Portfolio Diversification
Range
Most Diversified
111 instruments
April 30, 2025
Least Diversified
0 instruments
February 2, 2025
Average
90.9 instruments
Most Consistent Holdings
Top 5
AAPL99.89%
GOOG99.89%
MSFT99.89%
AMZN99.89%
BAC99.89%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 7.62% | 6.08% | 99.89% | - |
 Coca-Cola (KO) | 3.73% | 4.25% | 99.89% | - |
 Enel (ENEL.MI) | 2.3% | 0% | 97.84% | 5/20/2025 |
 McDonald's (MCD) | 2.15% | 2.78% | 99.89% | - |
 Nike (NKE) | 2.14% | 2.58% | 99.89% | - |
 Walmart (WMT) | 2.12% | 2.4% | 99.89% | - |
 XRP (XRP) | 1.85% | 0% | 92.26% | 6/6/2025 |
 Aramco (SAOC) | 1.75% | 2.38% | 99.89% | - |
 American Tower (AMT) | 1.68% | 0.57% | 99.89% | - |
 Global Payments (GPN) | 1.67% | 0.83% | 99.89% | - |
 Vanguard FTSE Europe ETF (VGK) | 1.63% | 2.52% | 99.89% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 1.63% | 1.13% | 99.89% | - |
 Financial Select Sector SPDR (XLF) | 1.63% | 0% | 46.81% | 2/23/2024 |
 American Water (AWK) | 1.47% | 0.73% | 99.89% | - |
 LVMH (MC.PA) | 1.41% | 2.3% | 99.89% | - |
 Rio Tinto (RIO.L) | 1.41% | 3.4% | 99.89% | - |
 Continental (CON.DE) | 1.37% | 0.95% | 99.89% | - |
 Anheuser-Busch (BUD) | 1.31% | 0.87% | 99.89% | - |
 Berkshire Hathaway (BRK.B) | 1.29% | 0.82% | 99.89% | - |
 Citi (C) | 1.24% | 1.13% | 99.89% | - |
 Banca Generali (BGN.MI) | 1.24% | 0% | 72.78% | 10/11/2024 |
 Norwegian (NAS.OL) | 1.21% | 0.8% | 99.89% | - |
 NextEra (NEE) | 1.2% | 1.08% | 99.89% | - |
| Apple (AAPL) | 1.14% | 0.63% | 99.89% | - |
 Bayer (BAYN.DE) | 1.12% | 0.99% | 99.43% | - |
 ASML (ASML) | 1.1% | 0.65% | 99.89% | - |
 Alibaba (BABA) | 1.09% | 0.93% | 99.89% | - |
 Xylem (XYL) | 1.06% | 0.67% | 99.89% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.05% | 0% | 37.24% | 12/1/2023 |
 BASF (BAS.DE) | 1.04% | 1.46% | 99.89% | - |
 IBM (IBM) | 0.98% | 1.18% | 99.89% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.96% | 1.03% | 99.89% | - |
 Verizon (VZ) | 0.95% | 1.24% | 95.9% | - |
 Pinterest (PINS) | 0.92% | 0.31% | 99.89% | - |
 Lemonade (LMND) | 0.92% | 0.89% | 99.89% | - |
| Microsoft (MSFT) | 0.9% | 0.74% | 99.89% | - |
 Lufthansa (LHA.DE) | 0.88% | 0.44% | 99.89% | - |
| Bank of America (BAC) | 0.86% | 0.81% | 99.89% | - |
 PayPal (PYPL) | 0.86% | 0.59% | 99.89% | - |
 Disney (DIS) | 0.85% | 0.18% | 99.89% | - |
 iShares Core High Dividend ETF (HDV) | 0.85% | 1.15% | 76.08% | - |
