Portfolio Diversification
Range
Most Diversified
76 instruments
April 14, 2022
Least Diversified
0 instruments
February 2, 2025
Average
42.8 instruments
Most Consistent Holdings
Top 5
BRK.B99.36%
PYPL96.9%
META96.81%
1810.HK96.35%
0700.HK96.35%
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 |
|---|---|---|---|---|
 Amazon (AMZN) | 2% | 0% | 96.17% | 2/1/2025 |
| Berkshire Hathaway (BRK.B) | 1.88% | 0% | 99.36% | 2/1/2025 |
| Meta (META) | 1.85% | 0% | 96.81% | 2/1/2025 |
 Microsoft (MSFT) | 1.34% | 0% | 78.1% | 2/1/2025 |
 FNV (FNV) | 1.11% | 0% | 50.55% | 9/9/2024 |
 ARK Innovation ETF (ARKK) | 1.07% | 0% | 84.4% | 9/9/2024 |
| Xiaomi (1810.HK) | 1.06% | 0% | 96.35% | 2/1/2025 |
 Apple (AAPL) | 1.05% | 0% | 83.49% | 2/1/2025 |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 1.04% | 0% | 64.05% | 2/1/2025 |
 Alphabet (GOOGL) | 1.02% | 0% | 62.04% | 2/1/2025 |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.02% | 0% | 78.83% | 1/27/2025 |
| PayPal (PYPL) | 0.99% | 0% | 96.9% | 2/1/2025 |
 ASML (ASML.NV) | 0.98% | 0% | 74.09% | 2/1/2025 |
 Shopify (SHOP) | 0.92% | 0% | 90.6% | 2/1/2025 |
 Alphabet (GOOG) | 0.9% | 0% | 34.95% | 3/22/2023 |
 Alibaba (BABA) | 0.9% | 0% | 77.1% | 2/1/2025 |
| Tencent (0700.HK) | 0.87% | 0% | 96.35% | 2/1/2025 |
 Barrick (GOLD.BARRICK) | 0.83% | 0% | 37.23% | 3/4/2024 |
 iShares MSCI ACWI Index Fund (ACWI) | 0.82% | 0% | 21.81% | 3/3/2023 |
 Global X SuperDividend ETF (SDIV) | 0.82% | 0% | 40.51% | 11/15/2023 |
 Global SuperDividend US ETF (DIV) | 0.78% | 0% | 36.13% | 2/1/2025 |
 MercadoLibre (MELI) | 0.77% | 0% | 63.14% | 2/1/2025 |
 Roche (ROG.ZU) | 0.76% | 0% | 57.21% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 0.75% | 0% | 60.04% | 2/1/2025 |
 SES (SESG.PA) | 0.74% | 0% | 77.19% | 2/1/2025 |
 NVIDIA (NVDA) | 0.73% | 0% | 51.09% | 2/1/2025 |
 Dell (DELL) | 0.72% | 0% | 54.65% | 2/1/2025 |
 BlackRock (BLK) | 0.71% | 0% | 66.61% | 2/1/2025 |
 Stellantis (STLAM.MI) | 0.7% | 0% | 63.05% | 1/27/2025 |
 Orange (ORA.PA) | 0.69% | 0% | 54.93% | 2/1/2025 |
 LVMH (MC.PA) | 0.68% | 0% | 59.76% | 2/1/2025 |
 Petrobras (PBR) | 0.63% | 0% | 53.01% | 2/1/2025 |
 TSMC (TSM) | 0.63% | 0% | 54.47% | 2/1/2025 |
 Brazil Index MSCI Ishares (EWZ) | 0.63% | 0% | 49.82% | 2/1/2025 |
 Amundi (AMUN.PA) | 0.62% | 0% | 60.77% | 2/1/2025 |
 TotalEnergies (TTE.PA) | 0.62% | 0% | 52.19% | 2/1/2025 |
 Arbor Realty (ABR) | 0.61% | 0% | 63.32% | 2/1/2025 |
 Intel (INTC) | 0.57% | 0% | 56.2% | 1/7/2025 |
