Portfolio Diversification
Range
Most Diversified
86 instruments
August 27, 2022
Least Diversified
2 instruments
February 28, 2024
Average
30.4 instruments
Most Consistent Holdings
Top 5
XLV67.65%
UPRO62.57%
SPYG62.24%
SPXL61.51%
IUSG59.46%
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 |
|---|---|---|---|---|
 Xtrackers MSCI World Health Care UCITS ETF (XDWH.DE) | 6.39% | 40.03% | 29.4% | - |
 Xtrackers MSCI World Information Technology UCITS ETF (XDWT.DE) | 5.12% | 24.94% | 29.4% | - |
 Schwab US Dividend Equity ETF (SCHD) | 4.41% | 0% | 38.98% | 10/9/2024 |
 iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 3.49% | 0% | 36.36% | 5/28/2025 |
| iShares Core S&P US Growth (IUSG) | 3.41% | 0% | 59.46% | 1/26/2024 |
| The Health Care Select Sector SPDR Fund (XLV) | 3.4% | 5.48% | 67.65% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 3.38% | 0% | 62.24% | 5/7/2024 |
 iShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE) | 3.35% | 1.84% | 36.28% | - |
 iShares Russell 1000 Growth ETF (IWF) | 3.11% | 0% | 57% | 12/27/2023 |
 Amgen (AMGN) | 3.01% | 0% | 49.3% | 12/15/2023 |
 Vanguard S&P 500 Growth ETF (VOOG) | 2.93% | 0% | 59.46% | 1/26/2024 |
 AbbVie (ABBV) | 2.87% | 0% | 52.01% | 12/18/2023 |
 Vanguard Russell 1000 Growth ETF (VONG) | 2.72% | 0% | 57% | 12/27/2023 |
 Vanguard Growth ETF (VUG) | 2.68% | 0% | 57% | 12/27/2023 |
 iShares S&P 500 Growth ETF (IVW) | 2.62% | 0% | 57.08% | 12/28/2023 |
 Technology Select Sector SPDR (XLK) | 2.56% | 0% | 59.05% | 5/8/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 2.39% | 1.49% | 53.81% | - |
 Pfizer (PFE) | 1.9% | 0% | 54.87% | 5/8/2024 |
 Xtrackers MSCI World Consumer Staples UCITS ETF (XDWS.DE) | 1.81% | 0% | 15.64% | 3/28/2025 |
 Vanguard Health Care ETF (VHT) | 1.65% | 4.33% | 43.9% | - |
 Nasdaq (NDAQ) | 1.37% | 0% | 30.38% | 1/26/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.3% | 0% | 22.11% | 5/29/2025 |
 iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) | 1.18% | 0% | 15.4% | 5/7/2025 |
 Thermo Fisher (TMO) | 1.16% | 0% | 51.92% | 5/8/2024 |
 Johnson & Johnson (JNJ) | 0.94% | 0% | 29.07% | 7/11/2024 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.93% | 1.47% | 35.3% | - |
 Disney (DIS) | 0.9% | 0% | 50.12% | 12/18/2023 |
 iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) | 0.79% | 0% | 7.94% | 6/20/2024 |
 Gilead Sciences (GILD) | 0.79% | 0% | 26.95% | 6/21/2024 |
 Bristol-Myers Squibb (BMY) | 0.78% | 0% | 19.82% | 12/13/2022 |
 Tyson Foods (TSN) | 0.76% | 0% | 36.12% | 12/18/2023 |
 iShares U.S. Medical Devices ETF (IHI) | 0.76% | 0% | 9.42% | 7/24/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0.69% | 0% | 48.73% | 5/13/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.68% | 0% | 17.61% | 5/12/2025 |
