Portfolio Diversification
Range
Most Diversified
31 instruments
October 5, 2023
Least Diversified
0 instruments
February 2, 2025
Average
25.8 instruments
Most Consistent Holdings
Top 5
AIR.PA99.87%
AAPL97.21%
V97.21%
TSLA97.21%
BRK.B97.21%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Airbus (AIR.PA) | 10.12% | 0% | 99.87% | 2/1/2025 |
| Berkshire Hathaway (BRK.B) | 6.58% | 0% | 97.21% | 2/1/2025 |
| Apple (AAPL) | 5.92% | 0% | 97.21% | 2/1/2025 |
 Microsoft (MSFT) | 5.45% | 0% | 97.08% | 2/1/2025 |
 Caterpillar (CAT) | 4.7% | 0% | 97.08% | 2/1/2025 |
 Alphabet (GOOGL) | 4.52% | 0% | 97.08% | 2/1/2025 |
 Intuitive Surgical (ISRG) | 4.15% | 0% | 96.81% | 2/1/2025 |
 Rolls-Royce (RR.L) | 3.38% | 0% | 62.55% | 2/1/2025 |
 NVIDIA (NVDA) | 3.29% | 0% | 61.49% | 2/1/2025 |
 iShares Semiconductor ETF (SOXX) | 3.07% | 0% | 96.81% | 2/1/2025 |
| Visa (V) | 2.44% | 0% | 97.21% | 2/1/2025 |
 Palo Alto Networks (PANW) | 2.15% | 0% | 65.34% | 2/1/2025 |
 Ford (F) | 2.15% | 0% | 46.88% | 12/27/2023 |
 Meta (META) | 2.03% | 0% | 67.2% | 2/1/2025 |
 Fiserv (FI) | 1.8% | 0% | 89.24% | 2/1/2025 |
 Eli Lilly (LLY) | 1.76% | 0% | 65.34% | 2/1/2025 |
 Amazon (AMZN) | 1.72% | 0% | 50.2% | 2/1/2025 |
| Tesla (TSLA) | 1.62% | 0% | 97.21% | 2/1/2025 |
 RWE (RWE.DE) | 1.59% | 0% | 80.21% | 9/5/2024 |
 iShares MSCI India ETF (INDA) | 1.46% | 0% | 94.16% | 2/1/2025 |
 Goldman Sachs (GS) | 1.41% | 0% | 46.88% | 12/27/2023 |
 JPMorgan (JPM) | 1.4% | 0% | 46.88% | 12/27/2023 |
 PG&E (PCG) | 1.24% | 0% | 97.08% | 2/1/2025 |
 Novo-Nordisk (NVO) | 0.74% | 0% | 39.97% | 2/1/2025 |
 ASML (ASML.NV) | 0.67% | 0% | 39.97% | 2/1/2025 |
 SAP (SAP.DE) | 0.6% | 0% | 31.21% | 2/1/2025 |
 Rio Tinto (RIO) | 0.53% | 0% | 46.88% | 12/27/2023 |
 Chord Energy (CHRD) | 0.49% | 0% | 42.76% | 2/1/2025 |
 PayPal (PYPL) | 0.49% | 0% | 46.88% | 12/27/2023 |
 Nio (NIO) | 0.49% | 0% | 46.88% | 12/27/2023 |
 Walmart (WMT) | 0.48% | 0% | 45.82% | 12/19/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.47% | 0% | 42.63% | 2/1/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.47% | 0% | 42.76% | 2/1/2025 |
 First Majestic (AG) | 0.45% | 0% | 46.88% | 12/27/2023 |
 Procter & Gamble (PG) | 0.43% | 0% | 45.68% | 12/18/2023 |
 Invesco QQQ (QQQ) | 0.24% | 0% | 22.97% | 6/26/2023 |
 Medical Properties Trust (MPW) | 0.17% | 0% | 38.51% | 12/27/2023 |
 LVMH (MC.PA) | 0.16% | 0% | 23.24% | 9/27/2024 |
 SPDR S&P 500 ETF (SPY) | 0.16% | 0% | 15.14% | 12/27/2023 |
 American Express (AXP) | 0.13% | 0% | 3.98% | 2/1/2023 |
 Amundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE) | 0.12% | 0% | 18.33% | 8/1/2024 |
 Coca-Cola (KO) | 0.12% | 0% | 32.54% | 9/7/2023 |
 Axon (AXON) | 0.08% | 0% | 12.48% | 10/5/2023 |
 Cigna (CI) | 0.05% | 0% | 18.33% | 7/20/2023 |
 Scorpio Tankers (STNG) | 0.05% | 0% | 6.37% | 10/1/2024 |
 UPS (UPS) | 0.03% | 0% | 7.84% | 12/1/2023 |
 iShares Russell 1000 Growth ETF (IWF) | 0.02% | 0% | 2.92% | 4/5/2024 |
 Vistra (VST) | 0.01% | 0% | 7.04% | 2/1/2025 |
 Rheinmetall (RHM.DE) | 0.01% | 0% | 2.79% | 6/4/2024 |
 Palantir (PLTR) | 0% | 0% | 0.93% | 12/17/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Airbus (AIR.PA) | 7.81% | 9.55% |
| Rolls-Royce (RR.L) | 7.12% | 9.15% |
| NVIDIA (NVDA) | 6.74% | 8.51% |
| Apple (AAPL) | 4.81% | 5.14% |
| Meta (META) | 4.81% | 4.86% |
| Alphabet (GOOGL) | 4.81% | 4.85% |
| Palo Alto Networks (PANW) | 4.81% | 4.61% |
| Amazon (AMZN) | 4.43% | 4.57% |
| Fiserv (FI) | 4.23% | 4.51% |
| Caterpillar (CAT) | 4.81% | 4.34% |
| Berkshire Hathaway (BRK.B) | 4.62% | 4.15% |
| Eli Lilly (LLY) | 4.9% | 4% |
| Microsoft (MSFT) | 4.81% | 4% |
| Visa (V) | 3.66% | 3.52% |
| Tesla (TSLA) | 1.92% | 3.5% |
| Intuitive Surgical (ISRG) | 3.08% | 3.23% |
| iShares Semiconductor ETF (SOXX) | 3.68% | 3.08% |
| SAP (SAP.DE) | 2.69% | 2.69% |
| ASML (ASML.NV) | 3.27% | 2.21% |
| PG&E (PCG) | 1.92% | 1.86% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.92% | 1.76% |
| Ishares Russell 2000 ETF (IWM) | 1.92% | 1.65% |
| Novo-Nordisk (NVO) | 2.79% | 1.54% |
| iShares MSCI India ETF (INDA) | 1.92% | 1.54% |
| Chord Energy (CHRD) | 1.92% | 1.08% |
| Vistra (VST) | 0.21% | 0.16% |