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Portfolio Diversification
Range
Most Diversified
31 instruments
January 16, 2025
Least Diversified
0 instruments
December 14, 2022
Average
16.7 instruments
Most Consistent Holdings
Top 5
IAEX.L95.71%
VOO95.63%
CNDX.L67.02%
AAPL58.29%
NVDA55.98%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 14, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 FredJacob13 | 39.92% | 0% | 62.41% | 1/22/2025 |
| iShares AEX UCITS ETF (IAEX.L) | 7.01% | 4.92% | 95.71% | - |
| Vanguard S&P 500 ETF (VOO) | 5.13% | 5.1% | 95.63% | - |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 3.14% | 4.41% | 67.02% | - |
 JORDENBOER | 2.09% | 0% | 13.44% | 7/17/2023 |
 CryptoPortfolio | 2.04% | 0% | 20.86% | 10/19/2023 |
 Stride (LRN) | 1.52% | 4.38% | 38.75% | - |
 Johnson & Johnson (JNJ) | 1.51% | 3.59% | 46.66% | - |
 Alphabet (GOOG) | 1.44% | 4.18% | 49.3% | - |
| Apple (AAPL) | 1.4% | 2.96% | 58.29% | - |
| NVIDIA (NVDA) | 1.4% | 3.46% | 55.98% | - |
 Meta (META) | 1.39% | 2.75% | 55.48% | - |
 Credo (CRDO) | 1.37% | 0% | 30.09% | 1/5/2026 |
 AbbVie (ABBV) | 1.35% | 2.75% | 38.42% | - |
 Microsoft (MSFT) | 1.27% | 1.93% | 52.18% | - |
 conjepense | 1.25% | 0% | 30.67% | 6/6/2024 |
 Amazon (AMZN) | 1.21% | 2.18% | 52.6% | - |
 Driverless | 1.18% | 0% | 18.38% | 9/18/2023 |
 MasTec (MTZ) | 1.18% | 0% | 30.09% | 1/5/2026 |
 Bank of America (BAC) | 1.17% | 2.77% | 37.35% | - |
 Goldman Sachs (GS) | 1.14% | 0% | 30.09% | 1/5/2026 |
 RajasTrader | 1.07% | 0% | 36.77% | 1/6/2025 |
 Wabtec (WAB) | 1.01% | 0% | 30.09% | 1/5/2026 |
 Applied Industrial Technologies (AIT) | 0.99% | 0% | 30.09% | 1/5/2026 |
 Dell (DELL) | 0.99% | 0% | 30.09% | 1/5/2026 |
 Coherent (COHR) | 0.97% | 0% | 29.93% | 1/5/2026 |
 Iron Mountain (IRM) | 0.88% | 0% | 30.09% | 1/5/2026 |
 Primo Water (PRMB) | 0.87% | 0% | 30.09% | 1/5/2026 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.86% | 0% | 28.52% | 12/23/2025 |
 PepsiCo (PEP) | 0.84% | 0% | 32.73% | 10/31/2025 |
 Bristol-Myers Squibb (BMY) | 0.83% | 0% | 33.72% | 11/3/2025 |
 Medtronic (MDT.US) | 0.83% | 0% | 24.32% | 11/7/2025 |
 ExxonMobil (XOM) | 0.8% | 0% | 24.07% | 11/3/2025 |
 Kraft Heinz (KHC) | 0.79% | 0% | 35.37% | 10/31/2025 |
 Micron (MU) | 0.59% | 4.69% | 13.69% | - |
 OilWorldWide | 0.57% | 0% | 31.9% | 1/15/2025 |
 Tesla (TSLA) | 0.47% | 0% | 22.67% | 7/1/2025 |
 Comfort Systems USA (FIX) | 0.46% | 4.24% | 13.93% | - |
 Eli Lilly (LLY) | 0.44% | 2.54% | 13.93% | - |
 MercedesSotelo | 0.41% | 0% | 24.4% | 1/7/2025 |