 Merck (MRK) | 0.61% | 0% | 20.88% | 12/13/2022 |
 Eli Lilly (LLY) | 0.55% | 0% | 16.13% | 12/13/2022 |
| ProShares UltraPro S&P 500 (UPRO) | 0.44% | 0% | 62.57% | 9/12/2024 |
 Consumer Discret Select Sector SPDR (XLY) | 0.42% | 0% | 7.78% | 12/19/2023 |
 SPDR MSCI World Technology UCITS ETF USD Acc (EUR) (WTEC.L) | 0.41% | 0.99% | 11.06% | - |
 Smith & Wesson (SWBI) | 0.41% | 0% | 20.56% | 6/7/2023 |
 Chevron (CVX) | 0.41% | 0% | 13.92% | 10/27/2022 |
 Ulta (ULTA) | 0.4% | 0% | 14% | 9/20/2024 |
 Vanguard Information Technology (VGT) | 0.4% | 0% | 13.02% | 5/8/2025 |
 Realty Income (O) | 0.39% | 0% | 43.24% | 12/18/2023 |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 0.39% | 0% | 10.65% | 5/28/2025 |
| Direxion Daily S&P 500 Bull 3X (SPXL) | 0.39% | 0% | 61.51% | 5/12/2025 |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 0.38% | 1.34% | 12.37% | - |
 Nisource (NI) | 0.36% | 0% | 38.17% | 12/18/2023 |
 Danaher (DHR) | 0.36% | 0% | 11.71% | 4/11/2024 |
 SPDR S&P US Health Care Select Sector UCITS ETF (ZPDH.DE) | 0.35% | 4.94% | 9.01% | - |
 Mastercard (MA) | 0.33% | 0% | 11.22% | 8/2/2024 |
 Eversource (ES) | 0.33% | 0% | 38.17% | 12/18/2023 |
 LVMH (MC.PA) | 0.32% | 0% | 14.5% | 9/20/2024 |
 iShares Core S&P 500 ETF (IVV) | 0.32% | 0% | 8.52% | 2/16/2024 |
 Shoals (SHLS) | 0.31% | 0% | 14.5% | 9/20/2024 |
 iShares MSCI World Information Technology Sector ESG UCITS ETF USD Inc (EUR) (AYEW.DE) | 0.31% | 1.8% | 9.01% | - |
 Two Harbors (TWO) | 0.3% | 0% | 37.67% | 12/18/2023 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 0.29% | 1.36% | 10.73% | - |
 Amundi S&P Global Information Technology ESG UCITS ETF DR EUR Acc (WELU.DE) | 0.28% | 1.81% | 9.01% | - |
 Duke Energy (DUK) | 0.28% | 0% | 9.99% | 9/13/2022 |
 Digital Realty (DLR) | 0.27% | 0% | 42.42% | 11/24/2023 |
 Invesco S&P World Information Technology ESG UCITS ETF Acc (WDTE.DE) | 0.27% | 1.82% | 9.01% | - |
 Dominion Energy (D) | 0.27% | 0% | 38.17% | 12/18/2023 |
 Procter & Gamble (PG) | 0.26% | 0% | 10.16% | 9/12/2022 |
 Invesco QQQ (QQQ) | 0.26% | 0% | 9.09% | 1/19/2024 |
 Schwab US Large-Cap ETF (SCHX) | 0.26% | 0% | 7.37% | 4/1/2022 |
 SuRo Capital (SSSS) | 0.25% | 0% | 37.76% | 12/18/2023 |
 Medical Properties Trust (MPW) | 0.25% | 0% | 39.72% | 12/18/2023 |
 Crown Castle (CCI) | 0.24% | 0% | 44.39% | 12/18/2023 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.24% | 1.47% | 9.01% | - |
 ProShares UltraPro Dow30 (UDOW) | 0.24% | 0% | 14.74% | 1/23/2025 |
 Visa (V) | 0.24% | 0% | 12.29% | 8/2/2024 |
 Signature Bank (SBNY) | 0.24% | 0% | 15.15% | 3/29/2023 |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 0.24% | 1.82% | 9.42% | - |