 Realty Income (O) | 0.56% | 0% | 63.32% | 2/1/2025 |
 IBM (IBM) | 0.56% | 0% | 52.74% | 2/1/2025 |
 Baidu (BIDU) | 0.56% | 0% | 56.02% | 2/1/2025 |
 Eutelsat (ETL.PA) | 0.54% | 0% | 50.64% | 12/18/2023 |
 Mastercard (MA) | 0.49% | 0% | 55.93% | 2/1/2025 |
 Nintendo (NTDOY) | 0.49% | 0% | 42.52% | 12/18/2023 |
 ZIM (ZIM) | 0.48% | 0% | 53.19% | 9/30/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.47% | 0% | 14.6% | 11/16/2023 |
 iShares Select Dividend ETF (DVY) | 0.46% | 0% | 16.88% | 3/14/2023 |
 iShares Core Dividend Growth ETF (DGRO) | 0.46% | 0% | 15.88% | 1/30/2023 |
 Credit Agricole (ACA.PA) | 0.46% | 0% | 31.3% | 2/3/2023 |
 Pfizer (PFE) | 0.45% | 0% | 44.43% | 9/10/2024 |
 AstraZeneca (AZN.L) | 0.43% | 0% | 42.88% | 2/1/2025 |
 Sanofi (SAN.PA) | 0.42% | 0% | 34.67% | 2/1/2025 |
 ProSiebenSat.1 (PSM.DE) | 0.41% | 0% | 32.21% | 2/8/2023 |
 Visa (V) | 0.38% | 0% | 37.68% | 2/1/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.37% | 0% | 20.8% | 8/2/2023 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.37% | 0% | 3.65% | 3/2/2022 |
 EUR/USD (EURUSD) | 0.34% | 0% | 1.37% | 4/7/2022 |
 Tesla (TSLA) | 0.3% | 0% | 33.58% | 2/1/2025 |
 AXA (CS.PA) | 0.3% | 0% | 13.87% | 3/6/2023 |
 Verizon (VZ) | 0.27% | 0% | 28.19% | 2/1/2025 |
 Vale (VALE) | 0.25% | 0% | 18.43% | 11/3/2022 |
 Micron (MU) | 0.24% | 0% | 25.36% | 2/1/2025 |
 M6 (MMT.PA) | 0.24% | 0% | 17.97% | 11/2/2022 |
 STMicroelectronics (STMPA.PA) | 0.24% | 0% | 32.03% | 2/1/2025 |
 BioNTech SE (BNTX) | 0.22% | 0% | 28.47% | 9/10/2024 |
 Klepierre (LI.PA) | 0.22% | 0% | 11.68% | 2/3/2023 |
 Coinbase (COIN) | 0.22% | 0% | 30.29% | 3/15/2023 |
 Teladoc (TDOC) | 0.21% | 0% | 18.16% | 10/28/2022 |
 Engie (ENGI.PA) | 0.21% | 0% | 15.24% | 9/19/2023 |
 Unity (U) | 0.21% | 0% | 34.67% | 5/30/2023 |
 Li Auto (LI) | 0.2% | 0% | 33.03% | 9/10/2024 |
 Renault (RNO.PA) | 0.2% | 0% | 19.62% | 9/13/2022 |
 SCOR (SCR.PA) | 0.19% | 0% | 13.05% | 2/13/2024 |
 Icade (ICAD.PA) | 0.19% | 0% | 27.74% | 1/27/2025 |
 iShares Short Treasury Bond ETF (SHV) | 0.18% | 0% | 2.74% | 2/28/2022 |
 Chainlink (LINK) | 0.18% | 0% | 36.86% | 3/14/2023 |
 Nexity (NXI.PA) | 0.18% | 0% | 25.55% | 7/24/2024 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.18% | 0% | 8.58% | 7/28/2022 |
 Allianz (ALV.DE) | 0.16% | 0% | 11.5% | 7/19/2022 |
 Teleperformance (TEP.PA) | 0.16% | 0% | 17.88% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 0.16% | 0% | 13.14% | 9/9/2024 |
