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Portfolio Diversification
Range
Most Diversified
72 instruments
April 13, 2022
Least Diversified
0 instruments
February 2, 2025
Average
54.6 instruments
Most Consistent Holdings
Top 5
AAPL99.65%
GOOG99.65%
MSFT99.65%
AMZN99.65%
PG99.65%
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% | 4.17% | 99.59% | - |
| Alphabet (GOOG) | 3.99% | 4.49% | 99.65% | - |
| Microsoft (MSFT) | 3.88% | 5.24% | 99.65% | - |
| Amazon (AMZN) | 3.75% | 4.2% | 99.65% | - |
| Apple (AAPL) | 3.61% | 3.63% | 99.65% | - |
 Bitcoin (BTC) | 2.12% | 3.82% | 46.17% | - |
 Accenture (ACN) | 2.04% | 2.45% | 99.65% | - |
 Nestle (NESN.ZU) | 1.85% | 1.95% | 99.59% | - |
 Visa (V) | 1.81% | 2.45% | 89.65% | - |
 Air Products (APD) | 1.79% | 0.73% | 72.39% | - |
 Roche (ROG.ZU) | 1.78% | 0% | 98.83% | 1/9/2026 |
 Volkswagen (VOW3.DE) | 1.66% | 1.28% | 99.59% | - |
 Schneider Electric (SU.PA) | 1.57% | 2.8% | 91.99% | - |
 Shell (SHEL) | 1.57% | 0% | 53.28% | 3/13/2024 |
 McDonald's (MCD) | 1.55% | 2.7% | 66.05% | - |
 LVMH (MC.PA) | 1.5% | 2.82% | 72.33% | - |
 Alibaba (BABA) | 1.45% | 1.02% | 99.52% | - |
 Thermo Fisher (TMO) | 1.43% | 3.55% | 99.59% | - |
 Legrand (LR.PA) | 1.41% | 0% | 84.47% | 6/11/2025 |
 Ethereum (ETH) | 1.4% | 2.72% | 46.24% | - |
 Chevron (CVX) | 1.2% | 0% | 49.55% | 1/5/2026 |
 Coinbase (COIN) | 1.17% | 0% | 92.75% | 10/10/2025 |
 Salesforce (CRM) | 1.14% | 0.77% | 99.65% | - |
 L'Oréal (OR.PA) | 1.12% | 1.19% | 90.96% | - |
 Skyworks (SWKS) | 1.1% | 0% | 98.48% | 1/5/2026 |
 AMD (AMD) | 1.05% | 0% | 48.86% | 1/8/2024 |
 Tencent (0700.HK) | 1.04% | 0% | 89.58% | 8/25/2025 |
 Air Liquide (AI.PA) | 1.02% | 2.43% | 99.59% | - |
 Danone (BN.PA) | 0.99% | 0% | 49.14% | 1/12/2024 |
 Johnson & Johnson (JNJ) | 0.97% | 1.08% | 65.56% | - |
 Tesla (TSLA) | 0.92% | 0.72% | 97.31% | - |
 Applied Materials (AMAT) | 0.83% | 0% | 34.64% | 6/12/2023 |
| Procter & Gamble (PG) | 0.81% | 1.63% | 99.65% | - |
 Vestas (VWS.CO) | 0.79% | 0% | 84.89% | 6/17/2025 |
 Adobe (ADBE) | 0.77% | 0.78% | 47.41% | - |
 Riot (RIOT) | 0.75% | 0% | 87.44% | 8/26/2025 |
 Meta (META) | 0.74% | 0% | 49.14% | 1/12/2024 |
 Nike (NKE) | 0.7% | 1.31% | 50.66% | - |
 BMW (BMW.DE) | 0.66% | 0% | 41.89% | 12/29/2025 |
 Target (TGT) | 0.63% | 0% | 52.73% | 3/4/2024 |
 NextEra (NEE) | 0.62% | 0% | 83.78% | 6/13/2025 |
 Block Inc. (XYZ) | 0.62% | 0% | 70.05% | 11/13/2024 |
