Portfolio Diversification
Range
Most Diversified
132 instruments
June 4, 2025
Least Diversified
0 instruments
February 2, 2025
Average
54.4 instruments
Most Consistent Holdings
Top 5
CRSR99.92%
VOO96.48%
EEM80.43%
SPYD80.18%
ACWI77.72%
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 |
|---|---|---|---|---|
 JeppeKirkBonde | 15.41% | 0% | 46.19% | 8/13/2023 |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 7.68% | 7.7% | 80.18% | - |
| iShares MSCI Emerging Markets ETF (EEM) | 7.52% | 7.15% | 80.43% | - |
 PayPal (PYPL) | 7.42% | 11.34% | 57.66% | - |
| Vanguard S&P 500 ETF (VOO) | 7.31% | 6.7% | 96.48% | - |
 iShares Global REIT ETF (REET) | 5.92% | 7.28% | 69.53% | - |
 Slow_and_Steady | 5.13% | 0% | 39.8% | 7/31/2023 |
 CPHequities | 5.04% | 0% | 40.13% | 8/1/2023 |
 Realty Income (O) | 3.96% | 5.69% | 66.34% | - |
 fifty-five | 2.74% | 0% | 37.35% | 7/31/2023 |
 iShares MSCI Germany ETF (EWG) | 2.65% | 2.85% | 75.51% | - |
| Corsair (CRSR) | 2.1% | 0.58% | 99.92% | - |
 Activision Blizzard, Inc. (ATVI) | 2% | 0% | 44.06% | 7/18/2023 |
| iShares MSCI ACWI Index Fund (ACWI) | 1.55% | 1.3% | 77.72% | - |
 iShares Select Dividend ETF (DVY) | 0.87% | 1.31% | 54.79% | - |
 PPL (PPL) | 0.83% | 1.33% | 55.2% | - |
 Starbucks (SBUX) | 0.78% | 1.99% | 54.14% | - |
 Roblox (RBLX) | 0.74% | 2.13% | 58.15% | - |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.67% | 0.81% | 63.39% | - |
 Vanguard Total Bond Market ETF (BND) | 0.66% | 0.81% | 63.39% | - |
 PepsiCo (PEP) | 0.65% | 1.13% | 53.32% | - |
 Disney (DIS) | 0.61% | 0.97% | 57.66% | - |
 Digital Realty (DLR) | 0.6% | 0.99% | 55.28% | - |
 Ventas (VTR) | 0.5% | 0.66% | 66.34% | - |
 Luminar (LAZR) | 0.46% | 1.43% | 55.2% | - |
 Porsche (PAH3.DE) | 0.45% | 0.74% | 56.43% | - |
 Amazon (AMZN) | 0.41% | 0.79% | 54.79% | - |
 BAT (BATS.L) | 0.38% | 0.85% | 54.63% | - |
 Adidas (ADS.DE) | 0.38% | 0.55% | 52.99% | - |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 0.37% | 0.45% | 63.39% | - |
 Zalando (ZAL.DE) | 0.37% | 0.41% | 57.49% | - |
 Decentraland (MANA) | 0.36% | 0.45% | 52.33% | - |
 Nike (NKE) | 0.32% | 0.78% | 54.63% | - |
 3M (MMM) | 0.3% | 0.54% | 54.79% | - |
 Volkswagen (VOW3.DE) | 0.28% | 0.52% | 55.2% | - |
 Unity (U) | 0.28% | 0.44% | 58.15% | - |
 Enjin (ENJ) | 0.26% | 0% | 42.01% | 11/19/2024 |
 Kellanova (K) | 0.25% | 0.33% | 54.63% | - |
 Samsung (SMSN.L) | 0.24% | 0.52% | 54.14% | - |
 Vanguard Real Estate ETF (VNQ) | 0.23% | 0.36% | 50.78% | - |
