Portfolio Diversification
Range
Most Diversified
23 instruments
March 15, 2024
Least Diversified
0 instruments
August 6, 2024
Average
13 instruments
Most Consistent Holdings
Top 5
META86.7%
TSM81.61%
NRG80.46%
GOOG70.11%
GEV70.11%
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) | 8.92% | 0% | 86.7% | 7/7/2025 |
| GE Vernova (GEV) | 8% | 0% | 70.11% | 7/7/2025 |
| TSMC (TSM) | 7.74% | 0% | 81.61% | 7/7/2025 |
| NRG Energy (NRG) | 6.98% | 0% | 80.46% | 7/7/2025 |
| Alphabet (GOOG) | 5.9% | 0% | 70.11% | 7/7/2025 |
 NVIDIA (NVDA) | 5.04% | 0% | 49.59% | 7/7/2025 |
 CPHequities | 4.79% | 0% | 43.35% | 8/5/2024 |
 Salesforce (CRM) | 4.7% | 0% | 39.24% | 2/27/2025 |
 Royal Caribbean (RCL) | 4.51% | 0% | 60.26% | 7/7/2025 |
 Crowdstrike (CRWD) | 4.45% | 0% | 36.95% | 7/7/2025 |
 Amazon (AMZN) | 4.42% | 0% | 65.68% | 3/31/2025 |
 Vistra (VST) | 2.75% | 0% | 32.02% | 7/7/2025 |
 Rheinmetall (RHM.DE) | 2.71% | 0% | 22.5% | 6/13/2025 |
 Eli Lilly (LLY) | 2.39% | 0% | 51.56% | 5/9/2025 |
 Broadcom (AVGO) | 2.16% | 0% | 45.48% | 7/7/2025 |
 Visa (V) | 2.08% | 0% | 33% | 6/12/2024 |
 ARM (ARM) | 2% | 0% | 34.65% | 6/13/2025 |
 AMD (AMD) | 1.92% | 0% | 25.45% | 4/25/2024 |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 1.47% | 0% | 42.2% | 6/13/2025 |
 Argan (AGX) | 1.46% | 0% | 33% | 7/7/2025 |
 Palo Alto Networks (PANW) | 0.98% | 0% | 24.96% | 9/17/2024 |
 Apple (AAPL) | 0.97% | 0% | 20.36% | 3/18/2024 |
 Microsoft (MSFT) | 0.9% | 0% | 26.6% | 6/12/2024 |
| 0.88% | 0% | 6.4% | 12/13/2023 | |
 BYD (01211.HK) | 0.8% | 1.89% | 20.36% | - |
 IBM (IBM) | 0.78% | 0% | 15.27% | 4/26/2024 |
 PayPal (PYPL) | 0.76% | 0% | 11.66% | 1/25/2024 |
 Molina (MOH) | 0.71% | 0% | 14.61% | 4/2/2024 |
 Qualcomm (QCOM) | 0.6% | 0% | 18.39% | 3/31/2025 |
 Walmart (WMT) | 0.49% | 0% | 19.38% | 1/28/2025 |
 GE (GE) | 0.48% | 0% | 8.87% | 4/2/2024 |
 FundManagerZech | 0.44% | 0% | 6.08% | 12/11/2023 |
 AppLovin (APP) | 0.44% | 0% | 7.55% | 6/20/2025 |
 Intel (INTC) | 0.37% | 0% | 4.43% | 12/13/2023 |
 indie Semiconductor (INDI) | 0.33% | 0% | 14.12% | 7/25/2024 |
 SPDR S&P 500 ETF (SPY) | 0.24% | 0% | 2.13% | 11/20/2023 |
 UnitedHealth (UNH) | 0.23% | 0% | 3.78% | 1/25/2024 |
 Siemens Energy (ENR.DE) | 0.23% | 0% | 5.42% | 4/7/2025 |
 Xiaomi (1810.HK) | 0.2% | 2.13% | 9.2% | - |
 Fortinet (FTNT) | 0.18% | 0% | 4.6% | 2/22/2024 |
 Petrobras (PBR.A) | 0.16% | 0% | 10.18% | 4/15/2024 |
 Copart (CPRT) | 0.16% | 0% | 7.55% | 5/7/2024 |
 FedEx (FDX) | 0.16% | 0% | 7.72% | 5/8/2024 |
 ASML (ASML.NV) | 0.13% | 0% | 2.13% | 11/30/2023 |
 LiveRamp (RAMP) | 0.13% | 0% | 1.81% | 11/20/2023 |
 AMSC (AMSC) | 0.1% | 0% | 6.08% | 3/18/2024 |
 Alpha Metallurgical (AMR) | 0.09% | 0% | 3.78% | 5/6/2024 |
 Micron (MU) | 0.09% | 0% | 2.13% | 2/7/2024 |
 Coca-Cola (KO) | 0.09% | 0% | 2.79% | 1/19/2024 |
 Alfen (ALFEN.NV) | 0.05% | 0% | 0.99% | 11/20/2023 |
 Marvell (MRVL) | 0.05% | 0% | 1.97% | 2/20/2024 |
 Adobe (ADBE) | 0.04% | 0% | 5.58% | 4/15/2024 |
 BioNTech SE (BNTX) | 0.03% | 0% | 0.99% | 11/20/2023 |
 Phinia (PHIN) | 0.02% | 0% | 0.33% | 1/4/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.01% | 0% | 0.66% | 3/18/2024 |
 Boeing (BA) | 0.01% | 0% | 0.16% | 1/3/2024 |
 Bitcoin (BTC) | 0.01% | 0% | 0.33% | 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% |