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Portfolio Diversification
Range
Most Diversified
52 instruments
October 15, 2024
Least Diversified
0 instruments
February 2, 2025
Average
25.5 instruments
Most Consistent Holdings
Top 5
MSFT99.74%
GOOG82.85%
NVDA81.04%
DIS74.15%
IVV69.89%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 5.4% | 6.63% | 99.74% | - |
| Alphabet (GOOG) | 3.84% | 0% | 82.85% | 8/13/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 3.49% | 3.68% | 68.02% | - |
| iShares Core S&P 500 ETF (IVV) | 3.46% | 17.68% | 69.89% | - |
| Disney (DIS) | 3.25% | 0% | 74.15% | 4/4/2025 |
| NVIDIA (NVDA) | 2.94% | 0% | 81.04% | 1/29/2026 |
 iShares Semiconductor ETF (SOXX) | 2.84% | 0% | 63.77% | 10/18/2024 |
 FRA40 Index (Non Expiry) (FRA40) | 2.39% | 1.97% | 37.4% | - |
 GBP/USD (GBPUSD) | 2.38% | 4.04% | 43.07% | - |
 EUR/USD (EURUSD) | 2% | 1.81% | 41.33% | - |
 Altria (MO) | 1.51% | 0% | 63.25% | 3/26/2026 |
 Iberdrola (IBE.MC) | 1.29% | 0% | 67.63% | 3/27/2026 |
 CAD/CHF (CADCHF) | 1.25% | 0% | 22.44% | 4/23/2025 |
 Bank of America (BAC) | 1.15% | 3.54% | 56.16% | - |
 Procter & Gamble (PG) | 1.14% | 3.69% | 40.3% | - |
 Tesla (TSLA) | 1.13% | 0% | 32.3% | 5/13/2025 |
 Philip Morris (PM) | 1.08% | 0% | 63.19% | 3/27/2026 |
 BlackRock (BLK) | 1.03% | 0% | 27.98% | 11/6/2025 |
 BMW (BMW.DE) | 1.02% | 0% | 39.07% | 3/10/2025 |
 AUD/CHF (AUDCHF) | 1% | 0% | 16.63% | 3/1/2024 |
 Bitcoin (BTC) | 0.98% | 3.09% | 33.98% | - |
 ESP35 Index (Non Expiry) (ESP35) | 0.98% | 0% | 20.7% | 7/23/2025 |
 AXA (CS.PA) | 0.9% | 1.33% | 69.76% | - |
 Thermo Fisher (TMO) | 0.9% | 0% | 20.31% | 3/27/2026 |
 oliw-zm | 0.89% | 0% | 12.38% | 8/28/2023 |
 Meta (META) | 0.87% | 2.32% | 35.27% | - |
 EUR/JPY (EURJPY) | 0.86% | 0% | 6% | 4/25/2025 |
 Xiaomi (1810.HK) | 0.85% | 1.89% | 40.55% | - |
 AntonioNobileC | 0.82% | 0% | 7.54% | 3/9/2023 |
 Lockheed Martin (LMT) | 0.74% | 0% | 24.95% | 3/26/2026 |
 Coca-Cola (KO) | 0.72% | 0% | 46.1% | 4/28/2026 |
 EUR/GBP (EURGBP) | 0.72% | 0% | 7.16% | 6/12/2023 |
 BP (BP.US) | 0.71% | 0% | 32.17% | 10/7/2025 |
 Land Securities (LAND.L) | 0.65% | 0% | 27.47% | 10/22/2025 |
 SPDR Gold (GLD) | 0.62% | 0% | 14.64% | 3/27/2026 |
 NZD/USD (NZDUSD) | 0.61% | 0% | 12.51% | 4/10/2025 |
 Tritax (BBOX.L) | 0.6% | 0% | 32.82% | 1/21/2026 |
 Alibaba (BABA) | 0.58% | 0% | 30.43% | 4/23/2024 |
 AUD/CAD (AUDCAD) | 0.54% | 0% | 7.29% | 6/15/2023 |
 Intesa Sanpaolo (ISP.MI) | 0.51% | 0% | 31.33% | 3/11/2025 |
 Nordea (NDA_SE.ST) | 0.5% | 0% | 25.47% | 10/16/2025 |
 Leonardo (LDO.MI) | 0.5% | 2.57% | 21.21% | - |