 STAG (STAG) | 0.23% | 0.33% | 54.55% | - |
 Deutsche Post (DHL.DE) | 0.23% | 1.08% | 31.12% | - |
 The Sandbox (SAND) | 0.23% | 0% | 42.01% | 11/19/2024 |
 Target (TGT) | 0.22% | 0.31% | 55.28% | - |
 Federal Realty (FRT) | 0.22% | 0.28% | 56.76% | - |
 Crown Castle (CCI) | 0.2% | 0.35% | 54.63% | - |
 Medical Properties Trust (MPW) | 0.18% | 0.35% | 54.55% | - |
 Medtronic (MDT.US) | 0.16% | 0.25% | 54.63% | - |
 Roku (ROKU) | 0.15% | 0.41% | 37.35% | - |
 IIPR (IIPR) | 0.15% | 0.13% | 54.55% | - |
 Microsoft (MSFT) | 0.15% | 0.6% | 13.1% | - |
 Mercedes-Benz (MBG.DE) | 0.14% | 0.26% | 54.46% | - |
 AvalonBay (AVB) | 0.14% | 0.2% | 55.28% | - |
 Equity Residential (EQR) | 0.13% | 0.19% | 55.28% | - |
 Public Storage (PSA) | 0.13% | 0.2% | 56.43% | - |
 Bitcoin (BTC) | 0.13% | 0% | 18.35% | 12/6/2024 |
 BMW (BMW.DE) | 0.12% | 0.33% | 52.25% | - |
 iShares MSCI South Korea ETF (EWY) | 0.12% | 1.7% | 24.82% | - |
 JD.com (JD.US) | 0.12% | 0.61% | 44.23% | - |
 Ambarella (AMBA) | 0.11% | 0.26% | 34.89% | - |
 Wolfspeed (WOLF) | 0.11% | 0.53% | 34.89% | - |
 Axie Infinity (AXS) | 0.1% | 0% | 42.01% | 11/19/2024 |
 Block Inc. (XYZ) | 0.1% | 0.36% | 33.82% | - |
 McDonald's (MCD) | 0.1% | 0.22% | 49.39% | - |
 iShares MSCI India ETF (INDA) | 0.09% | 0.83% | 24.73% | - |
 Adobe (ADBE) | 0.09% | 0.72% | 30.38% | - |
 Snowflake (SNOW) | 0.09% | 0.35% | 34.89% | - |
 Alibaba (BABA) | 0.09% | 0.29% | 34.89% | - |
 Palantir (PLTR) | 0.09% | 0% | 41.11% | 11/18/2024 |
 Arista (ANET) | 0.08% | 0% | 41.11% | 1/10/2025 |
 Cisco (CSCO) | 0.08% | 0.25% | 37.35% | - |
 Autodesk (ADSK) | 0.08% | 0.13% | 54.55% | - |
 Intel (INTC) | 0.08% | 0% | 10.81% | 11/19/2024 |
 American Tower (AMT) | 0.08% | 0.28% | 55.2% | - |
 SIXT (SIX2.DE) | 0.08% | 0.26% | 28.75% | - |
 Cardano (ADA) | 0.08% | 0% | 35.79% | 11/16/2024 |
 Airbus (AIR.PA) | 0.08% | 0.29% | 26.29% | - |
 Diageo (DGE.L) | 0.08% | 0.13% | 46.19% | - |
 Kraft Heinz (KHC) | 0.07% | 0.22% | 30.47% | - |
 Apple (AAPL) | 0.07% | 0.37% | 34.32% | - |
 Omega Healthcare (OHI) | 0.07% | 0.11% | 54.55% | - |
 Anheuser-Busch (BUD) | 0.07% | 0.11% | 55.04% | - |
 Lululemon (LULU) | 0.07% | 0.06% | 34.89% | - |
 Comcast (CMCSA) | 0.06% | 0.07% | 54.63% | - |
 Bayer (BAYN.DE) | 0.06% | 0.37% | 29.48% | - |
 Boeing (BA) | 0.06% | 0.24% | 33.33% | - |
 Fielmann (FIE.DE) | 0.05% | 0.31% | 25.23% | - |
 Aurubis (NDA.DE) | 0.05% | 0.13% | 37.35% | - |
 NVIDIA (NVDA) | 0.05% | 0.51% | 10.48% | - |
