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Portfolio Diversification
Range
Most Diversified
184 instruments
January 5, 2023
Least Diversified
0 instruments
February 2, 2025
Average
127.3 instruments
Most Consistent Holdings
Top 5
TSLA99.65%
NVDA99.65%
AIR.PA99.65%
OGZDL.L99.65%
SHEL99.65%
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 |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 13.83% | 37.02% | 99.65% | - |
 Schwab US Dividend Equity ETF (SCHD) | 7.56% | 18.31% | 84.9% | - |
| Shell (SHEL) | 6.97% | 7.28% | 99.65% | - |
 Novo-Nordisk (NVO) | 5.38% | 2.28% | 92.97% | - |
 Realty Income (O) | 4.61% | 4.2% | 99.65% | - |
 Bitcoin (BTC) | 4.27% | 3.69% | 99.57% | - |
| Airbus (AIR.PA) | 4.17% | 4.66% | 99.65% | - |
| NVIDIA (NVDA) | 3.34% | 5.32% | 99.65% | - |
 iShares MSCI China ETF (MCHI) | 2.96% | 2.65% | 99.65% | - |
 HSBC (HSBC) | 2.86% | 4.65% | 99.48% | - |
 Enbridge (ENB) | 2.53% | 3.15% | 99.65% | - |
 Microsoft (MSFT) | 1.87% | 1.55% | 99.57% | - |
 PetroChina (00857.HK) | 1.78% | 2.43% | 99.48% | - |
| Tesla (TSLA) | 1.69% | 1.97% | 99.65% | - |
 BP (BP.L) | 1.17% | 0% | 74.83% | 5/23/2025 |
 Delta (DAL) | 1.04% | 0% | 74.83% | 5/23/2025 |
 Pfizer (PFE) | 1% | 0% | 74.83% | 5/23/2025 |
 GE (GE) | 0.78% | 0% | 74.83% | 5/23/2025 |
 Volkswagen (VOW3.DE) | 0.77% | 0% | 74.83% | 5/23/2025 |
 TotalEnergies (TTE.PA) | 0.72% | 0% | 74.83% | 5/23/2025 |
 Carnival (CCL) | 0.68% | 0% | 74.83% | 5/23/2025 |
 Equinor (EQNR.OL) | 0.63% | 0% | 74.83% | 5/23/2025 |
 Rolls-Royce (RR.L) | 0.6% | 0% | 74.83% | 5/23/2025 |
 Vestas (VWS.CO) | 0.58% | 0% | 74.83% | 5/23/2025 |
 Airbnb (ABNB) | 0.56% | 0% | 74.83% | 5/23/2025 |
 Royal Caribbean (RCL) | 0.53% | 0% | 74.83% | 5/23/2025 |
 Vail Resorts (MTN) | 0.5% | 0% | 74.83% | 5/23/2025 |
 CNOOC (0883.HK) | 0.48% | 0% | 75.09% | 5/26/2025 |
 Alphabet (GOOG) | 0.45% | 0% | 74.83% | 5/23/2025 |
 Repsol (REP.MC) | 0.45% | 0% | 74.83% | 5/23/2025 |
 Sea (SE) | 0.44% | 0% | 74.83% | 5/23/2025 |
 Dave & Buster's (PLAY) | 0.43% | 0% | 74.83% | 5/23/2025 |
 Boeing (BA) | 0.42% | 0% | 74.83% | 5/23/2025 |
 Lockheed Martin (LMT) | 0.42% | 0% | 74.83% | 5/23/2025 |
 Booking (BKNG) | 0.42% | 0% | 74.83% | 5/23/2025 |
 Moderna (MRNA) | 0.4% | 0% | 74.83% | 5/23/2025 |
 Lufthansa (LHA.DE) | 0.39% | 0% | 74.83% | 5/23/2025 |
