Portfolio Diversification
Range
Most Diversified
68 instruments
December 6, 2023
Least Diversified
0 instruments
February 2, 2025
Average
65.1 instruments
Most Consistent Holdings
Top 5
GOOG99.91%
META99.91%
MSFT99.91%
AMZN99.91%
DIS99.91%
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 |
|---|---|---|---|---|
 SPDR S&P 500 ETF (SPY) | 9.82% | 0% | 99.91% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 5.85% | 0% | 99.91% | 2/1/2025 |
 Alibaba (BABA) | 3.52% | 0% | 99.91% | 2/1/2025 |
 NVIDIA (NVDA) | 3.02% | 0% | 99.91% | 2/1/2025 |
 XRP (XRP) | 2.88% | 0% | 99.91% | 2/1/2025 |
 McDonald's (MCD) | 2.59% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 2.56% | 0% | 99.91% | 2/1/2025 |
 JPMorgan (JPM) | 2.54% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 2.52% | 0% | 99.91% | 2/1/2025 |
 LVMH (MC.PA) | 2.35% | 0% | 99.91% | 2/1/2025 |
 Morgan Stanley (MS) | 2.22% | 0% | 99.91% | 2/1/2025 |
 Vanguard Financials ETF (VFH) | 2.22% | 0% | 99.91% | 2/1/2025 |
 Goldman Sachs (GS) | 2.16% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 1.94% | 0% | 99.91% | 2/1/2025 |
 Airbnb (ABNB) | 1.92% | 0% | 99.91% | 2/1/2025 |
 PDD Holdings (PDD) | 1.84% | 0% | 99.91% | 2/1/2025 |
 Tencent (0700.HK) | 1.79% | 0% | 99.91% | 2/1/2025 |
 Coca-Cola (KO) | 1.72% | 0% | 99.91% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 1.67% | 0% | 99.91% | 2/1/2025 |
 JD.com (JD.US) | 1.66% | 0% | 99.91% | 2/1/2025 |
 Uber (UBER) | 1.64% | 0% | 99.91% | 2/1/2025 |
 Futu (FUTU) | 1.52% | 0% | 99.91% | 2/1/2025 |
 Financial Select Sector SPDR (XLF) | 1.51% | 0% | 99.91% | 2/1/2025 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 1.5% | 0% | 99.91% | 2/1/2025 |
| Meta (META) | 1.44% | 0% | 99.91% | 2/1/2025 |
 Accenture (ACN) | 1.32% | 0% | 99.91% | 2/1/2025 |
| Disney (DIS) | 1.28% | 0% | 99.91% | 2/1/2025 |
 Tesla (TSLA) | 1.22% | 0% | 99.91% | 2/1/2025 |
 Spotify (SPOT) | 1.15% | 0% | 99.91% | 2/1/2025 |
 Palantir (PLTR) | 1.14% | 0% | 99.91% | 2/1/2025 |
 BlackRock (BLK) | 1.11% | 0% | 98.63% | 2/1/2025 |
 Nike (NKE) | 1.08% | 0% | 99.91% | 2/1/2025 |
 Baidu (BIDU) | 1.07% | 0% | 99.91% | 2/1/2025 |
 Adidas (ADS.DE) | 1.04% | 0% | 99.91% | 2/1/2025 |
 S&P Global (SPGI) | 0.99% | 0% | 99.91% | 2/1/2025 |
 Xiaomi (1810.HK) | 0.99% | 0% | 99.91% | 2/1/2025 |
 AT&T (T) | 0.91% | 0% | 99.91% | 2/1/2025 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.91% | 0% | 61.41% | 12/4/2023 |
 ARK Innovation ETF (ARKK) | 0.86% | 0% | 99.91% | 2/1/2025 |
 Procter & Gamble (PG) | 0.85% | 0% | 99.91% | 2/1/2025 |
 Take-Two (TTWO) | 0.83% | 0% | 99.91% | 2/1/2025 |
 Pfizer (PFE) | 0.76% | 0% | 99.91% | 2/1/2025 |
 Nio (NIO) | 0.71% | 0% | 99.91% | 2/1/2025 |
 Altria (MO) | 0.7% | 0% | 99.91% | 2/1/2025 |
 Sea (SE) | 0.69% | 0% | 99.91% | 2/1/2025 |
 SPDR S&P Regional Banking ETF (KRE) | 0.67% | 0% | 99.91% | 2/1/2025 |
 Bitcoin (BTC) | 0.66% | 0% | 93.34% | 11/22/2024 |
 Under Armour (UA) | 0.65% | 0% | 99.91% | 2/1/2025 |
 Caterpillar (CAT) | 0.6% | 0% | 62.32% | 12/14/2023 |
 Snowflake (SNOW) | 0.53% | 0% | 99.91% | 2/1/2025 |
 Citi (C) | 0.53% | 0% | 99.91% | 2/1/2025 |
 Robinhood (HOOD) | 0.48% | 0% | 99.91% | 2/1/2025 |
 Beyond Meat (BYND) | 0.33% | 0% | 99.91% | 2/1/2025 |
 Kering (KER.PA) | 0.3% | 0% | 63.41% | 2/1/2025 |
