Portfolio Diversification
Range
Most Diversified
72 instruments
April 13, 2022
Least Diversified
0 instruments
February 2, 2025
Average
55.1 instruments
Most Consistent Holdings
Top 5
AAPL99.64%
GOOG99.64%
MSFT99.64%
AMZN99.64%
PG99.64%
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) | 4.15% | 4.16% | 99.57% | - |
| Alphabet (GOOG) | 3.98% | 4.46% | 99.64% | - |
| Microsoft (MSFT) | 3.85% | 4.49% | 99.64% | - |
| Amazon (AMZN) | 3.74% | 4.18% | 99.64% | - |
| Apple (AAPL) | 3.6% | 4.14% | 99.64% | - |
 Bitcoin (BTC) | 2.07% | 4% | 44.33% | - |
 Accenture (ACN) | 2.02% | 2.42% | 99.64% | - |
 Nestle (NESN.ZU) | 1.85% | 2.07% | 99.57% | - |
 Roche (ROG.ZU) | 1.82% | 1% | 99.64% | - |
 Air Products (APD) | 1.79% | 1.84% | 71.45% | - |
 Visa (V) | 1.78% | 2.46% | 89.29% | - |
 Volkswagen (VOW3.DE) | 1.68% | 1.33% | 99.57% | - |
 Shell (SHEL) | 1.62% | 0% | 55.1% | 3/13/2024 |
 Schneider Electric (SU.PA) | 1.57% | 1.3% | 91.72% | - |
 McDonald's (MCD) | 1.51% | 2.7% | 64.88% | - |
 Alibaba (BABA) | 1.47% | 0.98% | 99.5% | - |
 Legrand (LR.PA) | 1.46% | 0% | 87.37% | 6/11/2025 |
 LVMH (MC.PA) | 1.44% | 3.11% | 71.38% | - |
 Thermo Fisher (TMO) | 1.37% | 3.27% | 99.57% | - |
 Ethereum (ETH) | 1.35% | 2.92% | 44.4% | - |
 Coinbase (COIN) | 1.21% | 0% | 95.93% | 10/10/2025 |
 Chevron (CVX) | 1.16% | 3.39% | 48.97% | - |
 Salesforce (CRM) | 1.14% | 0.84% | 99.64% | - |
 Skyworks (SWKS) | 1.13% | 0.22% | 99.57% | - |
 L'Oréal (OR.PA) | 1.1% | 2% | 90.65% | - |
 AMD (AMD) | 1.08% | 0% | 50.54% | 1/8/2024 |
 Tencent (0700.HK) | 1.07% | 0% | 92.65% | 8/25/2025 |
 Danone (BN.PA) | 1.03% | 0% | 50.82% | 1/12/2024 |
 Air Liquide (AI.PA) | 0.99% | 1.26% | 99.57% | - |
 Johnson & Johnson (JNJ) | 0.96% | 1.01% | 64.38% | - |
 Tesla (TSLA) | 0.92% | 1.72% | 97.22% | - |
 Applied Materials (AMAT) | 0.85% | 0% | 35.83% | 6/12/2023 |
 Vestas (VWS.CO) | 0.82% | 0% | 87.79% | 6/17/2025 |
| Procter & Gamble (PG) | 0.78% | 1.61% | 99.64% | - |
 Riot (RIOT) | 0.77% | 0% | 90.44% | 8/26/2025 |
 Adobe (ADBE) | 0.77% | 1.01% | 45.61% | - |
 Meta (META) | 0.77% | 0% | 50.82% | 1/12/2024 |
 BMW (BMW.DE) | 0.68% | 0.86% | 41.54% | - |
 Nike (NKE) | 0.67% | 1.34% | 48.97% | - |
 Target (TGT) | 0.66% | 0% | 54.53% | 3/4/2024 |
 NextEra (NEE) | 0.64% | 0% | 86.65% | 6/13/2025 |