 Coca-Cola (KO) | 0.23% | 0% | 41.85% | 4/12/2024 |
 Main Street Capital (MAIN) | 0.23% | 0% | 20.23% | 2/28/2023 |
 Paycom (PAYC) | 0.23% | 0% | 13.92% | 9/20/2024 |
 SPDR S&P 500 ETF (SPY) | 0.21% | 0% | 6.8% | 5/12/2025 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.19% | 0% | 21.46% | 6/2/2023 |
 Genuine Parts (GPC) | 0.19% | 0% | 12.12% | 9/20/2024 |
 Molina (MOH) | 0.18% | 0% | 14.82% | 9/19/2024 |
 Vanguard FTSE Developed World UCITS ETF (VGVE.DE) | 0.18% | 0% | 8.11% | 5/29/2025 |
 Apple (AAPL) | 0.18% | 0% | 23.83% | 5/8/2024 |
 Consumer Staples Select Sector SPDR (XLP) | 0.17% | 0% | 12.78% | 10/15/2024 |
 iShares MSCI Taiwan UCITS ETF (ITWN.L) | 0.16% | 0% | 0.57% | 1/31/2024 |
 Estee Lauder (EL) | 0.14% | 0% | 14.5% | 9/20/2024 |
 Microsoft (MSFT) | 0.14% | 0% | 23.91% | 5/21/2024 |
 Abbott (ABT) | 0.14% | 0% | 10.73% | 7/25/2024 |
 Lululemon (LULU) | 0.14% | 0% | 12.12% | 9/20/2024 |
 iShares S&P 500 EUR Hedged UCITS ETF Acc (IBCF.DE) | 0.14% | 0% | 6.06% | 5/2/2025 |
 TeamViewer (TMV.DE) | 0.13% | 0% | 9.83% | 8/1/2024 |
 Kraft Heinz (KHC) | 0.13% | 0% | 4.34% | 8/2/2022 |
 Intel (INTC) | 0.13% | 0% | 16.05% | 4/3/2023 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.13% | 0% | 4.59% | 5/12/2025 |
 Monster Beverage (MNST) | 0.13% | 0% | 13.92% | 9/19/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.12% | 0% | 6.8% | 3/30/2022 |
 Comcast (CMCSA) | 0.11% | 0% | 12.53% | 8/2/2024 |
 Starbucks (SBUX) | 0.1% | 0% | 9.01% | 8/13/2024 |
 Star Bulk (SBLK) | 0.1% | 0% | 13.84% | 2/24/2023 |
 Newmont (NEM) | 0.1% | 0% | 12.45% | 1/9/2023 |
 O'Reilly Auto (ORLY) | 0.09% | 0% | 7.45% | 7/25/2024 |
 Clorox (CLX) | 0.09% | 0% | 8.44% | 8/2/2024 |
 Terex (TEX) | 0.09% | 0% | 9.5% | 7/23/2024 |
 Meta (META) | 0.09% | 0% | 8.93% | 6/27/2024 |
 Cooper (COO) | 0.09% | 0% | 2.7% | 8/2/2022 |
 Sysco (SYY) | 0.09% | 0% | 7.86% | 7/30/2024 |
 Utilities Select Sector SPDR (XLU) | 0.08% | 0% | 7.45% | 10/15/2024 |
 LTC Properties (LTC.US) | 0.08% | 0% | 6.39% | 8/29/2022 |
 PPL (PPL) | 0.08% | 0% | 10.89% | 1/12/2023 |
 Knight-Swift (KNX) | 0.08% | 0% | 4.34% | 11/10/2022 |
 PotlatchDeltic (PCH) | 0.08% | 0% | 4.75% | 11/11/2022 |
 Fidelity National Financial (FNF) | 0.08% | 0% | 4.42% | 11/11/2022 |
 PulteGroup (PHM) | 0.08% | 0% | 4.34% | 11/10/2022 |
 First American (FAF) | 0.08% | 0% | 4.42% | 11/11/2022 |
 Vanguard Total Stock Market ETF (VTI) | 0.07% | 0% | 5.98% | 5/12/2025 |
 Rio Tinto (RIO) | 0.07% | 0% | 8.52% | 11/8/2022 |
 AMD (AMD) | 0.07% | 0% | 8.76% | 7/9/2024 |
 UnitedHealth (UNH) | 0.07% | 0% | 7.62% | 5/8/2024 |
 Huntington (HBAN) | 0.07% | 0% | 4.75% | 4/21/2022 |
