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Portfolio Diversification
Range
Most Diversified
23 instruments
March 15, 2024
Least Diversified
0 instruments
August 6, 2024
Average
13.5 instruments
Most Consistent Holdings
Top 5
META88.59%
TSM84.49%
GOOG76.18%
GEV74.94%
RCL68.73%
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) | 8.51% | 5.77% | 88.59% | - |
| TSMC (TSM) | 8.46% | 5.78% | 84.49% | - |
| GE Vernova (GEV) | 7.2% | 4.32% | 74.94% | - |
| Alphabet (GOOG) | 6.21% | 5.78% | 76.18% | - |
 NVIDIA (NVDA) | 6.19% | 5.79% | 59.68% | - |
 NRG Energy (NRG) | 5.36% | 4.26% | 63.9% | - |
| Royal Caribbean (RCL) | 4.38% | 4.3% | 68.73% | - |
 Amazon (AMZN) | 3.8% | 4.34% | 61.41% | - |
 CPHequities | 3.62% | 0% | 32.75% | 8/5/2024 |
 Salesforce (CRM) | 3.55% | 0% | 29.65% | 2/27/2025 |
 Crowdstrike (CRWD) | 3.36% | 0% | 27.92% | 7/7/2025 |
 Vistra (VST) | 3.18% | 4.33% | 46.9% | - |
 Broadcom (AVGO) | 3% | 5.79% | 56.7% | - |
 Rheinmetall (RHM.DE) | 2.97% | 0% | 32.38% | 11/19/2025 |
 Argan (AGX) | 2.39% | 0% | 47.89% | 1/20/2026 |
 AppLovin (APP) | 2.27% | 0% | 28.16% | 1/20/2026 |
 Eli Lilly (LLY) | 1.81% | 0% | 38.96% | 5/9/2025 |
 Visa (V) | 1.57% | 0% | 24.94% | 6/12/2024 |
 ARM (ARM) | 1.51% | 0% | 26.18% | 6/13/2025 |
 AMD (AMD) | 1.45% | 0% | 19.23% | 4/25/2024 |
 Airbus (AIR.PA) | 1.15% | 0% | 22.95% | 1/20/2026 |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 1.11% | 0% | 31.89% | 6/13/2025 |
 BYD (01211.HK) | 1.02% | 0% | 27.54% | 10/23/2025 |
 Alibaba (BABA) | 0.82% | 5.79% | 17% | - |
 Palo Alto Networks (PANW) | 0.74% | 0% | 18.86% | 9/17/2024 |
 Micron (MU) | 0.74% | 5.79% | 12.41% | - |
 Apple (AAPL) | 0.73% | 0% | 15.38% | 3/18/2024 |
 Microsoft (MSFT) | 0.69% | 5.78% | 20.22% | - |
| 0.66% | 0% | 4.84% | 12/13/2023 | |
 Atour (ATAT) | 0.65% | 4.14% | 17.12% | - |
 IBM (IBM) | 0.59% | 0% | 11.54% | 4/26/2024 |
 PayPal (PYPL) | 0.57% | 0% | 8.81% | 1/25/2024 |
 Molina (MOH) | 0.54% | 0% | 11.04% | 4/2/2024 |
 Siemens Energy (ENR.DE) | 0.52% | 0% | 10.3% | 9/3/2025 |
 Qualcomm (QCOM) | 0.45% | 0% | 13.9% | 3/31/2025 |
 Xiaomi (1810.HK) | 0.4% | 0% | 21.71% | 11/5/2025 |
 Walmart (WMT) | 0.37% | 0% | 14.64% | 1/28/2025 |
 GE (GE) | 0.37% | 0% | 6.7% | 4/2/2024 |
 FundManagerZech | 0.34% | 0% | 4.59% | 12/11/2023 |
 Intel (INTC) | 0.28% | 0% | 3.35% | 12/13/2023 |
 indie Semiconductor (INDI) | 0.25% | 0% | 10.67% | 7/25/2024 |
 Samsung (SMSN.L) | 0.19% | 0% | 5.71% | 1/20/2026 |
 SPDR S&P 500 ETF (SPY) | 0.18% | 0% | 1.61% | 11/20/2023 |
 UnitedHealth (UNH) | 0.18% | 0% | 2.85% | 1/25/2024 |
 ASML (ASML.NV) | 0.14% | 0% | 2.61% | 11/21/2025 |
 Fortinet (FTNT) | 0.14% | 0% | 3.47% | 2/22/2024 |
 Petrobras (PBR.A) | 0.12% | 0% | 7.69% | 4/15/2024 |
 Copart (CPRT) | 0.12% | 0% | 5.71% | 5/7/2024 |
 FedEx (FDX) | 0.12% | 0% | 5.83% | 5/8/2024 |
 Contemporary Amperex Technology Co Limited (3750.HK) | 0.11% | 0% | 3.23% | 11/20/2025 |
 LiveRamp (RAMP) | 0.1% | 0% | 1.36% | 11/20/2023 |
 AMSC (AMSC) | 0.08% | 0% | 4.59% | 3/18/2024 |
 Alpha Metallurgical (AMR) | 0.07% | 0% | 2.85% | 5/6/2024 |
 Coca-Cola (KO) | 0.06% | 0% | 2.11% | 1/19/2024 |
 Alfen (ALFEN.NV) | 0.03% | 0% | 0.74% | 11/20/2023 |
 Marvell (MRVL) | 0.03% | 0% | 1.49% | 2/20/2024 |
 Adobe (ADBE) | 0.03% | 0% | 4.22% | 4/15/2024 |
 BioNTech SE (BNTX) | 0.03% | 0% | 0.74% | 11/20/2023 |
 Phinia (PHIN) | 0.02% | 0% | 0.25% | 1/4/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.01% | 0% | 0.5% | 3/18/2024 |
 Boeing (BA) | 0.01% | 0% | 0.12% | 1/3/2024 |
 Bitcoin (BTC) | 0.01% | 0% | 0.25% | 3/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AppLovin (APP) | 9.86% | 11.54% |
| TSMC (TSM) | 9.86% | 10.11% |
| Alphabet (GOOG) | 9.39% | 9.62% |
| NVIDIA (NVDA) | 7.82% | 7.63% |
| Micron (MU) | 6.26% | 7.47% |
| Broadcom (AVGO) | 7.82% | 6.66% |
| Meta (META) | 6.26% | 6.26% |
| Argan (AGX) | 6.8% | 5.92% |
| GE Vernova (GEV) | 4.69% | 5.11% |
| Airbus (AIR.PA) | 5.16% | 4.78% |
| Atour (ATAT) | 4.69% | 4.6% |
| Amazon (AMZN) | 4.58% | 4.23% |
| Alibaba (BABA) | 4.69% | 4.04% |
| Vistra (VST) | 4.22% | 3.98% |
| Samsung (SMSN.L) | 3.13% | 3.33% |
| Royal Caribbean (RCL) | 3.13% | 3.09% |
Cash & Instruments Over Time
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