Portfolio Diversification
Range
Most Diversified
51 instruments
April 10, 2025
Least Diversified
40 instruments
January 2, 2023
Average
43.6 instruments
Most Consistent Holdings
Top 5
GOOG100%
META100%
MSFT100%
AMZN100%
AXP100%
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 |
|---|---|---|---|---|
 Apple (AAPL) | 5.9% | 0% | 90.79% | 9/3/2025 |
| Microsoft (MSFT) | 5.86% | 3.87% | 100% | - |
| Meta (META) | 3.89% | 3.52% | 100% | - |
 Alibaba (BABA) | 3.85% | 4.44% | 100% | - |
| Amazon (AMZN) | 3.79% | 3.13% | 100% | - |
| Alphabet (GOOG) | 3.65% | 4.49% | 100% | - |
 Visa (V) | 3.1% | 2.18% | 100% | - |
 Evolution (EVO.ST) | 2.76% | 3.84% | 70.96% | - |
 Berkshire Hathaway (BRK.B) | 2.73% | 1.98% | 100% | - |
 TSMC (TSM) | 2.7% | 3.39% | 100% | - |
 Mastercard (MA) | 2.38% | 1.67% | 100% | - |
 PayPal (PYPL) | 2.26% | 2.64% | 100% | - |
 Boeing (BA) | 2.2% | 1.3% | 100% | - |
 McDonald's (MCD) | 2.11% | 1.85% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 2.09% | 0% | 87.03% | 7/25/2025 |
 Ping An (2318.HK) | 2.08% | 2.27% | 81.58% | - |
 Siemens (SIE.DE) | 2.07% | 1.74% | 100% | - |
 PepsiCo (PEP) | 2.03% | 1.38% | 100% | - |
 Samsung (SMSN.L) | 1.99% | 3.76% | 100% | - |
 Tencent (0700.HK) | 1.88% | 1.92% | 100% | - |
 Caterpillar (CAT) | 1.81% | 0% | 98.12% | 11/20/2025 |
 BlackRock (BLK) | 1.75% | 1.34% | 100% | - |
 Coca-Cola (KO) | 1.71% | 1.19% | 100% | - |
 Citi (C) | 1.71% | 1.92% | 100% | - |
 Bank of America (BAC) | 1.59% | 1.41% | 100% | - |
 Airbus (AIR.PA) | 1.58% | 1.31% | 100% | - |
 Moody's (MCO) | 1.53% | 1.11% | 100% | - |
 ASML (ASML.NV) | 1.44% | 5.91% | 36.09% | - |
 Allianz (ALV.DE) | 1.44% | 1.29% | 100% | - |
| American Express (AXP) | 1.43% | 1.39% | 100% | - |
 Ferrari (RACE) | 1.43% | 0% | 63.06% | 11/12/2024 |
 JD (9618.HK) | 1.42% | 1.23% | 78.48% | - |
 Pfizer (PFE) | 1.27% | 0.99% | 90.13% | - |
 BAT (BATS.L) | 1.23% | 1.43% | 88.16% | - |
 Vale (VALE) | 1.2% | 1.44% | 79.04% | - |
 UnitedHealth (UNH) | 1.17% | 3.41% | 57.8% | - |
 Johnson & Johnson (JNJ) | 1.06% | 0% | 82.8% | 6/10/2025 |
 Procter & Gamble (PG) | 0.91% | 0% | 80.83% | 5/20/2025 |
 Tesla (TSLA) | 0.85% | 0% | 32.52% | 12/20/2023 |
 Nike (NKE) | 0.81% | 1.1% | 58.83% | - |
 Airbnb (ABNB) | 0.77% | 1.33% | 45.96% | - |
 Bayer (BAYN.DE) | 0.73% | 0% | 62.88% | 11/12/2024 |
 Booking (BKNG) | 0.68% | 2.51% | 25.56% | - |
 Addus (ADUS) | 0.66% | 2.31% | 27.44% | - |
 SQM (SQM) | 0.63% | 0% | 66.73% | 4/7/2025 |
 Greggs (GRG.L) | 0.59% | 1.84% | 31.48% | - |
 Nio (NIO) | 0.57% | 0% | 41.73% | 3/28/2024 |
 LVMH (MC.PA) | 0.49% | 0% | 38.16% | 10/30/2025 |