 Dollar General (DG.US) | 0.05% | 0.24% | 27.76% | - |
 iShares Core U.S. REIT ETF (USRT) | 0.05% | 0.2% | 33.82% | - |
 BYD Electronic (00285.HK) | 0.05% | 0.1% | 35.05% | - |
 Progressive (PGR) | 0.05% | 0.18% | 24.9% | - |
 LTC Properties (LTC.US) | 0.05% | 0.1% | 37.35% | - |
 Air Products (APD) | 0.04% | 0.11% | 33.33% | - |
 Eversource (ES) | 0.04% | 0.1% | 37.35% | - |
 Dynatrace (DT) | 0.04% | 0.11% | 35.63% | - |
 iShares China Large-Cap ETF (FXI) | 0.04% | 0.81% | 5% | - |
 Host Hotels (HST) | 0.04% | 0.88% | 4.83% | - |
 XRP (XRP) | 0.04% | 0% | 12.61% | 11/16/2024 |
 Tesla (TSLA) | 0.04% | 0% | 14.09% | 11/18/2024 |
 Carnival (CCL) | 0.04% | 0.13% | 29.81% | - |
 Oatly (OTLY) | 0.04% | 0.17% | 34.89% | - |
 Berkshire Hathaway (BRK.B) | 0.04% | 0.11% | 31.12% | - |
 Kroger (KR) | 0.04% | 0.11% | 30.47% | - |
 Vistra (VST) | 0.04% | 0.86% | 5% | - |
 Accenture (ACN) | 0.04% | 0.1% | 29.16% | - |
 VICI Properties (VICI) | 0.04% | 0.1% | 30.47% | - |
 Equinix (EQIX) | 0.04% | 0.11% | 29.81% | - |
 FMC (FMC) | 0.03% | 0.22% | 29.81% | - |
 Baxter (BAX) | 0.03% | 0.08% | 29.81% | - |
 iShares Core 10+ Year USD Bond ETF (ILTB) | 0.03% | 0% | 4.1% | 7/25/2023 |
 Workday (WDAY) | 0.03% | 0.11% | 24.9% | - |
 BASF (BAS.DE) | 0.03% | 0.08% | 29.4% | - |
 HDFC (HDB) | 0.03% | 0.12% | 24.9% | - |
 IOTA (MIOTA) | 0.03% | 0% | 12.29% | 11/19/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.03% | 0.32% | 13.51% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.03% | 0.55% | 5% | - |
 Solventum (SOLV) | 0.03% | 0.07% | 35.05% | - |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 0.02% | 0.57% | 5% | - |
 Vistry (VTY.L) | 0.02% | 0.17% | 15.81% | - |
 AMD (AMD) | 0.02% | 0.29% | 9.91% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.02% | 0.24% | 9.91% | - |
 UPS (UPS) | 0.02% | 0.16% | 15.72% | - |
 IWG (IWG.L) | 0.02% | 0.12% | 15.72% | - |
 Applied Materials (AMAT) | 0.02% | 0.23% | 15.81% | - |
 Ethereum (ETH) | 0.02% | 0.38% | 4.83% | - |
 Edwards Lifesciences (EW) | 0.02% | 0.1% | 15.81% | - |
 Baidu (BIDU) | 0.02% | 0.31% | 4.83% | - |
 Johnson & Johnson (JNJ) | 0.02% | 0.09% | 15.64% | - |
 Lockheed Martin (LMT) | 0.02% | 0.14% | 10.48% | - |
 MongoDB (MDB) | 0.01% | 0.38% | 4.42% | - |
 Alphabet (GOOG) | 0.01% | 0.27% | 5% | - |
 Grab (GRAB) | 0.01% | 0.26% | 5% | - |
 Roche (ROG.ZU) | 0.01% | 0.09% | 10.48% | - |
 SBA (SBAC) | 0.01% | 0.19% | 4.83% | - |
