Portfolio Diversification
Range
Most Diversified
44 instruments
April 23, 2024
Least Diversified
0 instruments
February 2, 2025
Average
39.3 instruments
Most Consistent Holdings
Top 5
MSFT99.87%
INTC99.87%
SONY99.87%
ADBE99.87%
NVDA99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 4.07% | 0% | 99.87% | 2/1/2025 |
 AMD (AMD) | 3.94% | 0% | 72.51% | 7/9/2024 |
 Berkshire Hathaway (BRK.B) | 3.66% | 0% | 62.42% | 4/23/2024 |
| Microsoft (MSFT) | 3.24% | 0% | 99.87% | 2/1/2025 |
 Beazley (BEZ.L) | 2.87% | 0% | 77.03% | 8/12/2024 |
 Itau Unibanco (ITUB) | 2.61% | 0% | 99.87% | 2/1/2025 |
| Sony (SONY) | 2.55% | 0% | 99.87% | 2/1/2025 |
 Ethereum (ETH) | 2.54% | 0% | 99.87% | 2/1/2025 |
| Adobe (ADBE) | 2.5% | 0% | 99.87% | 2/1/2025 |
 Schlumberger (SLB) | 2.45% | 0% | 74.24% | 7/22/2024 |
 Andersons (ANDE) | 2.14% | 0% | 62.68% | 4/25/2024 |
 Getinge (GETIB.ST) | 2.06% | 0% | 99.87% | 2/1/2025 |
 Apple (AAPL) | 2.01% | 0% | 68.66% | 6/10/2024 |
 Oracle (ORCL) | 2.01% | 0% | 69.06% | 6/13/2024 |
 Bitcoin (BTC) | 1.95% | 0% | 97.08% | 2/1/2025 |
 Cloudflare (NET) | 1.92% | 0% | 99.87% | 2/1/2025 |
 Viatris (VTRS) | 1.83% | 0% | 99.87% | 2/1/2025 |
 Elastic (ESTC) | 1.81% | 0% | 99.87% | 2/1/2025 |
 Alphabet (GOOG) | 1.77% | 0% | 71.31% | 7/11/2024 |
 Nintendo (NTDOY) | 1.71% | 0% | 99.87% | 2/1/2025 |
 BRF (BRFS) | 1.66% | 0% | 99.87% | 2/1/2025 |
 FLSmidth (FLS.CO) | 1.65% | 0% | 65.34% | 5/15/2024 |
 Datadog (DDOG) | 1.65% | 0% | 72.38% | 7/8/2024 |
| Intel (INTC) | 1.6% | 0% | 99.87% | 2/1/2025 |
 Telecom Italia (TIT.MI) | 1.57% | 0% | 99.87% | 2/1/2025 |
 HP (HPQ) | 1.55% | 0% | 67.07% | 5/29/2024 |
 Novartis (NVS) | 1.53% | 0% | 62.68% | 4/25/2024 |
 LSE (LSEG.L) | 1.51% | 0% | 62.55% | 4/24/2024 |
 iShares Short Treasury Bond ETF (SHV) | 1.5% | 0% | 38.51% | 2/1/2025 |
 Wix (WIX) | 1.43% | 0% | 99.87% | 2/1/2025 |
 Heineken (HEIA.NV) | 1.39% | 0% | 37.18% | 2/1/2025 |
 Bank of America (BAC) | 1.3% | 0% | 72.51% | 7/9/2024 |
 Leggett & Platt (LEG) | 1.23% | 0% | 99.87% | 2/1/2025 |
 Xiaomi (1810.HK) | 1.22% | 0% | 99.87% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 1.18% | 0% | 26.43% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 1.18% | 0% | 26.43% | 2/1/2025 |
 Glaukos (GKOS) | 1.18% | 0% | 62.55% | 4/24/2024 |
 Generac (GNRC) | 1.17% | 0% | 99.87% | 2/1/2025 |
 Vanguard Total World Stock ETF (VT.US) | 1.16% | 0% | 26.43% | 2/1/2025 |
 Amazon (AMZN) | 1.13% | 0% | 62.68% | 4/25/2024 |
