Portfolio Diversification
Range
Most Diversified
39 instruments
April 29, 2025
Least Diversified
0 instruments
December 29, 2024
Average
27.5 instruments
Most Consistent Holdings
Top 5
ASML97.73%
NOVO-B.CO97.16%
NVDA89.77%
MSFT89.49%
GOOG88.07%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 29, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Wise (WISE.L) | 12% | 11.78% | 85.23% | - |
 Eli Lilly (LLY) | 9.54% | 4.51% | 73.58% | - |
 Hims & Hers (HIMS) | 5.47% | 8.11% | 71.59% | - |
| Alphabet (GOOG) | 5.02% | 6.21% | 88.07% | - |
| Microsoft (MSFT) | 2.91% | 2.44% | 89.49% | - |
 Meta (META) | 2.6% | 5.12% | 71.59% | - |
 Watches of Switzerland (WOSG.L) | 2.52% | 0% | 75.28% | 11/6/2025 |
 Tencent (0700.HK) | 2.45% | 1.37% | 87.22% | - |
 TSMC (TSM) | 2.4% | 5.76% | 65.63% | - |
 iShares MSCI ACWI Index Fund (ACWI) | 2.38% | 0% | 61.93% | 8/19/2025 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 2.29% | 0% | 26.99% | 8/1/2025 |
 Procter & Gamble (PG) | 2.14% | 0% | 59.66% | 8/19/2025 |
| NVIDIA (NVDA) | 2.04% | 1.27% | 89.77% | - |
| Novo Nordisk (NOVO-B.CO) | 1.8% | 7.03% | 97.16% | - |
 Crocs (CROX) | 1.8% | 0% | 60.23% | 10/23/2025 |
 Haidilao (06862.HK) | 1.72% | 0% | 65.06% | 9/22/2025 |
 iShares STOXX Global Select Dividend 100 UCITS ETF (SDGPEX.DE) | 1.51% | 0% | 58.52% | 8/8/2025 |
 Berkshire Hathaway (BRK.B) | 1.49% | 3.42% | 35.51% | - |
 Apple (AAPL) | 1.47% | 0% | 65.91% | 9/16/2025 |
 Sunny Optical (02382.HK) | 1.46% | 0% | 69.6% | 10/28/2025 |
| ASML (ASML) | 1.46% | 1.19% | 97.73% | - |
 Nike (NKE) | 1.45% | 0% | 38.35% | 6/5/2025 |
 Kaspi.kz (KSPI) | 1.42% | 3.91% | 32.67% | - |
 AMD (AMD) | 1.35% | 1.49% | 78.41% | - |
 Nestle (NESN.ZU) | 1.3% | 0% | 62.5% | 8/11/2025 |
 Iris Energy (IREN) | 1.26% | 8.97% | 20.17% | - |
 Ethereum (ETH) | 1.24% | 0.85% | 76.7% | - |
 Visa (V) | 1.24% | 3.93% | 74.15% | - |
 Merck (MRK) | 1.22% | 0% | 49.72% | 9/18/2025 |
 SPDR S&P 500 ETF (SPY) | 1.13% | 0% | 29.83% | 8/19/2025 |
 Cameco (CCJ) | 1.02% | 0% | 53.69% | 8/6/2025 |
 Baidu (BIDU) | 0.94% | 0% | 43.18% | 8/19/2025 |
 Ganfeng Lithium Group Co L H (1772.HK) | 0.89% | 0.77% | 65.06% | - |
 iShares Silver Trust (SLV) | 0.88% | 0.73% | 76.7% | - |
 Lam Research (LRCX) | 0.81% | 0% | 50.85% | 8/8/2025 |
 Sanlorenzo (SL.MI) | 0.79% | 2.67% | 26.14% | - |
 Occidental (OXY) | 0.77% | 0% | 56.25% | 8/22/2025 |
 Bitcoin (BTC) | 0.77% | 0.53% | 54.55% | - |
 PAR Technology (PAR) | 0.71% | 0% | 53.98% | 8/13/2025 |
 Inter & Co (INTR) | 0.58% | 1.98% | 24.15% | - |
 Schneider Electric (SU.PA) | 0.56% | 0% | 38.35% | 8/8/2025 |
 PepsiCo (PEP) | 0.5% | 0% | 39.49% | 8/11/2025 |
 Alibaba (BABA) | 0.5% | 2.49% | 21.88% | - |
 Volkswagen (VOW3.DE) | 0.45% | 0% | 8.24% | 1/28/2025 |
 CVS Health (CVS) | 0.45% | 0% | 47.16% | 9/10/2025 |
 LVMH (MC.PA) | 0.42% | 0% | 7.95% | 1/28/2025 |
 PDD Holdings (PDD) | 0.4% | 0% | 22.16% | 4/4/2025 |
 Paramount (PGRE) | 0.33% | 0% | 40.06% | 8/6/2025 |
 UPS (UPS) | 0.19% | 0% | 2.56% | 1/30/2025 |
 Bayer (BAYN.DE) | 0.17% | 0% | 3.13% | 1/27/2025 |
 Philip Morris (PM) | 0.13% | 1.2% | 9.94% | - |
 SPDR Gold (GLD) | 0.12% | 0.69% | 15.63% | - |
 Rheinmetall (RHM.DE) | 0.09% | 0% | 33.52% | 8/11/2025 |
 Porsche (P911.DE) | 0.05% | 0% | 0.85% | 1/2/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| LVMH (MC.PA) | 12.19% | 12.43% |
| Volkswagen (VOW3.DE) | 12.19% | 12.33% |
| ASML (ASML) | 12.19% | 12.1% |
| iShares Silver Trust (SLV) | 12.18% | 12.04% |
| Porsche (P911.DE) | 6.09% | 6.09% |