Portfolio Diversification
Range
Most Diversified
20 instruments
January 16, 2025
Least Diversified
0 instruments
October 31, 2024
Average
6.3 instruments
Most Consistent Holdings
Top 5
VOO30.39%
PANW26.05%
CIBR23.82%
SWDA.L23.29%
UBER23.29%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 6, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| 22.7% | 0% | 23.42% | 7/8/2024 | |
| 8.55% | 0% | 8.68% | 1/10/2024 | |
| Palo Alto Networks (PANW) | 5.58% | 23.07% | 26.05% | - |
| Uber (UBER) | 5.03% | 21.84% | 23.29% | - |
 AppLovin (APP) | 4.67% | 0% | 11.84% | 9/8/2025 |
| Vanguard S&P 500 ETF (VOO) | 2.7% | 0% | 30.39% | 7/11/2025 |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | 1.73% | 0% | 23.82% | 6/10/2025 |
 iShares MSCI China ETF (MCHI) | 1.62% | 12.49% | 12.37% | - |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 1.53% | 0% | 23.29% | 7/11/2025 |
 Nike (NKE) | 1.45% | 14.29% | 10.13% | - |
 Snapchat (SNAP) | 1.43% | 0% | 11.71% | 10/30/2024 |
 VanEck Video Gaming and eSports UCITS ETF (ESP0.DE) | 1.42% | 0% | 19.61% | 7/11/2025 |
 Philip Morris (PM) | 1.36% | 0% | 9.21% | 1/15/2025 |
 iShares US Aerospace & Defense ETF (ITA) | 1.26% | 0% | 14.87% | 4/1/2025 |
 StoneCo (STNE) | 1.17% | 0% | 8.68% | 10/29/2024 |
 iShares Automation & Robotics UCITS ETF (2B76.DE) | 1.08% | 0% | 23.03% | 7/11/2025 |
 Charles Schwab (SCHW) | 1.05% | 0% | 11.84% | 10/15/2024 |
 iShares China Large-Cap ETF (FXI) | 0.99% | 0% | 15% | 7/11/2025 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 0.88% | 0% | 16.58% | 5/21/2025 |
 WisdomTree Cloud Computing Fund (WCLD) | 0.88% | 8.68% | 10.26% | - |
 iShares Global Consumer Staples ETF (KXI) | 0.85% | 0% | 15.53% | 5/13/2025 |
 Global X MSCI Argentina ETF (ARGT) | 0.82% | 0% | 11.71% | 10/14/2025 |
 Nu (NU) | 0.82% | 0% | 6.45% | 1/15/2025 |
 Vanguard FTSE All-World ex-US Small Capital Index Fund (VSS) | 0.82% | 0% | 15.53% | 5/13/2025 |
 Microsoft (MSFT) | 0.74% | 0% | 11.45% | 1/15/2025 |
 iShares Healthcare Innovation UCITS ETF (2B78.DE) | 0.73% | 0% | 15.39% | 5/12/2025 |
 Chipotle (CMG) | 0.7% | 0% | 5.79% | 9/26/2024 |
 Alamos Gold (AGI) | 0.65% | 0% | 4.74% | 8/13/2024 |
 ASML (ASML.NV) | 0.59% | 0% | 5.53% | 1/15/2025 |
 iShares Global Infrastructure ETF (IGF) | 0.55% | 0% | 10.92% | 4/8/2025 |
 iShares MSCI India ETF (INDA) | 0.54% | 0% | 3.16% | 10/1/2024 |
 Designer Brands (DBI) | 0.53% | 0% | 8.03% | 9/11/2024 |
 Xtrackers MSCI World Energy UCITS ETF (XDW0.DE) | 0.53% | 0% | 10.92% | 4/8/2025 |
 iShares Gold Trust (IAU) | 0.5% | 5.08% | 5.92% | - |
 Ishares Russell 2000 ETF (IWM) | 0.48% | 0% | 9.74% | 11/25/2025 |
 PayPal (PYPL) | 0.48% | 0% | 16.45% | 5/30/2024 |
 Utilities Select Sector SPDR (XLU) | 0.48% | 0% | 9.34% | 5/21/2025 |
 Dell (DELL) | 0.46% | 0% | 19.87% | 10/29/2024 |
 Alibaba (BABA) | 0.45% | 0% | 3.29% | 6/10/2025 |
 Global X U.S. Infrastructure Development ETF (PAVE) | 0.42% | 6.78% | 7.63% | - |
 Invesco S&P 500 Low Volatility (SPLV) | 0.41% | 0% | 8.16% | 5/12/2025 |
 iShares US Technology ETF (IYW) | 0.41% | 0% | 8.29% | 3/19/2025 |
 Vanguard FTSE Europe ETF (VGK) | 0.38% | 0% | 7.24% | 3/11/2025 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.37% | 0% | 7.24% | 3/11/2025 |
 iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 0.36% | 0% | 3.55% | 4/8/2025 |
 Amplify Blockchain Technology ETF (BLOK) | 0.35% | 0% | 7.24% | 3/11/2025 |
 Consumer Discret Select Sector SPDR (XLY) | 0.35% | 0% | 7.24% | 3/11/2025 |
 Rheinmetall (RHM.DE) | 0.28% | 0% | 6.18% | 5/5/2025 |
 Alerian MLP ETF (AMLP) | 0.27% | 0% | 5.39% | 3/11/2025 |
 PepsiCo (PEP) | 0.26% | 0% | 5.26% | 5/12/2025 |
 Amazon (AMZN) | 0.26% | 0% | 5.53% | 9/12/2024 |
 XRP (XRP) | 0.25% | 2.01% | 10.26% | - |
 iShares Global Healthcare ETF (IXJ) | 0.19% | 0% | 3.68% | 2/12/2025 |
 Wells Fargo (WFC) | 0.17% | 0% | 2.5% | 7/30/2024 |
 Xtrackers MSCI World Consumer Staples UCITS ETF (XDWS.DE) | 0.09% | 0% | 1.84% | 1/29/2025 |
 SPDR MSCI Europe Energy UCITS ETF (SPYN.DE) | 0.09% | 0% | 1.84% | 1/29/2025 |
 iShares Silver Trust (SLV) | 0.09% | 5.76% | 1.58% | - |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0.08% | 0% | 0.26% | 4/10/2025 |
 ProShares UltraShort 20+ Year Treasury (TBT) | 0.07% | 0% | 1.32% | 9/19/2025 |
 Walmart (WMT) | 0.02% | 0% | 0.13% | 8/15/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.01% | 0% | 0.26% | 9/19/2025 |
 AMD (AMD) | 0.01% | 0% | 0.13% | 7/31/2024 |
 NVIDIA (NVDA) | 0% | 0% | 0.13% | 7/31/2024 |
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) | 15.03% | 15.94% |
| iShares US Aerospace & Defense ETF (ITA) | 15.03% | 15.57% |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | 14.69% | 15.47% |
| Philip Morris (PM) | 15.07% | 14.72% |
| Nu (NU) | 15.09% | 11.97% |
| ASML (ASML.NV) | 10.05% | 10.7% |
| Microsoft (MSFT) | 10.04% | 10.43% |