 Comcast (CMCSA) | 0.15% | 0% | 11.77% | 8/12/2022 |
 URW (URW.PA) | 0.15% | 0% | 9.22% | 7/7/2022 |
 Infineon (IFX.DE) | 0.15% | 0% | 13.23% | 8/16/2023 |
 CNP Assurances (CNP.PA) | 0.15% | 0% | 8.58% | 5/9/2022 |
 AT&T (T) | 0.14% | 0% | 11.68% | 2/1/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.14% | 0% | 2.55% | 5/9/2022 |
 Cisco (CSCO) | 0.13% | 0% | 16.06% | 7/30/2024 |
 Vanguard Short-Term Bond ETF (BSV) | 0.13% | 0% | 1.28% | 2/24/2022 |
 iShares MSCI Eurozone ETF (EZU) | 0.11% | 0% | 8.21% | 7/21/2022 |
 Aurubis (NDA.DE) | 0.1% | 0% | 8.3% | 1/5/2023 |
 Lumen (LUMN) | 0.1% | 0% | 12.77% | 3/22/2023 |
 Ubisoft (UBI.PA) | 0.1% | 0% | 16.51% | 9/24/2024 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.1% | 0% | 7.3% | 8/9/2023 |
 XRP (XRP) | 0.09% | 0% | 31.2% | 3/28/2023 |
 SPDR Gold (GLD) | 0.09% | 0% | 7.3% | 5/10/2022 |
 Weyerhaeuser (WY) | 0.09% | 0% | 6.11% | 4/10/2023 |
 Broadcom (AVGO) | 0.08% | 0% | 11.31% | 10/9/2023 |
 ServiceNow (NOW) | 0.08% | 0% | 9.12% | 8/15/2023 |
 iShares Core High Dividend ETF (HDV) | 0.08% | 0% | 9.58% | 1/7/2025 |
 Alteryx Inc. (AYX) | 0.07% | 0% | 10.68% | 9/18/2023 |
 Nu (NU) | 0.07% | 0% | 12.23% | 2/1/2025 |
 Synaptics (SYNA) | 0.07% | 0% | 9.22% | 9/27/2024 |
 Bayer (BAYN.DE) | 0.06% | 0% | 6.75% | 10/11/2023 |
 iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 0.06% | 0% | 3.28% | 3/10/2023 |
 SushiSwap (SUSHI) | 0.06% | 0% | 32.21% | 3/15/2023 |
 DWS (DWS.DE) | 0.06% | 0% | 9.12% | 2/3/2023 |
 Algorand (ALGO) | 0.05% | 0% | 30.02% | 3/15/2023 |
 Bitcoin (BTC) | 0.05% | 0% | 6.66% | 6/16/2022 |
 Pinterest (PINS) | 0.05% | 0% | 7.03% | 8/17/2023 |
 Gilead Sciences (GILD) | 0.05% | 0% | 6.48% | 7/20/2023 |
 CVS Health (CVS) | 0.05% | 0% | 7.39% | 1/17/2024 |
 Dassault Systemes (DSY.PA) | 0.05% | 0% | 7.66% | 10/6/2023 |
 Direxion Daily MSCI Brazil Bull 2X Shares (BRZU) | 0.05% | 0% | 1.28% | 1/20/2022 |
 Silicon Motion (SIMO) | 0.05% | 0% | 7.3% | 5/30/2023 |
 Roblox (RBLX) | 0.05% | 0% | 10.13% | 6/7/2022 |
 The Graph (GRT) | 0.05% | 0% | 34.31% | 5/4/2023 |
 Qualcomm (QCOM) | 0.04% | 0% | 4.38% | 8/16/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0.04% | 0% | 0.64% | 6/10/2022 |
 Sea (SE) | 0.04% | 0% | 9.31% | 6/7/2022 |
 Crowdstrike (CRWD) | 0.04% | 0% | 6.2% | 9/18/2023 |
 Theta (THETA) | 0.04% | 0% | 26.55% | 2/3/2023 |
 Novartis (NVS) | 0.04% | 0% | 3.65% | 5/23/2022 |
 Honeywell (HON) | 0.04% | 0% | 5.66% | 8/2/2023 |
 FRA40 Index (Non Expiry) (FRA40) | 0.04% | 0% | 0.91% | 4/5/2022 |
