Portfolio Diversification
Range
Most Diversified
76 instruments
April 14, 2022
Least Diversified
0 instruments
February 2, 2025
Average
43.1 instruments
Most Consistent Holdings
Top 5
BRK.B99.4%
PYPL97.1%
META97.01%
1810.HK96.59%
0700.HK96.59%
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) | 2.07% | 3.26% | 96.42% | - |
| Meta (META) | 1.91% | 3.06% | 97.01% | - |
| Berkshire Hathaway (BRK.B) | 1.89% | 2.89% | 99.4% | - |
 Microsoft (MSFT) | 1.4% | 3.18% | 79.52% | - |
| Xiaomi (1810.HK) | 1.12% | 1.2% | 96.59% | - |
 Alphabet (GOOGL) | 1.1% | 2.59% | 64.51% | - |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 1.08% | 1.26% | 66.38% | - |
 FNV (FNV) | 1.04% | 0% | 47.27% | 9/9/2024 |
 Apple (AAPL) | 1.04% | 1.41% | 84.56% | - |
 ARK Innovation ETF (ARKK) | 1% | 0% | 78.92% | 9/9/2024 |
 ASML (ASML.NV) | 1% | 1.22% | 75.77% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.99% | 2.35% | 77.3% | - |
| PayPal (PYPL) | 0.98% | 0.71% | 97.1% | - |
 Shopify (SHOP) | 0.95% | 1.58% | 91.21% | - |
 Alibaba (BABA) | 0.95% | 1.48% | 78.58% | - |
| Tencent (0700.HK) | 0.87% | 0.88% | 96.59% | - |
 Alphabet (GOOG) | 0.84% | 0% | 32.68% | 3/22/2023 |
 NVIDIA (NVDA) | 0.83% | 2.61% | 54.27% | - |
 MercadoLibre (MELI) | 0.8% | 1.11% | 65.53% | - |
 Roche (ROG.ZU) | 0.8% | 1.27% | 59.98% | - |
 Barrick (GOLD.BARRICK) | 0.78% | 0% | 34.81% | 3/4/2024 |
 iShares MSCI ACWI Index Fund (ACWI) | 0.77% | 0% | 20.39% | 3/3/2023 |
 Global X SuperDividend ETF (SDIV) | 0.77% | 0% | 37.88% | 11/15/2023 |
 BlackRock (BLK) | 0.75% | 0.85% | 68.77% | - |
 Dell (DELL) | 0.74% | 1.36% | 57.59% | - |
 Global SuperDividend US ETF (DIV) | 0.73% | 0% | 33.87% | 2/3/2025 |
 iShares MSCI India ETF (INDA) | 0.72% | 0% | 57.68% | 2/20/2025 |
 Stellantis (STLAM.MI) | 0.7% | 1.02% | 63.99% | - |
 TSMC (TSM) | 0.7% | 2.24% | 57.42% | - |
 LVMH (MC.PA) | 0.7% | 1.55% | 62.37% | - |
 SES (SESG.PA) | 0.69% | 0% | 73.04% | 2/12/2025 |
 Amundi (AMUN.PA) | 0.66% | 2.09% | 63.31% | - |
 Petrobras (PBR) | 0.66% | 1.08% | 55.97% | - |
 Orange (ORA.PA) | 0.65% | 0% | 51.79% | 3/21/2025 |
 Arbor Realty (ABR) | 0.63% | 1.22% | 65.7% | - |
 TotalEnergies (TTE.PA) | 0.61% | 1.16% | 53.07% | - |
 IBM (IBM) | 0.61% | 1.05% | 55.8% | - |
 Brazil Index MSCI Ishares (EWZ) | 0.6% | 0% | 48.12% | 2/20/2025 |
 Baidu (BIDU) | 0.59% | 1.16% | 58.87% | - |
 Realty Income (O) | 0.58% | 0% | 65.44% | 4/16/2025 |
 Mastercard (MA) | 0.57% | 1.99% | 58.79% | - |
 Eutelsat (ETL.PA) | 0.54% | 0.51% | 52.82% | - |
 Intel (INTC) | 0.53% | 0% | 52.56% | 1/7/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.5% | 1.29% | 17.75% | - |
 AstraZeneca (AZN.L) | 0.47% | 1.19% | 46.59% | - |
 Visa (V) | 0.46% | 1.97% | 41.72% | - |
 Nintendo (NTDOY) | 0.46% | 0% | 39.76% | 12/18/2023 |
 ZIM (ZIM) | 0.45% | 0% | 49.74% | 9/30/2024 |
