Portfolio Diversification
Range
Most Diversified
50 instruments
May 9, 2024
Least Diversified
33 instruments
January 2, 2023
Average
44 instruments
Most Consistent Holdings
Top 5
MSFT100%
AMZN100%
CSCO100%
JPM100%
MCD100%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 11.51% | 13.46% | 100% | - |
 Rheinmetall (RHM.DE) | 6.39% | 16.02% | 72.78% | - |
| Amazon (AMZN) | 5.98% | 5.15% | 100% | - |
 Shell (SHEL.L) | 5.91% | 3.83% | 100% | - |
| JPMorgan (JPM) | 5.57% | 5.97% | 100% | - |
| Microsoft (MSFT) | 5.27% | 3.89% | 100% | - |
 Visa (V) | 4.48% | 2.73% | 100% | - |
 Allianz (ALV.DE) | 3.9% | 3.67% | 100% | - |
 iShares MSCI India ETF (INDA) | 3.12% | 3.1% | 100% | - |
 Alibaba (BABA) | 2.94% | 0.14% | 100% | - |
 Alphabet (GOOGL) | 2.93% | 3.18% | 100% | - |
 Petrobras (PBR.A) | 2.88% | 1.95% | 98.32% | - |
 BP (BP.L) | 2.85% | 1.38% | 100% | - |
 BHP (BHP) | 2.71% | 1.5% | 100% | - |
 Meta (META) | 2.21% | 2.18% | 86.88% | - |
 Bitcoin (BTC) | 2.19% | 0.06% | 98.92% | - |
 Mastercard (MA) | 1.93% | 1.94% | 78.11% | - |
 BMW (BMW.DE) | 1.79% | 0.98% | 99.21% | - |
| McDonald's (MCD) | 1.76% | 1.19% | 100% | - |
 ASML (ASML) | 1.73% | 2.45% | 89.74% | - |
 S&P Global (SPGI) | 1.65% | 1.15% | 100% | - |
 Crowdstrike (CRWD) | 1.49% | 0% | 48.72% | 7/22/2024 |
 Novo-Nordisk (NVO) | 1.44% | 1.18% | 72.29% | - |
 PayPal (PYPL) | 1.31% | 0.44% | 100% | - |
 ZIM (ZIM) | 1.19% | 0.82% | 100% | - |
 Varta (VAR1.DE) | 0.85% | 0% | 56.9% | 8/12/2024 |
| Cisco (CSCO) | 0.8% | 0.34% | 100% | - |
 Apple (AAPL) | 0.72% | 0% | 78.11% | 3/13/2025 |
 Corsair (CRSR) | 0.7% | 0.26% | 100% | - |
 Tesla (TSLA) | 0.66% | 0% | 70.61% | 12/27/2024 |
 Alibaba (9988.HK) | 0.62% | 0% | 80.18% | 4/3/2025 |
 Ethereum (ETH) | 0.54% | 0% | 93.29% | 8/14/2025 |
 Delta (DAL) | 0.53% | 0.77% | 60.85% | - |
 Coca-Cola (KO) | 0.51% | 0.93% | 44.58% | - |
 United Utilities (UU.L) | 0.51% | 2.49% | 20.61% | - |
 Rolls-Royce (RR.L) | 0.5% | 4.04% | 22.49% | - |
 Solana (SOL) | 0.44% | 0.05% | 100% | - |
 Eli Lilly (LLY) | 0.44% | 0.87% | 46.06% | - |
 ING (INGA.NV) | 0.4% | 2.5% | 19.13% | - |
 Novo Nordisk (NOVO-B.CO) | 0.33% | 0.38% | 72.58% | - |
 Johnson & Johnson (JNJ) | 0.29% | 0% | 60.95% | 9/19/2024 |
 Disney (DIS) | 0.28% | 0% | 54.73% | 3/24/2025 |
 AMD (AMD) | 0.27% | 0.69% | 67.06% | - |
 Cancer-Med | 0.23% | 0% | 49.8% | 7/14/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0.19% | 0% | 28.7% | 5/22/2024 |
 Cardano (ADA) | 0.19% | 0.08% | 100% | - |
 Northern Oil and Gas (NOG) | 0.19% | 0.14% | 60.55% | - |
 Dogecoin (DOGE) | 0.18% | 0.03% | 99.11% | - |
 Lockheed Martin (LMT) | 0.15% | 1.58% | 24.36% | - |
 BW LPG (BWLPG.OL) | 0.14% | 0.23% | 42.7% | - |
 Glencore (GLEN.L) | 0.13% | 0.64% | 12.82% | - |
 Novavax (NVAX) | 0.12% | 0.04% | 100% | - |
 Moderna (MRNA) | 0.12% | 0% | 79.39% | 3/26/2025 |