 IAG (IAG.L) | 0.38% | 0% | 74.83% | 5/23/2025 |
 Orsted (ORSTED.CO) | 0.38% | 0% | 74.83% | 5/23/2025 |
 ExxonMobil (XOM) | 0.38% | 0% | 74.83% | 5/23/2025 |
 MGM (MGM) | 0.37% | 0% | 74.83% | 5/23/2025 |
 Toyota (TM) | 0.36% | 0% | 74.83% | 5/23/2025 |
 Aramco (SAOC) | 0.35% | 0% | 75.09% | 5/26/2025 |
 McDonald's (MCD) | 0.35% | 0% | 74.83% | 5/23/2025 |
 Southwest (LUV) | 0.34% | 0% | 74.83% | 5/23/2025 |
 Johnson & Johnson (JNJ) | 0.34% | 0% | 74.83% | 5/23/2025 |
 Ethereum (ETH) | 0.34% | 0% | 74.83% | 5/23/2025 |
 Berkshire Hathaway (BRK.B) | 0.33% | 0% | 74.83% | 5/23/2025 |
 Caterpillar (CAT) | 0.33% | 0% | 74.83% | 5/23/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.32% | 0% | 6.68% | 3/21/2023 |
 BYD (01211.HK) | 0.31% | 0.24% | 99.57% | - |
 Deere (DE) | 0.28% | 0% | 74.83% | 5/23/2025 |
 UnitedHealth (UNH) | 0.28% | 0% | 74.83% | 5/23/2025 |
 Sinopec (02386.HK) | 0.27% | 0% | 75.09% | 5/26/2025 |
 Expedia (EXPE) | 0.26% | 0% | 74.83% | 5/23/2025 |
 Amadeus (AMS.MC) | 0.25% | 0% | 74.83% | 5/23/2025 |
 UPS (UPS) | 0.25% | 0% | 74.83% | 5/23/2025 |
 Norwegian Cruise Line (NCLH) | 0.25% | 0% | 74.83% | 5/23/2025 |
 Sinopec (0386.HK) | 0.24% | 0% | 75.09% | 5/26/2025 |
 Hapag-Lloyd (HLAG.DE) | 0.24% | 0% | 74.83% | 5/23/2025 |
 SMIC (00981.HK) | 0.24% | 0% | 75.09% | 5/26/2025 |
 jaynemesis | 0.24% | 0% | 6.86% | 3/23/2023 |
 Costco (COST) | 0.23% | 0% | 74.83% | 5/23/2025 |
 PepsiCo (PEP) | 0.22% | 0% | 74.83% | 5/23/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.22% | 0% | 74.83% | 5/23/2025 |
 LTC Properties (LTC.US) | 0.22% | 0% | 74.83% | 5/23/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.22% | 0% | 74.74% | 5/23/2025 |
 Hilton (HLT) | 0.22% | 0% | 74.83% | 5/23/2025 |
 Maersk (MAERSKB.CO) | 0.22% | 0% | 74.83% | 5/23/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.21% | 0% | 74.83% | 5/23/2025 |
 Air China (0753.HK) | 0.21% | 0% | 75.09% | 5/26/2025 |
 Hyatt (H) | 0.21% | 0% | 74.74% | 5/23/2025 |
 iShares MSCI Taiwan ETF (EWT) | 0.21% | 0% | 74.83% | 5/23/2025 |
 Honeywell (HON) | 0.21% | 0% | 74.83% | 5/23/2025 |
 Simon (SPG) | 0.21% | 0% | 74.83% | 5/23/2025 |
 Marriott (MAR) | 0.21% | 0% | 74.74% | 5/23/2025 |
 FedEx (FDX) | 0.21% | 0% | 74.83% | 5/23/2025 |
 Mercedes-Benz (MBG.DE) | 0.2% | 0% | 74.83% | 5/23/2025 |