 Pfizer (PFE) | 0.44% | 0.5% | 45.14% | - |
 iShares Select Dividend ETF (DVY) | 0.43% | 0% | 15.78% | 3/14/2023 |
 iShares Core Dividend Growth ETF (DGRO) | 0.43% | 0% | 14.85% | 1/30/2023 |
 Credit Agricole (ACA.PA) | 0.43% | 0% | 29.27% | 2/3/2023 |
 Sanofi (SAN.PA) | 0.39% | 0% | 32.51% | 2/3/2025 |
 ProSiebenSat.1 (PSM.DE) | 0.38% | 0% | 30.12% | 2/8/2023 |
 Tesla (TSLA) | 0.37% | 1.44% | 37.88% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.35% | 0% | 19.54% | 3/26/2025 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.34% | 0% | 3.41% | 3/2/2022 |
 EUR/USD (EURUSD) | 0.32% | 0% | 1.28% | 4/7/2022 |
 Verizon (VZ) | 0.3% | 0% | 31.14% | 4/16/2025 |
 AXA (CS.PA) | 0.28% | 0% | 12.97% | 3/6/2023 |
 Vale (VALE) | 0.27% | 1.14% | 21.84% | - |
 Micron (MU) | 0.26% | 0% | 27.47% | 4/14/2025 |
 STMicroelectronics (STMPA.PA) | 0.23% | 0% | 32% | 4/11/2025 |
 M6 (MMT.PA) | 0.22% | 0% | 16.81% | 11/2/2022 |
 BioNTech SE (BNTX) | 0.2% | 0% | 26.62% | 9/10/2024 |
 Klepierre (LI.PA) | 0.2% | 0% | 10.92% | 2/3/2023 |
 Coinbase (COIN) | 0.2% | 0% | 28.33% | 3/15/2023 |
 Teladoc (TDOC) | 0.2% | 0% | 16.98% | 10/28/2022 |
 Teleperformance (TEP.PA) | 0.2% | 1.12% | 22.53% | - |
 Engie (ENGI.PA) | 0.2% | 0% | 14.25% | 9/19/2023 |
 Unity (U) | 0.19% | 0% | 32.42% | 5/30/2023 |
 AT&T (T) | 0.19% | 0% | 17.15% | 4/16/2025 |
 Li Auto (LI) | 0.19% | 0% | 30.89% | 9/10/2024 |
 Renault (RNO.PA) | 0.19% | 0% | 18.34% | 9/13/2022 |
 SCOR (SCR.PA) | 0.18% | 0% | 12.2% | 2/13/2024 |
 Icade (ICAD.PA) | 0.17% | 0% | 25.94% | 1/27/2025 |
 iShares Short Treasury Bond ETF (SHV) | 0.17% | 0% | 2.56% | 2/28/2022 |
 Chainlink (LINK) | 0.17% | 0% | 34.47% | 3/14/2023 |
 Nexity (NXI.PA) | 0.17% | 0% | 23.89% | 7/24/2024 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.16% | 0% | 8.02% | 7/28/2022 |
 Allianz (ALV.DE) | 0.15% | 0% | 10.75% | 7/19/2022 |
 Johnson & Johnson (JNJ) | 0.15% | 0% | 12.29% | 9/9/2024 |
 Comcast (CMCSA) | 0.14% | 0% | 11.26% | 3/17/2025 |
 Cisco (CSCO) | 0.14% | 0% | 17.06% | 3/31/2025 |
 URW (URW.PA) | 0.14% | 0% | 8.62% | 7/7/2022 |
 Infineon (IFX.DE) | 0.14% | 0% | 12.37% | 8/16/2023 |
 CNP Assurances (CNP.PA) | 0.14% | 0% | 8.02% | 5/9/2022 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.13% | 0% | 2.39% | 5/9/2022 |
 Vanguard Short-Term Bond ETF (BSV) | 0.12% | 0% | 1.19% | 2/24/2022 |
 iShares MSCI Eurozone ETF (EZU) | 0.11% | 0% | 7.68% | 7/21/2022 |
 GE (GE) | 0.1% | 1.18% | 9.04% | - |
 Aurubis (NDA.DE) | 0.1% | 0% | 7.76% | 1/5/2023 |
 Lumen (LUMN) | 0.1% | 0% | 11.95% | 3/22/2023 |
 Ubisoft (UBI.PA) | 0.09% | 0% | 15.44% | 9/24/2024 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.09% | 0% | 6.83% | 8/9/2023 |
 XRP (XRP) | 0.09% | 0% | 29.18% | 3/28/2023 |
 Air Liquide (AI.PA) | 0.09% | 1.31% | 9.13% | - |
 SPDR Gold (GLD) | 0.08% | 0% | 6.83% | 5/10/2022 |
