Portfolio Diversification
Range
Most Diversified
182 instruments
July 30, 2024
Least Diversified
0 instruments
February 2, 2025
Average
153.8 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
META99.91%
MSFT99.91%
AMZN99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR S&P 500 UCITS ETF (SPY5.L) | 6.6% | 0% | 99% | 2/1/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 6.54% | 0% | 99% | 2/1/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 4.83% | 0% | 87.33% | 9/26/2024 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 4.8% | 0% | 98.63% | 2/1/2025 |
 NVIDIA (NVDA) | 3.75% | 0% | 99.91% | 2/1/2025 |
| Apple (AAPL) | 3.7% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 3.28% | 0% | 99.91% | 2/1/2025 |
| Meta (META) | 3.26% | 0% | 99.91% | 2/1/2025 |
 Tesla (TSLA) | 2.79% | 0% | 99.91% | 2/1/2025 |
 Realty Income (O) | 2.68% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 2.05% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 2% | 0% | 99.91% | 2/1/2025 |
 Nio (NIO) | 1.4% | 0% | 99.91% | 2/1/2025 |
 Eli Lilly (LLY) | 1.07% | 0% | 99.91% | 2/1/2025 |
 Bitcoin (BTC) | 0.82% | 0% | 99.91% | 2/1/2025 |
 Mercedes-Benz (MBG.DE) | 0.8% | 0% | 91.89% | 11/6/2024 |
 Chevron (CVX) | 0.79% | 0% | 99.91% | 2/1/2025 |
 Coca-Cola (KO) | 0.72% | 0% | 99.91% | 2/1/2025 |
 ExxonMobil (XOM) | 0.7% | 0% | 99.91% | 2/1/2025 |
 Pfizer (PFE) | 0.69% | 0% | 99.91% | 2/1/2025 |
 AMD (AMD) | 0.62% | 0% | 99.91% | 2/1/2025 |
 Intel (INTC) | 0.61% | 0% | 99.91% | 2/1/2025 |
 Nucor (NUE) | 0.6% | 0% | 99.91% | 2/1/2025 |
 JPMorgan (JPM) | 0.59% | 0% | 99.91% | 2/1/2025 |
 Phillips 66 (PSX) | 0.57% | 0% | 94.99% | 12/10/2024 |
 Disney (DIS) | 0.53% | 0% | 97.81% | 1/10/2025 |
 Visa (V) | 0.51% | 0% | 99.91% | 2/1/2025 |
 Vistra (VST) | 0.5% | 0% | 87.69% | 9/20/2024 |
 Shell (SHEL) | 0.49% | 0% | 99.91% | 2/1/2025 |
 LVMH (MC.PA) | 0.48% | 0% | 99.91% | 2/1/2025 |
 Renault (RNO.PA) | 0.44% | 0% | 99.18% | 1/24/2025 |
 Wells Fargo (WFC) | 0.43% | 0% | 89.52% | 10/11/2024 |
 Cardinal Health (CAH) | 0.43% | 0% | 99.91% | 2/1/2025 |
 Netflix (NFLX) | 0.42% | 0% | 99.91% | 2/1/2025 |
 UnitedHealth (UNH) | 0.42% | 0% | 99.91% | 2/1/2025 |
 AbbVie (ABBV) | 0.42% | 0% | 87.69% | 9/20/2024 |
 Ethereum (ETH) | 0.41% | 0% | 99.91% | 2/1/2025 |
 Continental (CON.DE) | 0.4% | 0% | 99.54% | 1/28/2025 |
 Vertex (VRTX) | 0.4% | 0% | 84.96% | 8/21/2024 |
 Alibaba (BABA) | 0.39% | 0% | 99.91% | 2/1/2025 |
 Costco (COST) | 0.39% | 0% | 84.23% | 8/13/2024 |
 Delta (DAL) | 0.39% | 0% | 88.15% | 9/25/2024 |
 Kroger (KR) | 0.39% | 0% | 84.32% | 8/14/2024 |
 Booking (BKNG) | 0.39% | 0% | 87.51% | 9/18/2024 |
 Simon (SPG) | 0.39% | 0% | 99.91% | 2/1/2025 |
