Portfolio Diversification
Range
Most Diversified
36 instruments
May 13, 2025
Least Diversified
0 instruments
November 12, 2025
Average
13.3 instruments
Most Consistent Holdings
Top 5
CNDX.L42.62%
TSLA31.31%
NFLX28.5%
LULU26.36%
UDVD.L25.7%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 13.76% | 0% | 42.62% | 4/22/2025 |
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 3.33% | 0% | 25.7% | 10/23/2023 |
 Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L) | 2.58% | 0% | 25.7% | 10/23/2023 |
| Netflix (NFLX) | 1.77% | 0% | 28.5% | 7/21/2025 |
 Microsoft (MSFT) | 1.57% | 0% | 22.43% | 2/24/2025 |
 Visa (V) | 1.42% | 0% | 21.68% | 4/7/2025 |
 Shell (SHEL.L) | 1.28% | 0% | 18.69% | 12/7/2023 |
| Tesla (TSLA) | 1.13% | 0% | 31.31% | 2/25/2025 |
 Sterling (STRL.US) | 1.09% | 5.09% | 23.64% | - |
 PDD Holdings (PDD) | 1.06% | 0% | 20.65% | 3/4/2025 |
| Lululemon (LULU) | 0.98% | 0% | 26.36% | 3/4/2025 |
 Medpace (MEDP) | 0.96% | 5.3% | 20.56% | - |
 Alamos Gold (AGI) | 0.93% | 0% | 14.86% | 11/7/2024 |
 Neurocrine Biosciences (NBIX) | 0.89% | 3.4% | 17.76% | - |
 Frontline (FRO) | 0.83% | 0% | 17.1% | 6/14/2024 |
 Nexstar (NXST) | 0.82% | 0% | 21.21% | 12/1/2025 |
 NVIDIA (NVDA) | 0.81% | 0% | 16.54% | 5/2/2025 |
 Emcor (EME) | 0.72% | 0% | 21.21% | 12/1/2025 |
 Meta (META) | 0.72% | 0% | 9.07% | 3/31/2025 |
 Fortinet (FTNT) | 0.7% | 0% | 10.56% | 5/2/2025 |
 Cirrus Logic (CRUS) | 0.65% | 2.92% | 22.8% | - |
 SAP (SAP.DE) | 0.64% | 0% | 7.48% | 1/5/2024 |
 Ingersoll Rand (IR) | 0.63% | 0% | 7.94% | 4/17/2024 |
 NEXTracker (NXT.US) | 0.61% | 5.46% | 11.31% | - |
 Alphabet (GOOGL) | 0.6% | 0% | 8.88% | 3/28/2025 |
 Axon (AXON) | 0.6% | 0% | 12.71% | 4/19/2024 |
 Zoom (ZM) | 0.57% | 2.57% | 22.24% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.55% | 0% | 5.89% | 9/18/2023 |
 Mueller Industries (MLI) | 0.54% | 4.7% | 12.15% | - |
 Matador (MTDR) | 0.54% | 0% | 13.36% | 9/22/2025 |
 IBEX (IBEX) | 0.53% | 4.56% | 11.5% | - |
 Encore Wire Corporation (WIRE) | 0.52% | 0% | 10.84% | 2/16/2024 |
 International Seaways (INSW) | 0.52% | 0% | 10.93% | 6/14/2024 |
 Enova (ENVA) | 0.5% | 5.37% | 11.5% | - |
 Taylor Morrison (TMHC) | 0.49% | 0% | 13.27% | 9/22/2025 |
 Ralph Lauren (RL) | 0.47% | 4.46% | 11.5% | - |
 Sprouts (SFM) | 0.47% | 0% | 10.47% | 2/20/2024 |
