Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 12.7% | 28.5% | 99.9% | - |
 Microsoft (MSFT) | 8.77% | 7.67% | 99.9% | - |
 Apple (AAPL) | 8.54% | 7.48% | 99.9% | - |
 Alphabet (GOOG) | 8.5% | 7.68% | 99.9% | - |
 Berkshire Hathaway (BRK.B) | 4.54% | 4.65% | 99.9% | - |
 Amazon (AMZN) | 4.51% | 4.92% | 99.9% | - |
 T. Rowe Price (TROW) | 4.05% | 3.19% | 99.9% | - |
 BlackRock (BLK) | 3.91% | 4.01% | 99.9% | - |
 PayPal (PYPL) | 3.19% | 3.47% | 99.9% | - |
 Adobe (ADBE) | 3.08% | 0% | 67.17% | 12/4/2023 |
 Visa (V) | 1.79% | 2.26% | 99.9% | - |
 Mastercard (MA) | 1.79% | 2.4% | 99.9% | - |
 Airbnb (ABNB) | 1.45% | 0.96% | 99.9% | - |
 Alibaba (BABA) | 1.38% | 0% | 20.96% | 8/1/2022 |
 American Express (AXP) | 1.28% | 1.19% | 99.9% | - |
 Hermes (RMS.PA) | 0.93% | 0% | 91.82% | 8/9/2024 |
 LVMH (MC.PA) | 0.77% | 0% | 91.82% | 8/9/2024 |
 IAG (IAG.L) | 0.73% | 0% | 82.14% | 5/3/2024 |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 0.67% | 3.06% | 32.73% | - |
 ANSYS (ANSS) | 0.63% | 0% | 69.36% | 12/26/2023 |
 Bitcoin (BTC) | 0.62% | 1.8% | 48.5% | - |
 Garmin (GRMN) | 0.55% | 0% | 63.87% | 11/1/2023 |
 PepsiCo (PEP) | 0.54% | 0.32% | 99.9% | - |
 Monster Beverage (MNST) | 0.54% | 0.34% | 99.9% | - |
 Paychex (PAYX) | 0.53% | 0.38% | 99.9% | - |
 UnitedHealth (UNH) | 0.48% | 0.32% | 99.8% | - |
 Netflix (NFLX) | 0.47% | 0% | 39.22% | 2/21/2023 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.47% | 0.63% | 64.47% | - |
 Thermo Fisher (TMO) | 0.46% | 0.28% | 99.9% | - |
 Tencent (0700.HK) | 0.43% | 0.32% | 99.9% | - |
 Terna (TRN.MI) | 0.42% | 0.28% | 99.9% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.41% | 0.59% | 64.47% | - |
 Jupiter (JUP.L) | 0.35% | 0% | 91.82% | 8/9/2024 |
 CME Group (CME) | 0.34% | 0.23% | 99.8% | - |
 Meta (META) | 0.33% | 0% | 46.21% | 5/4/2023 |
 Vanguard Total World Stock ETF (VT.US) | 0.33% | 0.82% | 36.03% | - |
 iShares 3-7 Year Treasury Bond ETF (IEI) | 0.33% | 0.42% | 64.47% | - |
 iShares TIPS Bond ETF (TIP) | 0.32% | 0.42% | 64.47% | - |
 Vanguard Real Estate ETF (VNQ) | 0.26% | 0.36% | 64.47% | - |
 iShares Global REIT ETF (REET) | 0.26% | 0.35% | 64.47% | - |
 Adidas (ADS.DE) | 0.24% | 0.18% | 99.9% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.22% | 0.3% | 64.47% | - |
 Vanguard FTSE All-World ex-US (VEU) | 0.2% | 0.24% | 64.37% | - |
 Galliford Try (GFRD.L) | 0.14% | 0% | 21.16% | 8/3/2022 |
 Booking (BKNG) | 0.12% | 0% | 21.36% | 8/5/2022 |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 0.1% | 1.26% | 8.08% | - |
 Vanguard Total Bond Market ETF (BND) | 0.1% | 0.22% | 38.32% | - |
 Tesla (TSLA) | 0.05% | 0% | 3.29% | 4/30/2024 |
 Ethereum (ETH) | 0.05% | 0% | 15.57% | 12/3/2023 |
 Financial Select Sector SPDR (XLF) | 0.02% | 0% | 6.59% | 6/5/2023 |
 Azimut (AZM.MI) | 0.02% | 0% | 2.4% | 1/24/2022 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.02% | 0.18% | 8.38% | - |
 Shopify (SHOP) | 0.01% | 0% | 1.3% | 2/15/2023 |
 Intesa Sanpaolo (ISP.MI) | 0.01% | 0% | 1.3% | 1/13/2022 |
 Meituan (03690.HK) | 0% | 0% | 3.59% | 5/5/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 5.37% | 14.31% |
| Microsoft (MSFT) | 7.67% | 9.64% |
| Alphabet (GOOG) | 8.44% | 9.16% |
| Apple (AAPL) | 7.67% | 8.79% |
| Amazon (AMZN) | 6.14% | 5.66% |
| Berkshire Hathaway (BRK.B) | 5.37% | 5.16% |
| BlackRock (BLK) | 4.6% | 4.7% |
| T. Rowe Price (TROW) | 6.14% | 4.35% |
| PayPal (PYPL) | 6.9% | 3.64% |
| Visa (V) | 3.07% | 2.96% |
| Mastercard (MA) | 3.07% | 2.86% |
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 2.3% | 1.84% |
| Bitcoin (BTC) | 1.92% | 1.55% |
| Airbnb (ABNB) | 2.3% | 1.38% |
| American Express (AXP) | 0.77% | 1.17% |
| Hermes (RMS.PA) | 0.77% | 1.04% |
| Vanguard Total World Stock ETF (VT.US) | 1.15% | 1.01% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.15% | 0.91% |
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 1.15% | 0.89% |
| IAG (IAG.L) | 1.15% | 0.77% |
| LVMH (MC.PA) | 0.77% | 0.76% |
| iShares 3-7 Year Treasury Bond ETF (IEI) | 0.77% | 0.6% |
| iShares TIPS Bond ETF (TIP) | 0.77% | 0.59% |
| Monster Beverage (MNST) | 0.38% | 0.53% |
| Vanguard Real Estate ETF (VNQ) | 0.58% | 0.47% |
| iShares Global REIT ETF (REET) | 0.58% | 0.47% |
| Paychex (PAYX) | 0.38% | 0.46% |
| PepsiCo (PEP) | 0.38% | 0.46% |
| UnitedHealth (UNH) | 0.38% | 0.43% |
| Thermo Fisher (TMO) | 0.38% | 0.38% |
| Terna (TRN.MI) | 0.38% | 0.37% |
| Vanguard Total Stock Market ETF (VTI) | 0.38% | 0.36% |
| Vanguard Total Bond Market ETF (BND) | 0.38% | 0.32% |
| Tencent (0700.HK) | 0.77% | 0.32% |
| Vanguard FTSE All-World ex-US (VEU) | 0.38% | 0.31% |
| CME Group (CME) | 0.38% | 0.31% |
| Jupiter (JUP.L) | 0.77% | 0.24% |
| Adidas (ADS.DE) | 0.38% | 0.21% |