 iShares Core High Dividend ETF (HDV) | 0.11% | 0% | 39.64% | 6/10/2025 |
 Pfizer (PFE) | 0.11% | 0.94% | 16.96% | - |
 Silver (Non Expiry) (SILVER) | 0.11% | 0.32% | 11.93% | - |
 Intel (INTC) | 0.07% | 0.35% | 57% | - |
 Louisiana-Pacific (LPX) | 0.07% | 0% | 37.38% | 8/14/2025 |
 Nostrum Oil & Gas (NOG.L) | 0.05% | 0% | 57.5% | 8/19/2024 |
 TRON (TRX) | 0.05% | 0% | 24.95% | 8/14/2025 |
 UnitedHealth (UNH) | 0.03% | 0.58% | 6.61% | - |
 Medical Properties Trust (MPW) | 0.03% | 0% | 9.57% | 6/11/2024 |
 SAP (SAP.DE) | 0.02% | 0% | 4.93% | 5/9/2025 |
 XRP (XRP) | 0.02% | 0.19% | 7.4% | - |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 0.79% | 7/25/2023 |
 TSMC (TSM) | 0.01% | 0.16% | 6.02% | - |
 NVIDIA (NVDA.RTH) | 0.01% | 0% | 2.66% | 9/24/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.79% | 1/9/2023 |
 Caterpillar (CAT) | 0% | 0.33% | 2.17% | - |
 Clovis Oncology Inc (CLVSQ) | 0% | 0% | 14.5% | 6/12/2023 |
 Biomea Fusion (BMEA) | 0% | 0.12% | 0.79% | - |
 Sirius XM (SIRI) | 0% | 0% | 0.1% | 8/21/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 8.9% | 17.34% |
| Amazon (AMZN) | 5.9% | 7.33% |
| JPMorgan (JPM) | 5.4% | 6.81% |
| Rheinmetall (RHM.DE) | 5.98% | 6.64% |
| Shell (SHEL.L) | 5.51% | 4.97% |
| Microsoft (MSFT) | 4.55% | 4.9% |
| iShares MSCI India ETF (INDA) | 5.17% | 4.49% |
| Allianz (ALV.DE) | 4.25% | 4.29% |
| Visa (V) | 3.21% | 3.62% |
| Alphabet (GOOGL) | 2.87% | 3.57% |
| Mastercard (MA) | 2.87% | 2.96% |
| Meta (META) | 1.85% | 2.85% |
| Petrobras (PBR.A) | 3.09% | 2.48% |
| BHP (BHP) | 2.98% | 1.94% |
| Novo-Nordisk (NVO) | 3.1% | 1.78% |
| BP (BP.L) | 2.3% | 1.75% |
| McDonald's (MCD) | 1.95% | 1.7% |
| S&P Global (SPGI) | 1.72% | 1.63% |
| Bitcoin (BTC) | 1.66% | 1.53% |
| BMW (BMW.DE) | 2.26% | 1.48% |
| Alibaba (BABA) | 2.47% | 1.36% |
| Delta (DAL) | 1.38% | 1.33% |
| ASML (ASML) | 1.85% | 1.31% |
| Coca-Cola (KO) | 1.72% | 1.27% |
| Eli Lilly (LLY) | 1.49% | 1.03% |
| Silver (Non Expiry) (SILVER) | 1.15% | 0.79% |
| PayPal (PYPL) | 1.44% | 0.61% |
| Cisco (CSCO) | 0.57% | 0.5% |
| Cancer-Med | 0.56% | 0.45% |
| Alibaba (9988.HK) | 0.75% | 0.4% |
| Northern Oil and Gas (NOG) | 0.46% | 0.37% |
| ZIM (ZIM) | 0.52% | 0.37% |
| BW LPG (BWLPG.OL) | 0.57% | 0.37% |
| Novo Nordisk (NOVO-B.CO) | 0.57% | 0.36% |
| AMD (AMD) | 0.57% | 0.33% |
| Solana (SOL) | 0.47% | 0.32% |
| iShares Core High Dividend ETF (HDV) | 0.34% | 0.29% |
| Disney (DIS) | 0.23% | 0.24% |
| Corsair (CRSR) | 0.8% | 0.21% |
| Louisiana-Pacific (LPX) | 0.23% | 0.2% |
| TRON (TRX) | 0.29% | 0.17% |
| Ethereum (ETH) | 0.25% | 0.17% |
| Cardano (ADA) | 0.29% | 0.16% |
| Apple (AAPL) | 0.11% | 0.13% |
| Intel (INTC) | 0.23% | 0.09% |
| Dogecoin (DOGE) | 0.11% | 0.07% |
| Novavax (NVAX) | 0.69% | 0.05% |
| Moderna (MRNA) | 0.28% | 0.03% |