 ExxonMobil (XOM) | 0.46% | 0% | 8.97% | 10/30/2023 |
 Perdoceo (PRDO) | 0.45% | 3.27% | 11.5% | - |
 Arista (ANET) | 0.41% | 0% | 6.64% | 2/13/2024 |
 Matson (MATX) | 0.4% | 0% | 10.47% | 9/22/2025 |
 GigaCloud (GCT) | 0.4% | 0% | 11.78% | 8/1/2025 |
 Vertex (VRTX) | 0.39% | 0% | 8.97% | 1/31/2024 |
 Viel et Compagnie SA (VIL.PA) | 0.39% | 3.43% | 10.56% | - |
 Eli Lilly (LLY) | 0.38% | 0% | 9.91% | 2/6/2024 |
 CF Industries (CF) | 0.38% | 0% | 9.91% | 12/1/2025 |
 iShares USD High Yield Corp Bond ESG UCITS ETF (DHYA.L) | 0.38% | 0% | 1.03% | 4/22/2025 |
 AstraZeneca (AZN) | 0.37% | 0% | 10.56% | 8/21/2025 |
 Phillips 66 (PSX) | 0.36% | 0% | 6.73% | 3/16/2023 |
 YETI (YETI) | 0.35% | 0% | 10.37% | 8/1/2025 |
 Cadence (CDNS) | 0.35% | 0% | 7.2% | 4/19/2024 |
 Adobe (ADBE) | 0.35% | 0% | 7.57% | 2/16/2024 |
 Plus500 (PLUS.L) | 0.34% | 0% | 6.73% | 3/16/2023 |
 Safe Bulkers (SB) | 0.34% | 0% | 10.19% | 8/1/2025 |
 Prysmian (PRY.MI) | 0.34% | 0% | 10% | 8/21/2025 |
 Qualcomm (QCOM) | 0.34% | 0% | 7.29% | 3/4/2025 |
 TotalEnergies (TTE) | 0.33% | 0% | 8.5% | 1/22/2024 |
 TotalEnergies (TTE.PA) | 0.33% | 0% | 6.73% | 3/16/2023 |
 Eni (ENI.MI) | 0.33% | 0% | 8.88% | 1/29/2024 |
 Applied Materials (AMAT) | 0.33% | 0% | 7.29% | 3/4/2025 |
 Mastercard (MA) | 0.33% | 0% | 3.18% | 3/31/2025 |
 Booking (BKNG) | 0.33% | 0% | 6.26% | 2/9/2024 |
 Visteon (VC) | 0.32% | 0% | 8.97% | 12/1/2025 |
 Fastenal (FAST) | 0.32% | 0% | 6.45% | 4/11/2024 |
 Equitable Holdings (EQH) | 0.31% | 0% | 6.73% | 3/16/2023 |
 UnitedHealth (UNH) | 0.31% | 0% | 7.57% | 1/12/2024 |
 iShares MSCI USA ESG Screened UCITS ETF (SGAS.DE) | 0.31% | 0% | 3.83% | 4/22/2025 |
 Universal Display (OLED) | 0.3% | 0% | 7.29% | 3/4/2025 |
 Newmont (NEM) | 0.27% | 3.93% | 7.57% | - |
 Barrick (B) | 0.27% | 4.61% | 6.73% | - |
 Opera (OPRA) | 0.27% | 0% | 15.51% | 7/19/2024 |
 Napco (NSSC) | 0.26% | 0% | 6.82% | 5/2/2025 |
 Encompass Health (EHC) | 0.26% | 0% | 10.84% | 8/4/2025 |
 Victory Capital (VCTR) | 0.26% | 0% | 7.2% | 10/27/2025 |
 Kinross Gold (KGC) | 0.25% | 3.57% | 7.57% | - |
 Deutsche Post (DHL.DE) | 0.25% | 0% | 6.07% | 10/5/2023 |
 ServiceNow (NOW) | 0.25% | 0% | 6.17% | 4/19/2024 |
 Royal Gold (RGLD) | 0.25% | 0% | 11.03% | 8/6/2025 |
 ASML (ASML) | 0.25% | 0% | 5.23% | 4/17/2024 |