 Renewables Infrastructure Group (TRIG.L) | 0.04% | 0% | 4.01% | 3/15/2023 |
 Netflix (NFLX) | 0.03% | 0% | 3.74% | 5/31/2022 |
 Quant (QNT) | 0.03% | 0% | 15.69% | 9/27/2022 |
 Accenture (ACN) | 0.03% | 0% | 5.02% | 9/5/2023 |
 Stellar (XLM) | 0.03% | 0% | 9.31% | 8/8/2022 |
 SPDR S&P 500 ETF (SPY) | 0.03% | 0% | 1.82% | 6/28/2022 |
 Atos (ATO.PA) | 0.03% | 0% | 7.12% | 10/16/2022 |
 Adyen (ADYEN.NV) | 0.03% | 0% | 6.2% | 9/21/2023 |
 Rio Tinto (RIO) | 0.03% | 0% | 1.92% | 3/31/2022 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.03% | 0% | 0.91% | 1/28/2022 |
 Workday (WDAY) | 0.03% | 0% | 4.38% | 8/29/2023 |
 EPAM (EPAM) | 0.03% | 0% | 4.74% | 7/13/2023 |
 Synopsys (SNPS) | 0.03% | 0% | 4.01% | 1/23/2025 |
 Nestle (NESN.ZU) | 0.02% | 0% | 5.11% | 9/10/2024 |
 Cardano (ADA) | 0.02% | 0% | 8.03% | 8/15/2022 |
 Safran (SAF.PA) | 0.02% | 0% | 3.19% | 8/16/2023 |
 SAP (SAP.DE) | 0.02% | 0% | 3.19% | 8/16/2023 |
 Air Liquide (AI.PA) | 0.02% | 0% | 2.83% | 2/1/2025 |
 Ethereum (ETH) | 0.02% | 0% | 4.01% | 6/16/2022 |
 GE (GE) | 0.02% | 0% | 2.74% | 2/1/2025 |
 Infosys (INFY) | 0.02% | 0% | 2.74% | 8/1/2023 |
 ZoomInfo (ZI) | 0.02% | 0% | 2.55% | 8/2/2023 |
 Tilray (TLRY) | 0.01% | 0% | 2.01% | 3/25/2022 |
 Sprott Physical Silver Trust (PSLV) | 0.01% | 0% | 1.19% | 2/10/2022 |
 Alten (ATE.PA) | 0.01% | 0% | 2.28% | 2/1/2025 |
 BAT (BATS.L) | 0.01% | 0% | 3.01% | 9/10/2024 |
 Telefonica (TEF.MC) | 0.01% | 0% | 1% | 6/10/2022 |
 Capgemini (CAP.PA) | 0.01% | 0% | 2.01% | 8/1/2023 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.01% | 0% | 0.36% | 10/24/2022 |
 Organon (OGN.US) | 0.01% | 0% | 1.92% | 10/13/2023 |
 Compagnie des Alpes SA (CDA.PA) | 0.01% | 0% | 1.92% | 1/27/2025 |
 Dynatrace (DT) | 0.01% | 0% | 1.37% | 6/6/2023 |
 Star Bulk (SBLK) | 0.01% | 0% | 1.09% | 2/8/2023 |
 Carnival (CCL) | 0.01% | 0% | 0.55% | 2/8/2022 |
 EUSTX50 Index (Non Expiry) (EUSTX50) | 0.01% | 0% | 0.18% | 3/17/2022 |
 Alibaba (9988.HK) | 0.01% | 0% | 1.92% | 3/3/2022 |
 China Mobile (0941.HK) | 0.01% | 0% | 1.82% | 3/3/2022 |
 Merck (MRK) | 0.01% | 0% | 0.73% | 4/21/2022 |
 ERAMET (ERA.PA) | 0% | 0% | 0.73% | 1/31/2024 |
 Palantir (PLTR) | 0% | 0% | 2.1% | 5/27/2022 |
 Xinyi Solar (0968.HK) | 0% | 0% | 1.37% | 2/25/2022 |
 Global X Uranium ETF (URA) | 0% | 0% | 0.82% | 3/7/2022 |
 Coca-Cola (KO) | 0% | 0% | 0.64% | 10/18/2023 |
 Societe Generale (GLE.PA) | 0% | 0% | 0.27% | 3/14/2022 |
 Everest (EG) | 0% | 0% | 0.64% | 9/18/2023 |