 ASML (ASML.NV) | 0.01% | 0.21% | 4.26% | - |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.01% | 0.16% | 5% | - |
 Kellogg's (KLG) | 0.01% | 0.01% | 49.88% | - |
 Texas Instruments (TXN) | 0.01% | 0.18% | 4.26% | - |
 Gentex (GNTX) | 0.01% | 0% | 2.21% | 8/25/2023 |
 LVMH (MC.PA) | 0.01% | 0.13% | 4.34% | - |
 Newmont (NEM) | 0.01% | 0.1% | 4.83% | - |
 Crocs (CROX) | 0% | 0.1% | 4.18% | - |
 Concentrix (CNXC) | 0% | 0.11% | 4.18% | - |
 PDD Holdings (PDD) | 0% | 0% | 1.31% | 4/17/2024 |
 Herc Holdings (HRI) | 0% | 0.09% | 4.18% | - |
 Meituan (03690.HK) | 0% | 0% | 40.46% | 4/22/2025 |
 Healthpeak (DOC) | 0% | 0.08% | 4.34% | - |
 Netflix (NFLX) | 0% | 0% | 0.49% | 4/10/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0% | 0.23% | 0.33% | - |
 NOVATEK OAO (NVTKL.L) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| PayPal (PYPL) | 12.23% | 15.06% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 8.22% | 8.86% |
| iShares Global REIT ETF (REET) | 8.08% | 7.71% |
| Vanguard S&P 500 ETF (VOO) | 5.83% | 7.6% |
| iShares MSCI Emerging Markets ETF (EEM) | 7.21% | 7.3% |
| Realty Income (O) | 7.04% | 6.19% |
| iShares MSCI Germany ETF (EWG) | 1.96% | 2.47% |
| Starbucks (SBUX) | 2.14% | 2.05% |
| iShares Select Dividend ETF (DVY) | 1.44% | 1.52% |
| Roblox (RBLX) | 0.92% | 1.49% |
| PPL (PPL) | 1.27% | 1.47% |
| iShares MSCI ACWI Index Fund (ACWI) | 1.03% | 1.41% |
| PepsiCo (PEP) | 1.44% | 1.17% |
| Digital Realty (DLR) | 0.87% | 1.15% |
| Disney (DIS) | 0.92% | 1.1% |
| Porsche (PAH3.DE) | 1.27% | 0.94% |
| Vanguard Total Bond Market ETF (BND) | 1.04% | 0.94% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.04% | 0.94% |
| Luminar (LAZR) | 2.6% | 0.84% |
| Amazon (AMZN) | 0.52% | 0.8% |
| BAT (BATS.L) | 0.75% | 0.79% |
| Deutsche Post (DHL.DE) | 0.92% | 0.77% |
| Nike (NKE) | 0.92% | 0.73% |
| Ventas (VTR) | 0.58% | 0.71% |
| Zalando (ZAL.DE) | 0.58% | 0.7% |
| Adidas (ADS.DE) | 0.58% | 0.7% |
| Volkswagen (VOW3.DE) | 0.75% | 0.59% |
| 3M (MMM) | 0.46% | 0.56% |
| iShares Core U.S. Aggregate Bond ETF (AGG) | 0.58% | 0.52% |
| Kellanova (K) | 0.4% | 0.52% |
| Samsung (SMSN.L) | 0.69% | 0.51% |
| Corsair (CRSR) | 2.29% | 0.49% |
| Unity (U) | 0.69% | 0.46% |
| Roku (ROKU) | 0.4% | 0.45% |
| Vanguard Real Estate ETF (VNQ) | 0.4% | 0.42% |
| Ambarella (AMBA) | 0.29% | 0.41% |
| BMW (BMW.DE) | 0.46% | 0.39% |
| Federal Realty (FRT) | 0.35% | 0.38% |
| Block Inc. (XYZ) | 0.35% | 0.38% |
| Medical Properties Trust (MPW) | 0.58% | 0.36% |