 Roche (ROG.ZU) | 0.2% | 0% | 74.83% | 5/23/2025 |
 Unilever (ULVR.L) | 0.2% | 0% | 74.83% | 5/23/2025 |
 Deutsche Post (DHL.DE) | 0.2% | 0% | 74.83% | 5/23/2025 |
 Occidental (OXY) | 0.2% | 0% | 74.83% | 5/23/2025 |
 Trip.com (TCOM.CH) | 0.2% | 0% | 74.83% | 5/23/2025 |
 Sanofi (SAN.PA) | 0.2% | 0% | 74.83% | 5/23/2025 |
 China Southern Airlines (01055.HK) | 0.19% | 0% | 75.09% | 5/26/2025 |
 Tencent (0700.HK) | 0.19% | 0% | 75.09% | 5/26/2025 |
 First Solar (FSLR) | 0.19% | 0% | 74.83% | 5/23/2025 |
 Eaton (ETN) | 0.19% | 0% | 74.83% | 5/23/2025 |
 Xiaomi (1810.HK) | 0.18% | 0% | 75% | 5/26/2025 |
 BMW (BMW.DE) | 0.18% | 0% | 74.83% | 5/23/2025 |
 Huazhu (HTHT) | 0.17% | 0% | 74.83% | 5/23/2025 |
 Raytheon (RTX) | 0.17% | 0% | 74.83% | 5/23/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.17% | 0% | 74.83% | 5/23/2025 |
 Walmart (WMT) | 0.16% | 0% | 74.83% | 5/23/2025 |
 China Longyuan (0916.HK) | 0.16% | 0% | 75.09% | 5/26/2025 |
 AbbVie (ABBV) | 0.16% | 0% | 74.83% | 5/23/2025 |
 GE Vernova (GEV) | 0.15% | 0% | 35.76% | 5/23/2025 |
 Wells Fargo (WFC) | 0.15% | 0% | 74.83% | 5/23/2025 |
 Bank of America (BAC) | 0.15% | 0% | 74.83% | 5/23/2025 |
 Merck (MRK) | 0.15% | 0% | 74.83% | 5/23/2025 |
 Gilead Sciences (GILD) | 0.15% | 0% | 74.83% | 5/23/2025 |
 AstraZeneca (AZN) | 0.14% | 0% | 74.83% | 5/23/2025 |
 Disney (DIS) | 0.14% | 0% | 74.83% | 5/23/2025 |
 Visa (V) | 0.14% | 0% | 74.83% | 5/23/2025 |
 Mastercard (MA) | 0.14% | 0% | 74.83% | 5/23/2025 |
 BioNTech SE (BNTX) | 0.14% | 0% | 74.83% | 5/23/2025 |
 BYD Electronic (00285.HK) | 0.13% | 0% | 75.09% | 5/26/2025 |
 Standard Chartered (STAN.L) | 0.13% | 0% | 74.83% | 5/23/2025 |
 Deutsche Bank (DB) | 0.13% | 0% | 74.83% | 5/23/2025 |
 Procter & Gamble (PG) | 0.13% | 0% | 74.83% | 5/23/2025 |
 JPMorgan (JPM) | 0.13% | 0% | 74.74% | 5/23/2025 |
 Novartis (NVS) | 0.13% | 0% | 74.74% | 5/23/2025 |
 Accor (AC.PA) | 0.13% | 0% | 74.74% | 5/23/2025 |
 TSMC (TSM) | 0.12% | 0% | 74.83% | 5/23/2025 |
 Nordex (NDX1.DE) | 0.12% | 0% | 74.74% | 5/23/2025 |
 Intuitive Surgical (ISRG) | 0.12% | 0% | 74.83% | 5/23/2025 |
 Siemens (SIE.DE) | 0.12% | 0% | 74.83% | 5/23/2025 |
 L'Oréal (OR.PA) | 0.12% | 0% | 74.83% | 5/23/2025 |
 Travel + Leisure (TNL) | 0.12% | 0% | 74.83% | 5/23/2025 |
 easyJet (EZJ.L) | 0.12% | 0% | 74.83% | 5/23/2025 |