 Block Inc. (XYZ) | 0.64% | 0% | 72.45% | 11/13/2024 |
 Tritax (BBOX.L) | 0.62% | 0% | 87.44% | 6/12/2025 |
 Sunny Optical (02382.HK) | 0.6% | 0.31% | 99.64% | - |
 Sony (SONY) | 0.6% | 0% | 50.75% | 1/11/2024 |
 ENN Energy (02688.HK) | 0.58% | 0% | 59.24% | 5/10/2024 |
 Newmont (NEM) | 0.55% | 0% | 86.72% | 6/2/2025 |
 IIPR (IIPR) | 0.49% | 0% | 59.74% | 5/17/2024 |
 Rubis (RUI.PA) | 0.48% | 0% | 84.51% | 5/2/2025 |
 Texas Instruments (TXN) | 0.47% | 0% | 60.1% | 5/22/2024 |
 Sanofi (SAN.PA) | 0.44% | 2% | 35.26% | - |
 Orsted (ORSTED.CO) | 0.4% | 0% | 88.87% | 7/2/2025 |
 BNP Paribas (BNP.PA) | 0.39% | 0% | 24.7% | 1/4/2023 |
 Xinyi Solar (0968.HK) | 0.38% | 0% | 88.87% | 7/2/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.38% | 0% | 37.9% | 7/11/2023 |
 SolarEdge (SEDG) | 0.38% | 0% | 73.66% | 6/13/2025 |
 Hut 8 (HUT) | 0.38% | 0% | 61.53% | 7/15/2024 |
 Logitech (LOGN.ZU) | 0.37% | 0% | 50.68% | 1/10/2024 |
 Hermes (RMS.PA) | 0.37% | 1.18% | 36.47% | - |
 SAP (SAP.DE) | 0.36% | 0% | 37.83% | 7/10/2023 |
 AT&T (T) | 0.35% | 0% | 68.38% | 9/16/2024 |
 JD.com (JD.US) | 0.34% | 0% | 69.88% | 10/7/2024 |
 TotalEnergies (TTE.PA) | 0.32% | 1.38% | 21.7% | - |
 Qualcomm (QCOM) | 0.29% | 0% | 51.25% | 1/18/2024 |
 Kering (KER.PA) | 0.29% | 0% | 87.72% | 6/16/2025 |
 PayPal (PYPL) | 0.28% | 0% | 73.95% | 12/4/2024 |
 Aave (AAVE) | 0.26% | 0% | 19.99% | 11/10/2025 |
 McCormick (MKC) | 0.26% | 0% | 65.17% | 8/2/2024 |
 MicroStrategy (MSTR) | 0.25% | 0% | 51.68% | 2/26/2024 |
 Cisco (CSCO) | 0.25% | 0% | 41.47% | 8/31/2023 |
 Micron (MU) | 0.24% | 0% | 51.75% | 1/25/2024 |
 Xiaomi (1810.HK) | 0.23% | 0% | 68.95% | 9/24/2024 |
 Lindt (LISP.ZU) | 0.23% | 0% | 29.19% | 2/24/2025 |
 Marathon Digital (MARA) | 0.18% | 0% | 43.18% | 9/18/2025 |
 NetEase (NTES) | 0.17% | 0% | 35.97% | 6/14/2023 |
 Chainlink (LINK) | 0.11% | 0% | 18.92% | 5/29/2025 |
 Lowe's (LOW) | 0.11% | 0% | 15.92% | 8/15/2022 |
 ConEd (ED) | 0.11% | 0% | 15.13% | 8/3/2022 |
 Fiverr (FVRR) | 0.1% | 0% | 67.88% | 9/9/2024 |
 MSCI (MSCI) | 0.1% | 0.74% | 11.28% | - |
 Coca-Cola (KO) | 0.1% | 0% | 15.13% | 8/3/2022 |
 Enphase (ENPH) | 0.08% | 0% | 15.13% | 8/3/2022 |
 ASML (ASML) | 0.07% | 0% | 6.5% | 12/2/2025 |
 UnitedHealth (UNH) | 0.06% | 0.82% | 6.92% | - |
 Lockheed Martin (LMT) | 0.06% | 0.73% | 6.78% | - |