 Nu (NU) | 0.08% | 0% | 13.91% | 3/12/2025 |
 Weyerhaeuser (WY) | 0.08% | 0% | 5.72% | 4/10/2023 |
 Ethereum (ETH) | 0.08% | 0.96% | 10.15% | - |
 Broadcom (AVGO) | 0.07% | 0% | 10.58% | 10/9/2023 |
 ServiceNow (NOW) | 0.07% | 0% | 8.53% | 8/15/2023 |
 iShares Core High Dividend ETF (HDV) | 0.07% | 0% | 8.96% | 1/7/2025 |
 Alteryx Inc. (AYX) | 0.07% | 0% | 9.98% | 9/18/2023 |
 Merck (MRK) | 0.07% | 1.67% | 5.8% | - |
 Synaptics (SYNA) | 0.06% | 0% | 8.62% | 9/27/2024 |
 Bayer (BAYN.DE) | 0.06% | 0% | 7.25% | 3/10/2025 |
 iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 0.06% | 0% | 3.07% | 3/10/2023 |
 SushiSwap (SUSHI) | 0.06% | 0% | 30.12% | 3/15/2023 |
 DWS (DWS.DE) | 0.05% | 0% | 8.53% | 2/3/2023 |
 Algorand (ALGO) | 0.05% | 0% | 28.07% | 3/15/2023 |
 Bitcoin (BTC) | 0.05% | 0% | 6.23% | 6/16/2022 |
 Pinterest (PINS) | 0.05% | 0% | 6.57% | 8/17/2023 |
 Gilead Sciences (GILD) | 0.05% | 0% | 6.06% | 7/20/2023 |
 CVS Health (CVS) | 0.04% | 0% | 6.91% | 1/17/2024 |
 Dassault Systemes (DSY.PA) | 0.04% | 0% | 7.17% | 10/6/2023 |
 Direxion Daily MSCI Brazil Bull 2X Shares (BRZU) | 0.04% | 0% | 1.19% | 1/20/2022 |
 Silicon Motion (SIMO) | 0.04% | 0% | 6.83% | 5/30/2023 |
 Roblox (RBLX) | 0.04% | 0% | 9.47% | 6/7/2022 |
 The Graph (GRT) | 0.04% | 0% | 32.08% | 5/4/2023 |
 Qualcomm (QCOM) | 0.04% | 0% | 4.1% | 8/16/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0.04% | 0% | 0.6% | 6/10/2022 |
 Novartis (NVS) | 0.04% | 0% | 3.84% | 2/25/2025 |
 Sea (SE) | 0.04% | 0% | 8.7% | 6/7/2022 |
 Crowdstrike (CRWD) | 0.04% | 0% | 5.8% | 9/18/2023 |
 Theta (THETA) | 0.04% | 0% | 24.83% | 2/3/2023 |
 Honeywell (HON) | 0.04% | 0% | 5.29% | 8/2/2023 |
 FRA40 Index (Non Expiry) (FRA40) | 0.03% | 0% | 0.85% | 4/5/2022 |
 Renewables Infrastructure Group (TRIG.L) | 0.03% | 0% | 3.75% | 3/15/2023 |
 Rio Tinto (RIO) | 0.03% | 0% | 2.39% | 3/17/2025 |
 Netflix (NFLX) | 0.03% | 0% | 3.5% | 5/31/2022 |
 Quant (QNT) | 0.03% | 0% | 14.68% | 9/27/2022 |
 Accenture (ACN) | 0.03% | 0% | 4.69% | 9/5/2023 |
 Stellar (XLM) | 0.03% | 0% | 8.7% | 8/8/2022 |
 SPDR S&P 500 ETF (SPY) | 0.03% | 0% | 1.71% | 6/28/2022 |
 Atos (ATO.PA) | 0.03% | 0% | 6.66% | 10/16/2022 |
 Adyen (ADYEN.NV) | 0.03% | 0% | 5.8% | 9/21/2023 |
 EPAM (EPAM) | 0.03% | 0% | 4.69% | 3/17/2025 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.03% | 0% | 0.85% | 1/28/2022 |
 Workday (WDAY) | 0.03% | 0% | 4.1% | 8/29/2023 |
 Synopsys (SNPS) | 0.02% | 0% | 3.75% | 1/23/2025 |
 Nestle (NESN.ZU) | 0.02% | 0% | 4.78% | 9/10/2024 |
 Itau Unibanco (ITUB) | 0.02% | 0.66% | 3.41% | - |
 Lenovo (0992.HK) | 0.02% | 0.37% | 4.44% | - |
 Cardano (ADA) | 0.02% | 0% | 7.51% | 8/15/2022 |
 Safran (SAF.PA) | 0.02% | 0% | 2.99% | 8/16/2023 |
 SAP (SAP.DE) | 0.02% | 0% | 2.99% | 8/16/2023 |
 Capgemini (CAP.PA) | 0.02% | 0% | 2.65% | 4/14/2025 |