 Monolithic Power (MPWR) | 0.34% | 4.79% | 8.66% | - |
 FirstCash (FCFS) | 0.34% | 3.97% | 8.66% | - |
 McKesson (MCK) | 0.32% | 3.16% | 8.66% | - |
 Carpenter Technology (CRS) | 0.32% | 3.91% | 8.66% | - |
 VSE (VSEC) | 0.31% | 3.13% | 8.66% | - |
 APi Group (APG) | 0.31% | 3.67% | 8.66% | - |
 Amkor (AMKR) | 0.3% | 4.58% | 8.49% | - |
 Citi (C) | 0.27% | 3.27% | 8.66% | - |
 borisaka | 0.25% | 0% | 22.26% | 9/18/2024 |
 GM (GM) | 0.25% | 0% | 9.89% | 3/2/2026 |
 Lumentum (LITE) | 0.25% | 4.43% | 6.18% | - |
 WisdomTree Europe Defence UCITS ETF (WDEF.L) | 0.22% | 0% | 13.27% | 12/12/2025 |
 daank14 | 0.18% | 0% | 1.24% | 2/17/2023 |
 Sandisk Corp/DE (SNDK) | 0.15% | 0% | 4.62% | 3/25/2026 |
 iShares Edge MSCI Europe Value Factor UCITS ETF (CEMS.DE) | 0.12% | 0% | 8.57% | 11/6/2025 |
 Celestica Inc (CLS) | 0.12% | 2.56% | 5.69% | - |
 PAR Technology (PAR) | 0.11% | 0% | 4.12% | 1/27/2026 |
 Sonos (SONO) | 0.08% | 0% | 3.22% | 4/13/2026 |
 Adobe (ADBE) | 0.08% | 0% | 2.39% | 2/3/2026 |
 Applied Materials (AMAT) | 0.03% | 2.75% | 1.24% | - |
 Alcoa (AA) | 0.01% | 0% | 0.25% | 4/17/2026 |
 Sunrise Realty Trust Inc (SUNS) | 0% | 0% | 0.91% | 7/22/2024 |
 Global-E (GLBE) | 0% | 2.39% | 0.16% | - |
 iShares Silver Trust (SLV) | 0% | 0% | 0.58% | 7/22/2024 |
 Phinia (PHIN) | 0% | 0% | 7.75% | 10/16/2023 |
 South Bow Corp (SOBO) | 0% | 0% | 11.21% | 2/24/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Credo (CRDO) | 3.46% | 5.99% |
| Vanguard S&P 500 ETF (VOO) | 5.19% | 5.76% |
| iShares AEX UCITS ETF (IAEX.L) | 5.19% | 5.32% |
| Coherent (COHR) | 3.46% | 5.32% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 5.19% | 4.92% |
| Alphabet (GOOG) | 3.46% | 4.6% |
| MasTec (MTZ) | 3.45% | 4.51% |
| Goldman Sachs (GS) | 3.46% | 4.32% |
| Micron (MU) | 4.15% | 4.15% |
| Johnson & Johnson (JNJ) | 3.46% | 3.84% |
| NVIDIA (NVDA) | 3.46% | 3.75% |
| AbbVie (ABBV) | 3.46% | 3.58% |
| Eli Lilly (LLY) | 3.46% | 3.5% |
| Apple (AAPL) | 3.46% | 3.5% |
| Bank of America (BAC) | 3.46% | 3.31% |
| Wabtec (WAB) | 3.46% | 3.2% |
| Microsoft (MSFT) | 3.46% | 3.18% |
| Meta (META) | 3.46% | 3.14% |
| GM (GM) | 3.45% | 3.12% |
| Dell (DELL) | 3.46% | 3.09% |
| Applied Industrial Technologies (AIT) | 3.46% | 3.03% |
| Amazon (AMZN) | 3.46% | 3.01% |
| PAR Technology (PAR) | 3.46% | 2.93% |
| Comfort Systems USA (FIX) | 3.46% | 2.75% |
| Iron Mountain (IRM) | 3.46% | 2.25% |
| Stride (LRN) | 3.46% | 1.73% |
| Primo Water (PRMB) | 3.46% | 1.51% |
Cash & Instruments Over Time
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