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Portfolio Diversification
Range
Most Diversified
77 instruments
October 18, 2024
Least Diversified
0 instruments
February 2, 2025
Average
68.3 instruments
Most Consistent Holdings
Top 5
DIS99.62%
GE99.62%
VALE99.62%
BIDU99.62%
BABA99.62%
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 |
|---|---|---|---|---|
 Gold (Non Expiry) (GOLD) | 7.81% | 0% | 60.15% | 9/12/2024 |
 rubymza | 5.5% | 0% | 98.74% | 6/6/2026 |
 ValueFund | 4.54% | 0% | 98.74% | 6/6/2026 |
 JeppeKirkBonde | 4.12% | 0% | 98.74% | 6/6/2026 |
 Richardstroud | 3.6% | 0% | 98.74% | 6/6/2026 |
 Core-Moderate | 3.37% | 0% | 38.27% | 6/6/2026 |
 Core-Equity | 2.49% | 0% | 29.51% | 6/6/2026 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 2.13% | 2.22% | 99.37% | - |
 iShares Core High Dividend ETF (HDV) | 2.06% | 1.91% | 99.05% | - |
| GE (GE) | 2.06% | 2.74% | 99.62% | - |
 State Street SPDR S&P 500 ETF (SPY) | 2.02% | 2.17% | 99.43% | - |
 Vanguard S&P 500 ETF (VOO) | 2.02% | 2.17% | 99.18% | - |
 Amundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE) | 1.85% | 4.28% | 49.18% | - |
 Lufthansa (LHA.DE) | 1.69% | 1.45% | 99.62% | - |
 Rolls-Royce (RR.L) | 1.41% | 2.98% | 99.62% | - |
 iShares MSCI India ETF (INDA) | 1.34% | 1.49% | 64.94% | - |
 Intesa Sanpaolo (ISP.MI) | 1.23% | 0.85% | 99.62% | - |
 Boeing (BA) | 1.16% | 2.17% | 99.56% | - |
 Coca-Cola (KO) | 1.14% | 1.04% | 98.93% | - |
 Global X SuperDividend ETF (SDIV) | 1.13% | 1.43% | 85.37% | - |
 iShares MSCI Germany ETF (EWG) | 1.01% | 1.9% | 49.18% | - |
 BlackRock (BLK) | 0.98% | 0.87% | 99.62% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 0.98% | 2.19% | 49.12% | - |
 Johnson & Johnson (JNJ) | 0.98% | 1% | 98.93% | - |
 UniCredit (UCG.MI) | 0.89% | 1.2% | 82.35% | - |
 China Mobile (0941.HK) | 0.88% | 0.79% | 99.62% | - |
 Rio Tinto (RIO) | 0.88% | 0.95% | 99.62% | - |
 American Airlines (AAL) | 0.84% | 0.63% | 95.65% | - |
| Vale (VALE) | 0.84% | 0.69% | 99.62% | - |
 Beiersdorf (BEI.DE) | 0.83% | 0% | 64.5% | 11/21/2024 |
 RIT Capital (RCP.L) | 0.81% | 0.66% | 99.62% | - |
 Microsoft (MSFT) | 0.81% | 0% | 69.23% | 3/10/2025 |
 Lockheed Martin (LMT) | 0.81% | 0% | 65.83% | 12/12/2024 |
 TRON (TRX) | 0.79% | 0.38% | 99.31% | - |
 Wesl3y | 0.79% | 0% | 16.08% | 9/22/2022 |
 Apple (AAPL) | 0.79% | 0% | 51.07% | 4/4/2025 |
 Carrefour (CA.PA) | 0.78% | 0.58% | 99.62% | - |
 GE Vernova (GEV) | 0.76% | 2.65% | 48.99% | - |
| Baidu (BIDU) | 0.71% | 0.54% | 99.62% | - |
 NVIDIA (NVDA) | 0.7% | 0.58% | 67.34% | - |
 IBM (IBM) | 0.69% | 0% | 68.92% | 1/30/2025 |
 Air France-KLM (AF.PA) | 0.69% | 0.84% | 99.43% | - |
 Bitcoin (BTC) | 0.68% | 0% | 57.76% | 8/5/2024 |
| Disney (DIS) | 0.62% | 0.44% | 99.62% | - |
 Delta (DAL) | 0.62% | 0% | 56.18% | 7/11/2024 |
 IAG (IAG.L) | 0.6% | 0% | 71.37% | 3/12/2025 |
 iShares US Aerospace & Defense ETF (ITA) | 0.56% | 1.24% | 49.05% | - |