 Vertex (VRTX) | 0.05% | 0% | 5.64% | 11/13/2025 |
 Eli Lilly (LLY) | 0.05% | 0% | 5.14% | 11/5/2025 |
 PepsiCo (PEP) | 0.05% | 0% | 5.71% | 11/18/2025 |
 S&P Global (SPGI) | 0.04% | 1.21% | 3.78% | - |
 Ondo Finance (ONDO) | 0.04% | 0% | 17.49% | 10/17/2025 |
 Warner Bros Discovery (WBD) | 0.03% | 0% | 54.25% | 6/11/2024 |
 Lido DAO (LDO) | 0.02% | 0% | 7.49% | 5/29/2025 |
 Logitech (LOGI) | 0.02% | 0% | 1.64% | 5/16/2024 |
 Waste Management (WM) | 0.01% | 0.84% | 1.43% | - |
 Palo Alto Networks (PANW) | 0.01% | 1.02% | 0.57% | - |
 Meituan (03690.HK) | 0% | 0% | 4.85% | 6/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 6.17% | 6.76% |
| Bitcoin (BTC) | 4.22% | 5.65% |
| Amazon (AMZN) | 4.22% | 5.58% |
| Alphabet (GOOG) | 2.96% | 4.94% |
| NVIDIA (NVDA) | 0.5% | 4.71% |
| Apple (AAPL) | 2.96% | 4.61% |
| Ethereum (ETH) | 3.8% | 3.58% |
| LVMH (MC.PA) | 4.22% | 3.51% |
| Accenture (ACN) | 2.96% | 3.2% |
| McDonald's (MCD) | 3.38% | 3.16% |
| Air Products (APD) | 2.96% | 3.13% |
| Roche (ROG.ZU) | 2.96% | 2.55% |
| Volkswagen (VOW3.DE) | 3.38% | 2.41% |
| Tesla (TSLA) | 1.27% | 2.37% |
| Nestle (NESN.ZU) | 3.38% | 2.36% |
| Visa (V) | 2.11% | 2.17% |
| Legrand (LR.PA) | 2.11% | 2.06% |
| BMW (BMW.DE) | 2.53% | 2.02% |
| L'Oréal (OR.PA) | 2.53% | 1.93% |
| Thermo Fisher (TMO) | 2.11% | 1.87% |
| Johnson & Johnson (JNJ) | 2.11% | 1.82% |
| Salesforce (CRM) | 1.27% | 1.75% |
| Coinbase (COIN) | 0.84% | 1.74% |
| Tencent (0700.HK) | 1.69% | 1.73% |
| Adobe (ADBE) | 2.11% | 1.69% |
| Schneider Electric (SU.PA) | 1.69% | 1.67% |
| Alibaba (BABA) | 2.96% | 1.66% |
| Nike (NKE) | 2.11% | 1.56% |
| Chevron (CVX) | 1.69% | 1.48% |
| Riot (RIOT) | 1.69% | 1.3% |
| NextEra (NEE) | 1.27% | 1.11% |
| Skyworks (SWKS) | 1.69% | 1% |
| Air Liquide (AI.PA) | 0.84% | 0.85% |
| Chainlink (LINK) | 0.42% | 0.74% |
| Sunny Optical (02382.HK) | 1.27% | 0.74% |
| Lindt (LISP.ZU) | 0.84% | 0.72% |
| Newmont (NEM) | 0.84% | 0.56% |
| Tritax (BBOX.L) | 0.84% | 0.47% |
| Procter & Gamble (PG) | 0.42% | 0.4% |
| Marathon Digital (MARA) | 0.42% | 0.37% |
| Orsted (ORSTED.CO) | 0.84% | 0.35% |
| Rubis (RUI.PA) | 0.42% | 0.25% |
| Vestas (VWS.CO) | 0.42% | 0.23% |
| Kering (KER.PA) | 0.42% | 0.16% |
| Xinyi Solar (0968.HK) | 0.42% | 0.12% |
| SolarEdge (SEDG) | 1.27% | 0.09% |