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Portfolio Diversification
Range
Most Diversified
30 instruments
February 11, 2022
Least Diversified
0 instruments
February 2, 2025
Average
23 instruments
Most Consistent Holdings
Top 5
AAPL99.52%
NEM99.52%
IEF99.52%
LEN99.38%
SEMR99.38%
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) | 11% | 5.66% | 95.24% | - |
 Thermo Fisher (TMO) | 10.2% | 8.15% | 99.24% | - |
 Visa (V) | 6.25% | 6.76% | 79.37% | - |
 Build and Build (BNB) | 6.23% | 0% | 43.2% | 10/21/2023 |
 MercadoLibre (MELI) | 5.25% | 4.97% | 99.03% | - |
 Freedom Holding (FRHC) | 5.18% | 9.67% | 42.17% | - |
 FinecoBank (FBK.MI) | 3.28% | 0% | 45.34% | 6/4/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 3.06% | 2.98% | 99.03% | - |
 SPDR EURO STOXX 50 ETF (FEZ) | 2.82% | 2.75% | 99.03% | - |
 Johnson & Johnson (JNJ) | 2.8% | 2.6% | 98.14% | - |
 E.ON (EOAN.DE) | 2.76% | 0% | 38.65% | 8/9/2023 |
 Intesa Sanpaolo (ISP.MI) | 2.6% | 0% | 57.42% | 3/13/2025 |
 AbbVie (ABBV) | 2.56% | 2.29% | 99.03% | - |
 Tri Pointe (TPH) | 2.41% | 5.59% | 24.57% | - |
| Apple (AAPL) | 2.27% | 1.81% | 99.52% | - |
| Semrush (SEMR) | 2.24% | 2.15% | 99.38% | - |
 Coherent (COHR) | 2.01% | 4.27% | 99.17% | - |
 Sarepta (SRPT) | 1.9% | 0% | 97.86% | 1/2/2026 |
| Lennar (LEN) | 1.89% | 1.28% | 99.38% | - |
 MSG Sports (MSGS) | 1.69% | 0% | 54.8% | 1/23/2025 |
 Vertex (VRTX) | 1.63% | 0% | 56.66% | 5/1/2024 |
 HUGO BOSS (BOSS.DE) | 1.33% | 0% | 21.46% | 3/13/2025 |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 1.27% | 0.87% | 99.52% | - |
 Etsy (ETSY) | 1.21% | 0.58% | 99.17% | - |
 Boot Barn (BOOT) | 1.14% | 0% | 10.08% | 5/1/2024 |
 Zoetis (ZTS) | 1.1% | 0.6% | 92.27% | - |
| Newmont (NEM) | 1.04% | 1.67% | 99.52% | - |
 Atlas Copco (ATCO-A.ST) | 0.95% | 0% | 25.88% | 2/3/2023 |
 Iveco (IVG.MI) | 0.94% | 0% | 9.73% | 8/5/2025 |
 Leonardo (LDO.MI) | 0.68% | 0% | 9.52% | 1/2/2026 |
 Hertz (HTZ) | 0.51% | 0% | 14.22% | 8/10/2022 |
 Campari (CPR.MI) | 0.49% | 0% | 20.15% | 11/3/2022 |
 Coinbase (COIN) | 0.39% | 0% | 19.53% | 10/24/2022 |
 Robinhood Markets Inc. (HOOD) | 0.36% | 0% | 19.12% | 10/24/2022 |
 Kraft Heinz (KHC) | 0.34% | 0% | 15.11% | 8/10/2022 |
 Rolls-Royce (RR.L) | 0.3% | 0% | 5.73% | 6/4/2025 |
 SNDL (SNDL) | 0.21% | 0% | 6% | 3/29/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.21% | 0% | 3.86% | 11/10/2022 |
 TuSimple (TSPH) | 0.17% | 0% | 50.38% | 2/12/2024 |
 Dogecoin (DOGE) | 0.16% | 0.29% | 27.88% | - |
 UniCredit (UCG.MI) | 0.13% | 0% | 4.14% | 5/10/2022 |
 Jacobs (J) | 0.11% | 0% | 6.42% | 4/4/2022 |
 Plantronics Inc (POLY.US) | 0.11% | 0% | 5.94% | 3/28/2022 |
 GER40 Index (Non Expiry) (GER40) | 0.08% | 0% | 1.04% | 4/22/2022 |
 Peloton (PTON) | 0.05% | 0% | 1.38% | 1/20/2022 |
 Eaton (ETN) | 0.01% | 0% | 0.28% | 1/4/2022 |
 Eni (ENI.MI) | 0.01% | 0% | 0.69% | 1/10/2022 |
 L3Harris (LHX) | 0.01% | 0% | 0.41% | 1/6/2022 |
 Global Payments (GPN) | 0.01% | 0% | 0.9% | 1/13/2022 |
 Bitcoin (BTC) | 0% | 0% | 0.14% | 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% |
| SPDR EURO STOXX 50 ETF (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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