 Bitcoin (BTC) | 0.85% | 1.45% | 99.89% | - |
 Volkswagen (VOW3.DE) | 0.84% | 1.81% | 99.89% | - |
 Carnival (CCL) | 0.8% | 0% | 79.04% | 12/5/2024 |
 Grand City Properties (GYC.DE) | 0.78% | 0% | 74.26% | 4/1/2025 |
 First Trust Water ETF (FIW.US) | 0.75% | 0.6% | 94.19% | - |
| Alphabet (GOOG) | 0.74% | 0.48% | 99.89% | - |
 Plug Power (PLUG) | 0.73% | 1.18% | 99.89% | - |
| Amazon (AMZN) | 0.67% | 0.44% | 99.89% | - |
 Allianz (ALV.DE) | 0.62% | 0.66% | 99.89% | - |
 Boeing (BA) | 0.59% | 0% | 65.95% | 5/15/2025 |
 Ishares MSCI Australia ETF (EWA) | 0.59% | 1.28% | 59.79% | - |
 Delta (DAL) | 0.56% | 0.37% | 99.89% | - |
 Campari (CPR.MI) | 0.53% | 1.03% | 49.43% | - |
 NVIDIA (NVDA) | 0.52% | 0.24% | 99.89% | - |
 Visa (V) | 0.51% | 0.49% | 99.89% | - |
 Nio (NIO) | 0.5% | 0.21% | 99.89% | - |
 Garmin (GRMN) | 0.49% | 0% | 46.58% | 2/21/2024 |
 iShares MSCI India ETF (INDA) | 0.48% | 1.05% | 49.32% | - |
 Beyond Meat (BYND) | 0.47% | 0.13% | 99.89% | - |
 Robinhood (HOOD) | 0.45% | 0% | 78.36% | 11/29/2024 |
 Cocrystal Pharma (COCP) | 0.45% | 0.18% | 99.89% | - |
 Ethereum (ETH) | 0.45% | 0.58% | 99.89% | - |
 Adidas (ADS.DE) | 0.42% | 0% | 84.51% | 1/22/2025 |
 TotalEnergies (TTE.PA) | 0.41% | 1.42% | 59.57% | - |
 Marvell (MRVL) | 0.39% | 0.28% | 99.89% | - |
 Eni (ENI.MI) | 0.38% | 1.41% | 90.09% | - |
 United Airlines (UAL) | 0.37% | 0% | 74.15% | 1/10/2025 |
 Ares Capital (ARCC) | 0.35% | 0.72% | 62.87% | - |
 Lancashire (LRE.L) | 0.34% | 0% | 69.59% | 5/2/2025 |
 Sirius XM (SIRI) | 0.34% | 0.52% | 58.88% | - |
 Pfizer (PFE) | 0.33% | 1.65% | 44.53% | - |
 Starbucks (SBUX) | 0.31% | 0.75% | 44.76% | - |
 iShares MSCI EM Latin America UCITS ETF (IUSC.DE) | 0.31% | 0.79% | 42.48% | - |
 Nikola (NKLAQ) | 0.31% | 0.01% | 99.89% | - |
 SolarEdge (SEDG) | 0.31% | 0.28% | 75.97% | - |
 Intesa Sanpaolo (ISP.MI) | 0.3% | 0.32% | 96.13% | - |
 iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 0.29% | 0.61% | 52.51% | - |
 Salesforce (CRM) | 0.27% | 0% | 37.81% | 6/4/2024 |
 Evotec (EVT.DE) | 0.27% | 0.24% | 65.49% | - |
 Aurora Cannabis (ACB) | 0.26% | 0.16% | 99.89% | - |
 Alexandria (ARE) | 0.26% | 1.74% | 27.33% | - |
 Oatly (OTLY) | 0.26% | 0.12% | 99.89% | - |
 Lucid (LCID) | 0.24% | 0.1% | 99.54% | - |
 Hapag-Lloyd (HLAG.DE) | 0.23% | 0.85% | 33.6% | - |
 Telecom Italia (TIT.MI) | 0.21% | 0% | 45.9% | 12/5/2024 |