 Omega Healthcare (OHI) | 0.06% | 0% | 6.14% | 9/13/2022 |
 American Water (AWK) | 0.06% | 0% | 8.68% | 12/13/2022 |
 Huntsman (HUN) | 0.06% | 0% | 3.44% | 10/25/2022 |
 Altria (MO) | 0.06% | 0% | 6.06% | 5/8/2024 |
 Ferrari (RACE) | 0.06% | 0% | 8.52% | 7/11/2024 |
 Centene (CNC) | 0.06% | 0% | 5.16% | 5/10/2024 |
 Walgreens (WBA) | 0.06% | 0% | 5% | 6/28/2022 |
 NYMT (NYMT) | 0.05% | 0% | 8.19% | 12/13/2022 |
 Humana (HUM) | 0.05% | 0% | 5.16% | 5/16/2024 |
 British American Tobacco (BTI) | 0.05% | 0% | 5.49% | 9/12/2022 |
 Prudential (PRU) | 0.05% | 0% | 4.42% | 9/12/2022 |
 Cardinal Health (CAH) | 0.05% | 0% | 4.59% | 6/20/2024 |
 PayPal (PYPL) | 0.05% | 0% | 5.81% | 6/6/2024 |
 Simon (SPG) | 0.05% | 0% | 3.36% | 4/13/2022 |
 ExxonMobil (XOM) | 0.05% | 0% | 4.67% | 8/29/2022 |
 Iron Mountain (IRM) | 0.04% | 0% | 3.69% | 4/7/2022 |
 Zoetis (ZTS) | 0.04% | 0% | 3.52% | 5/8/2024 |
 Elevance Health (ELV) | 0.04% | 0% | 4.5% | 5/8/2024 |
 Financial Select Sector SPDR (XLF) | 0.04% | 0% | 3.36% | 7/6/2022 |
 JPMorgan (JPM) | 0.04% | 0% | 4.83% | 9/12/2022 |
 Crocs (CROX) | 0.04% | 0% | 3.6% | 5/15/2024 |
 EPR (EPR) | 0.04% | 0% | 3.44% | 4/13/2022 |
 Unilever (ULVR.L) | 0.04% | 0% | 3.36% | 4/14/2022 |
 ONEOK (OKE) | 0.04% | 0% | 3.6% | 9/12/2022 |
 3M (MMM) | 0.04% | 0% | 4.1% | 4/13/2022 |
 Philip Morris (PM) | 0.04% | 0% | 3.52% | 9/12/2022 |
 PepsiCo (PEP) | 0.04% | 0% | 6.88% | 4/12/2024 |
 Bank of America (BAC) | 0.04% | 0% | 4.91% | 9/12/2022 |
 Verizon (VZ) | 0.04% | 0% | 3.36% | 4/13/2022 |
 Reply (REY.MI) | 0.04% | 0% | 3.93% | 5/15/2024 |
 AT&T (T) | 0.04% | 0% | 2.95% | 4/8/2022 |
 Enbridge (ENB) | 0.04% | 0% | 3.36% | 4/13/2022 |
 Tesla (TSLA) | 0.04% | 0% | 3.44% | 5/8/2024 |
 Baxter (BAX) | 0.04% | 0% | 0.9% | 7/19/2022 |
 Algonquin (AQN) | 0.03% | 0% | 2.54% | 4/7/2022 |
 BCE (BCE) | 0.03% | 0% | 2.54% | 4/7/2022 |
 Mettler-Toledo (MTD) | 0.03% | 0% | 3.69% | 5/10/2024 |
 Vanguard Value ETF (VTV) | 0.03% | 0% | 2.62% | 1/23/2024 |
 Otis (OTIS) | 0.03% | 0% | 3.52% | 5/21/2024 |
 Proshares Ultra S&P 500 (SSO) | 0.03% | 0% | 6.55% | 1/23/2025 |
 BHP (BHP) | 0.03% | 0% | 2.13% | 10/4/2022 |
 Suncor (SU) | 0.03% | 0% | 1.8% | 10/5/2022 |
 Barrick (B) | 0.03% | 0% | 1.72% | 10/4/2022 |
 CubeSmart (CUBE) | 0.03% | 0% | 5.08% | 7/28/2022 |
 Pioneer Natural Resources Company (PXD) | 0.03% | 0% | 1.56% | 10/5/2022 |
 SonicShares Global Shipping ETF (BOAT) | 0.03% | 0% | 0.57% | 11/5/2024 |
 Lockheed Martin (LMT) | 0.03% | 0% | 3.93% | 5/8/2024 |
 Alphabet (GOOG) | 0.03% | 0% | 3.77% | 5/8/2024 |
 Vale (VALE) | 0.03% | 0% | 2.54% | 9/22/2022 |
 iShares Core S&P US Value (IUSV) | 0.03% | 0% | 2.13% | 3/11/2022 |