 Uniti (UNIT) | 0.24% | 0% | 10.19% | 8/1/2025 |
 SABESP (SBS) | 0.24% | 0% | 8.5% | 8/11/2025 |
 Manhattan Associates (MANH) | 0.24% | 0% | 5.23% | 4/17/2024 |
 GoDaddy (GDDY) | 0.23% | 0% | 12.06% | 8/21/2025 |
 Rockwell Automation (ROK) | 0.22% | 0% | 7.29% | 8/6/2025 |
 Broadcom (AVGO) | 0.21% | 0% | 4.3% | 3/11/2024 |
 Exelixis (EXEL) | 0.21% | 0% | 3.08% | 3/31/2025 |
 Federated Hermes (FHI) | 0.21% | 0% | 7.48% | 7/31/2025 |
 National Fuel (NFG) | 0.21% | 0% | 7.38% | 7/30/2025 |
 Millicom (TIGO) | 0.2% | 0% | 4.95% | 11/28/2025 |
 Laureate (LAUR) | 0.2% | 0% | 7.48% | 8/1/2025 |
 Stride (LRN) | 0.19% | 1.51% | 3.46% | - |
 Casella (CWST) | 0.19% | 0% | 7.38% | 7/31/2025 |
 BW Energy Ltd (BWE.OL) | 0.19% | 0% | 5.89% | 11/28/2025 |
 OPENLANE (KAR) | 0.19% | 0% | 8.5% | 8/11/2025 |
 Agnico Eagle (AEM) | 0.19% | 0% | 10.28% | 7/30/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.18% | 0% | 3.93% | 12/4/2023 |
 BW LPG (BWLPG.OL) | 0.18% | 0% | 3.93% | 12/12/2023 |
 Coterra (CTRA) | 0.18% | 0% | 4.77% | 2/22/2023 |
 Travelers (TRV) | 0.18% | 0% | 6.45% | 7/21/2025 |
 Albertsons (ACI) | 0.18% | 0% | 6.54% | 7/21/2025 |
 Insulet (PODD) | 0.17% | 0% | 8.41% | 8/11/2025 |
 Virbac (VIRP.PA) | 0.17% | 0% | 4.58% | 9/22/2025 |
 Griffon (GFF) | 0.16% | 0% | 3.93% | 9/22/2025 |
 Fortuna Silver (FSM) | 0.16% | 2.44% | 6.64% | - |
 Huron (HURN) | 0.16% | 0% | 3.93% | 9/22/2025 |
 Abercrombie & Fitch (ANF) | 0.16% | 0% | 5.89% | 9/22/2025 |
 Adtalem (ATGE) | 0.15% | 0% | 8.13% | 8/7/2025 |
 Virtu Financial (VIRT) | 0.15% | 0% | 7.38% | 7/30/2025 |
 Arch Capital (ACGL) | 0.14% | 0% | 3.27% | 12/6/2023 |
 Rigel (RIGL) | 0.14% | 2.07% | 7.66% | - |
 Dave (DAVE) | 0.14% | 0% | 8.04% | 8/6/2025 |
 Eletrobras (AXIA) | 0.14% | 0% | 3.27% | 10/27/2025 |
 Multiconsult ASA (MULTI.OL) | 0.13% | 0% | 3.93% | 9/22/2025 |
 Tencent Music (TME) | 0.13% | 0% | 5.23% | 12/1/2025 |
 Coeur (CDE) | 0.13% | 0% | 7.94% | 8/6/2025 |
 Iamgold (IAG) | 0.13% | 0% | 11.03% | 8/7/2025 |
 Caledonia Mining (CMCL) | 0.13% | 1.43% | 6.64% | - |
 DexCom (DXCM) | 0.12% | 0% | 2.9% | 5/2/2025 |
 ATI (ATI) | 0.12% | 0% | 7.48% | 7/31/2025 |
 Apple (AAPL) | 0.11% | 0% | 2.43% | 10/30/2023 |
 Anima Holding (ANIM.MI) | 0.11% | 0% | 2.99% | 9/22/2025 |
 Petrobras (PBR) | 0.11% | 0% | 2.62% | 12/11/2023 |