 Tritax (BBOX.L) | 0.6% | 0% | 84.54% | 6/12/2025 |
 Sunny Optical (02382.HK) | 0.59% | 0% | 98.55% | 1/5/2026 |
 Sony (SONY) | 0.58% | 0% | 49.07% | 1/11/2024 |
 ENN Energy (02688.HK) | 0.56% | 0% | 57.28% | 5/10/2024 |
 Newmont (NEM) | 0.53% | 0% | 83.85% | 6/2/2025 |
 Sanofi (SAN.PA) | 0.49% | 1.84% | 37.41% | - |
 IIPR (IIPR) | 0.47% | 0% | 57.76% | 5/17/2024 |
 Rubis (RUI.PA) | 0.47% | 0% | 81.71% | 5/2/2025 |
 Texas Instruments (TXN) | 0.45% | 0% | 58.11% | 5/22/2024 |
 Hermes (RMS.PA) | 0.39% | 1.19% | 38.58% | - |
 Orsted (ORSTED.CO) | 0.38% | 0% | 85.92% | 7/2/2025 |
 BNP Paribas (BNP.PA) | 0.38% | 0% | 23.88% | 1/4/2023 |
 Xinyi Solar (0968.HK) | 0.37% | 0% | 85.92% | 7/2/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.37% | 0% | 36.65% | 7/11/2023 |
 SolarEdge (SEDG) | 0.37% | 0% | 71.22% | 6/13/2025 |
 Hut 8 (HUT) | 0.36% | 0% | 59.49% | 7/15/2024 |
 Logitech (LOGN.ZU) | 0.36% | 0% | 49% | 1/10/2024 |
 TotalEnergies (TTE.PA) | 0.36% | 2.13% | 24.29% | - |
 SAP (SAP.DE) | 0.34% | 0% | 36.58% | 7/10/2023 |
 AT&T (T) | 0.34% | 0% | 66.11% | 9/16/2024 |
 JD.com (JD.US) | 0.33% | 0% | 67.56% | 10/7/2024 |
 Qualcomm (QCOM) | 0.28% | 0% | 49.55% | 1/18/2024 |
 Kering (KER.PA) | 0.28% | 0% | 84.82% | 6/16/2025 |
 PayPal (PYPL) | 0.27% | 0% | 71.5% | 12/4/2024 |
 Aave (AAVE) | 0.26% | 0% | 19.32% | 11/10/2025 |
 McCormick (MKC) | 0.26% | 0% | 63.01% | 8/2/2024 |
 MicroStrategy (MSTR) | 0.24% | 0% | 49.97% | 2/26/2024 |
 Cisco (CSCO) | 0.24% | 0% | 40.1% | 8/31/2023 |
 Micron (MU) | 0.23% | 0% | 50.03% | 1/25/2024 |
 Xiaomi (1810.HK) | 0.22% | 0% | 66.67% | 9/24/2024 |
 Lindt (LISP.ZU) | 0.22% | 0% | 28.23% | 2/24/2025 |
 Marathon Digital (MARA) | 0.17% | 0% | 41.75% | 9/18/2025 |
 NetEase (NTES) | 0.17% | 0% | 34.78% | 6/14/2023 |
 Chainlink (LINK) | 0.11% | 0% | 18.29% | 5/29/2025 |
 MSCI (MSCI) | 0.11% | 0% | 12.42% | 12/26/2025 |
 UnitedHealth (UNH) | 0.1% | 2.42% | 10.01% | - |
 Lowe's (LOW) | 0.1% | 0% | 15.39% | 8/15/2022 |
 ConEd (ED) | 0.1% | 0% | 14.63% | 8/3/2022 |
 Fiverr (FVRR) | 0.1% | 0% | 65.63% | 9/9/2024 |
 Coca-Cola (KO) | 0.1% | 0% | 14.63% | 8/3/2022 |
 Enphase (ENPH) | 0.08% | 0% | 14.63% | 8/3/2022 |
 S&P Global (SPGI) | 0.07% | 0% | 6% | 1/7/2026 |
 ASML (ASML) | 0.07% | 0% | 6.28% | 12/2/2025 |
 Lockheed Martin (LMT) | 0.06% | 0% | 7.04% | 12/11/2025 |
 Vertex (VRTX) | 0.06% | 0.98% | 6.56% | - |
 Palo Alto Networks (PANW) | 0.05% | 1.49% | 3.86% | - |
 Eli Lilly (LLY) | 0.05% | 0% | 4.97% | 11/5/2025 |
