Portfolio Diversification
Range
Most Diversified
114 instruments
May 30, 2025
Least Diversified
0 instruments
February 2, 2025
Average
71.2 instruments
Most Consistent Holdings
Top 5
SONY99.92%
V99.92%
BRK.B99.92%
AAPL99.84%
META99.84%
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 |
|---|---|---|---|---|
 Alibaba (BABA) | 5.46% | 0% | 97.38% | 5/8/2025 |
| Meta (META) | 4.83% | 2.62% | 99.84% | - |
 Disney (DIS) | 4.72% | 0% | 96.64% | 4/29/2025 |
 Amazon (AMZN) | 4.18% | 5.14% | 87.06% | - |
 Coca-Cola (KO) | 3.81% | 0% | 99.51% | 6/3/2025 |
 Shopify (SHOP) | 3.25% | 0% | 99.1% | 5/28/2025 |
 Netflix (NFLX) | 3.15% | 0% | 97.3% | 5/28/2025 |
| Apple (AAPL) | 3.1% | 2.84% | 99.84% | - |
 NVIDIA (NVDA) | 3.06% | 0% | 97.3% | 5/28/2025 |
 Airbus (AIR.PA) | 2.78% | 0% | 99.1% | 5/29/2025 |
 PayPal (PYPL) | 2.71% | 0% | 96.72% | 4/30/2025 |
 Mastercard (MA) | 2.27% | 0.22% | 99.84% | - |
 Etsy (ETSY) | 2.06% | 0% | 85.5% | 12/12/2024 |
 Groupe ADP (ADP.PA) | 1.97% | 0% | 97.79% | 5/13/2025 |
 Raytheon (RTX) | 1.81% | 0% | 96.64% | 4/29/2025 |
 Xiaomi (1810.HK) | 1.71% | 0% | 84.85% | 12/4/2024 |
| Visa (V) | 1.6% | 0.84% | 99.92% | - |
 Vinci (DG.PA) | 1.56% | 0% | 97.79% | 5/13/2025 |
 FDJ (FDJU.PA) | 1.55% | 0% | 96.72% | 4/30/2025 |
| Berkshire Hathaway (BRK.B) | 1.4% | 2.8% | 99.92% | - |
 Starbucks (SBUX) | 1.29% | 0% | 97.71% | 5/12/2025 |
 Nike (NKE) | 1.29% | 0% | 96.72% | 4/30/2025 |
 Ferrari (RACE) | 1.25% | 0% | 99.51% | 6/3/2025 |
 Procter & Gamble (PG) | 1.16% | 0% | 99.51% | 6/3/2025 |
 SPDR S&P 500 ETF (SPY) | 1.14% | 0% | 26.95% | 4/4/2025 |
 BioMerieux (BIM.PA) | 1.12% | 0.55% | 99.84% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.1% | 0% | 26.95% | 4/4/2025 |
 eBay (EBAY) | 1.01% | 0% | 97.71% | 5/12/2025 |
 LVMH (MC.PA) | 0.98% | 2.91% | 34.23% | - |
 Kering (KER.PA) | 0.96% | 0% | 62.65% | 4/30/2025 |
 Rubis (RUI.PA) | 0.93% | 0% | 97.79% | 5/13/2025 |
 United Airlines (UAL) | 0.91% | 0% | 97.71% | 5/12/2025 |
 Booz Allen (BAH) | 0.86% | 0.29% | 99.84% | - |
 BlackRock (BLK) | 0.85% | 5.02% | 59.79% | - |
 Wix (WIX) | 0.83% | 0% | 96.64% | 4/29/2025 |
 Eiffage (FGR.PA) | 0.81% | 0% | 97.79% | 5/13/2025 |
| Sony (SONY) | 0.78% | 1.67% | 99.92% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.72% | 0% | 45.21% | 4/4/2025 |
 Invesco China Technology ETF (CQQQ) | 0.72% | 0% | 96.72% | 4/30/2025 |
 Enphase (ENPH) | 0.69% | 0% | 96.72% | 4/30/2025 |
 Boeing (BA) | 0.66% | 0% | 99.59% | 6/3/2025 |
 Block Inc. (XYZ) | 0.64% | 0% | 96.64% | 4/29/2025 |
