Portfolio Diversification
Range
Most Diversified
86 instruments
November 7, 2024
Least Diversified
0 instruments
February 2, 2025
Average
69.2 instruments
Most Consistent Holdings
Top 5
CSCO99.92%
DIS99.92%
KO99.92%
MCD99.92%
MMM99.92%
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 |
|---|---|---|---|---|
 iShares Core MSCI World UCITS ETF (SWDA.L) | 9.61% | 12.11% | 99.92% | - |
 SPDR S&P 500 ETF (SPY) | 8.39% | 10.02% | 99.92% | - |
 iShares Core High Dividend ETF (HDV) | 5.18% | 4.37% | 99.92% | - |
 Apple (AAPL) | 2.65% | 1.09% | 96.64% | - |
 NVIDIA (NVDA) | 2.41% | 0% | 85.26% | 12/9/2024 |
 Microsoft (MSFT) | 2.15% | 0% | 94.35% | 3/31/2025 |
 Spotify (SPOT) | 1.95% | 4.19% | 99.92% | - |
 Broadcom (AVGO) | 1.85% | 0% | 92.06% | 3/3/2025 |
 Meta (META) | 1.83% | 1.19% | 94.35% | - |
 Amazon (AMZN) | 1.83% | 1.14% | 94.1% | - |
 Thales (HO.PA) | 1.69% | 0% | 92.06% | 3/3/2025 |
 Netflix (NFLX) | 1.54% | 0% | 94.92% | 4/7/2025 |
| McDonald's (MCD) | 1.49% | 1.66% | 99.92% | - |
 SPDR S&P Midcap 400 (MDY) | 1.36% | 1.29% | 99.92% | - |
 Morgan Stanley (MS) | 1.33% | 0% | 87.8% | 3/10/2025 |
| Coca-Cola (KO) | 1.31% | 1.37% | 99.92% | - |
 Alibaba (BABA) | 1.24% | 1.38% | 99.92% | - |
 PayPal (PYPL) | 1.19% | 0% | 94.1% | 3/28/2025 |
 Visa (V) | 1.18% | 1.45% | 99.92% | - |
 Schneider Electric (SU.PA) | 1.16% | 0% | 89.35% | 1/28/2025 |
| Cisco (CSCO) | 1.16% | 1.48% | 99.92% | - |
 Tesla (TSLA) | 1.06% | 0% | 87.06% | 12/31/2024 |
 L'Oréal (OR.PA) | 1.05% | 0% | 91.15% | 2/20/2025 |
 Logitech (LOGI) | 1.03% | 0% | 92.63% | 3/10/2025 |
 Mastercard (MA) | 1.03% | 0% | 94.68% | 4/4/2025 |
 Airbus (AIR.PA) | 1.02% | 0% | 94.59% | 4/3/2025 |
 Procter & Gamble (PG) | 1.01% | 0.66% | 99.92% | - |
 Alphabet (GOOG) | 1.01% | 1.13% | 92.55% | - |
 Financial Select Sector SPDR (XLF) | 0.97% | 0% | 85.91% | 12/17/2024 |
 LVMH (MC.PA) | 0.96% | 0% | 89.43% | 1/29/2025 |
 Lockheed Martin (LMT) | 0.95% | 0.65% | 95.09% | - |
 Societe Generale (GLE.PA) | 0.94% | 0% | 87.47% | 4/4/2025 |
 AXA (CS.PA) | 0.94% | 0.95% | 92.06% | - |
 Uber (UBER) | 0.93% | 0% | 85.59% | 12/13/2024 |
 AMD (AMD) | 0.93% | 0% | 86% | 12/18/2024 |
 Credit Agricole (ACA.PA) | 0.9% | 0.74% | 99.92% | - |
 Rio Tinto (RIO) | 0.89% | 0% | 95% | 4/8/2025 |
 BNP Paribas (BNP.PA) | 0.88% | 0% | 87.22% | 1/2/2025 |
 SPDR Gold (GLD) | 0.87% | 0% | 87.88% | 2/28/2025 |
 Danone (BN.PA) | 0.87% | 0.68% | 99.92% | - |
 JPMorgan (JPM) | 0.86% | 0% | 92.63% | 3/10/2025 |
 Raytheon (RTX) | 0.86% | 0.79% | 95.09% | - |
 Johnson & Johnson (JNJ) | 0.85% | 0% | 87.88% | 1/10/2025 |
 Simon (SPG) | 0.85% | 0% | 94.68% | 4/4/2025 |
 Nike (NKE) | 0.84% | 0% | 99.75% | 6/5/2025 |
 Realty Income (O) | 0.79% | 0.44% | 99.92% | - |
 Intel (INTC) | 0.78% | 0% | 99.67% | 6/4/2025 |
 Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 0.77% | 0.62% | 92.06% | - |
