 1/4/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.01% | 0% | 0.53% | 3/18/2024 |
 Boeing (BA) | 0.01% | 0% | 0.13% | 1/3/2024 |
 Samsung (SMSN.L) | 0.01% | 3.01% | 0.26% | - |
 Bitcoin (BTC) | 0.01% | 0% | 0.26% | 3/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| TSMC (TSM) | 13.68% | 14.86% |
| Crowdstrike (CRWD) | 13.17% | 12.86% |
| Alphabet (GOOG) | 12.35% | 12.29% |
| Meta (META) | 9.81% | 9.67% |
| GE Vernova (GEV) | 9.23% | 9.15% |
| Eli Lilly (LLY) | 6.04% | 6.47% |
| Amazon (AMZN) | 6.06% | 5.99% |
| NRG Energy (NRG) | 6.06% | 5.95% |
| Royal Caribbean (RCL) | 5.77% | 5.68% |
| Argan (AGX) | 5.77% | 5.65% |
| Vistra (VST) | 5.53% | 5.2% |
| Qualcomm (QCOM) | 3.46% | 3.29% |
| Walmart (WMT) | 2.88% | 2.76% |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 0.18% | 0.2% |