Portfolio Diversification
Range
Most Diversified
31 instruments
January 16, 2025
Least Diversified
0 instruments
December 14, 2022
Average
14.8 instruments
Most Consistent Holdings
Top 5
IAEX.L95.34%
VOO95.24%
CNDX.L61.55%
AAPL51.26%
NVDA48.54%
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 | 47.01% | 0% | 73.5% | 1/22/2025 |
| iShares AEX UCITS ETF (IAEX.L) | 7.33% | 5.49% | 95.34% | - |
| Vanguard S&P 500 ETF (VOO) | 5.13% | 3.76% | 95.24% | - |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 2.96% | 2.93% | 61.55% | - |
 JORDENBOER | 2.46% | 0% | 15.83% | 7/17/2023 |
 CryptoPortfolio | 2.41% | 0% | 24.56% | 10/19/2023 |
 conjepense | 1.47% | 0% | 36.12% | 6/6/2024 |
 Driverless | 1.39% | 0% | 21.65% | 9/18/2023 |
 RajasTrader | 1.26% | 0% | 43.3% | 1/6/2025 |
 Stride (LRN) | 1.23% | 3.95% | 28.25% | - |
 Credo (CRDO) | 1.14% | 6.43% | 28.25% | - |
 Meta (META) | 1.12% | 3.55% | 47.96% | - |
 Johnson & Johnson (JNJ) | 1.1% | 3.64% | 37.57% | - |
| Apple (AAPL) | 1.07% | 3.44% | 51.26% | - |
 MasTec (MTZ) | 1.07% | 4.33% | 28.25% | - |
 Goldman Sachs (GS) | 1.04% | 3.8% | 28.25% | - |
| NVIDIA (NVDA) | 1.03% | 3.74% | 48.54% | - |
 Microsoft (MSFT) | 1.03% | 3.45% | 44.08% | - |
 AbbVie (ABBV) | 1% | 3.7% | 27.86% | - |
 Amazon (AMZN) | 0.97% | 2.87% | 44.76% | - |
 PepsiCo (PEP) | 0.96% | 2.82% | 37.57% | - |
 Wabtec (WAB) | 0.96% | 3% | 28.25% | - |
 Bristol-Myers Squibb (BMY) | 0.95% | 2.34% | 38.45% | - |
 Applied Industrial Technologies (AIT) | 0.95% | 3% | 28.25% | - |
 Alphabet (GOOG) | 0.93% | 3.83% | 40.68% | - |
 Medtronic (MDT.US) | 0.93% | 3.23% | 26.99% | - |
 Dell (DELL) | 0.92% | 3.69% | 28.25% | - |
 Kraft Heinz (KHC) | 0.91% | 2.47% | 40.68% | - |
 Primo Water (PRMB) | 0.91% | 2.08% | 28.25% | - |
 ExxonMobil (XOM) | 0.9% | 2.98% | 27.09% | - |
 Iron Mountain (IRM) | 0.86% | 2.92% | 28.25% | - |
 Bank of America (BAC) | 0.85% | 3.18% | 26.99% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.84% | 2.68% | 27.77% | - |
 Coherent (COHR) | 0.81% | 3.53% | 28.25% | - |
 OilWorldWide | 0.67% | 0% | 37.57% | 1/15/2025 |
 Tesla (TSLA) | 0.55% | 0% | 26.7% | 7/1/2025 |
 MercedesSotelo | 0.49% | 0% | 28.74% | 1/7/2025 |
 borisaka | 0.3% | 0% | 26.21% | 9/18/2024 |
 daank14 | 0.21% | 0% | 1.46% | 2/17/2023 |
 WisdomTree Europe Defence UCITS ETF (WDEF.L) | 0.17% | 1.51% | 10.87% | - |
 iShares Edge MSCI Europe Value Factor UCITS ETF (CEMS.DE) | 0.11% | 1.49% | 8.54% | - |
 Sunrise Realty Trust Inc (SUNS) | 0.01% | 0% | 1.07% | 7/22/2024 |
 iShares Silver Trust (SLV) | 0% | 0% | 0.68% | 7/22/2024 |
 Phinia (PHIN) | 0% | 0% | 9.13% | 10/16/2023 |
 South Bow Corp (SOBO) | 0% | 0% | 13.2% | 2/24/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| FredJacob13 | 57.53% | 52.74% |
| iShares AEX UCITS ETF (IAEX.L) | 4.8% | 5.57% |
| Vanguard S&P 500 ETF (VOO) | 2.56% | 3.91% |
| MercedesSotelo | 1.96% | 1.94% |
| OilWorldWide | 1.67% | 1.79% |
| PepsiCo (PEP) | 1.6% | 1.53% |
| Johnson & Johnson (JNJ) | 1.6% | 1.53% |
| RajasTrader | 1.09% | 1.27% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.96% | 1.25% |
| Bristol-Myers Squibb (BMY) | 0.96% | 1.19% |
| Tesla (TSLA) | 0.64% | 1.08% |
| Apple (AAPL) | 0.64% | 0.94% |
| Meta (META) | 0.64% | 0.79% |
| Amazon (AMZN) | 0.64% | 0.78% |
| Alphabet (GOOG) | 0.64% | 0.78% |
| NVIDIA (NVDA) | 0.64% | 0.76% |
| Microsoft (MSFT) | 0.64% | 0.66% |
| Kraft Heinz (KHC) | 0.64% | 0.58% |
| South Bow Corp (SOBO) | 0% | 0.01% |