Portfolio Diversification
Range
Most Diversified
43 instruments
March 18, 2022
Least Diversified
0 instruments
February 2, 2025
Average
39.9 instruments
Most Consistent Holdings
Top 5
GOOG99.91%
META99.91%
MSFT99.91%
AMZN99.91%
DIS99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 8.05% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 6.29% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 5.56% | 0% | 99.91% | 2/1/2025 |
| Meta (META) | 4.68% | 0% | 99.91% | 2/1/2025 |
 Salesforce (CRM) | 3.63% | 0% | 99.91% | 2/1/2025 |
 Netflix (NFLX) | 3.5% | 0% | 99.91% | 2/1/2025 |
 Visa (V) | 3.2% | 0% | 99.91% | 2/1/2025 |
 AMD (AMD) | 3.11% | 0% | 99.91% | 2/1/2025 |
 PayPal (PYPL) | 3.11% | 0% | 99.91% | 2/1/2025 |
 Booking (BKNG) | 3% | 0% | 99.91% | 2/1/2025 |
 Alibaba (9988.HK) | 2.43% | 0% | 99.91% | 2/1/2025 |
| Disney (DIS) | 2.42% | 0% | 99.91% | 2/1/2025 |
 Adyen (ADYEN.NV) | 2.28% | 0% | 99.91% | 2/1/2025 |
 Unilever (ULVR.L) | 2.23% | 0% | 99.91% | 2/1/2025 |
 Costco (COST) | 2.23% | 0% | 99.91% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 2.19% | 0% | 91.15% | 2/1/2025 |
 MercadoLibre (MELI) | 2.14% | 0% | 99.91% | 2/1/2025 |
 Coupang (CPNG) | 2.12% | 0% | 99.91% | 2/1/2025 |
 Palantir (PLTR) | 2.04% | 0% | 85.04% | 2/1/2025 |
 Crowdstrike (CRWD) | 1.97% | 0% | 76.19% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 1.89% | 0% | 99.91% | 2/1/2025 |
 iShares Core Dividend Growth ETF (DGRO) | 1.83% | 0% | 81.39% | 7/12/2024 |
 SAP (SAP.DE) | 1.8% | 0% | 99.91% | 2/1/2025 |
 PepsiCo (PEP) | 1.72% | 0% | 99.91% | 2/1/2025 |
 JD (9618.HK) | 1.62% | 0% | 93.25% | 2/1/2025 |
 Accenture (ACN) | 1.49% | 0% | 96.08% | 2/1/2025 |
 Activision Blizzard, Inc. (ATVI) | 1.39% | 0% | 53.74% | 9/8/2023 |
 Equinor (EQNR.OL) | 1.29% | 0% | 62.96% | 3/6/2024 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.28% | 0% | 58.21% | 11/22/2024 |
 Mondelez (MDLZ) | 1.11% | 0% | 76.09% | 2/1/2025 |
 Vertex (VRTX) | 1.11% | 0% | 56.48% | 10/11/2023 |
 Vanguard Health Care ETF (VHT) | 1.04% | 0% | 58.85% | 2/1/2025 |
 Skyworks (SWKS) | 0.97% | 0% | 62.77% | 12/19/2023 |
 Coursera (COUR) | 0.97% | 0% | 99.91% | 2/1/2025 |
 ASML (ASML) | 0.83% | 0% | 44.16% | 2/1/2025 |
 TSMC (TSM) | 0.76% | 0% | 37.14% | 2/1/2025 |
 Apple (AAPL) | 0.74% | 0% | 32.12% | 2/1/2025 |
 UiPath (PATH) | 0.74% | 0% | 55.84% | 2/1/2025 |
 Udemy (UDMY) | 0.64% | 0% | 69.43% | 3/1/2024 |
 Similarweb (SMWB) | 0.62% | 0% | 62.77% | 12/19/2023 |
 LVMH (MC.PA) | 0.6% | 0% | 43.43% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 0.59% | 0% | 41.51% | 4/18/2024 |
 Nu (NU) | 0.58% | 0% | 37.14% | 2/1/2025 |
 Domino's (DPZ) | 0.55% | 0% | 35.77% | 2/1/2025 |