 Eurazeo (RF.PA) | 0.49% | 2.21% | 27.01% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.48% | 0% | 16.25% | 4/15/2026 |
 Arkema (AKE.PA) | 0.48% | 0% | 24.95% | 10/27/2025 |
 ABC (1288.HK) | 0.45% | 1.93% | 22.31% | - |
 Clariant (CLN.ZU) | 0.45% | 0% | 24.24% | 10/17/2025 |
 iShares MSCI Poland UCITS ETF (IBCJ.DE) | 0.44% | 0% | 17.92% | 3/4/2025 |
 Nike (NKE) | 0.41% | 0% | 33.14% | 4/4/2025 |
 UK100 Index (Non Expiry) (UK100) | 0.39% | 0% | 8.83% | 10/7/2024 |
 EUR/CAD (EURCAD) | 0.36% | 0% | 5.61% | 11/27/2025 |
 Apple (AAPL) | 0.35% | 0% | 14.38% | 6/11/2024 |
 AUD/NZD (AUDNZD) | 0.33% | 0% | 11.15% | 2/11/2026 |
 eToro Group LTD (ETOR) | 0.33% | 1.67% | 22.5% | - |
 Gold (Non Expiry) (GOLD) | 0.32% | 2.69% | 14.31% | - |
 iShares Automation & Robotics UCITS ETF (2B76.DE) | 0.3% | 0% | 28.63% | 4/7/2025 |
 Enphase (ENPH) | 0.3% | 0% | 25.08% | 10/30/2025 |
 Orange (ORA.PA) | 0.29% | 0% | 10.9% | 3/10/2025 |
 NZD/CHF (NZDCHF) | 0.29% | 0% | 6.71% | 4/22/2024 |
 Barclays (BCS) | 0.29% | 0% | 11.03% | 3/11/2025 |
 Amazon (AMZN) | 0.28% | 0% | 16.89% | 3/6/2026 |
 BNP Paribas (BNP.PA) | 0.26% | 0% | 21.34% | 1/8/2026 |
 FirstEnergy (FE) | 0.25% | 0% | 30.95% | 11/25/2024 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.25% | 0% | 20.95% | 8/5/2024 |
 McDonald's (MCD) | 0.23% | 0% | 19.15% | 8/22/2025 |
 ASE Technology (ASX) | 0.22% | 0% | 19.54% | 12/10/2024 |
 British Land (BLND.L) | 0.22% | 0% | 23.4% | 11/5/2025 |
 ASR (ASRNL.NV) | 0.21% | 0% | 10.51% | 3/4/2025 |
 AT&T (T) | 0.2% | 0% | 19.73% | 3/31/2025 |
 NZD/CAD (NZDCAD) | 0.2% | 0% | 3.16% | 6/25/2024 |
 Reply (REY.MI) | 0.2% | 0% | 9.35% | 7/9/2024 |
 NN Group (NN.NV) | 0.18% | 0% | 9.48% | 2/26/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.18% | 3.46% | 13.02% | - |
 American Water (AWK) | 0.17% | 0% | 9.61% | 3/7/2025 |
 Meituan (03690.HK) | 0.17% | 0% | 10.57% | 4/24/2024 |
 Prudential (PUK) | 0.16% | 0% | 11.73% | 3/31/2025 |
 USD/MXN (USDMXN) | 0.16% | 0% | 6.96% | 9/6/2023 |
 triangulacapital | 0.16% | 5.44% | 3.29% | - |
 Newmont (NEM) | 0.16% | 0% | 17.86% | 2/9/2024 |
 Enslinjaco | 0.15% | 0% | 3.16% | 10/16/2023 |
 Intuitive Surgical (ISRG) | 0.15% | 0% | 9.93% | 11/19/2025 |
 Vinci (DG.PA) | 0.15% | 0% | 9.35% | 2/7/2025 |
 Airbnb (ABNB) | 0.14% | 0% | 10.38% | 9/18/2024 |
 Baidu (BIDU) | 0.14% | 0% | 9.8% | 7/30/2024 |
 Regeneron (REGN) | 0.13% | 0% | 12.64% | 10/16/2025 |
 USD/CAD (USDCAD) | 0.13% | 0% | 4.71% | 10/31/2023 |
 Booking (BKNG) | 0.13% | 0% | 10.12% | 7/17/2024 |
 Fetch.ai (FET) | 0.12% | 0% | 24.56% | 6/16/2025 |
 Western Digital (WDC) | 0.12% | 0% | 12.31% | 10/25/2024 |