 iShares Russell 1000 Value ETF (IWD) | 0.03% | 0% | 2.13% | 3/11/2022 |
 Adobe (ADBE) | 0.03% | 0% | 3.11% | 5/8/2024 |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.02% | 0% | 2.05% | 5/6/2025 |
 BioNTech SE (BNTX) | 0.02% | 0% | 3.85% | 5/9/2024 |
 Campari (CPR.MI) | 0.02% | 0% | 3.44% | 5/8/2024 |
 BlackRock (BLK) | 0.02% | 0% | 2.54% | 5/8/2024 |
 NVIDIA (NVDA) | 0.02% | 0% | 2.7% | 5/8/2024 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.02% | 0% | 2.05% | 10/14/2024 |
 Amazon (AMZN) | 0.02% | 0% | 2.46% | 5/8/2024 |
 iShares MSCI USA ESG Enhanced UCITS ETF (EDMU.DE) | 0.02% | 0% | 0.74% | 4/24/2024 |
 Cigna (CI) | 0.02% | 0% | 0.98% | 8/15/2022 |
 Nucor (NUE) | 0.01% | 0% | 1.8% | 5/16/2024 |
 FirstEnergy (FE) | 0.01% | 0% | 2.13% | 9/8/2022 |
 Alphabet (GOOGL) | 0.01% | 0% | 1.72% | 4/8/2024 |
 CVS Health (CVS) | 0.01% | 0% | 0.98% | 8/15/2022 |
 Ameren (AEE) | 0.01% | 0% | 2.13% | 9/13/2022 |
 Alliant Energy (LNT) | 0.01% | 0% | 2.13% | 9/13/2022 |
 PSEG (PEG) | 0.01% | 0% | 2.13% | 9/13/2022 |
 Edison (EIX) | 0.01% | 0% | 2.13% | 9/13/2022 |
 Mohawk (MHK) | 0.01% | 0% | 1.39% | 5/13/2024 |
 Evergy (EVRG) | 0.01% | 0% | 2.05% | 9/12/2022 |
 Entergy (ETR) | 0.01% | 0% | 2.05% | 9/12/2022 |
 WEC Energy (WEC) | 0.01% | 0% | 2.05% | 9/12/2022 |
 CMS Energy (CMS) | 0.01% | 0% | 2.05% | 9/12/2022 |
 Exelon (EXC) | 0.01% | 0% | 2.05% | 9/12/2022 |
 Nike (NKE) | 0.01% | 0% | 1.88% | 5/8/2024 |
 IDEXX (IDXX) | 0.01% | 0% | 1.23% | 5/9/2024 |
 Scotiabank (BNS) | 0.01% | 0% | 2.21% | 8/2/2022 |
 DTE Energy (DTE) | 0.01% | 0% | 1.88% | 9/9/2022 |
 Pinnacle West (PNW) | 0.01% | 0% | 1.88% | 9/9/2022 |
 Stryker (SYK) | 0.01% | 0% | 1.8% | 4/11/2024 |
 NRG Energy (NRG) | 0.01% | 0% | 1.88% | 9/9/2022 |
 iShares Core High Dividend ETF (HDV) | 0.01% | 0% | 1.47% | 1/31/2024 |
 Southern Co (SO) | 0.01% | 0% | 1.8% | 9/1/2022 |
 Atmos (ATO) | 0.01% | 0% | 1.8% | 9/8/2022 |
 AEP (AEP) | 0.01% | 0% | 1.8% | 9/8/2022 |
 CenterPoint Energy (CNP) | 0.01% | 0% | 1.8% | 9/8/2022 |
 Xcel Energy (XEL) | 0.01% | 0% | 1.8% | 9/8/2022 |
 NextEra (NEE) | 0.01% | 0% | 1.8% | 9/8/2022 |
 Azimut (AZM.MI) | 0.01% | 0% | 1.56% | 9/12/2022 |
 ABB (ABBN.ZU) | 0.01% | 0% | 1.31% | 4/18/2024 |
 Petrobras (PBR) | 0.01% | 0% | 1.56% | 8/29/2022 |
 US Bancorp (USB) | 0.01% | 0% | 1.31% | 3/9/2022 |
 CIBC (CM) | 0.01% | 0% | 1.97% | 8/2/2022 |
 ConEd (ED) | 0.01% | 0% | 1.72% | 9/7/2022 |
 TD (TD) | 0.01% | 0% | 1.8% | 4/21/2022 |
 AES (AES) | 0.01% | 0% | 1.56% | 9/1/2022 |
 Salesforce (CRM) | 0.01% | 0% | 1.39% | 4/12/2024 |
 Sempra (SRE) | 0.01% | 0% | 1.56% | 9/1/2022 |
 Generac (GNRC) | 0.01% | 0% | 1.15% | 5/8/2024 |
 iShares Select Dividend ETF (DVY) | 0.01% | 0% | 0.66% | 2/28/2022 |