 Broadcom (AVGO) | 0.21% | 1.25% | 24.94% | - |
 Rivian (RIVN) | 0.2% | 0.12% | 99.89% | - |
 American Airlines (AAL) | 0.2% | 0.19% | 42.37% | - |
 Virgin Galactic (SPCE) | 0.19% | 0.01% | 99.89% | - |
 Global X Cloud Computing ETF (CLOU) | 0.19% | 0.32% | 48.75% | - |
 Moderna (MRNA) | 0.17% | 0.25% | 47.27% | - |
 Palo Alto Networks (PANW) | 0.17% | 1.11% | 23.12% | - |
 Nel (NEL.OL) | 0.17% | 0.2% | 65.15% | - |
 Occidental (OXY) | 0.16% | 1.29% | 19.13% | - |
 CNH Industrial Group (CNHI.MI) | 0.16% | 0% | 31.78% | 12/21/2023 |
 Orsted (ORSTED.CO) | 0.15% | 0.13% | 67.54% | - |
 Mondelez (MDLZ) | 0.14% | 1.08% | 20.16% | - |
 Accenture (ACN) | 0.13% | 0.68% | 24.94% | - |
 Stellantis (STLAM.MI) | 0.13% | 0.26% | 46.24% | - |
 Paramount (PARAA) | 0.12% | 0% | 14.69% | 7/23/2024 |
 PepsiCo (PEP) | 0.12% | 1.28% | 20.16% | - |
 Petrobras (PBR.A) | 0.12% | 1.12% | 23.8% | - |
 BYD (01211.HK) | 0.1% | 0.2% | 54.9% | - |
 Cardano (ADA) | 0.1% | 0% | 39.07% | 11/6/2024 |
 Unilever (UL.US) | 0.1% | 0.79% | 20.16% | - |
 FuelCell Energy (FCEL) | 0.1% | 0.08% | 58.88% | - |
 Tesla (TSLA) | 0.09% | 0.1% | 43.74% | - |
 Novo-Nordisk (NVO) | 0.09% | 0.6% | 17.54% | - |
 Mercedes-Benz (MBG.DE) | 0.09% | 0.93% | 13.9% | - |
 Okta (OKTA) | 0.09% | 0.38% | 24.15% | - |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.09% | 0.46% | 20.05% | - |
 Sony (SONY) | 0.08% | 0% | 20.27% | 11/6/2024 |
 Realty Income (O) | 0.07% | 0.87% | 13.1% | - |
 Lockheed Martin (LMT) | 0.07% | 0.11% | 54.1% | - |
 Consumer Staples Select Sector SPDR (XLP) | 0.06% | 0.37% | 18.79% | - |
 Crowdstrike (CRWD) | 0.05% | 0.24% | 17.2% | - |
 Shiba (in millions) (SHIBxM) | 0.05% | 0.03% | 99.89% | - |
 UniCredit (UCG.MI) | 0.05% | 0% | 23.69% | 8/1/2024 |
 Solana (SOL) | 0.04% | 0% | 48.18% | 3/7/2024 |
 Udemy (UDMY) | 0.03% | 0% | 19.59% | 6/10/2024 |
 Meta (META) | 0.03% | 0% | 12.98% | 4/28/2023 |
 Flare (FLR) | 0.03% | 0.03% | 96.24% | - |
 Palantir (PLTR) | 0.03% | 0.19% | 22.78% | - |
 Tencent (0700.HK) | 0.03% | 0% | 14.24% | 4/24/2024 |
 Barrick (B) | 0.03% | 0% | 15.49% | 5/21/2025 |
 BMW (BMW.DE) | 0.03% | 0.26% | 10.82% | - |
 Teleperformance (TEP.PA) | 0.03% | 0% | 9.11% | 1/7/2025 |
 Arkema (AKE.PA) | 0.02% | 0.33% | 10.82% | - |
 Snowflake (SNOW) | 0.01% | 0% | 5.81% | 3/3/2023 |
 Leonardo (LDO.MI) | 0.01% | 0% | 2.51% | 1/23/2023 |
 Asensus (ASXC) | 0.01% | 0% | 5.58% | 11/27/2023 |