 Nestle (NESN.ZU) | 0.63% | 0% | 32.1% | 5/13/2025 |
 RH (RH) | 0.6% | 0% | 96.64% | 4/29/2025 |
 Pinterest (PINS) | 0.59% | 0% | 96.72% | 4/30/2025 |
 Microsoft (MSFT) | 0.58% | 1.9% | 66.01% | - |
 KraneShares CSI China Internet (KWEB) | 0.56% | 0.3% | 99.84% | - |
 Air Liquide (AI.PA) | 0.53% | 2.15% | 34.15% | - |
 Vanguard S&P 500 ETF (VOO) | 0.52% | 0% | 70.43% | 5/14/2025 |
 Logitech (LOGN.ZU) | 0.52% | 0.23% | 99.84% | - |
 Adidas (ADS.DE) | 0.45% | 0% | 31.7% | 4/30/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.42% | 0% | 51.11% | 10/16/2023 |
 Nio (NIO) | 0.4% | 0% | 94.59% | 4/4/2025 |
 iShares MSCI India ETF (INDA) | 0.4% | 0% | 31.86% | 6/3/2025 |
 Luna Innovations (LUNA.US) | 0.38% | 0.03% | 99.84% | - |
 Zalando (ZAL.DE) | 0.34% | 0% | 58.8% | 1/18/2024 |
 Fiverr (FVRR) | 0.33% | 0% | 94.59% | 4/4/2025 |
 Carrier (CARR) | 0.33% | 0.28% | 99.84% | - |
 Nucor (NUE) | 0.32% | 1.19% | 99.84% | - |
 Micron (MU) | 0.31% | 0% | 99.51% | 6/3/2025 |
 Sunrun (RUN) | 0.28% | 0% | 94.59% | 4/4/2025 |
 Alphabet (GOOGL) | 0.27% | 4.5% | 14.91% | - |
 Direxion Daily Small Cap Bear 3x Shares (TZA) | 0.26% | 0% | 18.26% | 8/15/2022 |
 Toyota (TM) | 0.26% | 1.71% | 34.15% | - |
 Niu (NIU) | 0.24% | 0% | 96.64% | 4/29/2025 |
 Tesla (TSLA) | 0.21% | 0% | 56.18% | 5/8/2025 |
 DocuSign (DOCU) | 0.2% | 0.12% | 99.84% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.2% | 0% | 18.26% | 8/15/2022 |
 ARK Innovation ETF (ARKK) | 0.2% | 0% | 51.76% | 10/24/2023 |
 Hermes (RMS.PA) | 0.2% | 1.62% | 34.15% | - |
 Skyworks (SWKS) | 0.16% | 0% | 51.76% | 10/24/2023 |
 Semrush (SEMR) | 0.16% | 0% | 28.83% | 4/30/2025 |
 AMD (AMD) | 0.14% | 0% | 32.35% | 5/7/2025 |
 PepsiCo (PEP) | 0.14% | 0% | 13.02% | 5/12/2025 |
 L'Oréal (OR.PA) | 0.14% | 0.66% | 34.15% | - |
 McDonald's (MCD) | 0.13% | 1.92% | 9.34% | - |
 Zoom (ZM) | 0.13% | 0% | 51.76% | 10/24/2023 |
 Dior (CDI.PA) | 0.12% | 0.44% | 34.15% | - |
 Coinbase (COIN) | 0.12% | 0% | 51.76% | 10/24/2023 |
 Unilever (UL.US) | 0.1% | 0.26% | 34.15% | - |
 Ferrexpo (FXPO.L) | 0.1% | 0% | 90.09% | 4/4/2025 |
 Nel (NEL.OL) | 0.09% | 0% | 51.76% | 10/24/2023 |
 CSX (CSX) | 0.08% | 0% | 51.76% | 10/24/2023 |
 Bitcoin (BTC) | 0.08% | 0% | 60.77% | 3/3/2024 |
 Lowe's (LOW) | 0.08% | 0% | 51.76% | 10/24/2023 |
 iShares MSCI South Korea ETF (EWY) | 0.08% | 0% | 51.76% | 10/24/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.06% | 0.62% | 34.15% | - |
 TSMC (TSM) | 0.06% | 1.3% | 16.3% | - |
 Ethereum (ETH) | 0.06% | 0% | 50.04% | 10/24/2023 |