 S&P Global (SPGI) | 0.01% | 0% | 1.47% | 5/8/2024 |
 ResMed (RMD) | 0.01% | 0% | 1.31% | 4/11/2024 |
 Intuitive Surgical (ISRG) | 0.01% | 0% | 1.31% | 4/11/2024 |
 Broadcom (AVGO) | 0.01% | 0% | 1.15% | 9/9/2022 |
 MSCI (MSCI) | 0.01% | 0% | 1.15% | 5/8/2024 |
 RBC (RY) | 0.01% | 0% | 1.64% | 6/1/2022 |
 Autodesk (ADSK) | 0.01% | 0% | 1.23% | 5/9/2024 |
 Microchip (MCHP) | 0.01% | 0% | 1.15% | 5/8/2024 |
 Illumina (ILMN) | 0.01% | 0% | 1.15% | 4/9/2024 |
 Materials Select Sector SPDR (XLB) | 0.01% | 0% | 1.23% | 7/19/2022 |
 iShares MSCI USA UCITS ETF (SXR4.DE) | 0.01% | 0% | 0.74% | 4/24/2024 |
 Home Depot (HD) | 0.01% | 0% | 0.82% | 9/7/2022 |
 ADM (ADM) | 0.01% | 0% | 1.15% | 5/8/2024 |
 Enphase (ENPH) | 0.01% | 0% | 1.06% | 4/9/2024 |
 Progressive (PGR) | 0.01% | 0% | 1.15% | 5/8/2024 |
 Emerson (EMR) | 0.01% | 0% | 1.15% | 5/8/2024 |
 SPDR S&P Biotech ETF (XBI) | 0.01% | 0% | 0.08% | 12/19/2023 |
 Morgan Stanley (MS) | 0.01% | 0% | 0.66% | 2/17/2022 |
 iShares MSCI USA ESG Screened UCITS ETF (SGAS.DE) | 0.01% | 0% | 0.74% | 4/24/2024 |
 Energy Transfer (ET) | 0.01% | 0% | 0.9% | 8/29/2022 |
 Industrial Select Sector SPDR (XLI) | 0.01% | 0% | 0.82% | 2/9/2022 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.01% | 0% | 0.74% | 10/11/2024 |
 UPS (UPS) | 0% | 0% | 0.66% | 4/23/2024 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0% | 0% | 0.74% | 4/24/2024 |
 Golden Ocean (GOGL.US) | 0% | 0% | 0.57% | 8/29/2022 |
 iShares Russell 2000 Value ETF (IWN) | 0% | 0% | 0.25% | 1/22/2024 |
 Energy Select Sector SPDR (XLE) | 0% | 0% | 0.57% | 2/10/2022 |
 LyondellBasell (LYB) | 0% | 0% | 0.49% | 9/12/2022 |
 Teleperformance (TEP.PA) | 0% | 0% | 0.49% | 4/8/2024 |
 Sibanye Stillwater (SBSW) | 0% | 0% | 0.41% | 8/2/2022 |
 Edwards Lifesciences (EW) | 0% | 0% | 0.49% | 4/14/2022 |
 Medtronic (MDT.US) | 0% | 0% | 0.49% | 4/14/2022 |
 Boston Scientific (BSX.US) | 0% | 0% | 0.49% | 4/14/2022 |
 iShares MSCI India ETF (INDA) | 0% | 0% | 0.49% | 8/2/2022 |
 SSR Mining (SSRM) | 0% | 0% | 0.41% | 8/2/2022 |
 iShares MSCI EM ex China UCITS ETF (84X0.DE) | 0% | 0% | 0.66% | 4/24/2024 |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 0% | 0% | 0.57% | 4/22/2024 |
 Papa John's (PZZA) | 0% | 0% | 0.33% | 8/2/2022 |
 MKS (MKSI) | 0% | 0% | 0.33% | 8/2/2022 |
 American Eagle (AEO) | 0% | 0% | 0.33% | 8/2/2022 |
 Skyworks (SWKS) | 0% | 0% | 0.33% | 8/2/2022 |
 Global X SuperDividend ETF (SDIV) | 0% | 0% | 0.57% | 8/29/2022 |
 DuPont (DD) | 0% | 0% | 0.33% | 8/2/2022 |
 Colgate (CL) | 0% | 0% | 0.41% | 6/27/2022 |
 Dow (DOW) | 0% | 0% | 0.25% | 9/12/2022 |
 Teck (TECK) | 0% | 0% | 0.25% | 8/2/2022 |
