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Portfolio Diversification
Range
Most Diversified
72 instruments
April 13, 2022
Least Diversified
0 instruments
February 2, 2025
Average
51.8 instruments
Most Consistent Holdings
Top 5
GOOG99.01%
MSFT99.01%
AMZN99.01%
PG99.01%
ACN99.01%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 4.1% | 6.33% | 99.01% | - |
| Alphabet (GOOG) | 4.07% | 5.28% | 99.01% | - |
 NVIDIA (NVDA) | 3.9% | 2.93% | 98.84% | - |
| Amazon (AMZN) | 3.81% | 4.65% | 99.01% | - |
 Apple (AAPL) | 3.24% | 0% | 90.53% | 5/22/2026 |
 Bitcoin (BTC) | 2.42% | 5.48% | 53.98% | - |
| Accenture (ACN) | 1.96% | 1.87% | 99.01% | - |
 Schneider Electric (SU.PA) | 1.9% | 3.44% | 92.56% | - |
 Visa (V) | 1.89% | 2.67% | 90.59% | - |
 McDonald's (MCD) | 1.75% | 2.64% | 70.71% | - |
 Nestle (NESN.ZU) | 1.74% | 0% | 92.33% | 6/24/2026 |
 Thermo Fisher (TMO) | 1.65% | 2.29% | 98.95% | - |
 LVMH (MC.PA) | 1.64% | 2.03% | 76% | - |
 Ethereum (ETH) | 1.53% | 2.42% | 54.04% | - |
 Air Products (APD) | 1.53% | 0% | 63.8% | 3/13/2026 |
 Roche (ROP.ZU) | 1.5% | 0% | 83.21% | 1/9/2026 |
 Volkswagen (VOW3.DE) | 1.49% | 0% | 90.76% | 5/27/2026 |
 Shell (SHEL) | 1.32% | 0% | 44.86% | 3/13/2024 |
 Air Liquide (AI.PA) | 1.26% | 2.6% | 98.95% | - |
 Alibaba (BABA) | 1.22% | 0% | 83.85% | 1/22/2026 |
 Legrand (LR.PA) | 1.19% | 0% | 71.12% | 6/11/2025 |
| Procter & Gamble (PG) | 1.05% | 2.68% | 99.01% | - |
 Salesforce (CRM) | 1.03% | 0% | 95.93% | 8/26/2026 |
 Chevron (CVX.US) | 1.01% | 0% | 41.72% | 1/5/2026 |
 Johnson & Johnson (JNJ) | 0.99% | 1.11% | 70.31% | - |
 Coinbase (COIN) | 0.99% | 0% | 78.09% | 10/10/2025 |
 L'Oréal (OR.PA) | 0.95% | 0% | 77.4% | 2/4/2026 |
 Skyworks (SWKS) | 0.93% | 0% | 82.92% | 1/5/2026 |
 Tencent (0700.HK) | 0.91% | 0.95% | 78.97% | - |
 AMD (AMD) | 0.88% | 0% | 41.14% | 1/8/2024 |
 Danone (BN.PA) | 0.84% | 0% | 41.37% | 1/12/2024 |
 Tesla (TSLA) | 0.81% | 0% | 86.35% | 4/10/2026 |
 Nike (NKE) | 0.7% | 0% | 54.62% | 8/26/2026 |
 Adobe (ADBE) | 0.7% | 0% | 46.54% | 5/22/2026 |
 Applied Materials (AMAT) | 0.7% | 0% | 29.17% | 6/12/2023 |
 Sanofi (SAN.PA) | 0.68% | 1.49% | 46.6% | - |
 Vestas (VWS.CO) | 0.67% | 0% | 71.47% | 6/17/2025 |
 Riot (RIOT) | 0.63% | 0% | 73.62% | 8/26/2025 |
 Meta (META) | 0.62% | 0% | 41.37% | 1/12/2024 |
 BMW (BMW.DE) | 0.56% | 0% | 35.27% | 12/29/2025 |
 Target (TGT) | 0.53% | 0% | 44.39% | 3/4/2024 |
 NextEra (NEE) | 0.52% | 0% | 70.54% | 6/13/2025 |
 Block Inc. (XYZ) | 0.52% | 0% | 58.98% | 11/13/2024 |
 Tritax (BBOX.L) | 0.51% | 0% | 71.18% | 6/12/2025 |
 Sunny Optical (02382.HK) | 0.49% | 0% | 82.98% | 1/5/2026 |
 Sony (SONY) | 0.49% | 0% | 41.31% | 1/11/2024 |
 ENN Energy (02688.HK) | 0.48% | 0% | 48.23% | 5/10/2024 |
 Hermes (RMS.PA) | 0.47% | 0.68% | 47.59% | - |
 Newmont (NEM) | 0.45% | 0% | 70.6% | 6/2/2025 |
 IIPR (IIPR) | 0.4% | 0% | 48.63% | 5/17/2024 |
 Eli Lilly (LLY) | 0.4% | 3.16% | 18.83% | - |
 Rubis (RUI.PA) | 0.39% | 0% | 68.8% | 5/2/2025 |
 Texas Instruments (TXN) | 0.38% | 0% | 48.93% | 5/22/2024 |
 TotalEnergies (TTE.PA) | 0.37% | 0% | 23.3% | 3/13/2026 |
 Intuitive Surgical (ISRG) | 0.35% | 3.47% | 16.21% | - |
 iShares Gold Trust (IAU) | 0.35% | 2.29% | 15.92% | - |
 Constellation Energy (CEG) | 0.35% | 2.51% | 16.62% | - |