 General Dynamics (GD) | 0.39% | 0% | 85.69% | 8/29/2024 |
 Waste Management (WM) | 0.38% | 0% | 89.33% | 10/9/2024 |
 McDonald's (MCD) | 0.38% | 0% | 99.91% | 2/1/2025 |
 ADP (ADP) | 0.38% | 0% | 84.41% | 8/15/2024 |
 Roper (ROP) | 0.38% | 0% | 99.54% | 2/1/2025 |
 Aflac (AFL) | 0.38% | 0% | 84.32% | 8/14/2024 |
 Western Digital (WDC) | 0.37% | 0% | 83.04% | 7/31/2024 |
 Genuine Parts (GPC) | 0.37% | 0% | 84.87% | 8/20/2024 |
 Merck (MRK) | 0.36% | 0% | 95.72% | 12/18/2024 |
 Coinbase (COIN) | 0.36% | 0% | 93.71% | 11/26/2024 |
 HP (HPQ) | 0.36% | 0% | 83.87% | 8/9/2024 |
 Philip Morris (PM) | 0.36% | 0% | 99.82% | 2/1/2025 |
 PepsiCo (PEP) | 0.36% | 0% | 99.91% | 2/1/2025 |
 Henkel (HEN3.DE) | 0.36% | 0% | 88.61% | 9/30/2024 |
 Oracle (ORCL) | 0.35% | 0% | 87.42% | 9/17/2024 |
 Mastercard (MA) | 0.35% | 0% | 99.91% | 2/1/2025 |
 AstraZeneca (AZN) | 0.35% | 0% | 84.23% | 8/13/2024 |
 Walmart (WMT) | 0.35% | 0% | 99.91% | 2/1/2025 |
 Deere (DE) | 0.35% | 0% | 84.23% | 8/13/2024 |
 Hewlett Packard Enterprise (HPE) | 0.35% | 0% | 91.98% | 11/7/2024 |
 Boeing (BA) | 0.34% | 0% | 92.98% | 11/18/2024 |
 TSMC (TSM) | 0.34% | 0% | 29.72% | 2/1/2025 |
 General Mills (GIS) | 0.34% | 0% | 84.14% | 8/12/2024 |
 Johnson & Johnson (JNJ) | 0.34% | 0% | 99.91% | 2/1/2025 |
 Caterpillar (CAT) | 0.34% | 0% | 84.87% | 8/20/2024 |
 Lockheed Martin (LMT) | 0.34% | 0% | 84.32% | 8/14/2024 |
 Travelers (TRV) | 0.33% | 0% | 83.87% | 8/9/2024 |
 Stryker (SYK) | 0.33% | 0% | 87.51% | 9/18/2024 |
 Raytheon (RTX) | 0.33% | 0% | 84.23% | 8/13/2024 |
 Nike (NKE) | 0.33% | 0% | 99.91% | 2/1/2025 |
 CVS Health (CVS) | 0.33% | 0% | 99.91% | 2/1/2025 |
 Lowe's (LOW) | 0.33% | 0% | 84.32% | 8/14/2024 |
 Southern Co (SO) | 0.33% | 0% | 84.87% | 8/20/2024 |
 Southwest (LUV) | 0.32% | 0% | 88.06% | 9/24/2024 |
 Public Storage (PSA) | 0.32% | 0% | 87.51% | 9/18/2024 |
 J.B.Hunt (JBHT) | 0.32% | 0% | 84.78% | 8/19/2024 |
 Moody's (MCO) | 0.32% | 0% | 87.51% | 9/18/2024 |
 GE (GE) | 0.32% | 0% | 84.78% | 8/19/2024 |
 Mondelez (MDLZ) | 0.32% | 0% | 84.32% | 8/14/2024 |
 Starbucks (SBUX) | 0.32% | 0% | 92.34% | 11/11/2024 |
 Charles Schwab (SCHW) | 0.31% | 0% | 92.53% | 11/13/2024 |
 BMW (BMW.DE) | 0.31% | 0% | 91.16% | 10/30/2024 |
 Constellation Brands (STZ) | 0.31% | 0% | 93.71% | 11/26/2024 |
 Bank of America (BAC) | 0.31% | 0% | 91.89% | 11/6/2024 |
 Domino's (DPZ) | 0.31% | 0% | 99.91% | 2/1/2025 |
 Yum (YUM) | 0.3% | 0% | 83.87% | 8/9/2024 |
 Cisco (CSCO) | 0.3% | 0% | 89.97% | 10/16/2024 |
 Kraft Heinz (KHC) | 0.3% | 0% | 89.24% | 10/7/2024 |
 Accenture (ACN) | 0.3% | 0% | 84.14% | 8/12/2024 |
 Bayer (BAYN.DE) | 0.3% | 0% | 99.91% | 2/1/2025 |
 Home Depot (HD) | 0.3% | 0% | 84.96% | 8/21/2024 |