 Altria (MO) | 0.47% | 0% | 29.04% | 7/11/2024 |
 Gevo (GEVO) | 0.45% | 0% | 40.23% | 3/12/2024 |
 S&P Global (SPGI) | 0.43% | 1.65% | 23.5% | - |
 Adidas (ADS.DE) | 0.43% | 0% | 29.42% | 11/17/2023 |
 Disney (DIS) | 0.41% | 0% | 36.28% | 1/29/2024 |
 JPMorgan (JPM) | 0.39% | 0% | 28.76% | 11/10/2023 |
 Sony (SONY) | 0.37% | 0% | 25.38% | 10/5/2023 |
 Uber (UBER) | 0.36% | 1.45% | 23.5% | - |
 Wabash National (WNC) | 0.35% | 0% | 37.12% | 11/20/2025 |
 Basic-Fit (BFIT.NV) | 0.35% | 1.46% | 25.66% | - |
 ASM (ASM.NV) | 0.3% | 0% | 21.71% | 11/20/2025 |
 MSCI (MSCI) | 0.29% | 1.15% | 23.21% | - |
 Intel (INTC) | 0.29% | 0% | 22.46% | 9/1/2023 |
 InPost SA (INPST.NV) | 0.26% | 0.88% | 25.75% | - |
 eToro Group LTD (ETOR) | 0.23% | 2.52% | 11.28% | - |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 0.17% | 0% | 7.89% | 4/3/2025 |
 Toyota (TM) | 0.14% | 0% | 11.84% | 5/10/2023 |
 Porsche (P911.DE) | 0.14% | 0% | 13.63% | 7/28/2025 |
 Novo-Nordisk (NVO) | 0.06% | 1.47% | 3.85% | - |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 1.41% | 11/28/2023 |
 Meituan (03690.HK) | 0% | 0% | 0.09% | 3/30/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 4.21% | 5.72% |
| Microsoft (MSFT) | 4.47% | 5.49% |
| Evolution (EVO.ST) | 8.17% | 5.33% |
| Meta (META) | 1.4% | 4.4% |
| Amazon (AMZN) | 2.7% | 4.22% |
| Alphabet (GOOG) | 2.82% | 3.77% |
| Alibaba (BABA) | 4.04% | 3.38% |
| TSMC (TSM) | 1.64% | 3.08% |
| Visa (V) | 2.45% | 2.95% |
| PayPal (PYPL) | 3.04% | 2.94% |
| ASML (ASML.NV) | 3.22% | 2.72% |
| Samsung (SMSN.L) | 3.91% | 2.6% |
| Berkshire Hathaway (BRK.B) | 2.04% | 2.55% |
| McDonald's (MCD) | 2.73% | 2.43% |
| Mastercard (MA) | 1.92% | 2.28% |
| Vanguard S&P 500 ETF (VOO) | 1.87% | 2.22% |
| JD (9618.HK) | 2.2% | 2.04% |
| PepsiCo (PEP) | 2.83% | 2.03% |
| Airbnb (ABNB) | 2.19% | 1.96% |
| Tencent (0700.HK) | 1.83% | 1.88% |
| Siemens (SIE.DE) | 1.2% | 1.82% |
| BlackRock (BLK) | 1.44% | 1.79% |
| Citi (C) | 1.41% | 1.75% |
| Caterpillar (CAT) | 1.04% | 1.75% |
| Bank of America (BAC) | 1.49% | 1.62% |
| Boeing (BA) | 1.46% | 1.61% |
| American Express (AXP) | 1.08% | 1.59% |
| Moody's (MCO) | 1.16% | 1.52% |
| Coca-Cola (KO) | 1.9% | 1.47% |
| Pfizer (PFE) | 2.4% | 1.44% |
| Vale (VALE) | 2.49% | 1.39% |
| LVMH (MC.PA) | 1.7% | 1.38% |
| Airbus (AIR.PA) | 1.07% | 1.37% |
| BAT (BATS.L) | 1.63% | 1.31% |
| Allianz (ALV.DE) | 0.97% | 1.3% |
| Nike (NKE) | 1.94% | 1.26% |
| UnitedHealth (UNH) | 1.43% | 1.22% |
| Wabash National (WNC) | 1.54% | 1.12% |
| Procter & Gamble (PG) | 0.93% | 0.9% |
| Johnson & Johnson (JNJ) | 1.38% | 0.9% |
| SQM (SQM) | 1.18% | 0.52% |