 Continental (CON.DE) | 0.56% | 0.4% | 99.62% | - |
 Intercept Pharma (ICPT) | 0.54% | 0% | 41.17% | 11/14/2023 |
 Alphabet (GOOG) | 0.54% | 0% | 50.82% | 8/5/2024 |
 AT&T (T.US) | 0.53% | 1.31% | 30.39% | - |
 iShares Silver Trust (SLV) | 0.53% | 1.64% | 40.35% | - |
 SPDR Gold (GLD) | 0.53% | 0% | 55.8% | 10/1/2025 |
 Howmet Aerospace (HWM) | 0.5% | 1.66% | 37.33% | - |
 Orsted (ORSTED.CO) | 0.47% | 0.14% | 99.37% | - |
 Meta (META) | 0.43% | 0% | 51.39% | 4/25/2024 |
| Alibaba (BABA) | 0.42% | 0.37% | 99.62% | - |
 Palantir (PLTR) | 0.42% | 0.41% | 91.61% | - |
 Ethereum (ETH) | 0.41% | 0% | 57.69% | 8/4/2024 |
 PDD Holdings (PDD) | 0.41% | 0% | 46.41% | 2/5/2024 |
 Coinbase (COIN) | 0.4% | 0.27% | 99.43% | - |
 Adobe (ADBE) | 0.4% | 0.31% | 61.85% | - |
 GE HealthCare (GEHC) | 0.39% | 0.32% | 77.81% | - |
 Activision Blizzard, Inc. (ATVI) | 0.39% | 0% | 36.82% | 10/16/2023 |
 Gilead Sciences (GILD) | 0.39% | 0% | 31.34% | 6/7/2023 |
 Valneva (VLA.PA) | 0.37% | 0.09% | 90.29% | - |
 Standard Chartered (STAN.L) | 0.35% | 0% | 26.1% | 3/17/2023 |
 Douyu (DOYU) | 0.32% | 0.11% | 99.31% | - |
 Renault (RNO.PA) | 0.32% | 0.48% | 38.34% | - |
 Aramark (ARMK) | 0.31% | 0.96% | 37.33% | - |
 Corsair (CRSR) | 0.3% | 0.16% | 99.31% | - |
 Pfizer (PFE) | 0.29% | 0.63% | 39.03% | - |
 Intel (INTC) | 0.28% | 1.72% | 40.29% | - |
 Roche (ROP.ZU) | 0.27% | 0.54% | 49.31% | - |
 Cardano (ADA) | 0.25% | 0.06% | 99.37% | - |
 Palo Alto Networks (PANW) | 0.25% | 0.61% | 51.45% | - |
 Cocrystal Pharma (COCP) | 0.25% | 0.07% | 99.62% | - |
 Scorpio Tankers (STNG) | 0.24% | 0.75% | 38.59% | - |
 Petrofac (PFC.L) | 0.24% | -0.03% | 71.25% | 4/9/2025 |
 Co-Diagnostics (CODX) | 0.24% | 0.02% | 97.54% | - |
 IQVIA (IQV) | 0.23% | 0.31% | 53.47% | - |
 Prosus (PRX.NV) | 0.18% | 0.35% | 38.02% | - |
 WisdomTree Europe Defence UCITS ETF (WDEF.L) | 0.17% | 0.71% | 21.44% | - |
 AstraZeneca (AZN) | 0.16% | 0.41% | 39.41% | - |
 PayPal (PYPL) | 0.16% | 0.2% | 40.23% | - |
 Orpea (EMEIS.PA) | 0.14% | 0.02% | 97.23% | - |
 IOTA (MIOTA) | 0.14% | 0.02% | 99.43% | - |
 Stellar (XLM) | 0.12% | 0% | 64.82% | 11/26/2024 |
 Jaguar Health (JAGX) | 0.11% | 0% | 19.86% | 12/1/2022 |
 AMD (AMD) | 0.11% | 0% | 7.63% | 4/4/2024 |
 ArcelorMittal (MTS.MC) | 0.1% | 0% | 7.69% | 3/15/2023 |
 Warner Bros Discovery (WBD) | 0.09% | 0.14% | 93.25% | - |
 Novo-Nordisk (NVO) | 0.09% | 0.13% | 38.52% | - |
 Bluebird Bio (BLUE) | 0.08% | 0% | 78.25% | 7/1/2025 |
 Chipotle (CMG) | 0.08% | 0% | 8.2% | 5/11/2022 |
 Sunworks (SUNWQ) | 0.08% | 0% | 47.04% | 2/15/2024 |
 Generali (G.MI) | 0.06% | 0% | 3.97% | 3/4/2022 |
 Evofem Biosciences (EVFM) | 0.05% | 0% | 19.86% | 12/1/2022 |
 Fetch.ai (FET) | 0.05% | 0% | 19.42% | 12/18/2023 |
 United Airlines (UAL) | 0.04% | 0% | 3.15% | 2/23/2022 |
 Aumovio SE (AMV0.DE) | 0.02% | 0.11% | 15.83% | - |
 Meituan (03690.HK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Core-Equity | 8.62% | 8.4% |
| Core-Moderate | 8.68% | 8.4% |
