Portfolio Diversification
Range
Most Diversified
28 instruments
October 14, 2023
Least Diversified
9 instruments
January 28, 2022
Average
20.2 instruments
Most Consistent Holdings
Top 5
META97.18%
STNE97.18%
EEM83.5%
GOOGL81.29%
NU74.93%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 26.71% | 23.75% | 97.18% | - |
| Alphabet (GOOGL) | 6.91% | 3.52% | 81.29% | - |
 Concentrix (CNXC) | 3.59% | 0% | 64.78% | 12/12/2024 |
 RH (RH) | 3.45% | 0% | 41.57% | 7/10/2023 |
 Celsius (CELH) | 3.39% | 24.57% | 22.86% | - |
 Nibe (NIBEB.ST) | 2.94% | 7.57% | 47.31% | - |
 HP (HPQ) | 2.83% | 0% | 49.43% | 2/23/2024 |
 Vanguard S&P 500 ETF (VOO) | 2.78% | 0% | 57.81% | 1/8/2024 |
 EPAM (EPAM) | 2.73% | 0% | 51.1% | 12/3/2024 |
 Starbucks (SBUX) | 2.41% | 0% | 26.57% | 12/23/2024 |
| StoneCo (STNE) | 2.4% | 3.88% | 97.18% | - |
 Endava (DAVA) | 2% | 4.28% | 56.31% | - |
 Intel (INTC) | 1.94% | 0% | 29.66% | 1/27/2023 |
| iShares MSCI Emerging Markets ETF (EEM) | 1.89% | 0% | 83.5% | 10/7/2024 |
 Lululemon (LULU) | 1.7% | 0% | 21.18% | 1/13/2025 |
 CryptoPortfolio | 1.6% | 0% | 54.55% | 10/26/2023 |
 Euronext (ENX.PA) | 1.54% | 0% | 25.77% | 5/2/2024 |
 Ally (ALLY) | 1.49% | 0% | 45.63% | 4/5/2024 |
 Teleperformance (TEP.PA) | 1.41% | 2.13% | 51.63% | - |
 Williams-Sonoma (WSM) | 1.39% | 0% | 38.31% | 2/9/2024 |
 JD (9618.HK) | 1.33% | 0% | 30.8% | 9/27/2024 |
 Bank of America (BAC) | 1.31% | 0% | 35.57% | 4/22/2024 |
| Nu (NU) | 1.24% | 3.4% | 74.93% | - |
 iShares Core Dividend Growth ETF (DGRO) | 1.17% | 0% | 58.52% | 1/5/2024 |
 Invesco QQQ (QQQ) | 1.11% | 0% | 40.86% | 6/5/2023 |
 Nemetschek (NEM.DE) | 1.11% | 0% | 55.08% | 10/21/2024 |
 T. Rowe Price (TROW) | 1.08% | 0% | 34.51% | 2/29/2024 |
 SPDR S&P 500 ETF (SPY) | 1% | 0% | 45.72% | 7/31/2023 |
 Microsoft (MSFT) | 0.98% | 0% | 48.63% | 2/5/2025 |
 Uber (UBER) | 0.9% | 0% | 21.98% | 11/9/2022 |
 JPMorgan (JPM) | 0.86% | 0% | 35.48% | 5/3/2023 |
 PUMA (PUM.DE) | 0.86% | 0% | 14.47% | 6/11/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.84% | 0% | 2.47% | 2/1/2022 |
 Paycom (PAYC) | 0.81% | 0% | 27.1% | 9/5/2024 |
 Globant (GLOB) | 0.66% | 0% | 40.34% | 8/6/2024 |
 HKG50 Index (Non Expiry) (HKG50) | 0.59% | 0% | 2.38% | 1/27/2022 |
 Apple (AAPL) | 0.57% | 0% | 26.57% | 11/1/2023 |
 TUI AG (TUI.L) | 0.55% | 0% | 32.57% | 1/27/2023 |
 MercadoLibre (MELI) | 0.49% | 1.48% | 15.89% | - |
 ASML (ASML) | 0.48% | 4.75% | 12.44% | - |
 Citi (C) | 0.47% | 0% | 18.71% | 5/30/2023 |
 CNR (CNI) | 0.42% | 4.26% | 8.56% | - |
 Adverum (ADVM) | 0.4% | 0% | 23.21% | 10/3/2022 |
 Moody's (MCO) | 0.38% | 0% | 50.22% | 5/27/2024 |
 PayPal (PYPL) | 0.37% | 0% | 1.85% | 1/21/2022 |
 Kering (KER.PA) | 0.36% | 0% | 15.27% | 3/4/2024 |
 Evolution (EVO.ST) | 0.33% | 0% | 6.53% | 3/4/2025 |
 Ulta (ULTA) | 0.3% | 0% | 20.74% | 1/24/2024 |
 Cognizant (CTSH) | 0.27% | 0% | 12.27% | 4/14/2023 |
 Amazon (AMZN) | 0.26% | 5.32% | 7.59% | - |