 Ford (F) | 0.11% | 0% | 74.83% | 5/23/2025 |
 Hilton Grand Vacations (HGV) | 0.11% | 0% | 74.83% | 5/23/2025 |
 Iberdrola (IBE.MC) | 0.11% | 0% | 74.83% | 5/23/2025 |
 China Oilfield (2883.HK) | 0.11% | 0% | 75.09% | 5/26/2025 |
 Fraport (FRA.DE) | 0.11% | 0% | 74.83% | 5/23/2025 |
 Ericsson (ERIC-A.ST) | 0.11% | 0% | 74.83% | 5/23/2025 |
 Six Flags Entertainment Corporation (SIX) | 0.11% | 0% | 47.48% | 7/10/2024 |
 Medical Properties Trust (MPT) | 0.11% | 0% | 69.97% | 5/23/2025 |
 Enel (ENEL.MI) | 0.11% | 0% | 74.83% | 5/23/2025 |
 Groupe ADP (ADP.PA) | 0.1% | 0% | 74.83% | 5/23/2025 |
 Amazon (AMZN) | 0.1% | 0% | 74.83% | 5/23/2025 |
 Abbott (ABT) | 0.1% | 0% | 74.83% | 5/23/2025 |
 EA (EA) | 0.1% | 0% | 74.83% | 5/23/2025 |
 Bristol-Myers Squibb (BMY) | 0.1% | 0% | 74.83% | 5/23/2025 |
 Canadian Solar (CSIQ) | 0.09% | 0% | 74.83% | 5/23/2025 |
 Las Vegas Sands (LVS) | 0.09% | 0% | 74.83% | 5/23/2025 |
 Albemarle (ALB) | 0.09% | 0% | 74.74% | 5/23/2025 |
 Alibaba (9988.HK) | 0.09% | 0% | 75.09% | 5/26/2025 |
 NextEra (NEE) | 0.09% | 0% | 74.83% | 5/23/2025 |
 American Tower (AMT) | 0.09% | 0% | 74.83% | 5/23/2025 |
 GM (GM) | 0.09% | 0% | 74.83% | 5/23/2025 |
 Citi (C) | 0.09% | 0% | 74.83% | 5/23/2025 |
 Ping An (2318.HK) | 0.08% | 0% | 75.09% | 5/26/2025 |
 JD (9618.HK) | 0.08% | 0% | 75.09% | 5/26/2025 |
 ENN Energy (02688.HK) | 0.08% | 0% | 75.09% | 5/26/2025 |
 Comcast (CMCSA) | 0.08% | 0% | 74.83% | 5/23/2025 |
 Wynn Resorts (WYNN) | 0.08% | 0% | 74.83% | 5/23/2025 |
 Bayer (BAYN.DE) | 0.08% | 0% | 74.83% | 5/23/2025 |
 Xinyi Solar (0968.HK) | 0.08% | 0% | 75.09% | 5/26/2025 |
 China Gas (00384.HK) | 0.08% | 0% | 75.09% | 5/26/2025 |
 Verizon (VZ) | 0.07% | 0% | 74.83% | 5/23/2025 |
 Shopify (SHOP) | 0.07% | 0% | 74.83% | 5/23/2025 |
 AT&T (T) | 0.07% | 0% | 74.83% | 5/23/2025 |
 DoorDash (DASH.US) | 0.07% | 0% | 74.83% | 5/23/2025 |
 Crown Castle (CCI) | 0.07% | 0% | 74.83% | 5/23/2025 |
 Marriott Vacations (VAC) | 0.07% | 0% | 74.83% | 5/23/2025 |
 Enphase (ENPH) | 0.06% | 0% | 48.78% | 7/25/2024 |
 NextEra Energy Partners (XIFR) | 0.06% | 0% | 74.83% | 5/23/2025 |
 Air France-KLM (AF.PA) | 0.04% | 0% | 74.83% | 5/23/2025 |
 SolarEdge (SEDG) | 0.04% | 0% | 48.78% | 7/25/2024 |
 TripAdvisor (TRIP) | 0.04% | 0% | 74.83% | 5/23/2025 |