| rubymza | 6.5% | 5.86% |
| ValueFund | 4.56% | 4.49% |
| JeppeKirkBonde | 3.52% | 4.3% |
| Amundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE) | 3.39% | 3.64% |
| Richardstroud | 3.42% | 3.28% |
| Rolls-Royce (RR.L) | 0.85% | 2.93% |
| GE (GE) | 0.85% | 2.75% |
| Boeing (BA) | 2.54% | 2.34% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 1.69% | 2.18% |
| Vanguard S&P 500 ETF (VOO) | 1.69% | 2.14% |
| State Street SPDR S&P 500 ETF (SPY) | 1.69% | 2.14% |
| iShares MSCI Germany ETF (EWG) | 1.69% | 2.05% |
| iShares MSCI Emerging Markets ETF (EEM) | 1.69% | 1.98% |
| GE Vernova (GEV) | 0% | 1.98% |
| iShares Silver Trust (SLV) | 0.85% | 1.83% |
| iShares MSCI India ETF (INDA) | 1.69% | 1.81% |
| iShares Core High Dividend ETF (HDV) | 1.69% | 1.8% |
| Lufthansa (LHA.DE) | 1.69% | 1.55% |
| AT&T (T.US) | 1.69% | 1.53% |
| Global X SuperDividend ETF (SDIV) | 1.69% | 1.5% |
| Howmet Aerospace (HWM) | 0.85% | 1.44% |
| UniCredit (UCG.MI) | 0.42% | 1.25% |
| iShares US Aerospace & Defense ETF (ITA) | 0.85% | 1.24% |
| BlackRock (BLK) | 0.85% | 1% |
| Coca-Cola (KO) | 0.85% | 0.98% |
| Intesa Sanpaolo (ISP.MI) | 0.42% | 0.96% |
| Johnson & Johnson (JNJ) | 0.85% | 0.95% |
| Air France-KLM (AF.PA) | 1.69% | 0.91% |
| China Mobile (0941.HK) | 0.85% | 0.84% |
| Rio Tinto (RIO) | 0.85% | 0.81% |
| American Airlines (AAL) | 0.85% | 0.77% |
| WisdomTree Europe Defence UCITS ETF (WDEF.L) | 0.85% | 0.74% |
| Aramark (ARMK) | 0.85% | 0.71% |
| RIT Capital (RCP.L) | 0.85% | 0.7% |
| Intel (INTC) | 0.42% | 0.69% |
| Renault (RNO.PA) | 0.85% | 0.68% |
| Pfizer (PFE) | 0.85% | 0.64% |
| Vale (VALE) | 0.85% | 0.64% |
| Baidu (BIDU) | 0.85% | 0.63% |
| Roche (ROP.ZU) | 0.42% | 0.59% |
| Palantir (PLTR) | 0.42% | 0.57% |
| NVIDIA (NVDA) | 0.42% | 0.56% |
| Scorpio Tankers (STNG) | 0.85% | 0.54% |
| Carrefour (CA.PA) | 0.85% | 0.54% |
| Disney (DIS) | 0.85% | 0.53% |
| Prosus (PRX.NV) | 0.42% | 0.5% |
| Alibaba (BABA) | 0.85% | 0.48% |
| Adobe (ADBE) | 0.85% | 0.46% |
| GE HealthCare (GEHC) | 0% | 0.44% |
| Palo Alto Networks (PANW) | 0.42% | 0.44% |
| AstraZeneca (AZN) | 0.42% | 0.43% |
| Coinbase (COIN) | 0.85% | 0.43% |
| Continental (CON.DE) | 0.85% | 0.42% |
| IQVIA (IQV) | 0.42% | 0.41% |
| TRON (TRX) | 0.42% | 0.35% |
| PayPal (PYPL) | 0.42% | 0.3% |
| Valneva (VLA.PA) | 0.85% | 0.2% |
| Warner Bros Discovery (WBD) | 0.18% | 0.17% |
| Novo-Nordisk (NVO) | 0.42% | 0.16% |
| Douyu (DOYU) | 0.85% | 0.15% |
| Aumovio SE (AMV0.DE) | 0% | 0.13% |
| Cardano (ADA) | 0.42% | 0.13% |
| Orsted (ORSTED.CO) | 0.85% | 0.11% |
| Corsair (CRSR) | 0.85% | 0.11% |
| Cocrystal Pharma (COCP) | 0.85% | 0.08% |
| IOTA (MIOTA) | 0.42% | 0.03% |
| Co-Diagnostics (CODX) | 0.85% | 0.02% |
| Orpea (EMEIS.PA) | 0.85% | 0.01% |
| Meituan (03690.HK) | 0% | 0% |
| Sunworks (SUNWQ) | 0.85% | 0% |
| Petrofac (PFC.L) | 0.85% | -0.04% |
Cash & Instruments Over Time
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