 Vanguard Total Stock Market ETF (VTI) | 0.05% | 0% | 11.71% | 10/24/2023 |
 Cedar Fair (FUN) | 0.05% | 0% | 27.85% | 12/28/2022 |
 Veolia (VIE.PA) | 0.05% | 0% | 17.04% | 5/13/2025 |
 Alphabet (GOOG) | 0.05% | 2.04% | 3.19% | - |
 Pfizer (PFE) | 0.05% | 0% | 34.32% | 4/4/2025 |
 AstraZeneca (AZN.L) | 0.04% | 0.1% | 34.15% | - |
 Assurant (AIZ) | 0.04% | 1.64% | 3.19% | - |
 Roku (ROKU) | 0.04% | 0% | 51.76% | 10/24/2023 |
 Trane (TT) | 0.03% | 0.21% | 16.3% | - |
 JD Sports (JD.L) | 0.03% | 0% | 29.57% | 4/4/2025 |
 Eaton (ETN) | 0.03% | 0.18% | 16.3% | - |
 Dover (DOV) | 0.03% | 1.56% | 3.19% | - |
 ePlus (PLUS) | 0.03% | 1.58% | 1.97% | - |
 General Dynamics (GD) | 0.03% | 0.81% | 3.19% | - |
 American Express (AXP) | 0.03% | 0.79% | 3.19% | - |
 Steel Dynamics (STLD) | 0.02% | 1.04% | 3.11% | - |
 Cisco (CSCO) | 0.02% | 0% | 18.84% | 6/3/2025 |
 Allianz (ALV.DE) | 0.02% | 0.12% | 19.08% | - |
 Swiss Life (SLHN.ZU) | 0.02% | 0.11% | 19.08% | - |
 Franklin Electric (FELE) | 0.02% | 2.45% | 2.05% | - |
 AMETEK (AME) | 0.02% | 0.63% | 3.19% | - |
 Ecolab (ECL) | 0.02% | 0% | 18.84% | 6/3/2025 |
 Applied Industrial Technologies (AIT) | 0.02% | 2.19% | 2.05% | - |
 FTI Consulting (FCN) | 0.02% | 1.96% | 1.8% | - |
 Vanguard Value ETF (VTV) | 0.02% | 0% | 11.71% | 10/24/2023 |
 East West Bancorp (EWBC) | 0.02% | 2% | 2.05% | - |
 MSA (MSA) | 0.02% | 1.02% | 1.88% | - |
 Vanguard FTSE Emerging Markets (VWO) | 0.02% | 0% | 11.71% | 10/24/2023 |
 Wabtec (WAB) | 0.02% | 0.56% | 3.11% | - |
 Taylor Morrison (TMHC) | 0.02% | 0.94% | 2.05% | - |
 Teledyne (TDY) | 0.02% | 0.54% | 3.11% | - |
 CBRE (CBRE) | 0.02% | 0.53% | 3.19% | - |
 Dorman (DORM) | 0.02% | 2.43% | 1.88% | - |
 United Therapeutics (UTHR) | 0.02% | 1.06% | 1.56% | - |
 NHC (NHC) | 0.01% | 1% | 1.97% | - |
 Snap-on (SNA) | 0.01% | 0.59% | 3.19% | - |
 Raymond James (RJF) | 0.01% | 0.58% | 3.19% | - |
 Arch Capital (ACGL) | 0.01% | 0.62% | 3.11% | - |
 Stifel (SF.US) | 0.01% | 1.2% | 2.05% | - |
 NOVATEK OAO (NVTKL.L) | 0.01% | 0% | 71.01% | 9/11/2024 |
 Xpel (XPEL) | 0.01% | 0.96% | 2.05% | - |
 Emcor (EME) | 0.01% | 0.53% | 2.05% | - |
 Kinsale (KNSL) | 0.01% | 0.52% | 1.97% | - |
 Mueller Industries (MLI) | 0.01% | 0.49% | 2.05% | - |
 Axos Financial (AX) | 0.01% | 0.48% | 2.05% | - |
 Applied Materials (AMAT) | 0.01% | 0.49% | 2.05% | - |
 Simpson (SSD) | 0.01% | 0.47% | 2.05% | - |
 UMB Financial (UMBF) | 0.01% | 0.48% | 1.97% | - |
 Selective Insurance (SIGI) | 0.01% | 0.49% | 1.8% | - |