 Amgen (AMGN) | 0.3% | 0% | 87.42% | 9/17/2024 |
 Danaher (DHR) | 0.3% | 0% | 84.23% | 8/13/2024 |
 Procter & Gamble (PG) | 0.29% | 0% | 83.87% | 8/9/2024 |
 Sherwin-Williams (SHW) | 0.29% | 0% | 83.87% | 8/9/2024 |
 Altria (MO) | 0.29% | 0% | 91.34% | 10/31/2024 |
 American Airlines (AAL) | 0.29% | 0% | 89.24% | 10/7/2024 |
 Emerson (EMR) | 0.29% | 0% | 91.8% | 11/5/2024 |
 Union Pacific (UNP) | 0.28% | 0% | 87.51% | 9/18/2024 |
 Inditex (ITX.MC) | 0.28% | 0% | 85.51% | 8/27/2024 |
 ITW (ITW) | 0.28% | 0% | 84.14% | 8/12/2024 |
 Sysco (SYY) | 0.28% | 0% | 86.42% | 9/6/2024 |
 PNC (PNC) | 0.28% | 0% | 92.98% | 11/18/2024 |
 Dropbox (DBX) | 0.28% | 0% | 83.04% | 7/31/2024 |
 NextEra (NEE) | 0.28% | 0% | 84.87% | 8/20/2024 |
 FedEx (FDX) | 0.27% | 0% | 87.42% | 9/17/2024 |
 Volkswagen (VOW3.DE) | 0.27% | 0% | 91.89% | 11/6/2024 |
 Walgreens (WBA) | 0.27% | 0% | 92.98% | 11/18/2024 |
 United Airlines (UAL) | 0.27% | 0% | 83.04% | 7/31/2024 |
 Harley-Davidson (HOG) | 0.26% | 0% | 87.42% | 9/17/2024 |
 Hormel (HRL) | 0.26% | 0% | 99.91% | 2/1/2025 |
 Kimberly-Clark (KMB) | 0.26% | 0% | 84.14% | 8/12/2024 |
 Shopify (SHOP) | 0.25% | 0% | 87.97% | 9/23/2024 |
 Colgate (CL) | 0.25% | 0% | 84.14% | 8/12/2024 |
 Honeywell (HON) | 0.25% | 0% | 89.52% | 10/11/2024 |
 BlackRock (BLK) | 0.25% | 0% | 84.41% | 8/15/2024 |
 Adobe (ADBE) | 0.25% | 0% | 84.14% | 8/12/2024 |
 US Bancorp (USB) | 0.24% | 0% | 87.33% | 9/16/2024 |
 Digital Realty (DLR) | 0.24% | 0% | 84.23% | 8/13/2024 |
 Sony (SONY) | 0.24% | 0% | 85.51% | 8/27/2024 |
 AT&T (T) | 0.24% | 0% | 99.91% | 2/1/2025 |
 Unilever (ULVR.L) | 0.24% | 0% | 84.32% | 8/14/2024 |
 Crowdstrike (CRWD) | 0.23% | 0% | 87.97% | 9/23/2024 |
 Verizon (VZ) | 0.22% | 0% | 90.52% | 10/22/2024 |
 Dominion Energy (D) | 0.22% | 0% | 84.14% | 8/12/2024 |
 Whirlpool (WHR) | 0.22% | 0% | 88.24% | 9/26/2024 |
 Ecolab (ECL) | 0.22% | 0% | 84.32% | 8/14/2024 |
 Inogen (INGN) | 0.22% | 0% | 88.15% | 9/25/2024 |
 Uber (UBER) | 0.21% | 0% | 15.68% | 2/1/2025 |
 Medtronic (MDT.US) | 0.21% | 0% | 99.91% | 2/1/2025 |
 Comcast (CMCSA) | 0.21% | 0% | 84.14% | 8/12/2024 |
 Clorox (CLX) | 0.21% | 0% | 92.98% | 11/18/2024 |
 3M (MMM) | 0.2% | 0% | 87.6% | 9/19/2024 |
 Valeo (FR.PA) | 0.19% | 0% | 91.16% | 10/29/2024 |
 Leggett & Platt (LEG) | 0.19% | 0% | 92.98% | 11/18/2024 |
 Cloudflare (NET) | 0.19% | 0% | 87.69% | 9/20/2024 |
 Baidu (BIDU) | 0.19% | 0% | 99.91% | 2/1/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.19% | 0% | 56.88% | 10/16/2023 |
 Adidas (ADS.DE) | 0.18% | 0% | 85.6% | 8/28/2024 |
 Charter (CHTR) | 0.18% | 0% | 87.42% | 9/17/2024 |
 Enterprise Products (EPD) | 0.16% | 0% | 30.99% | 12/28/2022 |
 Stanley Black & Decker (SWK) | 0.16% | 0% | 87.42% | 9/17/2024 |