 TSMC (TSM) | 0.01% | 0% | 4.1% | 2/15/2023 |
 British Land (BLND.L) | 0.01% | 0.19% | 6.95% | - |
 Tilray (TLRY) | 0.01% | 0% | 6.49% | 7/26/2023 |
 Qutoutiao (QTTOY) | 0.01% | 0% | 24.6% | 8/8/2023 |
 Star Bulk (SBLK) | 0.01% | 0% | 3.3% | 5/13/2025 |
 HSBC (HSBC) | 0.01% | 0.11% | 6.61% | - |
 TRON (TRX) | 0.01% | 0% | 4.33% | 10/9/2023 |
 Ally (ALLY) | 0.01% | 0% | 2.96% | 4/6/2023 |
 Supermicro (SMCI.EXT) | 0% | 0% | 4.56% | 1/3/2025 |
 Cavendish Hydrogen (CAVEN.OL) | 0% | 0% | 10.14% | 5/14/2025 |
 ARM (ARM) | 0% | 0% | 0.34% | 2/12/2024 |
 Stellantis (STLA.US) | 0% | 0% | 0.34% | 6/17/2024 |
 PUMA (PUM.DE) | 0% | 0% | 0.11% | 1/29/2025 |
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) | 3.37% | 5.45% |
| Coca-Cola (KO) | 3.26% | 3.95% |
| Nike (NKE) | 3.25% | 3.1% |
| McDonald's (MCD) | 2.11% | 2.81% |
| LVMH (MC.PA) | 2.44% | 2.76% |
| Aramco (SAOC) | 2.28% | 2.45% |
| Walmart (WMT) | 1.1% | 2.39% |
| Rio Tinto (RIO.L) | 1.85% | 2.09% |
| Bayer (BAYN.DE) | 2.57% | 2.05% |
| Vanguard FTSE Europe ETF (VGK) | 1.73% | 2.01% |
| Enel (ENEL.MI) | 1.85% | 2% |
| Bitcoin (BTC) | 0.51% | 1.37% |
| Campari (CPR.MI) | 1.52% | 1.36% |
| Volkswagen (VOW3.DE) | 1.43% | 1.34% |
| American Tower (AMT) | 1.35% | 1.31% |
| Global Payments (GPN) | 1.77% | 1.29% |
| American Water (AWK) | 1.26% | 1.25% |
| Ishares MSCI Australia ETF (EWA) | 1.1% | 1.24% |
| Global X Lithium & Battery Tech ETF (LIT) | 1.77% | 1.23% |
| iShares Core High Dividend ETF (HDV) | 0.93% | 1.18% |
| Citi (C) | 0.59% | 1.09% |
| IBM (IBM) | 0.54% | 1.04% |
| TotalEnergies (TTE.PA) | 0.95% | 1.03% |
| Verizon (VZ) | 0.84% | 1.02% |
| Continental (CON.DE) | 1.31% | 1.01% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 0.67% | 1% |
| iShares MSCI India ETF (INDA) | 0.84% | 0.97% |
| Boeing (BA) | 0.76% | 0.94% |
| Anheuser-Busch (BUD) | 1.1% | 0.93% |
| NextEra (NEE) | 0.76% | 0.93% |
| Norwegian (NAS.OL) | 1.69% | 0.89% |
| Lemonade (LMND) | 1.26% | 0.88% |
| Eni (ENI.MI) | 0.76% | 0.87% |
| BASF (BAS.DE) | 0.76% | 0.85% |
| Pfizer (PFE) | 0.76% | 0.85% |
| Broadcom (AVGO) | 0.51% | 0.82% |
| Alexandria (ARE) | 0.76% | 0.78% |
| Berkshire Hathaway (BRK.B) | 0.38% | 0.78% |
| iShares MSCI EM Latin America UCITS ETF (IUSC.DE) | 0.76% | 0.77% |
| ASML (ASML) | 0.59% | 0.75% |
| Alibaba (BABA) | 1.26% | 0.75% |
| PayPal (PYPL) | 1.56% | 0.74% |