 TSMC (TSM) | 0.77% | 0% | 89.27% | 1/27/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.74% | 0% | 51.11% | 10/16/2023 |
 Boeing (BA) | 0.73% | 0% | 85.26% | 12/9/2024 |
 AT&T (T) | 0.7% | 0% | 87.71% | 1/8/2025 |
 Starbucks (SBUX) | 0.7% | 0% | 86.08% | 12/19/2024 |
 Tencent (0700.HK) | 0.69% | 0% | 94.92% | 4/7/2025 |
 Adobe (ADBE) | 0.66% | 0% | 86.08% | 12/19/2024 |
 Roblox (RBLX) | 0.61% | 0% | 77.4% | 12/9/2024 |
| 3M (MMM) | 0.57% | 0.42% | 99.92% | - |
 Aramco (SAOC) | 0.55% | 0% | 74.37% | 12/12/2024 |
 Corsair (CRSR) | 0.54% | 0% | 84.44% | 11/29/2024 |
 Philips (PHIA.NV) | 0.54% | 0% | 99.84% | 6/6/2025 |
| Disney (DIS) | 0.53% | 0.36% | 99.92% | - |
 Cloudflare (NET) | 0.46% | 0% | 84.03% | 2/19/2025 |
 Fiverr (FVRR) | 0.42% | 0% | 65.93% | 4/15/2024 |
 iShares U.S. Medical Devices ETF (IHI) | 0.4% | 2.33% | 17.36% | - |
 TotalEnergies (TTE.PA) | 0.37% | 1.11% | 28.67% | - |
 Zoom (ZM) | 0.28% | 0% | 65.93% | 4/15/2024 |
 Energy Select Sector SPDR (XLE) | 0.28% | 0% | 14% | 6/21/2022 |
 Weibo (WB) | 0.25% | 0% | 63.64% | 3/18/2024 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 0.23% | 0% | 14% | 6/21/2022 |
 Nio (NIO) | 0.22% | 0% | 63.64% | 3/18/2024 |
 ExxonMobil (XOM) | 0.21% | 0% | 14% | 6/21/2022 |
 XRP (XRP) | 0.2% | 0% | 44.47% | 3/16/2025 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.15% | 0% | 11.88% | 7/20/2022 |
 Crowdstrike (CRWD) | 0.15% | 0% | 17.61% | 2/24/2025 |
 Allianz (ALV.DE) | 0.15% | 0% | 21.62% | 4/7/2025 |
 Twitter (TWTR) | 0.14% | 0% | 15.81% | 10/28/2022 |
 Booking (BKNG) | 0.14% | 0.51% | 31.45% | - |
 Litecoin (LTC) | 0.13% | 0% | 44.47% | 3/16/2025 |
 Aave (AAVE) | 0.12% | 0% | 29.65% | 3/16/2025 |
 Cardano (ADA) | 0.1% | 0% | 44.47% | 3/16/2025 |
 Tilray (TLRY) | 0.1% | 0% | 55.77% | 3/18/2024 |
 Warner Bros Discovery (WBD) | 0.08% | 0% | 76.17% | 11/29/2024 |
 Cronos (CRO) | 0.07% | 0% | 29.65% | 3/16/2025 |
 Intuitive Surgical (ISRG) | 0.07% | 0% | 12.37% | 4/7/2025 |
 AbbVie (ABBV) | 0.07% | 0% | 12.12% | 4/4/2025 |
 Compound (COMP) | 0.07% | 0% | 29.65% | 3/16/2025 |
 Cenntro (CENN) | 0.07% | 0% | 45.86% | 8/9/2023 |
 Supermicro (SMCI) | 0.07% | 0% | 15.07% | 11/18/2024 |
 Chiliz (CHZ) | 0.06% | 0% | 29.65% | 3/16/2025 |
 Polkadot (DOT) | 0.06% | 0% | 29.65% | 3/16/2025 |
 Cosmos (ATOM) | 0.05% | 0% | 29.65% | 3/16/2025 |
 Build and Build (BNB) | 0.05% | 0% | 14.82% | 7/1/2022 |
 Monster Beverage (MNST) | 0.05% | 0.18% | 29.32% | - |
 Synthetix (SNX) | 0.05% | 0% | 29.65% | 3/16/2025 |
 UnitedHealth (UNH) | 0.04% | 0% | 8.68% | 2/21/2025 |
 Polygon Ecosystem (ex Matic) (POL) | 0.04% | 0% | 29.65% | 3/16/2025 |
 ZCASH (ZEC) | 0.04% | 0% | 14.82% | 7/1/2022 |
 Novo-Nordisk (NVO) | 0.03% | 0% | 20.23% | 12/20/2024 |
 Solventum (SOLV) | 0.02% | 0% | 34.97% | 6/6/2025 |
 Caterpillar (CAT) | 0.02% | 0% | 1.72% | 2/12/2025 |
 Vertex (VRTX) | 0.01% | 0% | 3.52% | 12/19/2024 |
 Shell (SHEL.L) | 0.01% | 0.56% | 2.05% | - |
 Interactive Brokers (IBKR) | 0.01% | 0.58% | 1.97% | - |