 AUD/USD (AUDUSD) | 0.12% | 0% | 2.13% | 9/14/2023 |
 Azimut (AZM.MI) | 0.12% | 0% | 5.67% | 12/18/2024 |
 Oil (Non Expiry) (OIL) | 0.12% | 0% | 8.7% | 3/23/2026 |
 Enel (ENEL.MI) | 0.12% | 0% | 6.06% | 2/28/2025 |
 Palantir (PLTR) | 0.11% | 0% | 8.45% | 3/9/2026 |
 USD/JPY (USDJPY) | 0.11% | 0% | 2.39% | 1/14/2026 |
 Deutsche Bank (DBK.DE) | 0.11% | 0% | 8.77% | 3/31/2025 |
 Santander (SAN.MC) | 0.1% | 0% | 4.77% | 11/5/2024 |
 Teleperformance (TEP.PA) | 0.1% | 0% | 5.48% | 2/12/2025 |
 Accor (AC.PA) | 0.1% | 1.65% | 7.41% | - |
 AB InBev (ABI.BR) | 0.1% | 0% | 5.74% | 2/26/2025 |
 Itau Unibanco (ITUB) | 0.09% | 0% | 6.96% | 9/19/2024 |
 Man Group (EMG.L) | 0.09% | 0% | 4.58% | 12/11/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.09% | 0% | 10.38% | 6/30/2022 |
 CAD/JPY (CADJPY) | 0.07% | 0% | 1.23% | 7/27/2023 |
 GER40 Index (Non Expiry) (GER40) | 0.07% | 0% | 4.13% | 10/2/2025 |
 Deutsche Bank (DB) | 0.07% | 0% | 4.19% | 12/11/2025 |
 Sanofi (SAN.PA) | 0.07% | 0% | 3.61% | 1/20/2025 |
 Virgin Galactic (SPCE) | 0.07% | 0% | 4.77% | 8/15/2023 |
 AMD (AMD) | 0.07% | 0% | 8.25% | 8/1/2024 |
 Shell (SHEL) | 0.06% | 0% | 2.06% | 4/8/2026 |
| 0.06% | 0% | 2.19% | 12/12/2023 | |
 Airbus (AIR.PA) | 0.06% | 0% | 5.54% | 4/30/2026 |
 Marathon Digital (MARA) | 0.06% | 0% | 6.19% | 7/1/2024 |
 A2A (A2A.MI) | 0.06% | 0% | 4.58% | 2/6/2026 |
 GBP/CHF (GBPCHF) | 0.06% | 0% | 0.9% | 1/20/2026 |
 ICG (ICG.L) | 0.06% | 0% | 2.9% | 12/6/2024 |
 Host Hotels (HST) | 0.05% | 0% | 2.32% | 11/6/2024 |
 AnoKam | 0.04% | 4.14% | 1.1% | - |
 EUR/CHF (EURCHF) | 0.04% | 0% | 1.87% | 1/28/2026 |
 Wacker Chemie (WCH.DE) | 0.04% | 0% | 2.26% | 11/6/2024 |
 UNITE Group (UTG.L) | 0.04% | 0% | 2.32% | 4/3/2025 |
 EUSTX50 Index (Non Expiry) (EUSTX50) | 0.04% | 0% | 1.23% | 6/3/2024 |
 Elis (ELIS.PA) | 0.04% | 0% | 2.13% | 3/31/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.03% | 0% | 1.03% | 12/11/2025 |
 Lamb Weston (LW) | 0.03% | 0% | 3.61% | 6/21/2022 |
 USD/CHF (USDCHF) | 0.03% | 0% | 0.84% | 7/28/2023 |
 Aalberts (AALB.NV) | 0.03% | 0% | 2.39% | 4/4/2025 |
 Eli Lilly & Co (LLY.RTH) | 0.03% | 0% | 1.42% | 4/15/2026 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.02% | 0% | 2.19% | 3/19/2026 |
 Tencent (0700.HK) | 0.02% | 0% | 1.23% | 3/11/2026 |
 C3.ai (AI) | 0.02% | 0% | 1.93% | 8/17/2023 |
 AUD/JPY (AUDJPY) | 0.02% | 0% | 1.03% | 9/14/2023 |
 GBP/NZD (GBPNZD) | 0.02% | 0% | 1.48% | 9/20/2023 |
 Atkore (ATKR) | 0.02% | 0% | 1.74% | 9/30/2024 |
 Kratos (KTOS) | 0.02% | 2.1% | 0.77% | - |
 Mondelez (MDLZ) | 0.01% | 0% | 1.55% | 12/5/2024 |
 Parsons (PSN.US) | 0.01% | 1.71% | 0.77% | - |