 Spotify (SPOT) | 0.15% | 0% | 96.81% | 2/1/2025 |
 DraftKings (DKNG) | 0.15% | 0% | 93.16% | 11/20/2024 |
 PayPal (PYPL) | 0.15% | 0% | 85.78% | 9/17/2024 |
 JD.com (JD.US) | 0.15% | 0% | 85.41% | 8/26/2024 |
 Palantir (PLTR) | 0.15% | 0% | 93.98% | 12/9/2024 |
 GE HealthCare (GEHC) | 0.14% | 0% | 53.24% | 8/19/2024 |
 Xiaomi (1810.HK) | 0.13% | 0% | 83.68% | 8/7/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0.13% | 0% | 14.86% | 2/1/2025 |
 Icahn Enterprises (IEP) | 0.13% | 0% | 30.99% | 12/28/2022 |
 ASML (ASML) | 0.13% | 0% | 17.41% | 2/1/2025 |
 Unity (U) | 0.13% | 0% | 75.66% | 9/18/2024 |
 Nano Dimension (NNDM) | 0.12% | 0% | 99.91% | 2/1/2025 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.12% | 0% | 14.49% | 2/1/2025 |
 Okta (OKTA) | 0.11% | 0% | 99.91% | 2/1/2025 |
 Udemy (UDMY) | 0.11% | 0% | 84.87% | 9/30/2024 |
 BioNano (BNGO) | 0.11% | 0% | 75.57% | 5/27/2024 |
 Plug Power (PLUG) | 0.11% | 0% | 85.6% | 8/28/2024 |
 Fintech Acquisition Corp. V (FTCV) | 0.11% | 0% | 29.44% | 12/9/2022 |
 Kering (KER.PA) | 0.1% | 0% | 82.86% | 9/6/2024 |
 Solana (SOL) | 0.09% | 0% | 17.78% | 2/1/2025 |
 Etsy (ETSY) | 0.09% | 0% | 90.98% | 12/5/2024 |
 Sea (SE) | 0.08% | 0% | 87.97% | 9/23/2024 |
 Virgin Galactic (SPCE) | 0.06% | 0% | 84.05% | 9/6/2024 |
 Fetch.ai (FET) | 0.05% | 0% | 12.12% | 12/1/2024 |
 Zynga (ZNGA) | 0.05% | 0% | 13.04% | 5/24/2022 |
 Lucid (LCID) | 0.05% | 0% | 85.05% | 8/22/2024 |
 KKR (KKR) | 0.05% | 0% | 16.04% | 2/1/2025 |
 O'Reilly Auto (ORLY) | 0.04% | 0% | 15.95% | 2/1/2025 |
 Tempus AI Inc (TEM.US) | 0.04% | 0% | 5.2% | 8/13/2024 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.04% | 0% | 5.29% | 2/1/2025 |
 Douyu (DOYU) | 0.04% | 0% | 82.32% | 7/23/2024 |
 Render Token (RENDER) | 0.04% | 0% | 17.78% | 2/1/2025 |
 First Solar (FSLR) | 0.04% | 0% | 16.23% | 1/23/2025 |
 Qualys (QLYS) | 0.03% | 0% | 11.3% | 2/1/2025 |
 Alphabet (GOOGL) | 0.03% | 0% | 16.32% | 7/30/2024 |
 Warner Bros Discovery (WBD) | 0.03% | 0% | 83.77% | 11/18/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.03% | 0% | 12.58% | 2/1/2025 |
 Ulta (ULTA) | 0.02% | 0% | 17.59% | 2/1/2025 |
 GM (GM) | 0.02% | 0% | 12.4% | 9/17/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.02% | 0% | 8.39% | 12/18/2024 |
 Symbotic (SYM) | 0.02% | 0% | 17.59% | 9/23/2024 |
 Snowflake (SNOW) | 0.01% | 0% | 10.94% | 11/21/2024 |
 EPAM (EPAM) | 0.01% | 0% | 13.67% | 8/12/2024 |
 GE Vernova (GEV) | 0.01% | 0% | 10.67% | 7/30/2024 |
 Occidental (OXY) | 0.01% | 0% | 1.82% | 9/10/2024 |
 Host Hotels (HST) | 0.01% | 0% | 5.2% | 9/18/2024 |
 Veralto (VLTO) | 0.01% | 0% | 27.26% | 7/30/2024 |
 AeroVironment (AVAV) | 0.01% | 0% | 12.67% | 7/31/2024 |