 iRhythm (IRTC) | 0.5% | 0% | 44.43% | 12/30/2024 |
 Insulet (PODD) | 0.49% | 0% | 46.08% | 2/1/2025 |
 Starbucks (SBUX) | 0.48% | 0% | 26.19% | 2/1/2025 |
 Box (BOX) | 0.47% | 0% | 30.2% | 12/17/2022 |
 Chevron (CVX) | 0.43% | 0% | 28.28% | 1/3/2024 |
 Teladoc (TDOC) | 0.43% | 0% | 43.89% | 5/22/2023 |
 Inditex (ITX.MC) | 0.42% | 0% | 35.86% | 2/21/2023 |
 JD.com (JD.US) | 0.39% | 0% | 23.54% | 9/27/2022 |
 Eurofins (ERF.PA) | 0.37% | 0% | 31.48% | 12/2/2024 |
 Nike (NKE) | 0.29% | 0% | 18.52% | 2/1/2025 |
 Fortinet (FTNT) | 0.27% | 0% | 18.7% | 7/25/2022 |
 Mastercard (MA) | 0.24% | 0% | 14.87% | 6/13/2022 |
 CyberArk (CYBR) | 0.24% | 0% | 16.24% | 6/28/2022 |
 Maersk (MAERSKB.CO) | 0.23% | 0% | 21.99% | 9/4/2022 |
 Just Eat (TKWY.NV) | 0.2% | 0% | 14.87% | 6/13/2022 |
 Affirm (AFRM) | 0.16% | 0% | 23.54% | 9/27/2022 |
 Ubisoft (UBI.PA) | 0.1% | 0% | 7.57% | 3/25/2022 |
 Novo Nordisk (NOVO-B.CO) | 0.08% | 0% | 5.57% | 2/1/2025 |
 Beyond Meat (BYND) | 0.06% | 0% | 7.57% | 3/25/2022 |
 The Cheesecake Factory (CAKE) | 0.05% | 0% | 8.3% | 4/20/2022 |
 Worldline (WLN.PA) | 0.03% | 0% | 5.02% | 2/24/2022 |
 Arista (ANET) | 0.03% | 0% | 2.19% | 1/24/2022 |
 Teck (TECK) | 0.02% | 0% | 4.11% | 7/1/2022 |
 MSCI (MSCI) | 0% | 0% | 0.27% | 1/3/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 5.3% | 6.71% |
| Amazon (AMZN) | 4.79% | 5.91% |
| Microsoft (MSFT) | 5.53% | 5.51% |
| Meta (META) | 3.55% | 4.42% |
| Salesforce (CRM) | 3.13% | 4.14% |
| Netflix (NFLX) | 3.16% | 4.14% |
| Booking (BKNG) | 4.13% | 3.61% |
| PayPal (PYPL) | 2.77% | 3.22% |
| AMD (AMD) | 3.63% | 2.98% |
| Visa (V) | 2.3% | 2.98% |
| Palantir (PLTR) | 1.31% | 2.86% |
| Crowdstrike (CRWD) | 2.09% | 2.78% |
| JD (9618.HK) | 3.75% | 2.77% |
| Apple (AAPL) | 2.36% | 2.62% |
| Adyen (ADYEN.NV) | 2.89% | 2.53% |
| MercadoLibre (MELI) | 2.3% | 2.44% |
| ASML (ASML) | 2.8% | 2.41% |
| Costco (COST) | 1.88% | 2.39% |
| Coupang (CPNG) | 2.66% | 2.36% |
| TSMC (TSM) | 1.51% | 2.29% |
| LVMH (MC.PA) | 2.88% | 2.28% |
| Alibaba (9988.HK) | 3.49% | 2.23% |
| Berkshire Hathaway (BRK.B) | 1.9% | 2.11% |
| Starbucks (SBUX) | 2.18% | 1.91% |
| Nike (NKE) | 2.16% | 1.75% |
| Unilever (ULVR.L) | 1.79% | 1.7% |
| Accenture (ACN) | 1.93% | 1.68% |
| SAP (SAP.DE) | 1.36% | 1.67% |
| Disney (DIS) | 1.98% | 1.62% |
| Domino's (DPZ) | 1.95% | 1.58% |
| PepsiCo (PEP) | 1.87% | 1.55% |
| Vanguard Health Care ETF (VHT) | 1.8% | 1.47% |
| Johnson & Johnson (JNJ) | 1.89% | 1.36% |
| Insulet (PODD) | 1.14% | 1.33% |
| Novo Nordisk (NOVO-B.CO) | 1.97% | 1.27% |
| Nu (NU) | 1.23% | 1.2% |
| Mondelez (MDLZ) | 1.39% | 1.13% |
| UiPath (PATH) | 1.64% | 1.07% |
| Coursera (COUR) | 1.85% | 0.7% |