Portfolio Diversification
Range
Most Diversified
7 instruments
July 12, 2024
Least Diversified
0 instruments
February 2, 2025
Average
4.3 instruments
Most Consistent Holdings
Top 5
LONN.ZU99.89%
TSLA72.64%
VSCO66.67%
HPE28.12%
NVDA26.06%
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 |
|---|---|---|---|---|
| Victoria's Secret (VSCO) | 17.82% | 0% | 66.67% | 3/4/2025 |
| Hewlett Packard Enterprise (HPE) | 15.44% | 0% | 28.12% | 6/30/2025 |
| NVIDIA (NVDA) | 7.49% | 0% | 26.06% | 3/4/2025 |
 liborvasa | 7.37% | 19.1% | 40.17% | - |
 MarianoPardo | 5.27% | 19.63% | 40.17% | - |
 Mercedes-Benz (MBG.DE) | 3.94% | 0% | 25.95% | 3/7/2025 |
| Tesla (TSLA) | 3.59% | 0% | 72.64% | 3/24/2025 |
 Microsoft (MSFT) | 1.89% | 0% | 4.34% | 3/15/2023 |
 HP (HPQ) | 1.4% | 0% | 4.78% | 11/16/2023 |
 Disney (DIS) | 1.06% | 0% | 8.03% | 4/25/2023 |
 Lindt (LISP.ZU) | 1.01% | 0% | 3.26% | 2/14/2025 |
 Gold (Non Expiry) (GOLD) | 0.89% | 0% | 4.78% | 7/11/2024 |
| Lonza (LONN.ZU) | 0.76% | 0.38% | 99.89% | - |
 Ethereum (ETH) | 0.65% | 0% | 1.63% | 1/16/2023 |
 Bitcoin (BTC) | 0.16% | 0% | 1.63% | 1/16/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 22.03% | 25.99% |
| Hewlett Packard Enterprise (HPE) | 22.03% | 22.06% |
| liborvasa | 16.14% | 15.1% |
| Mercedes-Benz (MBG.DE) | 11.01% | 9.13% |
| MarianoPardo | 7.42% | 7.49% |
| Lonza (LONN.ZU) | 0.73% | 0.59% |