 KKR (KKR) | 0.3% | 0% | 35.04% | 2/1/2025 |
 iShares Russell 1000 Growth ETF (IWF) | 0.28% | 0% | 38.41% | 2/1/2025 |
 Oracle (ORCL) | 0.28% | 0% | 38.41% | 2/1/2025 |
 Invesco QQQ (QQQ) | 0.28% | 0% | 38.41% | 2/1/2025 |
 Grab (GRAB) | 0.27% | 0% | 99.91% | 2/1/2025 |
 Ethereum (ETH) | 0.27% | 0% | 92.7% | 11/14/2024 |
 Aurora Cannabis (ACB) | 0.25% | 0% | 99.91% | 2/1/2025 |
 Lemonade (LMND) | 0.23% | 0% | 99.91% | 2/1/2025 |
 Jumia (JMIA) | 0.21% | 0% | 99.91% | 2/1/2025 |
 Dogecoin (DOGE) | 0.17% | 0% | 99.91% | 2/1/2025 |
 Teladoc (TDOC) | 0.15% | 0% | 99.91% | 2/1/2025 |
 Warner Bros Discovery (WBD) | 0.13% | 0% | 90.69% | 2/1/2025 |
 Farfetch (FTCHQ) | 0.08% | 0% | 62.96% | 12/21/2023 |
 Meituan (03690.HK) | 0.03% | 0% | 60.86% | 2/1/2025 |
 Flare (FLR) | 0.02% | 0% | 65.69% | 2/1/2025 |
 Songbird (SGB) | 0% | 0% | 37.59% | 12/19/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 7.79% | 9.3% |
| XRP (XRP) | 2.4% | 6.01% |
| Berkshire Hathaway (BRK.B) | 4.19% | 5.97% |
| NVIDIA (NVDA) | 1.2% | 5.94% |
| Palantir (PLTR) | 1.2% | 3.25% |
| Amazon (AMZN) | 1.8% | 2.72% |
| JPMorgan (JPM) | 1.8% | 2.68% |
| Microsoft (MSFT) | 1.8% | 2.58% |
| Goldman Sachs (GS) | 1.8% | 2.27% |
| Alibaba (BABA) | 5.99% | 2.27% |
| Morgan Stanley (MS) | 1.8% | 2.15% |
| Vanguard Financials ETF (VFH) | 1.8% | 1.98% |
| Alphabet (GOOG) | 1.2% | 1.93% |
| McDonald's (MCD) | 1.8% | 1.9% |
| Spotify (SPOT) | 1.2% | 1.87% |
| Meta (META) | 1.2% | 1.83% |
| LVMH (MC.PA) | 1.8% | 1.62% |
| Xiaomi (1810.HK) | 1.2% | 1.61% |
| Futu (FUTU) | 1.8% | 1.58% |
| Uber (UBER) | 1.2% | 1.5% |
| Vanguard S&P 500 ETF (VOO) | 1.2% | 1.49% |
| Tencent (0700.HK) | 1.8% | 1.49% |
| Tesla (TSLA) | 0.6% | 1.41% |
| PDD Holdings (PDD) | 1.8% | 1.39% |
| Financial Select Sector SPDR (XLF) | 1.2% | 1.35% |
| Airbnb (ABNB) | 1.8% | 1.34% |
| BlackRock (BLK) | 1.2% | 1.33% |
| S&P Global (SPGI) | 1.2% | 1.28% |
| Accenture (ACN) | 1.2% | 1.27% |
| Coca-Cola (KO) | 1.2% | 1.19% |
| Take-Two (TTWO) | 1.2% | 1.13% |
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 1.2% | 1.09% |
| Disney (DIS) | 1.8% | 0.95% |
| KKR (KKR) | 0.6% | 0.93% |
| JD.com (JD.US) | 1.8% | 0.91% |
| Robinhood (HOOD) | 1.2% | 0.88% |
| Adidas (ADS.DE) | 1.2% | 0.88% |
| AT&T (T) | 1.2% | 0.76% |
| Oracle (ORCL) | 0.6% | 0.75% |
| ARK Innovation ETF (ARKK) | 1.8% | 0.72% |
| iShares Russell 1000 Growth ETF (IWF) | 0.6% | 0.71% |
| Sea (SE) | 1.8% | 0.68% |
| Invesco QQQ (QQQ) | 0.6% | 0.68% |
| Procter & Gamble (PG) | 0.6% | 0.64% |
| Altria (MO) | 0.6% | 0.54% |
| Nike (NKE) | 1.2% | 0.53% |
| Baidu (BIDU) | 1.2% | 0.51% |
| SPDR S&P Regional Banking ETF (KRE) | 0.6% | 0.5% |
| Citi (C) | 0.6% | 0.48% |
| Under Armour (UA) | 1.2% | 0.38% |
| Pfizer (PFE) | 0.6% | 0.35% |
| Snowflake (SNOW) | 0.6% | 0.34% |
| Dogecoin (DOGE) | 0.6% | 0.33% |
| Lemonade (LMND) | 0.6% | 0.29% |
| Grab (GRAB) | 0.6% | 0.25% |
| Kering (KER.PA) | 0.6% | 0.23% |
| Nio (NIO) | 1.8% | 0.18% |
| Jumia (JMIA) | 0.6% | 0.11% |
| Warner Bros Discovery (WBD) | 0.23% | 0.08% |
| Aurora Cannabis (ACB) | 1.2% | 0.06% |
| Meituan (03690.HK) | 0% | 0.05% |
| Beyond Meat (BYND) | 1.8% | 0.05% |
| Flare (FLR) | 0.05% | 0.04% |
| Teladoc (TDOC) | 0.6% | 0.03% |
| Songbird (SGB) | 0.01% | 0% |
| Farfetch (FTCHQ) | 0.6% | 0% |