 Arrowhead Pharmaceuticals (ARWR) | 1.06% | 0% | 99.87% | 2/1/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.84% | 0% | 37.32% | 10/16/2023 |
 Broadcom (AVGO) | 0.62% | 0% | 36.65% | 2/1/2025 |
 Gossamer Bio (GOSS) | 0.56% | 0% | 99.87% | 2/1/2025 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.4% | 0% | 38.51% | 2/1/2025 |
 Virgin Galactic (SPCE) | 0.2% | 0% | 99.87% | 2/1/2025 |
 MercadoLibre (MELI) | 0.2% | 0% | 14.74% | 8/12/2024 |
 9F (JFU) | 0.18% | 0% | 99.87% | 2/1/2025 |
 STAG (STAG) | 0.15% | 0% | 7.44% | 6/20/2024 |
 Simon (SPG) | 0.09% | 0% | 4.52% | 5/29/2024 |
 NEO (NEO) | 0.09% | 0% | 36.79% | 2/1/2025 |
 IOTA (MIOTA) | 0.09% | 0% | 99.87% | 2/1/2025 |
 3M (MMM) | 0.08% | 0% | 3.85% | 5/29/2024 |
 TRON (TRX) | 0.08% | 0% | 18.06% | 11/13/2024 |
 HTG Molecular Diagnostics Inc (HTGMQ) | 0.06% | 0% | 45.95% | 12/20/2023 |
 Sandoz (SDZNY) | 0.05% | 0% | 37.85% | 7/18/2024 |
 JPMorgan (JPM) | 0.03% | 0% | 7.17% | 7/16/2024 |
 Gold (Non Expiry) (GOLD) | 0.02% | 0% | 1.06% | 6/24/2024 |
 Eli Lilly (LLY) | 0% | 0% | 0.66% | 6/26/2024 |
 Qualcomm (QCOM) | 0% | 0% | 0.8% | 6/20/2024 |
 Realty Income (O) | 0% | 0% | 0.13% | 4/25/2024 |
 Omega Healthcare (OHI) | 0% | 0% | 0.13% | 7/16/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 3.78% | 4.68% |
| Vanguard Total Stock Market ETF (VTI) | 3.78% | 4.68% |
| Vanguard Total World Stock ETF (VT.US) | 3.78% | 4.51% |
| iShares Short Treasury Bond ETF (SHV) | 3.78% | 4.44% |
| Sony (SONY) | 3.15% | 4.17% |
| Elastic (ESTC) | 3.78% | 3.9% |
| Microsoft (MSFT) | 3.47% | 3.87% |
| Heineken (HEIA.NV) | 4.1% | 3.8% |
| Adobe (ADBE) | 4.1% | 3.75% |
| Cloudflare (NET) | 2.52% | 3.48% |
| Wix (WIX) | 2.84% | 3.23% |
| BRF (BRFS) | 3.15% | 3.22% |
| Viatris (VTRS) | 2.84% | 3.01% |
| Ethereum (ETH) | 3.15% | 2.99% |
| Getinge (GETIB.ST) | 3.15% | 2.91% |
| Xiaomi (1810.HK) | 1.89% | 2.68% |
| Generac (GNRC) | 3.15% | 2.59% |
| Itau Unibanco (ITUB) | 2.52% | 2.34% |
| Telecom Italia (TIT.MI) | 2.52% | 2.27% |
| Intel (INTC) | 3.15% | 2.09% |
| Broadcom (AVGO) | 1.26% | 1.98% |
| Nintendo (NTDOY) | 1.58% | 1.76% |
| Leggett & Platt (LEG) | 3.15% | 1.74% |
| Arrowhead Pharmaceuticals (ARWR) | 3.15% | 1.73% |
| Gossamer Bio (GOSS) | 2.84% | 1.59% |
| NVIDIA (NVDA) | 0.94% | 1.14% |
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.63% | 0.74% |
| Bitcoin (BTC) | 0.32% | 0.51% |
| Virgin Galactic (SPCE) | 1.89% | 0.34% |
| 9F (JFU) | 1.89% | 0.34% |
| NEO (NEO) | 0.32% | 0.26% |
| IOTA (MIOTA) | 0.79% | 0.1% |