 Novo-Nordisk (NVO) | 0.33% | 1.83% | 16.62% | - |
 S&P Global (SPGI) | 0.33% | 2.22% | 17.84% | - |
 Orsted (ORSTED.CO) | 0.32% | 0% | 72.34% | 7/2/2025 |
 BNP Paribas (BNP.PA) | 0.32% | 0% | 20.1% | 1/4/2023 |
 Xylem (XYL) | 0.31% | 2.1% | 16.62% | - |
 Xinyi Solar (0968.HK) | 0.31% | 0% | 72.34% | 7/2/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.31% | 0% | 30.85% | 7/11/2023 |
 SolarEdge (SEDG) | 0.31% | 0% | 59.97% | 6/13/2025 |
 Hut 8 (HUT) | 0.31% | 0% | 50.09% | 7/15/2024 |
 Logitech (LOGN.ZU) | 0.3% | 0% | 41.26% | 1/10/2024 |
 Vistra (VST) | 0.3% | 3.13% | 16.62% | - |
 SAP (SAP.DE) | 0.29% | 0% | 30.8% | 7/10/2023 |
 AT&T (T.US) | 0.28% | 0% | 55.67% | 9/16/2024 |
 JD.com (JD.US) | 0.28% | 0% | 56.89% | 10/7/2024 |
 Eaton (ETN) | 0.28% | 2.4% | 16.33% | - |
 Lindt (LISP.ZU) | 0.25% | 0.95% | 29.87% | - |
 Qualcomm (QCOM) | 0.24% | 0% | 41.72% | 1/18/2024 |
 Kering (KER.PA) | 0.24% | 0% | 71.41% | 6/16/2025 |
 American Water (AWK) | 0.24% | 1.34% | 16.62% | - |
 PayPal (PYPL) | 0.23% | 0% | 60.2% | 12/4/2024 |
 Aave (AAVE) | 0.22% | 0% | 16.27% | 11/10/2025 |
 McCormick (MKC) | 0.21% | 0% | 53.05% | 8/2/2024 |
 MicroStrategy (MSTR) | 0.2% | 0% | 42.07% | 2/26/2024 |
 Cisco (CSCO) | 0.2% | 0% | 33.76% | 8/31/2023 |
 Vertex (VRTX) | 0.2% | 0.98% | 20.51% | - |
 Micron (MU) | 0.19% | 0% | 42.13% | 1/25/2024 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.19% | 1.41% | 14.29% | - |
 Xiaomi (1810.HK) | 0.19% | 0% | 56.13% | 9/24/2024 |
 UnitedHealth (UNH) | 0.18% | 0% | 13.19% | 4/17/2026 |
 Palo Alto Networks (PANW) | 0.18% | 0% | 10.63% | 6/4/2026 |
 iShares MSCI India ETF (INDA) | 0.17% | 1.24% | 12.43% | - |
 Marathon Digital (MARA) | 0.14% | 0% | 35.15% | 9/18/2025 |
 NetEase (NTES) | 0.14% | 0% | 29.29% | 6/14/2023 |
 Cameco (CCJ) | 0.1% | 0.97% | 8.13% | - |
 Aon (AON) | 0.1% | 1.13% | 7.21% | - |
 Chainlink (LINK) | 0.09% | 0% | 15.4% | 5/29/2025 |
 MSCI (MSCI) | 0.09% | 0% | 10.46% | 12/26/2025 |
 Lowe's (LOW) | 0.09% | 0% | 12.96% | 8/15/2022 |
 Oklo (OKLO) | 0.09% | 0.43% | 14.64% | - |
 ConEd (ED) | 0.09% | 0% | 12.32% | 8/3/2022 |
 Allegion (ALLE) | 0.09% | 0% | 5.46% | 9/18/2026 |
 Fiverr (FVRR) | 0.08% | 0% | 55.26% | 9/9/2024 |
 Coca-Cola (KO) | 0.08% | 0% | 12.32% | 8/3/2022 |
 Stryker (SYK) | 0.08% | 1.95% | 5.58% | - |
 Enphase (ENPH) | 0.07% | 0% | 12.32% | 8/3/2022 |
 ASML (ASML) | 0.06% | 0% | 5.29% | 12/2/2025 |
 Lockheed Martin (LMT) | 0.05% | 0% | 5.93% | 12/11/2025 |
 Broadcom (AVGO) | 0.05% | 2.49% | 3.08% | - |
 IBM (IBM) | 0.04% | 0% | 3.54% | 9/14/2026 |
 PepsiCo (PEP) | 0.04% | 0% | 4.65% | 11/18/2025 |
 Ondo Finance (ONDO) | 0.03% | 0% | 14.24% | 10/17/2025 |
 BWX Technologies (BWXT) | 0.03% | 1.02% | 2.79% | - |
 Warner Bros Discovery (WBD) | 0.02% | 0% | 44.16% | 6/11/2024 |
 KKR (KKR) | 0.02% | 0% | 1.34% | 5/4/2026 |
 Waste Management (WM) | 0.02% | 0% | 1.86% | 12/16/2025 |
 Lido DAO (LDO) | 0.01% | 0% | 6.1% | 5/29/2025 |
 Logitech (LOGI) | 0.01% | 0% | 1.34% | 5/16/2024 |
 Mobility Global Inc -W (MBGL) | 0% | 0% | 3.08% | 8/26/2026 |
 Meituan (03690.HK) | 0% | 0% | 3.95% | 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.US) | 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 (ROP.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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