 Brady (BRC) | 0.01% | 0.99% | 0.9% | - |
 Daktronics (DAKT) | 0.01% | 0% | 1.15% | 6/6/2025 |
 Chewy (CHWY) | 0.01% | 0% | 5.65% | 3/11/2022 |
 Trip.com (TCOM.CH) | 0.01% | 0.46% | 1.97% | - |
 DRDGOLD (DRD) | 0.01% | 0.9% | 0.82% | - |
 Cavco (CVCO) | 0.01% | 0.97% | 0.82% | - |
 Sanmina (SANM) | 0.01% | 0.52% | 1.47% | - |
 Acuity Brands (AYI) | 0.01% | 0.49% | 1.56% | - |
 Hackett (HCKT) | 0.01% | 0.48% | 1.47% | - |
 Expeditors (EXPD) | 0.01% | 0.59% | 3.19% | - |
 South Plains Financial (SPFI) | 0.01% | 1.47% | 0.74% | - |
 Sempra (SRE) | 0.01% | 0.2% | 3.19% | - |
 BMW (BMW.DE) | 0.01% | 0% | 6.72% | 6/3/2025 |
 Monolithic Power (MPWR) | 0.01% | 1.01% | 0.9% | - |
 Alamo Group (ALG) | 0.01% | 0.22% | 2.54% | - |
 City Holding (CHCO) | 0.01% | 0.97% | 0.74% | - |
 Rli (RLI) | 0.01% | 0.2% | 2.54% | - |
 Gibraltar (ROCK) | 0% | 1.08% | 2.05% | - |
 Weis Markets (WMK) | 0% | 0.19% | 2.05% | - |
 eToro Group LTD (ETOR) | 0% | 0.2% | 1.97% | - |
 Sterling (STRL.US) | 0% | 0.16% | 2.54% | - |
 Commerce Bank (CBSH) | 0% | 0.5% | 0.74% | - |
 Cincinnati Financial (CINF) | 0% | 0.11% | 3.19% | - |
 NextEra (NEE) | 0% | 0.11% | 3.19% | - |
 F5 (FFIV) | 0% | 0.11% | 3.19% | - |
 L3Harris (LHX) | 0% | 0.11% | 3.19% | - |
 MetLife (MET) | 0% | 0.1% | 3.19% | - |
 Chevron (CVX) | 0% | 0.1% | 3.19% | - |
 Salesforce (CRM) | 0% | 0.1% | 3.11% | - |
 Home Depot (HD) | 0% | 0.1% | 3.11% | - |
 Northrop Grumman (NOC) | 0% | 0.1% | 3.19% | - |
 Ameren (AEE) | 0% | 0.1% | 3.11% | - |
 Aon (AON) | 0% | 0% | 2.78% | 6/3/2025 |
 MEC (MEC) | 0% | 0.18% | 1.47% | - |
 Stewart (STC) | 0% | 0.18% | 1.47% | - |
 Central Puerto (CEPU) | 0% | 0.17% | 1.39% | - |
 Logitech (LOGI) | 0% | 0.25% | 0.82% | - |
 Legacy Housing (LEGH) | 0% | 0.09% | 1.97% | - |
 Opera (OPRA) | 0% | 0.15% | 0.82% | - |
 Flare (FLR) | 0% | 0% | 9.5% | 6/7/2023 |
 Magnolia (MGY) | 0% | 0.2% | 0.33% | - |
 Songbird (SGB) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 4.62% | 7% |
| Meta (META) | 2.56% | 5.51% |
| NVIDIA (NVDA) | 1.33% | 5.02% |
| LVMH (MC.PA) | 5.46% | 4.42% |
| Shopify (SHOP) | 1.72% | 3.89% |
| SPDR S&P 500 ETF (SPY) | 4.09% | 3.89% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 4.09% | 3.74% |
| Netflix (NFLX) | 1.36% | 3.71% |
| Apple (AAPL) | 2.28% | 3.17% |
| Disney (DIS) | 3.65% | 2.76% |
| Kering (KER.PA) | 4.09% | 2.66% |
| Coca-Cola (KO) | 2.71% | 2.49% |
| Nike (NKE) | 3.41% | 2.46% |
| Starbucks (SBUX) | 2.55% | 2.22% |
| Nestle (NESN.ZU) | 2.73% | 1.9% |