 ASML (ASML) | 0% | 0% | 0.46% | 3/16/2022 |
 Invesco QQQ (QQQ) | 0% | 0% | 0.27% | 3/21/2022 |
 GlobalFoundries (GFS) | 0% | 0% | 0.36% | 6/10/2022 |
 Splunk Inc (SPLK) | 0% | 0% | 0.46% | 6/6/2023 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0% | 0% | 0.46% | 11/11/2024 |
 TRON (TRX) | 0% | 0% | 1.19% | 5/2/2022 |
 Dogecoin (DOGE) | 0% | 0% | 1.09% | 4/15/2022 |
 Snowflake (SNOW) | 0% | 0% | 0.36% | 3/6/2023 |
 ASM (ASM.NV) | 0% | 0% | 0.27% | 3/14/2022 |
 iShares MSCI Germany ETF (EWG) | 0% | 0% | 0.18% | 3/18/2022 |
 Elior (ELIOR.PA) | 0% | 0% | 0.18% | 3/11/2022 |
 Decentraland (MANA) | 0% | 0% | 0.18% | 1/30/2022 |
 First Majestic (AG) | 0% | 0% | 0.09% | 7/1/2022 |
 Meituan (03690.HK) | 0% | 0% | 1.28% | 4/12/2023 |
 BHP (BHP.L) | 0% | 0% | 0.09% | 2/3/2022 |
 Cloudflare (NET) | 0% | 0% | 0.09% | 5/5/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 1.37% | 2.06% |
| Xiaomi (1810.HK) | 0.68% | 2% |
| NVIDIA (NVDA) | 0.68% | 1.94% |
| Roche (ROG.ZU) | 2.05% | 1.85% |
| Alphabet (GOOGL) | 1.37% | 1.82% |
| iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 2.05% | 1.78% |
| Meta (META) | 0.68% | 1.77% |
| Alibaba (BABA) | 2.05% | 1.73% |
| Microsoft (MSFT) | 1.37% | 1.52% |
| Tesla (TSLA) | 0.68% | 1.48% |
| Dell (DELL) | 0.68% | 1.47% |
| TSMC (TSM) | 0.68% | 1.41% |
| MercadoLibre (MELI) | 1.37% | 1.41% |
| Shopify (SHOP) | 0.68% | 1.36% |
| AstraZeneca (AZN.L) | 1.37% | 1.23% |
| iShares MSCI India ETF (INDA) | 1.37% | 1.2% |
| Teleperformance (TEP.PA) | 1.37% | 1.19% |
| TotalEnergies (TTE.PA) | 1.37% | 1.19% |
| Orange (ORA.PA) | 1.37% | 1.18% |
| Brazil Index MSCI Ishares (EWZ) | 1.37% | 1.07% |
| BlackRock (BLK) | 0.68% | 1% |
| PayPal (PYPL) | 0.68% | 1% |
| IBM (IBM) | 0.68% | 0.98% |
| Apple (AAPL) | 0.68% | 0.97% |
| Berkshire Hathaway (BRK.B) | 0.68% | 0.87% |
| Mastercard (MA) | 0.68% | 0.85% |
| Tencent (0700.HK) | 0.68% | 0.81% |
| Amundi (AMUN.PA) | 0.68% | 0.78% |
| Arbor Realty (ABR) | 0.68% | 0.75% |
| ASML (ASML.NV) | 0.68% | 0.73% |
| Visa (V) | 0.68% | 0.73% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.68% | 0.69% |
| Icade (ICAD.PA) | 0.68% | 0.67% |
| LVMH (MC.PA) | 0.68% | 0.67% |
| Realty Income (O) | 0.68% | 0.65% |
| Baidu (BIDU) | 0.68% | 0.62% |
| Intel (INTC) | 0.68% | 0.62% |
| Stellantis (STLAM.MI) | 0.68% | 0.61% |
| SES (SESG.PA) | 0.68% | 0.57% |
| iShares Core High Dividend ETF (HDV) | 0.68% | 0.57% |
| Micron (MU) | 0.68% | 0.56% |
| Nu (NU) | 0.68% | 0.54% |