 Paycom (PAYC) | 0% | 0% | 2.83% | 8/23/2024 |
 Solventum (SOLV) | 0% | 0% | 10.85% | 7/31/2024 |
 Micron (MU) | 0% | 0% | 0.46% | 7/31/2024 |
 Supermicro (SMCI) | 0% | 0% | 0.18% | 8/14/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 11.67% | 12.01% |
| SPDR S&P 500 UCITS ETF (SPY5.L) | 12.2% | 11.75% |
| NVIDIA (NVDA) | 7.21% | 8.31% |
| Meta (META) | 4.59% | 6.17% |
| Tesla (TSLA) | 3.41% | 6.16% |
| Apple (AAPL) | 5.44% | 6.03% |
| Alphabet (GOOG) | 4.98% | 5.53% |
| Amazon (AMZN) | 4.59% | 4.98% |
| Realty Income (O) | 4% | 3.08% |
| Microsoft (MSFT) | 3.15% | 2.9% |
| Ethereum (ETH) | 2.51% | 2.44% |
| Bitcoin (BTC) | 1.72% | 2.15% |
| TSMC (TSM) | 2.23% | 2.11% |
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 2.36% | 1.97% |
| Uber (UBER) | 2.89% | 1.97% |
| AMD (AMD) | 2.56% | 1.77% |
| Visa (V) | 1.31% | 1.32% |
| Direxion Daily S&P 500 Bull 3X (SPXL) | 1.7% | 1.3% |
| ProShares UltraPro QQQ (TQQQ) | 1.57% | 1.27% |
| ASML (ASML) | 1.57% | 1.23% |
| LVMH (MC.PA) | 1.18% | 1.04% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.18% | 0.94% |
| Nio (NIO) | 1.84% | 0.76% |
| Eli Lilly (LLY) | 0.2% | 0.69% |
| Solana (SOL) | 0.66% | 0.61% |
| Coca-Cola (KO) | 0.66% | 0.6% |
| Chevron (CVX) | 0.59% | 0.57% |
| Intel (INTC) | 0.92% | 0.47% |
| Qualys (QLYS) | 0.52% | 0.44% |
| ExxonMobil (XOM) | 0.33% | 0.42% |
| Roper (ROP) | 0.52% | 0.41% |
| Mastercard (MA) | 0.39% | 0.41% |
| Pfizer (PFE) | 0.59% | 0.39% |
| Netflix (NFLX) | 0.2% | 0.38% |
| JPMorgan (JPM) | 0.26% | 0.38% |
| Disney (DIS) | 0.46% | 0.33% |
| KKR (KKR) | 0.26% | 0.28% |
| McDonald's (MCD) | 0.26% | 0.27% |
| Alibaba (BABA) | 0.26% | 0.25% |
| Nike (NKE) | 0.39% | 0.25% |
| Cardinal Health (CAH) | 0.13% | 0.24% |
| O'Reilly Auto (ORLY) | 0.26% | 0.23% |
| Walmart (WMT) | 0.13% | 0.23% |
| AT&T (T) | 0.26% | 0.23% |
| Renault (RNO.PA) | 0.2% | 0.22% |
| Spotify (SPOT) | 0.13% | 0.22% |
| Render Token (RENDER) | 0.26% | 0.21% |
| Vanguard Total Bond Market ETF (BND) | 0.26% | 0.2% |
| Simon (SPG) | 0.13% | 0.2% |
| Shell (SHEL) | 0.13% | 0.2% |
| Continental (CON.DE) | 0.33% | 0.2% |
| Johnson & Johnson (JNJ) | 0.26% | 0.2% |
| Nucor (NUE) | 0.13% | 0.18% |
| First Solar (FSLR) | 0.26% | 0.17% |
| Philip Morris (PM) | 0.13% | 0.16% |
| UnitedHealth (UNH) | 0.13% | 0.16% |
| CVS Health (CVS) | 0.26% | 0.15% |
| Domino's (DPZ) | 0.13% | 0.13% |
| PepsiCo (PEP) | 0.13% | 0.12% |
| Hormel (HRL) | 0.13% | 0.07% |
| Medtronic (MDT.US) | 0.13% | 0.07% |
| Ulta (ULTA) | 0.07% | 0.06% |
| Bayer (BAYN.DE) | 0.13% | 0.05% |
| Baidu (BIDU) | 0.13% | 0.05% |
| Nano Dimension (NNDM) | 0.13% | 0.04% |
| Okta (OKTA) | 0.07% | 0.02% |
| Virgin Galactic (SPCE) | 0.13% | 0% |