 Infosys (INFY) | 0.02% | 0% | 2.56% | 8/1/2023 |
 ZoomInfo (ZI) | 0.02% | 0% | 2.39% | 8/2/2023 |
 Alten (ATE.PA) | 0.02% | 0% | 2.56% | 2/7/2025 |
 Ipsos (IPS.PA) | 0.01% | 0% | 2.39% | 3/20/2025 |
 Tilray (TLRY) | 0.01% | 0% | 1.88% | 3/25/2022 |
 Sprott Physical Silver Trust (PSLV) | 0.01% | 0% | 1.11% | 2/10/2022 |
 Eli Lilly (LLY) | 0.01% | 0% | 1.37% | 3/20/2025 |
 BAT (BATS.L) | 0.01% | 0% | 2.82% | 9/10/2024 |
 Telefonica (TEF.MC) | 0.01% | 0% | 0.94% | 6/10/2022 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.01% | 0% | 0.34% | 10/24/2022 |
 Hologic (HOLX) | 0.01% | 0% | 2.13% | 4/4/2025 |
 Organon (OGN.US) | 0.01% | 0% | 1.79% | 10/13/2023 |
 Compagnie des Alpes SA (CDA.PA) | 0.01% | 0% | 1.79% | 1/27/2025 |
 Dynatrace (DT) | 0.01% | 0% | 1.28% | 6/6/2023 |
 Carrefour (CA.PA) | 0.01% | 0% | 1.28% | 3/17/2025 |
 Michelin (ML.PA) | 0.01% | 0% | 1.45% | 3/28/2025 |
 Schneider Electric (SU.PA) | 0.01% | 0.66% | 1.28% | - |
 Star Bulk (SBLK) | 0.01% | 0% | 1.02% | 2/8/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0.01% | 0% | 1.45% | 2/20/2025 |
 Carnival (CCL) | 0.01% | 0% | 0.51% | 2/8/2022 |
 Clariant (CLN.ZU) | 0.01% | 0.65% | 1.02% | - |
 EUSTX50 Index (Non Expiry) (EUSTX50) | 0.01% | 0% | 0.17% | 3/17/2022 |
 Alibaba (9988.HK) | 0.01% | 0% | 1.79% | 3/3/2022 |
 China Mobile (0941.HK) | 0.01% | 0% | 1.71% | 3/3/2022 |
 Block Inc. (XYZ) | 0% | 0% | 0.68% | 3/12/2025 |
 ERAMET (ERA.PA) | 0% | 0% | 0.68% | 1/31/2024 |
 Palantir (PLTR) | 0% | 0% | 1.96% | 5/27/2022 |
 Xinyi Solar (0968.HK) | 0% | 0% | 1.28% | 2/25/2022 |
 Global X Uranium ETF (URA) | 0% | 0% | 0.77% | 3/7/2022 |
 Coca-Cola (KO) | 0% | 0% | 0.6% | 10/18/2023 |
 Societe Generale (GLE.PA) | 0% | 0% | 0.26% | 3/14/2022 |
 Everest (EG) | 0% | 0% | 0.6% | 9/18/2023 |
 ASML (ASML) | 0% | 0% | 0.43% | 3/16/2022 |
 Invesco QQQ (QQQ) | 0% | 0% | 0.26% | 3/21/2022 |
 GlobalFoundries (GFS) | 0% | 0% | 0.34% | 6/10/2022 |
 Splunk Inc (SPLK) | 0% | 0% | 0.43% | 6/6/2023 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0% | 0% | 0.43% | 11/11/2024 |
 Swiss Re (SREN.ZU) | 0% | 0% | 0.43% | 2/25/2025 |
 TRON (TRX) | 0% | 0% | 1.11% | 5/2/2022 |
 Dogecoin (DOGE) | 0% | 0% | 1.02% | 4/15/2022 |
 Snowflake (SNOW) | 0% | 0% | 0.34% | 3/6/2023 |
 ASM (ASM.NV) | 0% | 0% | 0.26% | 3/14/2022 |
 iShares MSCI Germany ETF (EWG) | 0% | 0% | 0.17% | 3/18/2022 |
 Elior (ELIOR.PA) | 0% | 0% | 0.17% | 3/11/2022 |
 VICI Properties (VICI) | 0% | 0% | 0.26% | 3/17/2025 |
 Decentraland (MANA) | 0% | 0% | 0.17% | 1/30/2022 |
 First Majestic (AG) | 0% | 0% | 0.09% | 7/1/2022 |
 Landis+Gyr (LAND.ZU) | 0% | 0% | 0.17% | 3/6/2025 |
 Meituan (03690.HK) | 0% | 0% | 1.19% | 4/12/2023 |
 BHP (BHP.L) | 0% | 0% | 0.09% | 2/3/2022 |
 Oracle (ORCL) | 0% | 0% | 0.09% | 3/5/2025 |
 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% |