 PepsiCo (PEP) | 0.05% | 0% | 5.52% | 11/18/2025 |
 Ondo Finance (ONDO) | 0.04% | 0% | 16.91% | 10/17/2025 |
 Warner Bros Discovery (WBD) | 0.03% | 0% | 52.45% | 6/11/2024 |
 Novo-Nordisk (NVO) | 0.02% | 2.2% | 1.79% | - |
 Xylem (XYL) | 0.02% | 1.48% | 1.79% | - |
 American Water (AWK) | 0.02% | 1.5% | 1.79% | - |
 Eaton (ETN) | 0.02% | 1.53% | 1.52% | - |
 Waste Management (WM) | 0.02% | 0% | 2.21% | 12/16/2025 |
 Lido DAO (LDO) | 0.02% | 0% | 7.25% | 5/29/2025 |
 Constellation Energy (CEG) | 0.01% | 1.37% | 1.79% | - |
 Logitech (LOGI) | 0.01% | 0% | 1.59% | 5/16/2024 |
 Vistra (VST) | 0.01% | 0.72% | 1.79% | - |
 Intuitive Surgical (ISRG) | 0.01% | 0.7% | 1.31% | - |
 iShares Gold Trust (IAU) | 0.01% | 0.79% | 0.97% | - |
 Meituan (03690.HK) | 0% | 0% | 4.69% | 6/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 3.64% | 4.54% |
| Alphabet (GOOG) | 1.44% | 4.36% |
| NVIDIA (NVDA) | 0.34% | 4.32% |
| Amazon (AMZN) | 3.18% | 4.16% |
| Apple (AAPL) | 2.6% | 3.97% |
| Bitcoin (BTC) | 3.17% | 3.75% |
| Chevron (CVX) | 3.75% | 3.42% |
| Thermo Fisher (TMO) | 3.18% | 3.3% |
| LVMH (MC.PA) | 3.81% | 3.17% |
| Ethereum (ETH) | 3.21% | 2.72% |
| McDonald's (MCD) | 2.89% | 2.7% |
| Visa (V) | 2.6% | 2.62% |
| Accenture (ACN) | 3.03% | 2.39% |
| Nestle (NESN.ZU) | 2.89% | 2.08% |
| L'Oréal (OR.PA) | 2.45% | 2% |
| Air Liquide (AI.PA) | 2.25% | 1.97% |
| Sanofi (SAN.PA) | 2.31% | 1.94% |
| Air Products (APD) | 2.02% | 1.76% |
| Procter & Gamble (PG) | 2.02% | 1.58% |
| Palo Alto Networks (PANW) | 1.76% | 1.48% |
| Volkswagen (VOW3.DE) | 1.73% | 1.35% |
| TotalEnergies (TTE.PA) | 1.44% | 1.34% |
| Schneider Electric (SU.PA) | 1.44% | 1.33% |
| Nike (NKE) | 2.02% | 1.31% |
| S&P Global (SPGI) | 1.39% | 1.27% |
| Hermes (RMS.PA) | 1.44% | 1.19% |
| Roche (ROG.ZU) | 0.87% | 1.05% |
| UnitedHealth (UNH) | 1.15% | 1.05% |
| Johnson & Johnson (JNJ) | 0.87% | 1.02% |
| Eaton (ETN) | 1.15% | 0.97% |
| Novo-Nordisk (NVO) | 1.15% | 0.96% |
| Adobe (ADBE) | 1.44% | 0.93% |
| Salesforce (CRM) | 0.87% | 0.91% |
| Alibaba (BABA) | 0.58% | 0.91% |
| Tesla (TSLA) | 0.29% | 0.76% |
| Vistra (VST) | 0.87% | 0.73% |
| American Water (AWK) | 0.87% | 0.73% |
| Xylem (XYL) | 0.87% | 0.72% |
| Constellation Energy (CEG) | 0.86% | 0.71% |
| Sunny Optical (02382.HK) | 0.58% | 0.3% |
| Skyworks (SWKS) | 0.58% | 0.2% |
Cash & Instruments Over Time
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