 Arbor Realty (ABR) | 0.2% | 0% | 4.77% | 4/12/2022 |
 easyJet (EZJ.L) | 0.2% | 0% | 32.57% | 1/27/2023 |
 Algonquin (AQN) | 0.19% | 0% | 5.47% | 4/11/2022 |
 Target (TGT) | 0.19% | 0% | 5.03% | 9/22/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.18% | 0% | 1.85% | 1/24/2022 |
 Alibaba (BABA) | 0.16% | 0% | 2.12% | 1/24/2022 |
 Nasdaq (NDAQ) | 0.15% | 0% | 7.68% | 9/18/2023 |
 Centene (CNC) | 0.14% | 0% | 7.15% | 3/7/2025 |
 Interpump (IP.MI) | 0.13% | 0% | 7.15% | 1/19/2024 |
 Ping An (2318.HK) | 0.11% | 0% | 3.09% | 2/4/2022 |
 Rexford Industrial (REXR) | 0.08% | 0.57% | 4.68% | - |
 Invesco China Technology ETF (CQQQ) | 0.08% | 0% | 9.71% | 4/21/2022 |
 NVIDIA (NVDA) | 0.07% | 2.5% | 5.47% | - |
 Corsair (CRSR) | 0.07% | 0% | 9.71% | 4/21/2022 |
 Greggs (GRG.L) | 0.07% | 0% | 2.82% | 2/24/2025 |
 e.l.f. (ELF) | 0.06% | 2.68% | 3.8% | - |
 Tencent (0700.HK) | 0.06% | 0% | 4.32% | 2/28/2025 |
 UnitedHealth (UNH) | 0.06% | 0% | 2.29% | 1/22/2025 |
 BYD (01211.HK) | 0.06% | 0% | 3.35% | 2/28/2025 |
 TSMC (TSM) | 0.06% | 2.47% | 3.8% | - |
 LVMH (MC.PA) | 0.06% | 0% | 1.06% | 12/16/2024 |
 ANTA (02020.HK) | 0.05% | 0% | 3.35% | 2/28/2025 |
 AXA (CS.PA) | 0.05% | 0% | 4.41% | 4/20/2022 |
 Nagarro (NA9.DE) | 0.05% | 0% | 3.62% | 3/10/2025 |
 Mastercard (MA) | 0.05% | 0% | 0.26% | 1/3/2022 |
 ARK Space Exploration And Innovation ETF (ARKX) | 0.04% | 0% | 1.24% | 3/1/2022 |
 Inditex (ITX.MC) | 0.04% | 0% | 1.24% | 4/20/2022 |
 Enbridge (ENB) | 0.03% | 0% | 2.91% | 11/7/2022 |
 Netflix (NFLX) | 0.03% | 0% | 0.88% | 4/21/2022 |
 Monster Beverage (MNST) | 0.03% | 0% | 1.5% | 10/26/2023 |
 Nike (NKE) | 0.03% | 0% | 1.5% | 1/8/2024 |
 Visa (V) | 0.02% | 0% | 0.35% | 1/4/2022 |
 AT&T (T) | 0.02% | 0% | 0.35% | 1/4/2022 |
 ICBC (1398.HK) | 0.02% | 0% | 0.88% | 1/10/2022 |
 US Global Jets ETF (JETS) | 0.02% | 0% | 2.82% | 2/1/2022 |
 Synopsys (SNPS) | 0.01% | 1.24% | 1.06% | - |
 Nintendo (NTDOY) | 0.01% | 0% | 0.53% | 4/24/2023 |
 DJ30 Index (Non Expiry) (DJ30) | 0.01% | 0% | 0.18% | 1/13/2022 |
 Applied Materials (AMAT) | 0.01% | 1.29% | 0.62% | - |
 Tyson Foods (TSN) | 0% | 0% | 0.35% | 11/21/2022 |
 iShares Russell 2000 Growth ETF (IWO) | 0% | 0% | 0.09% | 2/2/2022 |
 iShares Russell 2000 Value ETF (IWN) | 0% | 0% | 0.09% | 2/2/2022 |
 UPS (UPS) | 0% | 0% | 0.09% | 6/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 9.53% | 24.37% |
| Celsius (CELH) | 25.06% | 16.98% |
| Lululemon (LULU) | 7.65% | 10.36% |
| CNR (CNI) | 8.43% | 7.39% |
| Nibe (NIBEB.ST) | 9.14% | 6.62% |
| Evolution (EVO.ST) | 6.09% | 5.53% |
| Endava (DAVA) | 5.8% | 4.71% |
| ASML (ASML) | 3.93% | 3.65% |
| Nu (NU) | 4.21% | 3.64% |
| StoneCo (STNE) | 4.76% | 3.49% |
| UnitedHealth (UNH) | 3.01% | 2.74% |
| Centene (CNC) | 2.11% | 1.97% |
| Teleperformance (TEP.PA) | 2.71% | 1.87% |
| Amazon (AMZN) | 1.81% | 1.6% |
| MercadoLibre (MELI) | 1.51% | 1.36% |
| NVIDIA (NVDA) | 1.19% | 1.07% |