| STAG (STAG) | 0.4% | 0.35% |
| Target (TGT) | 0.35% | 0.35% |
| Mercedes-Benz (MBG.DE) | 0.4% | 0.32% |
| Airbus (AIR.PA) | 0.29% | 0.31% |
| Snowflake (SNOW) | 0.29% | 0.3% |
| iShares MSCI India ETF (INDA) | 0.35% | 0.3% |
| Kraft Heinz (KHC) | 0.35% | 0.3% |
| iShares MSCI South Korea ETF (EWY) | 0.36% | 0.29% |
| SIXT (SIX2.DE) | 0.29% | 0.29% |
| Crown Castle (CCI) | 0.35% | 0.28% |
| Fielmann (FIE.DE) | 0.29% | 0.26% |
| Medtronic (MDT.US) | 0.29% | 0.26% |
| Cisco (CSCO) | 0.23% | 0.26% |
| Arista (ANET) | 0.12% | 0.25% |
| AvalonBay (AVB) | 0.23% | 0.25% |
| Lululemon (LULU) | 0.23% | 0.24% |
| Alibaba (BABA) | 0.23% | 0.24% |
| McDonald's (MCD) | 0.23% | 0.24% |
| Equity Residential (EQR) | 0.23% | 0.23% |
| Public Storage (PSA) | 0.23% | 0.23% |
| Boeing (BA) | 0.23% | 0.23% |
| JD.com (JD.US) | 0.17% | 0.22% |
| Wolfspeed (WOLF) | 0.46% | 0.21% |
| Diageo (DGE.L) | 0.23% | 0.2% |
| Adobe (ADBE) | 0.23% | 0.2% |
| Dollar General (DG.US) | 0.29% | 0.19% |
| IIPR (IIPR) | 0.23% | 0.18% |
| Progressive (PGR) | 0.17% | 0.18% |
| Bayer (BAYN.DE) | 0.23% | 0.17% |
| Novo Nordisk (NOVO-B.CO) | 0.17% | 0.16% |
| Apple (AAPL) | 0.12% | 0.16% |
| Carnival (CCL) | 0.12% | 0.15% |
| BYD Electronic (00285.HK) | 0.12% | 0.15% |
| Autodesk (ADSK) | 0.12% | 0.15% |
| Aurubis (NDA.DE) | 0.12% | 0.14% |
| Omega Healthcare (OHI) | 0.12% | 0.13% |
| Equinix (EQIX) | 0.12% | 0.13% |
| Workday (WDAY) | 0.12% | 0.13% |
| Air Products (APD) | 0.12% | 0.13% |
| Accenture (ACN) | 0.12% | 0.13% |
| HDFC (HDB) | 0.12% | 0.12% |
| LTC Properties (LTC.US) | 0.12% | 0.12% |
| Dynatrace (DT) | 0.12% | 0.12% |
| iShares Core U.S. REIT ETF (USRT) | 0.12% | 0.12% |
| Kroger (KR) | 0.12% | 0.12% |
| VICI Properties (VICI) | 0.12% | 0.11% |
| Edwards Lifesciences (EW) | 0.12% | 0.11% |
| Berkshire Hathaway (BRK.B) | 0.12% | 0.11% |
| IWG (IWG.L) | 0.12% | 0.1% |
| American Tower (AMT) | 0.12% | 0.1% |
| Eversource (ES) | 0.12% | 0.1% |
| Applied Materials (AMAT) | 0.12% | 0.1% |
| UPS (UPS) | 0.12% | 0.1% |
| BASF (BAS.DE) | 0.12% | 0.1% |
| Johnson & Johnson (JNJ) | 0.12% | 0.1% |
| Anheuser-Busch (BUD) | 0.12% | 0.09% |
| Vistry (VTY.L) | 0.12% | 0.09% |
| Baxter (BAX) | 0.12% | 0.09% |
| FMC (FMC) | 0.12% | 0.09% |
| Comcast (CMCSA) | 0.12% | 0.09% |
| Solventum (SOLV) | 0% | 0.07% |
| Oatly (OTLY) | 0.12% | 0.06% |
| Kellogg's (KLG) | 0% | 0.01% |
| Meituan (03690.HK) | 0% | 0.01% |
| NOVATEK OAO (NVTKL.L) | 0.37% | 0% |