 Jensen-Group NV (JEN.BR) | 0.11% | 0% | 2.9% | 12/1/2025 |
 Republic Services (RSG) | 0.11% | 0% | 2.99% | 5/12/2025 |
 Bitcoin (BTC) | 0.11% | 0% | 3.36% | 1/28/2025 |
 Gen Digital (GEN) | 0.1% | 0% | 3.08% | 6/2/2025 |
 Pfizer (PFE) | 0.1% | 0% | 2.15% | 1/24/2023 |
 Mitsubishi UFJ (MUFG) | 0.1% | 0% | 1.12% | 4/1/2025 |
 ASML (ASML.NV) | 0.09% | 0% | 1.96% | 10/30/2023 |
 iShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE) | 0.09% | 0% | 2.71% | 1/3/2024 |
 Lloyds (LYG) | 0.09% | 0% | 2.99% | 5/12/2025 |
 Orkla (ORK.OL) | 0.09% | 0% | 2.99% | 5/12/2025 |
 Berkshire Hathaway (BRK.B) | 0.08% | 0% | 2.99% | 5/12/2025 |
 ProAssurance (PRA) | 0.08% | 0% | 2.99% | 5/12/2025 |
 Norbit ASA (NORBT.OL) | 0.08% | 0% | 2.52% | 11/28/2025 |
 NYT (NYT) | 0.07% | 0% | 1.59% | 8/11/2025 |
 Semler Scientific (SMLR) | 0.07% | 0% | 1.96% | 3/4/2024 |
 Sanofi (SNY) | 0.06% | 3.81% | 1.4% | - |
 Paycom (PAYC) | 0.05% | 0% | 0.93% | 2/1/2024 |
 EnerSys (ENS.US) | 0.05% | 3.89% | 1.4% | - |
 Xtrackers S&P 500 Inverse Daily Swap UCITS ETF (DXS3.DE) | 0.05% | 0% | 0.56% | 4/10/2025 |
 Incyte (INCY) | 0.05% | 3.66% | 1.4% | - |
 Inmode (INMD) | 0.05% | 3.54% | 1.4% | - |
 Storebrand (STB.OL) | 0.04% | 0% | 1.5% | 8/6/2025 |
 Lam Research (LRCX) | 0.04% | 2.86% | 1.4% | - |
 Futu (FUTU) | 0.04% | 1.89% | 2.9% | - |
 EPR (EPR) | 0.04% | 0% | 0.93% | 10/2/2025 |
 TIM (TIMB) | 0.04% | 0% | 0.93% | 10/2/2025 |
 VanEck Gold Miners UCITS ETF (G2X.DE) | 0.04% | 0% | 1.21% | 4/24/2025 |
 Federal Signal (FSS) | 0.03% | 0% | 1.12% | 8/11/2025 |
 BBVA (BBVA.US) | 0.03% | 0% | 1.03% | 8/11/2025 |
 Goldman Sachs (GS) | 0.03% | 0% | 1.4% | 8/5/2025 |
 Blackbaud (BLKB) | 0.03% | 0% | 1.12% | 8/11/2025 |
 Ubiquiti (UI) | 0.03% | 2.12% | 1.4% | - |
 Merck (MRK) | 0.03% | 0% | 0.65% | 10/30/2023 |
 Cisco (CSCO) | 0.03% | 0% | 0.65% | 10/30/2023 |
 Cal-Maine Foods (CALM) | 0.03% | 0% | 0.93% | 10/2/2025 |
 AGCO (AGCO) | 0.03% | 0% | 1.03% | 8/11/2025 |
 Lantheus (LNTH) | 0.03% | 2.49% | 1.21% | - |
 Ituran (ITRN) | 0.03% | 0% | 0.75% | 8/19/2025 |
 nVent (NVT) | 0.03% | 0% | 0.93% | 8/11/2025 |
 PubMatic (PUBM) | 0.03% | 0% | 2.8% | 5/2/2025 |
 Herbalife (HLF) | 0.03% | 0% | 0.93% | 10/2/2025 |
 Enel (ENEL.MI) | 0.02% | 0% | 0.28% | 4/7/2025 |
 VEON (VEON) | 0.02% | 0% | 0.93% | 10/2/2025 |
