Portfolio Diversification
Range
Most Diversified
30 instruments
January 4, 2025
Least Diversified
0 instruments
June 20, 2023
Average
15.7 instruments
Most Consistent Holdings
Top 5
MSFT69.7%
AMZN69.7%
NIO66.52%
CIVI66.06%
GOOGL65.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since April 7, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 21.57% | 0% | 33.18% | 1/3/2024 |
 EDP (EDP.LSB) | 9.51% | 0% | 63.64% | 2/1/2025 |
 ResMed (RMD) | 4.83% | 0% | 62.88% | 12/18/2024 |
| Microsoft (MSFT) | 4.36% | 0% | 69.7% | 2/1/2025 |
| Alphabet (GOOGL) | 4.26% | 0% | 65.91% | 2/1/2025 |
| Amazon (AMZN) | 4.24% | 0% | 69.7% | 2/1/2025 |
 Tesla (TSLA) | 3.49% | 0% | 51.82% | 2/1/2025 |
 Apple (AAPL) | 3.48% | 0% | 62.27% | 2/1/2025 |
 Mercedes-Benz (MBG.DE) | 3.46% | 0% | 65.91% | 2/1/2025 |
 AXA (CS.PA) | 3.34% | 0% | 62.88% | 1/22/2025 |
 GER40 Index (Non Expiry) (GER40) | 2.53% | 0% | 19.7% | 12/14/2023 |
 Bitcoin (BTC) | 2.52% | 0% | 62.88% | 2/1/2025 |
 Allegro MicroSystems (ALGM) | 1.66% | 0% | 59.55% | 2/1/2025 |
 Rivian (RIVN) | 1.63% | 0% | 61.21% | 2/1/2025 |
| Civitas (CIVI) | 1.49% | 0% | 66.06% | 2/1/2025 |
 Forvia (FRVIA.PA) | 1.37% | 0% | 60.45% | 2/1/2025 |
 Enovix (ENVX) | 1.29% | 0% | 60.3% | 2/1/2025 |
| Nio (NIO) | 1.24% | 0% | 66.52% | 2/1/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 1.08% | 0% | 19.55% | 7/17/2024 |
 Sands China (01928.HK) | 0.97% | 0% | 60.15% | 2/1/2025 |
 Hexagon B (HEXA-B.ST) | 0.94% | 0% | 37.27% | 7/25/2024 |
 AstraZeneca (AZN) | 0.93% | 0% | 41.82% | 11/27/2024 |
 Great Wall Motor (2333.HK) | 0.82% | 0% | 36.67% | 8/27/2024 |
 Unity (U) | 0.62% | 0% | 29.09% | 2/1/2025 |
 Fastly (FSLY) | 0.6% | 0% | 44.7% | 2/1/2025 |
 TotalEnergies (TTE.PA) | 0.6% | 0% | 26.97% | 7/9/2024 |
 Volkswagen (VOW3.DE) | 0.59% | 0% | 27.73% | 2/1/2025 |
 GitLab (GTLB) | 0.54% | 0% | 29.09% | 2/1/2025 |
 Klaviyo (KVYO) | 0.38% | 0% | 29.09% | 2/1/2025 |
 Snowflake (SNOW) | 0.3% | 0% | 29.09% | 2/1/2025 |
 NVIDIA (NVDA) | 0.26% | 0% | 6.82% | 2/1/2025 |
 Li Auto (LI) | 0.22% | 0% | 22.27% | 12/18/2024 |
 Johnson & Johnson (JNJ) | 0.22% | 0% | 10% | 2/1/2025 |
 Solana (SOL) | 0.2% | 0% | 12.73% | 2/1/2025 |
 Confluent (CFLT) | 0.17% | 0% | 11.06% | 2/1/2025 |
 Micron (MU) | 0.07% | 0% | 4.39% | 2/1/2025 |
 Hims & Hers (HIMS) | 0.06% | 0% | 9.7% | 2/1/2025 |
 GigaCloud (GCT) | 0.06% | 0% | 2.58% | 3/11/2024 |
 Intel (INTC) | 0.05% | 0% | 6.52% | 2/1/2025 |
 AMD (AMD) | 0.05% | 0% | 6.52% | 2/1/2025 |
 Ethereum (ETH) | 0.04% | 0% | 3.94% | 10/2/2024 |
 EUR/USD (EURUSD) | 0.02% | 0% | 0.15% | 7/18/2023 |
 MicroStrategy (MSTR) | 0% | 0% | 0.15% | 12/20/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| EDP (EDP.LSB) | 28.72% | 24.21% |
| Tesla (TSLA) | 4.53% | 9.34% |
| Alphabet (GOOGL) | 4.53% | 6.01% |
| Apple (AAPL) | 3.78% | 5.01% |
| Microsoft (MSFT) | 3.78% | 4.69% |
| Bitcoin (BTC) | 3.02% | 4.5% |
| Amazon (AMZN) | 3.02% | 3.98% |
| NVIDIA (NVDA) | 3.78% | 3.81% |
| AXA (CS.PA) | 3.78% | 3.79% |
| Mercedes-Benz (MBG.DE) | 4.53% | 3.75% |
| Enovix (ENVX) | 3.02% | 2.96% |
| Allegro MicroSystems (ALGM) | 3.02% | 2.34% |
| Civitas (CIVI) | 3.02% | 2.22% |
| Johnson & Johnson (JNJ) | 2.42% | 2.18% |
| Unity (U) | 1.51% | 2.14% |
| Forvia (FRVIA.PA) | 3.33% | 2.08% |
| Volkswagen (VOW3.DE) | 2.27% | 2.04% |
| Klaviyo (KVYO) | 1.51% | 1.87% |
| GitLab (GTLB) | 1.51% | 1.72% |
| Snowflake (SNOW) | 1.51% | 1.54% |
| Confluent (CFLT) | 1.51% | 1.45% |
| Fastly (FSLY) | 1.81% | 1.39% |
| Solana (SOL) | 1.51% | 1.36% |
| Sands China (01928.HK) | 1.51% | 1.35% |
| Nio (NIO) | 1.51% | 0.86% |
| Rivian (RIVN) | 1.51% | 0.85% |
| Intel (INTC) | 0.76% | 0.75% |
| AMD (AMD) | 0.76% | 0.73% |
| Hims & Hers (HIMS) | 0.76% | 0.56% |