Portfolio Diversification
Range
Most Diversified
26 instruments
February 21, 2025
Least Diversified
0 instruments
February 2, 2025
Average
22.6 instruments
Most Consistent Holdings
Top 5
DIS99.91%
PYPL99.91%
A99.91%
PHNX.L99.91%
EVR.L99.91%
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 |
|---|---|---|---|---|
| PayPal (PYPL) | 7.99% | 5.32% | 99.91% | - |
| Disney (DIS) | 7.47% | 8.67% | 99.91% | - |
 Siemens (SIE.DE) | 7.28% | 0% | 95.41% | 1/17/2025 |
 Alphabet (GOOG) | 7.23% | 5.4% | 99.82% | - |
 Norsk Hydro (NHY.OL) | 6.08% | 5.21% | 96.2% | - |
 TSMC (TSM) | 5.96% | 7.58% | 96.29% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 5.93% | 7.66% | 99.91% | - |
 Visa (V) | 5.87% | 4.95% | 96.2% | - |
 IBM (IBM) | 4.56% | 0% | 67.58% | 3/6/2024 |
 Amazon (AMZN) | 4.54% | 0% | 68.73% | 3/19/2024 |
 Microsoft (MSFT) | 4.28% | 2.87% | 99.82% | - |
| Phoenix (PHNX.L) | 3.66% | 3.01% | 99.91% | - |
| Evraz PLC (EVR.L) | 3.1% | 1.65% | 99.91% | - |
 Cardano (ADA) | 2.85% | 2.22% | 99.82% | - |
 Arthur J. Gallagher (AJG) | 2.67% | 0% | 52.12% | 9/11/2023 |
 Nokia (NOK) | 2.34% | 0% | 63.34% | 1/17/2024 |
 Adobe (ADBE) | 2% | 2.09% | 99.82% | - |
| Agilent (A) | 1.89% | 1.81% | 99.91% | - |
 GLPI (GLPI) | 1.76% | 0% | 81.89% | 8/16/2024 |
 XRP (XRP) | 1.7% | 0% | 90.19% | 11/19/2024 |
 Bitcoin (BTC) | 1.52% | 0.9% | 75.97% | - |
 iShares MSCI India ETF (INDA) | 1.46% | 5.88% | 36.31% | - |
 Emeren Group (SOL.US) | 1.28% | 0% | 62.81% | 1/11/2024 |
 ProShares UltraPro QQQ (TQQQ) | 1.02% | 2.78% | 32.16% | - |
 ANZ (ANZ.ASX) | 0.92% | 2.13% | 32.16% | - |
 Rio Tinto (RIO) | 0.76% | 2.14% | 32.24% | - |
 Cineworld Group PLC (CINE.L) | 0.75% | 0% | 81.18% | 8/8/2024 |
 QBE (QBE.ASX) | 0.53% | 3.09% | 28.45% | - |
 NVIDIA (NVDA) | 0.5% | 2.02% | 22.53% | - |
 LVMH (MC.PA) | 0.46% | 3.25% | 18.02% | - |
 IperionX (IPX) | 0.41% | 2.82% | 10.6% | - |
 Vanguard FTSE Europe ETF (VGK) | 0.4% | 10.15% | 4.51% | - |
 Vanguard Small-Cap ETF (VB) | 0.25% | 3.45% | 9.72% | - |
 Imperial Brands (IMB.L) | 0.04% | 0% | 1.5% | 1/17/2022 |
 SPDR Gold (GLD) | 0.02% | 1.92% | 3.45% | - |
 Scottish Mortgage (SMT.L) | 0.02% | 1.17% | 1.5% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Disney (DIS) | 8.84% | 9.61% |
| TSMC (TSM) | 4.95% | 8.29% |
| Vanguard S&P 500 Growth ETF (VOOG) | 5.67% | 7.1% |
| Siemens (SIE.DE) | 5.74% | 6.87% |
| PayPal (PYPL) | 9.07% | 6.76% |
| iShares MSCI India ETF (INDA) | 6.86% | 6.63% |
| Alphabet (GOOG) | 4.66% | 6.14% |
| IperionX (IPX) | 3.63% | 4.95% |
| Norsk Hydro (NHY.OL) | 5.59% | 4.95% |
| Visa (V) | 3.49% | 4.75% |
| LVMH (MC.PA) | 3.34% | 3.43% |
| ProShares UltraPro QQQ (TQQQ) | 2.79% | 3.42% |
| Microsoft (MSFT) | 2.33% | 3.23% |
| Phoenix (PHNX.L) | 3.72% | 3.13% |
| QBE (QBE.ASX) | 2.67% | 2.97% |
| Cardano (ADA) | 6.98% | 2.73% |
| NVIDIA (NVDA) | 2.33% | 2.53% |
| ANZ (ANZ.ASX) | 2.33% | 2.22% |
| Adobe (ADBE) | 2.91% | 2.17% |
| Rio Tinto (RIO) | 2.33% | 2.12% |
| Agilent (A) | 2.31% | 2.02% |
| Evraz PLC (EVR.L) | 4.66% | 1.82% |
| Vanguard Small-Cap ETF (VB) | 1.46% | 1.39% |
| Bitcoin (BTC) | 1.18% | 1.09% |