| Bank of America (BAC) | 0.42% | 0.72% |
| Microsoft (MSFT) | 0.34% | 0.71% |
| Apple (AAPL) | 0.34% | 0.71% |
| Lufthansa (LHA.DE) | 0.84% | 0.7% |
| Ethereum (ETH) | 0.42% | 0.63% |
| First Trust Water ETF (FIW.US) | 0.42% | 0.61% |
| Starbucks (SBUX) | 0.42% | 0.61% |
| iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 0.59% | 0.6% |
| NVIDIA (NVDA) | 0.08% | 0.6% |
| Allianz (ALV.DE) | 0.34% | 0.57% |
| Alphabet (GOOG) | 0.25% | 0.56% |
| Ares Capital (ARCC) | 0.42% | 0.55% |
| Palo Alto Networks (PANW) | 0.51% | 0.55% |
| Disney (DIS) | 0.42% | 0.55% |
| Marvell (MRVL) | 0.17% | 0.49% |
| Sirius XM (SIRI) | 0.67% | 0.48% |
| American Airlines (AAL) | 0.25% | 0.48% |
| Amazon (AMZN) | 0.17% | 0.48% |
| Xylem (XYL) | 0.34% | 0.45% |
| Visa (V) | 0.25% | 0.45% |
| Evotec (EVT.DE) | 0.59% | 0.42% |
| Accenture (ACN) | 0.34% | 0.39% |
| Plug Power (PLUG) | 1.26% | 0.38% |
| Mondelez (MDLZ) | 0.34% | 0.38% |
| Global X Cloud Computing ETF (CLOU) | 0.25% | 0.35% |
| Delta (DAL) | 0.17% | 0.33% |
| Moderna (MRNA) | 0.51% | 0.31% |
| Okta (OKTA) | 0.25% | 0.31% |
| Teleperformance (TEP.PA) | 0.25% | 0.3% |
| Pinterest (PINS) | 0.42% | 0.29% |
| Nel (NEL.OL) | 0.42% | 0.28% |
| Nio (NIO) | 1.43% | 0.28% |
| Adidas (ADS.DE) | 0.25% | 0.28% |
| PepsiCo (PEP) | 0.25% | 0.28% |
| Intesa Sanpaolo (ISP.MI) | 0.13% | 0.25% |
| Cocrystal Pharma (COCP) | 1.1% | 0.24% |
| SolarEdge (SEDG) | 0.93% | 0.22% |
| United Airlines (UAL) | 0.08% | 0.22% |
| iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.17% | 0.2% |
| Consumer Staples Select Sector SPDR (XLP) | 0.17% | 0.2% |
| Stellantis (STLAM.MI) | 0.17% | 0.2% |
| Orsted (ORSTED.CO) | 0.17% | 0.17% |
| Beyond Meat (BYND) | 2.11% | 0.16% |
| Lucid (LCID) | 0.34% | 0.15% |
| BYD (01211.HK) | 0.08% | 0.14% |
| Oatly (OTLY) | 0.59% | 0.13% |
| Aurora Cannabis (ACB) | 2.11% | 0.13% |
| Rivian (RIVN) | 0.27% | 0.12% |
| Palantir (PLTR) | 0.08% | 0.12% |
| FuelCell Energy (FCEL) | 0.34% | 0.12% |
| Occidental (OXY) | 0.08% | 0.11% |
| Lockheed Martin (LMT) | 0.08% | 0.11% |
| XRP (XRP) | 0.08% | 0.1% |
| Unilever (UL.US) | 0.08% | 0.09% |
| Nikola (NKLAQ) | 2.19% | 0.09% |
| Supermicro (SMCI.EXT) | 0.08% | 0.07% |
| Shiba (in millions) (SHIBxM) | 0.08% | 0.06% |
| Flare (FLR) | 0.04% | 0.04% |
| Virgin Galactic (SPCE) | 1.01% | 0.02% |
| Qutoutiao (QTTOY) | 0.08% | 0% |
| Cavendish Hydrogen (CAVEN.OL) | 0% | 0% |