Portfolio Diversification
Range
Most Diversified
40 instruments
February 3, 2023
Least Diversified
0 instruments
February 2, 2025
Average
35.1 instruments
Most Consistent Holdings
Top 5
AAPL99.93%
GOOG99.93%
MSFT99.93%
AMZN99.93%
AXP99.93%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 17.05% | 29.67% | 99.93% | - |
| Alphabet (GOOG) | 8.48% | 11.91% | 99.93% | - |
| Microsoft (MSFT) | 8.44% | 7.01% | 99.93% | - |
| Apple (AAPL) | 8.07% | 7.4% | 99.93% | - |
| Amazon (AMZN) | 4.73% | 4.93% | 99.93% | - |
 Berkshire Hathaway (BRK.B) | 4.57% | 4.16% | 99.93% | - |
 BlackRock (BLK) | 3.91% | 3.55% | 99.93% | - |
 T. Rowe Price (TROW) | 3.68% | 2.4% | 99.93% | - |
 PayPal (PYPL) | 2.38% | 0% | 74.34% | 12/9/2024 |
 Adobe (ADBE) | 2.2% | 0% | 47.97% | 12/4/2023 |
 Visa (V) | 2% | 2.13% | 99.93% | - |
 Mastercard (MA) | 1.97% | 2.11% | 99.93% | - |
 Bitcoin (BTC) | 1.42% | 3.08% | 63.22% | - |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 1.33% | 2.81% | 51.96% | - |
 Airbnb (ABNB) | 1.28% | 0.69% | 99.93% | - |
| American Express (AXP) | 1.27% | 1.31% | 99.93% | - |
 Alibaba (BABA) | 0.98% | 0% | 14.97% | 8/1/2022 |
 Hermes (RMS.PA) | 0.66% | 0% | 65.57% | 8/9/2024 |
 LVMH (MC.PA) | 0.55% | 0% | 65.57% | 8/9/2024 |
 IAG (IAG.L) | 0.52% | 0% | 58.66% | 5/3/2024 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.5% | 0.51% | 74.63% | - |
 Monster Beverage (MNST) | 0.49% | 0.39% | 99.93% | - |
 Paychex (PAYX) | 0.48% | 0.25% | 99.93% | - |
 Vanguard Total World Stock ETF (VT.US) | 0.46% | 0.79% | 54.24% | - |
 ANSYS (ANSS) | 0.45% | 0% | 49.54% | 12/26/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.45% | 0.47% | 74.63% | - |
 PepsiCo (PEP) | 0.42% | 0% | 83.96% | 4/24/2025 |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 0.42% | 1.06% | 34.35% | - |
 Garmin (GRMN) | 0.39% | 0% | 45.62% | 11/1/2023 |
 Tencent (0700.HK) | 0.37% | 0% | 90.45% | 7/24/2025 |
 Terna (TRN.MI) | 0.37% | 0.25% | 99.79% | - |
 UnitedHealth (UNH) | 0.37% | 0% | 79.69% | 2/24/2025 |
 Thermo Fisher (TMO) | 0.35% | 0% | 80.47% | 3/6/2025 |
 iShares 3-7 Year Treasury Bond ETF (IEI) | 0.35% | 0.35% | 74.63% | - |
 iShares TIPS Bond ETF (TIP) | 0.34% | 0.35% | 74.55% | - |
 Netflix (NFLX) | 0.34% | 0% | 28.01% | 2/21/2023 |
 CME Group (CME) | 0.31% | 0.23% | 99.71% | - |
 Vanguard Real Estate ETF (VNQ) | 0.28% | 0.27% | 74.63% | - |
 iShares Global REIT ETF (REET) | 0.28% | 0.28% | 74.55% | - |
 Jupiter (JUP.L) | 0.25% | 0% | 65.57% | 8/9/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.25% | 0.29% | 74.63% | - |
 Meta (META) | 0.24% | 0% | 33% | 5/4/2023 |
 Vanguard FTSE All-World ex-US (VEU) | 0.21% | 0.23% | 74.41% | - |
 Adidas (ADS.DE) | 0.18% | 0% | 74.34% | 12/9/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.13% | 0.18% | 55.95% | - |
 Galliford Try (GFRD.L) | 0.1% | 0% | 15.11% | 8/3/2022 |
 Booking (BKNG) | 0.08% | 0% | 15.25% | 8/5/2022 |
 Tesla (TSLA) | 0.07% | 0% | 9.27% | 2/12/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.06% | 0.17% | 34.5% | - |
 Ethereum (ETH) | 0.03% | 0% | 11.12% | 12/3/2023 |
 Financial Select Sector SPDR (XLF) | 0.02% | 0% | 4.7% | 6/5/2023 |
 Azimut (AZM.MI) | 0.01% | 0% | 1.71% | 1/24/2022 |
 Shopify (SHOP) | 0.01% | 0% | 0.93% | 2/15/2023 |
 Intesa Sanpaolo (ISP.MI) | 0% | 0% | 0.93% | 1/13/2022 |
 Meituan (03690.HK) | 0% | 0% | 2.57% | 5/5/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 5.18% | 26.6% |
| Alphabet (GOOG) | 8.14% | 8.47% |
| Apple (AAPL) | 7.4% | 7.82% |
| Microsoft (MSFT) | 7.4% | 7.4% |
| Amazon (AMZN) | 5.92% | 5.59% |
| Berkshire Hathaway (BRK.B) | 5.18% | 4.48% |
| BlackRock (BLK) | 4.44% | 4.06% |
| T. Rowe Price (TROW) | 5.92% | 3.13% |
| Bitcoin (BTC) | 3.33% | 3.11% |
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 4.66% | 3.05% |
| Visa (V) | 2.96% | 2.45% |
| Mastercard (MA) | 2.96% | 2.42% |
| American Express (AXP) | 0.74% | 1.27% |
| Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 2.22% | 1.24% |
| Airbnb (ABNB) | 2.22% | 0.91% |
| Vanguard Total World Stock ETF (VT.US) | 1.11% | 0.79% |
| SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 1.11% | 0.61% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.11% | 0.55% |
| Tesla (TSLA) | 0.74% | 0.55% |
| iShares TIPS Bond ETF (TIP) | 0.74% | 0.4% |
| iShares 3-7 Year Treasury Bond ETF (IEI) | 0.74% | 0.4% |
| Paychex (PAYX) | 0.37% | 0.37% |
| Vanguard Real Estate ETF (VNQ) | 0.56% | 0.33% |
| Monster Beverage (MNST) | 0.37% | 0.33% |
| iShares Global REIT ETF (REET) | 0.56% | 0.32% |
| Tencent (0700.HK) | 0.74% | 0.31% |
| Vanguard Total Stock Market ETF (VTI) | 0.37% | 0.3% |
| PepsiCo (PEP) | 0.37% | 0.28% |
| UnitedHealth (UNH) | 0.37% | 0.28% |
| Thermo Fisher (TMO) | 0.37% | 0.26% |
| Terna (TRN.MI) | 0.37% | 0.25% |
| CME Group (CME) | 0.37% | 0.23% |
| Vanguard FTSE All-World ex-US (VEU) | 0.37% | 0.22% |
| Vanguard Total Bond Market ETF (BND) | 0.37% | 0.21% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 0.3% | 0.18% |