Portfolio Diversification
Range
Most Diversified
23 instruments
March 15, 2024
Least Diversified
0 instruments
August 6, 2024
Average
13.1 instruments
Most Consistent Holdings
Top 5
META86.83%
TSM82.19%
NRG73.35%
GOOG71.71%
GEV71.71%
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) | 8.86% | 9.1% | 86.83% | - |
| TSMC (TSM) | 8.06% | 12.21% | 82.19% | - |
| GE Vernova (GEV) | 7.77% | 5.64% | 71.71% | - |
| NRG Energy (NRG) | 6.36% | 0% | 73.35% | 7/7/2025 |
| Alphabet (GOOG) | 5.84% | 6.59% | 71.71% | - |
 NVIDIA (NVDA) | 5.62% | 12.22% | 52.99% | - |
 Royal Caribbean (RCL) | 4.53% | 5.53% | 62.72% | - |
 CPHequities | 4.37% | 0% | 39.52% | 8/5/2024 |
 Salesforce (CRM) | 4.29% | 0% | 35.78% | 2/27/2025 |
 Crowdstrike (CRWD) | 4.06% | 0% | 33.68% | 7/7/2025 |
 Amazon (AMZN) | 4.03% | 0% | 59.88% | 3/31/2025 |
 Rheinmetall (RHM.DE) | 2.98% | 6.23% | 28.29% | - |
 Vistra (VST) | 2.94% | 5.16% | 36.98% | - |
 Broadcom (AVGO) | 2.42% | 5.93% | 49.25% | - |
 Eli Lilly (LLY) | 2.18% | 0% | 47.01% | 5/9/2025 |
 Visa (V) | 1.89% | 0% | 30.09% | 6/12/2024 |
 ARM (ARM) | 1.82% | 0% | 31.59% | 6/13/2025 |
 Argan (AGX) | 1.76% | 5.54% | 37.87% | - |
 AMD (AMD) | 1.75% | 0% | 23.2% | 4/25/2024 |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 1.34% | 0% | 38.47% | 6/13/2025 |
 BYD (01211.HK) | 1.02% | 3.25% | 26.2% | - |
 AppLovin (APP) | 0.9% | 7.46% | 14.67% | - |
 Palo Alto Networks (PANW) | 0.9% | 0% | 22.75% | 9/17/2024 |
 Apple (AAPL) | 0.88% | 0% | 18.56% | 3/18/2024 |
 Microsoft (MSFT) | 0.82% | 0% | 24.25% | 6/12/2024 |
| 0.8% | 0% | 5.84% | 12/13/2023 | |
 IBM (IBM) | 0.71% | 0% | 13.92% | 4/26/2024 |
 PayPal (PYPL) | 0.69% | 0% | 10.63% | 1/25/2024 |
 Molina (MOH) | 0.65% | 0% | 13.32% | 4/2/2024 |
 Siemens Energy (ENR.DE) | 0.63% | 0% | 12.43% | 9/3/2025 |
 Qualcomm (QCOM) | 0.54% | 0% | 16.77% | 3/31/2025 |
 Walmart (WMT) | 0.45% | 0% | 17.66% | 1/28/2025 |
 GE (GE) | 0.44% | 0% | 8.08% | 4/2/2024 |
 Airbus (AIR.PA) | 0.42% | 5.38% | 7.78% | - |
 FundManagerZech | 0.4% | 0% | 5.54% | 12/11/2023 |
 Xiaomi (1810.HK) | 0.35% | 1.85% | 17.22% | - |
 Intel (INTC) | 0.34% | 0% | 4.04% | 12/13/2023 |
 indie Semiconductor (INDI) | 0.3% | 0% | 12.87% | 7/25/2024 |
 SPDR S&P 500 ETF (SPY) | 0.21% | 0% | 1.95% | 11/20/2023 |
 UnitedHealth (UNH) | 0.21% | 0% | 3.44% | 1/25/2024 |
 Fortinet (FTNT) | 0.17% | 0% | 4.19% | 2/22/2024 |
 Petrobras (PBR.A) | 0.15% | 0% | 9.28% | 4/15/2024 |
 Copart (CPRT) | 0.14% | 0% | 6.89% | 5/7/2024 |
 FedEx (FDX) | 0.14% | 0% | 7.04% | 5/8/2024 |
 ASML (ASML.NV) | 0.12% | 0% | 1.95% | 11/30/2023 |
 LiveRamp (RAMP) | 0.12% | 0% | 1.65% | 11/20/2023 |
 AMSC (AMSC) | 0.09% | 0% | 5.54% | 3/18/2024 |
 Alpha Metallurgical (AMR) | 0.09% | 0% | 3.44% | 5/6/2024 |
 Micron (MU) | 0.08% | 0% | 1.95% | 2/7/2024 |
 Coca-Cola (KO) | 0.08% | 0% | 2.54% | 1/19/2024 |
 Alfen (ALFEN.NV) | 0.04% | 0% | 0.9% | 11/20/2023 |
 Marvell (MRVL) | 0.04% | 0% | 1.8% | 2/20/2024 |
 Adobe (ADBE) | 0.04% | 0% | 5.09% | 4/15/2024 |
 Atour (ATAT) | 0.04% | 3.42% | 1.05% | - |
 BioNTech SE (BNTX) | 0.03% | 0% | 0.9% | 11/20/2023 |
 Phinia (PHIN) | 0.02% | 0% | 0.3% | 1/4/2024 |
 Alibaba (BABA) | 0.01% | 4.48% | 0.3% | - |
 Novo Nordisk (NOVO-B.CO) | 0.01% | 0% | 0.6% | 3/18/2024 |
 Boeing (BA) | 0.01% | 0% | 0.15% | 1/3/2024 |
 Bitcoin (BTC) | 0.01% | 0% | 0.3% | 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% |