 Jabil (JBL) | 0.02% | 0% | 1.4% | 8/5/2025 |
 Energizer (ENR) | 0.02% | 0% | 0.65% | 8/11/2025 |
 Wayfair (W.US) | 0.02% | 0% | 0.65% | 8/11/2025 |
 Paycor (PYCR) | 0.02% | 0% | 0.56% | 4/16/2025 |
 SolarWinds (SWI) | 0.02% | 0% | 0.56% | 4/16/2025 |
 Seagate (STX.US) | 0.02% | 2.59% | 0.75% | - |
 Comfort Systems USA (FIX) | 0.02% | 0% | 1.96% | 5/2/2025 |
 IDEXX (IDXX) | 0.02% | 0% | 0.65% | 8/11/2025 |
 Jeronimo Martins (JMT.LSB) | 0.02% | 0% | 0.65% | 5/19/2025 |
 Flex (FLEX) | 0.02% | 0% | 1.68% | 5/2/2025 |
 Xometry (XMTR) | 0.02% | 0% | 0.56% | 8/11/2025 |
 Kontoor Brands (KTB) | 0.02% | 0% | 1.68% | 5/2/2025 |
 Monolithic Power (MPWR) | 0.02% | 0% | 1.68% | 5/2/2025 |
 Wolverine (WWW) | 0.01% | 0% | 0.47% | 8/11/2025 |
 Extreme Networks (EXTR) | 0.01% | 0% | 0.47% | 8/11/2025 |
 Shopify (SHOP) | 0.01% | 0% | 0.47% | 8/11/2025 |
 HSBC (HSBC) | 0.01% | 0% | 0.28% | 10/23/2023 |
 AppLovin (APP) | 0.01% | 1.57% | 0.75% | - |
 Grifols (GRFS) | 0.01% | 0% | 0.28% | 12/4/2025 |
 Kiniksa (KNSA) | 0.01% | 0% | 0.28% | 12/4/2025 |
 Organon (OGN.US) | 0.01% | 0% | 0.28% | 12/4/2025 |
 L&G US ESG Exclusions Paris Aligned UCITS ETF (DELG.DE) | 0.01% | 0% | 0.28% | 4/14/2025 |
 OneSpan (OSPN) | 0.01% | 0% | 0.19% | 12/4/2025 |
 Credo (CRDO) | 0% | 0% | 0.28% | 12/4/2025 |
 iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) | 0% | 0% | 0.28% | 4/14/2025 |
 Xtrackers MSCI World Information Technology UCITS ETF (XDWT.DE) | 0% | 0% | 0.28% | 4/14/2025 |
 L&G DAX Daily 2x Long UCITS ETF (DEL2.DE) | 0% | 0% | 0.28% | 4/14/2025 |
 Amazon (AMZN) | 0% | 0% | 0.28% | 4/14/2025 |
 VanEck Semiconductor UCITS ETF (VVSM.DE) | 0% | 0% | 0.28% | 4/14/2025 |
 SQM (SQM) | 0% | 0% | 0.19% | 2/22/2024 |
 Keros (KROS) | 0% | 0% | 0.09% | 12/2/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 46.72% | 46.98% |
| Microsoft (MSFT) | 6.55% | 6.15% |
| Netflix (NFLX) | 6.23% | 5.9% |
| NVIDIA (NVDA) | 4.67% | 4.41% |
| Meta (META) | 4.67% | 4.41% |
| Alphabet (GOOGL) | 4.67% | 4.4% |
| PDD Holdings (PDD) | 4.67% | 4.36% |
| Fortinet (FTNT) | 4.67% | 4.35% |
| Tesla (TSLA) | 1.87% | 4.27% |
| Lululemon (LULU) | 2.8% | 3.41% |
| Bitcoin (BTC) | 3.11% | 2.94% |
| Qualcomm (QCOM) | 3.11% | 2.9% |
| Applied Materials (AMAT) | 3.11% | 2.85% |
| Universal Display (OLED) | 3.11% | 2.68% |