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Portfolio Diversification
Range
Most Diversified
30 instruments
February 11, 2022
Least Diversified
0 instruments
February 2, 2025
Average
22.4 instruments
Most Consistent Holdings
Top 5
AAPL99.2%
NEM99.2%
IEF99.2%
LEN99.08%
TMO98.96%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Amazon (AMZN) | 10.37% | 5.67% | 95.4% | - |
| Thermo Fisher (TMO) | 9.75% | 6.46% | 98.96% | - |
 Visa (V) | 6.25% | 6.93% | 81.3% | - |
 Freedom Holding (FRHC) | 5.74% | 11.86% | 48.25% | - |
 Build and Build (BNB) | 5.54% | 0% | 38.38% | 10/21/2023 |
 MercadoLibre (MELI) | 5.11% | 4.14% | 98.65% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 3.04% | 3.07% | 98.59% | - |
 FinecoBank (FBK.MI) | 2.92% | 0% | 40.28% | 6/4/2025 |
 State Street SPDR EURO STOXX 50 (FEZ) | 2.8% | 2.69% | 98.65% | - |
 Johnson & Johnson (JNJ) | 2.78% | 2.81% | 97.85% | - |
 Tri Pointe (TPH) | 2.63% | 0% | 28.76% | 5/18/2026 |
 AbbVie (ABBV) | 2.52% | 2.59% | 98.65% | - |
 Coherent (COHR) | 2.48% | 6.57% | 98.84% | - |
 E.ON (EOAN.DE) | 2.46% | 0% | 34.33% | 8/9/2023 |
 Intesa Sanpaolo (ISP.MI) | 2.31% | 0% | 51.01% | 3/13/2025 |
| Apple (AAPL) | 2.23% | 2.23% | 99.2% | - |
 Semrush (SEMR) | 2.11% | 0% | 94.24% | 4/30/2026 |
| Lennar (LEN) | 1.79% | 0.86% | 99.08% | - |
 Sarepta (SRPT) | 1.69% | 0% | 86.94% | 1/2/2026 |
 MSG Sports (MSGS) | 1.5% | 0% | 48.68% | 1/23/2025 |
 Vertex (VRTX) | 1.45% | 0% | 50.34% | 5/1/2024 |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 1.22% | 0.79% | 99.2% | - |
 HUGO BOSS (BOSS.DE) | 1.18% | 0% | 19.07% | 3/13/2025 |
 Etsy (ETSY) | 1.14% | 0.76% | 98.84% | - |
| Newmont (NEM) | 1.09% | 1.21% | 99.2% | - |
 Zoetis (ZTS) | 1.03% | 0.35% | 92.77% | - |
 Boot Barn (BOOT) | 1.01% | 0% | 8.95% | 5/1/2024 |
 Atlas Copco (ATCO-A.ST) | 0.85% | 0% | 22.99% | 2/3/2023 |
 Iveco (IVG.MI) | 0.83% | 0% | 8.65% | 8/5/2025 |
 Leonardo (LDO.MI) | 0.6% | 0% | 8.46% | 1/2/2026 |
 Constellation Energy (CEG) | 0.57% | 13.34% | 4.17% | - |
 Hertz (HTZ) | 0.46% | 0% | 12.63% | 8/10/2022 |
 Campari (CPR.MI) | 0.44% | 0% | 17.9% | 11/3/2022 |
 Coinbase (COIN) | 0.34% | 0% | 17.35% | 10/24/2022 |
 Robinhood Markets Inc. (HOOD) | 0.32% | 0% | 16.98% | 10/24/2022 |
 Kraft Heinz (KHC) | 0.31% | 0% | 13.43% | 8/10/2022 |
 Rolls-Royce (RR.L) | 0.26% | 0% | 5.09% | 6/4/2025 |
 SNDL (SNDL) | 0.19% | 0% | 5.33% | 3/29/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.18% | 0% | 3.43% | 11/10/2022 |
 Dogecoin (DOGE) | 0.16% | 0.16% | 35.38% | - |
 TuSimple (TSPH) | 0.15% | 0% | 44.76% | 2/12/2024 |
 UniCredit (UCG.MI) | 0.11% | 0% | 3.68% | 5/10/2022 |
 Jacobs (J) | 0.1% | 0% | 5.7% | 4/4/2022 |
 Plantronics Inc (POLY.US) | 0.1% | 0% | 5.27% | 3/28/2022 |
 GER40 Index (Non Expiry) (GER40) | 0.07% | 0% | 0.92% | 4/22/2022 |
 Peloton (PTON) | 0.04% | 0% | 1.23% | 1/20/2022 |
 Eaton (ETN) | 0.01% | 0% | 0.25% | 1/4/2022 |
 Eni (ENI.MI) | 0.01% | 0% | 0.61% | 1/10/2022 |
 L3Harris (LHX) | 0.01% | 0% | 0.37% | 1/6/2022 |
 Global Payments (GPN) | 0.01% | 0% | 0.8% | 1/13/2022 |
 Bitcoin (BTC) | 0% | 0% | 0.12% | 3/4/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Tri Pointe (TPH) | 12.75% | 9.77% |
| Freedom Holding (FRHC) | 8.84% | 9.73% |
| Thermo Fisher (TMO) | 9.56% | 7.75% |
| Visa (V) | 4.78% | 7.38% |
| Leonardo (LDO.MI) | 7.76% | 7.09% |
| Amazon (AMZN) | 2.7% | 5.73% |
| MercadoLibre (MELI) | 4.78% | 4.97% |
| Coherent (COHR) | 2.14% | 4.13% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 1.59% | 3.01% |
| State Street SPDR EURO STOXX 50 (FEZ) | 1.59% | 2.75% |
| Johnson & Johnson (JNJ) | 2.39% | 2.51% |
| AbbVie (ABBV) | 1.12% | 2.5% |
| Semrush (SEMR) | 2.42% | 2.18% |
| Apple (AAPL) | 1.1% | 2.02% |
| Newmont (NEM) | 0.96% | 1.42% |
| Lennar (LEN) | 1.27% | 1.16% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 1.27% | 0.89% |
| Zoetis (ZTS) | 1.12% | 0.63% |
| Etsy (ETSY) | 2.39% | 0.56% |
| Sarepta (SRPT) | 1.51% | 0.29% |
| Dogecoin (DOGE) | 1.1% | 0.28% |
Cash & Instruments Over Time
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