 Chevron (CVX) | 0.01% | 0.56% | 2.05% | - |
 Bitcoin (BTC) | 0.01% | 0.55% | 1.47% | - |
 Meituan (03690.HK) | 0.01% | 0% | 28.34% | 3/15/2024 |
 Salesforce (CRM) | 0% | 1.16% | 0.25% | - |
 Qualcomm (QCOM) | 0% | 1.12% | 0.25% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 10.95% | 11.34% |
| SPDR S&P 500 ETF (SPY) | 8.43% | 8.88% |
| iShares Core High Dividend ETF (HDV) | 4.22% | 3.76% |
| Broadcom (AVGO) | 1.09% | 3.52% |
| Apple (AAPL) | 2.18% | 2.86% |
| Spotify (SPOT) | 1.22% | 2.71% |
| Amazon (AMZN) | 2.18% | 2.49% |
| Meta (META) | 1.36% | 2.38% |
| Microsoft (MSFT) | 2.04% | 2.3% |
| iShares U.S. Medical Devices ETF (IHI) | 2.72% | 2.25% |
| Netflix (NFLX) | 1.36% | 2.06% |
| McDonald's (MCD) | 1.77% | 1.62% |
| Thales (HO.PA) | 1.36% | 1.58% |
| PayPal (PYPL) | 1.92% | 1.4% |
| Schneider Electric (SU.PA) | 1.09% | 1.4% |
| SPDR S&P Midcap 400 (MDY) | 1.5% | 1.36% |
| Cisco (CSCO) | 1.42% | 1.36% |
| Morgan Stanley (MS) | 1.09% | 1.32% |
| Visa (V) | 1.16% | 1.27% |
| Alphabet (GOOG) | 1.09% | 1.26% |
| Coca-Cola (KO) | 1.36% | 1.24% |
| Logitech (LOGI) | 1.36% | 1.18% |
| Societe Generale (GLE.PA) | 1.16% | 1.11% |
| Alibaba (BABA) | 1.77% | 1.01% |
| XRP (XRP) | 0.34% | 0.95% |
| AT&T (T) | 1.09% | 0.95% |
| TSMC (TSM) | 0.68% | 0.92% |
| Mastercard (MA) | 0.68% | 0.88% |
| JPMorgan (JPM) | 0.68% | 0.87% |
| Crowdstrike (CRWD) | 0.81% | 0.84% |
| L'Oréal (OR.PA) | 1.09% | 0.83% |
| Airbus (AIR.PA) | 0.68% | 0.8% |
| SPDR Gold (GLD) | 0.68% | 0.79% |
| AXA (CS.PA) | 0.68% | 0.76% |
| Simon (SPG) | 0.68% | 0.74% |
| Aave (AAVE) | 0.34% | 0.71% |
| Procter & Gamble (PG) | 0.68% | 0.7% |
| Lockheed Martin (LMT) | 0.68% | 0.68% |
| Nike (NKE) | 1.36% | 0.68% |
| Raytheon (RTX) | 0.68% | 0.68% |
| Allianz (ALV.DE) | 0.68% | 0.64% |
| Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 0.68% | 0.63% |
| Credit Agricole (ACA.PA) | 0.68% | 0.63% |
| BNP Paribas (BNP.PA) | 0.68% | 0.62% |
| Danone (BN.PA) | 0.68% | 0.61% |
| Intuitive Surgical (ISRG) | 0.68% | 0.59% |
| LVMH (MC.PA) | 0.68% | 0.58% |
| AbbVie (ABBV) | 0.74% | 0.56% |
| Tencent (0700.HK) | 0.68% | 0.53% |
| Cloudflare (NET) | 0.68% | 0.52% |
| Rio Tinto (RIO) | 0.68% | 0.51% |
| Johnson & Johnson (JNJ) | 0.68% | 0.51% |
| UnitedHealth (UNH) | 0.68% | 0.49% |
| Booking (BKNG) | 0.42% | 0.47% |
| Intel (INTC) | 1.26% | 0.47% |
| Realty Income (O) | 0.68% | 0.43% |
| Philips (PHIA.NV) | 0.68% | 0.4% |
| 3M (MMM) | 0.68% | 0.38% |
| Disney (DIS) | 0.68% | 0.36% |
| Cardano (ADA) | 0.34% | 0.34% |
| Litecoin (LTC) | 0.34% | 0.33% |
| Cronos (CRO) | 0.34% | 0.28% |
| Compound (COMP) | 0.34% | 0.26% |
| Polkadot (DOT) | 0.34% | 0.18% |
| Chiliz (CHZ) | 0.34% | 0.17% |
| Cosmos (ATOM) | 0.35% | 0.15% |
| Monster Beverage (MNST) | 0.17% | 0.15% |
| Synthetix (SNX) | 0.34% | 0.13% |
| Polygon Ecosystem (ex Matic) (POL) | 0.34% | 0.12% |
| Solventum (SOLV) | 0% | 0.05% |