| Berkshire Hathaway (BRK.B) | 1.82% | 1.9% |
| FDJ (FDJU.PA) | 2.17% | 1.86% |
| Airbus (AIR.PA) | 1.36% | 1.71% |
| Mastercard (MA) | 1.4% | 1.7% |
| Air Liquide (AI.PA) | 2.05% | 1.6% |
| iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 2.05% | 1.54% |
| Visa (V) | 1.36% | 1.53% |
| Sony (SONY) | 1.5% | 1.53% |
| PayPal (PYPL) | 1.82% | 1.5% |
| Vinci (DG.PA) | 1.72% | 1.44% |
| Alibaba (BABA) | 1.77% | 1.44% |
| Toyota (TM) | 1.5% | 1.37% |
| Adidas (ADS.DE) | 1.36% | 1.32% |
| Alphabet (GOOGL) | 1.36% | 1.23% |
| Raytheon (RTX) | 0.95% | 1.18% |
| iShares MSCI India ETF (INDA) | 1.36% | 1.14% |
| Ferrari (RACE) | 0.84% | 1.11% |
| PepsiCo (PEP) | 1.36% | 1.06% |
| BlackRock (BLK) | 0.83% | 1.05% |
| United Airlines (UAL) | 0.52% | 0.95% |
| Wix (WIX) | 0.68% | 0.92% |
| Groupe ADP (ADP.PA) | 0.98% | 0.89% |
| Procter & Gamble (PG) | 0.86% | 0.86% |
| Microsoft (MSFT) | 0.75% | 0.81% |
| Tesla (TSLA) | 0.41% | 0.73% |
| eBay (EBAY) | 0.68% | 0.72% |
| Dior (CDI.PA) | 0.82% | 0.71% |
| Hermes (RMS.PA) | 0.74% | 0.68% |
| L'Oréal (OR.PA) | 0.82% | 0.68% |
| RH (RH) | 0.68% | 0.56% |
| Vanguard S&P 500 ETF (VOO) | 0.44% | 0.56% |
| BioMerieux (BIM.PA) | 0.58% | 0.54% |
| Eiffage (FGR.PA) | 0.68% | 0.53% |
| AMD (AMD) | 0.82% | 0.47% |
| Semrush (SEMR) | 0.68% | 0.45% |
| Rubis (RUI.PA) | 0.68% | 0.43% |
| Enphase (ENPH) | 0.83% | 0.41% |
| Booz Allen (BAH) | 0.4% | 0.41% |
| Block Inc. (XYZ) | 0.68% | 0.39% |
| Micron (MU) | 0.41% | 0.32% |
| Invesco China Technology ETF (CQQQ) | 0.68% | 0.31% |
| Carrier (CARR) | 0.31% | 0.3% |
| KraneShares CSI China Internet (KWEB) | 0.53% | 0.3% |
| Pinterest (PINS) | 0.68% | 0.3% |
| Logitech (LOGN.ZU) | 0.34% | 0.28% |
| Boeing (BA) | 0.34% | 0.28% |
| Unilever (UL.US) | 0.27% | 0.27% |
| TSMC (TSM) | 0.27% | 0.25% |
| Nucor (NUE) | 0.34% | 0.23% |
| Fiverr (FVRR) | 0.68% | 0.21% |
| Eaton (ETN) | 0.27% | 0.21% |
| Trane (TT) | 0.27% | 0.21% |
| DocuSign (DOCU) | 0.26% | 0.17% |
| Cisco (CSCO) | 0.14% | 0.12% |
| Luna Innovations (LUNA.US) | 0.68% | 0.11% |
| AstraZeneca (AZN.L) | 0.14% | 0.11% |
| Swiss Life (SLHN.ZU) | 0.14% | 0.11% |
| Allianz (ALV.DE) | 0.14% | 0.11% |
| Pfizer (PFE) | 0.14% | 0.11% |
| Ecolab (ECL) | 0.14% | 0.1% |
| Veolia (VIE.PA) | 0.14% | 0.1% |
| JD Sports (JD.L) | 0.14% | 0.08% |
| Ferrexpo (FXPO.L) | 0.14% | 0.08% |
| Novo Nordisk (NOVO-B.CO) | 0.14% | 0.08% |
| Nio (NIO) | 0.68% | 0.07% |
| Niu (NIU) | 0.68% | 0.04% |
| Sunrun (RUN) | 0.14% | 0.03% |
| Flare (FLR) | 0% | 0% |
| NOVATEK OAO (NVTKL.L) | 0.68% | 0% |