 SVB (SIVBQ) | 0% | 0% | 0.25% | 8/2/2022 |
 Berkshire Hathaway (BRK.B) | 0% | 0% | 0.57% | 2/16/2022 |
 LKQ (LKQ) | 0% | 0% | 0.33% | 8/2/2022 |
 Lincoln National (LNC) | 0% | 0% | 0.33% | 8/2/2022 |
 Universal Display (OLED) | 0% | 0% | 0.33% | 8/2/2022 |
 Tapestry (TPR) | 0% | 0% | 0.33% | 8/2/2022 |
 ODP (ODP) | 0% | 0% | 0.33% | 8/2/2022 |
 Micron (MU) | 0% | 0% | 0.33% | 8/2/2022 |
 Johnson Outdoors (JOUT) | 0% | 0% | 0.33% | 8/2/2022 |
 Gentex (GNTX) | 0% | 0% | 0.33% | 8/2/2022 |
 Abercrombie & Fitch (ANF) | 0% | 0% | 0.33% | 8/2/2022 |
 Vanguard S&P 500 Value ETF (VOOV) | 0% | 0% | 0.25% | 3/11/2022 |
 SAP (SAP) | 0% | 0% | 0.49% | 8/2/2022 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0% | 0% | 0.57% | 4/22/2024 |
 iShares MSCI China UCITS ETF (ICGA.DE) | 0% | 0% | 0.57% | 4/22/2024 |
 Hercules Capital (HTGC) | 0% | 0% | 0.08% | 6/28/2022 |
 FS KKR (FSK) | 0% | 0% | 0.08% | 6/28/2022 |
 Starwood Property Trust (STWD) | 0% | 0% | 0.08% | 6/28/2022 |
 Arbor Realty (ABR) | 0% | 0% | 0.08% | 6/28/2022 |
 GLPI (GLPI) | 0% | 0% | 0.08% | 6/28/2022 |
 iShares Core MSCI Pacific ex-Japan UCITS ETF (SXR1.DE) | 0% | 0% | 0.57% | 4/22/2024 |
 Redwood Trust (RWT) | 0% | 0% | 0.08% | 6/28/2022 |
 MFA Financial (MFA) | 0% | 0% | 0.08% | 6/28/2022 |
 Qorvo (QRVO) | 0% | 0% | 0.25% | 8/2/2022 |
 iShares MSCI Canada UCITS ETF (SXR2.DE) | 0% | 0% | 0.57% | 4/22/2024 |
 Cisco (CSCO) | 0% | 0% | 0.41% | 9/1/2022 |
 iShares Core Dividend Growth ETF (DGRO) | 0% | 0% | 0.16% | 2/18/2022 |
 Rio Tinto (RIO.L) | 0% | 0% | 0.16% | 7/28/2022 |
 Vanguard FTSE Europe ETF (VGK) | 0% | 0% | 0.41% | 1/31/2024 |
 SPDR S&P Regional Banking ETF (KRE) | 0% | 0% | 0.08% | 7/6/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0% | 0% | 0.08% | 11/3/2022 |
 iShares Edge S&P 500 Minimum Volatility UCITS ETF (IBCK.DE) | 0% | 0% | 0.57% | 4/22/2024 |
 Citi (C) | 0% | 0% | 0.82% | 9/9/2022 |
 Ethereum (ETH) | 0% | 0% | 0.08% | 8/20/2024 |
 Bitcoin (BTC) | 0% | 0% | 0.08% | 8/20/2024 |
 IBM (IBM) | 0% | 0% | 0.16% | 3/7/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Xtrackers MSCI World Health Care UCITS ETF (XDWH.DE) | 33.42% | 33.43% |
| Xtrackers MSCI World Information Technology UCITS ETF (XDWT.DE) | 19.91% | 21.74% |
| Xtrackers MSCI World Consumer Staples UCITS ETF (XDWS.DE) | 15.77% | 16.2% |
| iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) | 10.45% | 10.77% |
| iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 9.46% | 9.95% |
| iShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE) | 9.45% | 9.85% |
| ProShares UltraPro QQQ (TQQQ) | 0.6% | 0.6% |
| ProShares UltraPro Dow30 (UDOW) | 0.56% | 0.57% |
| Proshares Ultra S&P 500 (SSO) | 0.18% | 0.19% |