 PayPal (PYPL) | 0.02% | 0% | 48.78% | 7/25/2024 |
 QuantumScape (QS) | 0.02% | 0% | 48.78% | 7/25/2024 |
 Build and Build (BNB) | 0.02% | 0% | 4.77% | 2/26/2023 |
| Gazprom OAO-ADR (OGZDL.L) | 0.02% | 0.01% | 99.65% | - |
 Samsung (SMSN.L) | 0.02% | 0% | 14.41% | 6/19/2023 |
 Spirit AeroSystems (SPR) | 0.02% | 0% | 14.58% | 6/21/2023 |
 Sunrun (RUN) | 0.02% | 0% | 48.78% | 7/25/2024 |
 Geely (00175.HK) | 0.01% | 0% | 14.41% | 6/19/2023 |
 Teladoc (TDOC) | 0.01% | 0% | 48.78% | 7/25/2024 |
 GE HealthCare (GEHC) | 0.01% | 0% | 4.6% | 2/27/2023 |
 ARK Genomic Revolution ETF (ARKG) | 0.01% | 0% | 14.5% | 6/20/2023 |
 Plug Power (PLUG) | 0.01% | 0% | 14.58% | 6/21/2023 |
 TUI AG (TUI.L) | 0.01% | 0% | 14.41% | 6/19/2023 |
 ARK Innovation ETF (ARKK) | 0.01% | 0% | 14.5% | 6/20/2023 |
 Block Inc. (XYZ) | 0.01% | 0% | 14.58% | 6/21/2023 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.01% | 0% | 3.04% | 2/6/2023 |
 Cardano (ADA) | 0.01% | 0% | 4.77% | 2/26/2023 |
 Sandoz (SDZNY) | 0.01% | 0% | 51.39% | 5/23/2025 |
 Rosneft OAO (ROSNL.L) | 0.01% | 0% | 35.33% | 2/19/2024 |
 Coinbase (COIN) | 0% | 0% | 14.5% | 6/20/2023 |
 Credit Suisse Group AG (CSGN.ZU) | 0% | 0% | 13.45% | 6/8/2023 |
 The Sandbox (SAND) | 0% | 0% | 4.77% | 2/26/2023 |
 Stellar (XLM) | 0% | 0% | 4.77% | 2/26/2023 |
 ApeCoin (APE) | 0% | 0% | 4.77% | 2/26/2023 |
 Svitzer (SVITZR.CO) | 0% | 0% | 13.19% | 9/30/2024 |
 Dogecoin (DOGE) | 0% | 0% | 4.77% | 2/26/2023 |
 IOTA (MIOTA) | 0% | 0% | 4.77% | 2/26/2023 |
 Uniswap (UNI) | 0% | 0% | 4.77% | 2/26/2023 |
 Solana (SOL) | 0% | 0% | 4.77% | 2/26/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 40.65% | 37.87% |
| Schwab US Dividend Equity ETF (SCHD) | 20.04% | 16.29% |
| Shell (SHEL) | 5.73% | 6.37% |
| NVIDIA (NVDA) | 1.43% | 5.63% |
| Airbus (AIR.PA) | 4.58% | 5.37% |
| Bitcoin (BTC) | 1.72% | 4.84% |
| HSBC (HSBC) | 2.86% | 4.38% |
| Realty Income (O) | 5.73% | 3.69% |
| Novo-Nordisk (NVO) | 5.73% | 3.03% |
| iShares MSCI China ETF (MCHI) | 2.86% | 2.83% |
| Enbridge (ENB) | 2.86% | 2.81% |
| Tesla (TSLA) | 1.72% | 2.26% |
| PetroChina (00857.HK) | 1.43% | 1.98% |
| Microsoft (MSFT) | 1.43% | 1.85% |
| BYD (01211.HK) | 0.29% | 0.24% |
| Gazprom OAO-ADR (OGZDL.L) | 0.29% | 0.01% |
Cash & Instruments Over Time
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