 PierreN2023 | 0.01% | 4.17% | 0.32% | - |
 Siemens (SIE.DE) | 0.01% | 0% | 0.64% | 9/30/2024 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 0.77% | 5/23/2024 |
 MPLX (MPLX) | 0.01% | 0% | 0.9% | 10/21/2025 |
 XRP (XRP) | 0.01% | 0% | 0.9% | 2/14/2024 |
 Eiffage (FGR.PA) | 0.01% | 0% | 0.45% | 12/2/2024 |
 Reddit Inc (RDDT) | 0.01% | 0% | 0.39% | 3/28/2024 |
 Shopify (SHOP) | 0.01% | 0% | 1.16% | 1/21/2022 |
 GBP/CAD (GBPCAD) | 0.01% | 0% | 0.52% | 8/24/2023 |
 Shiba (in millions) (SHIBxM) | 0.01% | 0% | 3.16% | 2/18/2022 |
 GBP/JPY (GBPJPY) | 0.01% | 0% | 0.58% | 8/16/2023 |
 China A50 Index (China50.FUTURE) | 0.01% | 0% | 0.52% | 5/5/2022 |
 CHF/JPY (CHFJPY) | 0.01% | 0% | 0.45% | 1/15/2026 |
 Tesla (TSLA.RTH) | 0.01% | 0% | 0.64% | 10/24/2024 |
 Dogecoin (DOGE) | 0.01% | 0% | 0.32% | 8/21/2022 |
 EUR/NZD (EURNZD) | 0% | 0% | 0.13% | 2/14/2025 |
 Platinum (Non Expiry) (PLATINUM) | 0% | 0% | 0.52% | 5/23/2024 |
 Sugar (Expiring Future) (SUGAR.FUT) | 0% | 0% | 0.39% | 4/2/2024 |
 ChinaA50 Index (Non Expiry) (CHINA50) | 0% | 0% | 0.13% | 4/9/2025 |
 Orchid (OXT) | 0% | 0% | 0.19% | 8/11/2023 |
 CRISPR Therapeutics (CRSP) | 0% | 0% | 0.19% | 11/9/2023 |
 Galapagos (GLPG.NV) | 0% | 0% | 0.06% | 2/17/2023 |
 Coinbase (COIN) | 0% | 0% | 0.06% | 2/16/2024 |
 Terra Classic (LUNC) | 0% | 0% | 0.06% | 5/12/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P 500 ETF (IVV) | 10.03% | 11.85% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 8.22% | 9.33% |
| Bitcoin (BTC) | 6.97% | 6.27% |
| Microsoft (MSFT) | 6.41% | 6.27% |
| Altria (MO) | 6.41% | 5.96% |
| Procter & Gamble (PG) | 7.38% | 5.62% |
| EUR/USD (EURUSD) | 6.39% | 4.9% |
| Thermo Fisher (TMO) | 2.79% | 4.86% |
| SPDR Gold (GLD) | 3.62% | 4.32% |
| Iberdrola (IBE.MC) | 2.79% | 3.84% |
| Philip Morris (PM) | 2.79% | 3.29% |
| Leonardo (LDO.MI) | 3.76% | 3.16% |
| ABC (1288.HK) | 2.79% | 2.94% |
| Meta (META) | 2.79% | 2.53% |
| Bank of America (BAC) | 1.11% | 2.46% |
| AXA (CS.PA) | 1.81% | 2.28% |
| Lockheed Martin (LMT) | 2.09% | 2.24% |
| NVIDIA (NVDA) | 2.09% | 2.1% |
| AUD/NZD (AUDNZD) | 2.09% | 1.53% |
| eToro Group LTD (ETOR) | 2.51% | 1.47% |
| Eurazeo (RF.PA) | 2.09% | 1.37% |
| GBP/USD (GBPUSD) | 1.53% | 1.33% |
| BNP Paribas (BNP.PA) | 1.39% | 1.32% |
| A2A (A2A.MI) | 1.39% | 1.23% |
| Coca-Cola (KO) | 1.39% | 1.19% |
| Palantir (PLTR) | 1.39% | 1.19% |
| Tritax (BBOX.L) | 1.39% | 1.18% |
| Schwab US Dividend Equity ETF (SCHD) | 0.9% | 0.82% |
| Xiaomi (1810.HK) | 1.11% | 0.68% |
Cash & Instruments Over Time
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