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Portfolio Diversification
Range
Most Diversified
30 instruments
February 11, 2022
Least Diversified
0 instruments
February 2, 2025
Average
22.1 instruments
Most Consistent Holdings
Top 5
AAPL99.13%
NEM99.13%
IEF99.13%
LEN99.01%
TMO98.9%
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) | 10.12% | 5.83% | 95.53% | - |
| Thermo Fisher (TMO) | 9.62% | 8.19% | 98.9% | - |
 Visa (V) | 6.28% | 7.6% | 82.17% | - |
 Freedom Holding (FRHC) | 6.04% | 12.27% | 50.87% | - |
 Build and Build (BNB) | 5.25% | 0% | 36.35% | 10/21/2023 |
 MercadoLibre (MELI) | 5.05% | 4.12% | 98.61% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 3.03% | 3.02% | 98.55% | - |
 State Street SPDR EURO STOXX 50 (FEZ) | 2.79% | 2.49% | 98.61% | - |
 Johnson & Johnson (JNJ) | 2.78% | 2.79% | 97.85% | - |
 FinecoBank (FBK.MI) | 2.76% | 0% | 38.15% | 6/4/2025 |
 Coherent (COHR) | 2.65% | 4.78% | 98.78% | - |
 AbbVie (ABBV) | 2.52% | 2.8% | 98.61% | - |
 Tri Pointe (TPH) | 2.49% | 0% | 27.24% | 5/18/2026 |
 E.ON (EOAN.DE) | 2.33% | 0% | 32.52% | 8/9/2023 |
| Apple (AAPL) | 2.23% | 2.24% | 99.13% | - |
 Intesa Sanpaolo (ISP.MI) | 2.19% | 0% | 48.32% | 3/13/2025 |
 Semrush (SEMR) | 2% | 0% | 89.26% | 4/30/2026 |
| Lennar (LEN) | 1.74% | 0.79% | 99.01% | - |
 Sarepta (SRPT) | 1.6% | 0% | 82.35% | 1/2/2026 |
 MSG Sports (MSGS) | 1.42% | 0% | 46.11% | 1/23/2025 |
 Vertex (VRTX) | 1.37% | 0% | 47.68% | 5/1/2024 |
 Constellation Energy (CEG) | 1.24% | 12.84% | 9.12% | - |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 1.2% | 0.74% | 99.13% | - |
 HUGO BOSS (BOSS.DE) | 1.12% | 0% | 18.06% | 3/13/2025 |
 Etsy (ETSY) | 1.11% | 0.78% | 98.78% | - |
| Newmont (NEM) | 1.1% | 1.48% | 99.13% | - |
 Zoetis (ZTS) | 1% | 0.35% | 93.03% | - |
 Boot Barn (BOOT) | 0.96% | 0% | 8.48% | 5/1/2024 |
 Atlas Copco (ATCO-A.ST) | 0.8% | 0% | 21.78% | 2/3/2023 |
 Iveco (IVG.MI) | 0.79% | 0% | 8.19% | 8/5/2025 |
 Leonardo (LDO.MI) | 0.57% | 0% | 8.01% | 1/2/2026 |
 Hertz (HTZ) | 0.43% | 0% | 11.96% | 8/10/2022 |
 Campari (CPR.MI) | 0.42% | 0% | 16.96% | 11/3/2022 |
 Coinbase (COIN) | 0.33% | 0% | 16.43% | 10/24/2022 |
 Robinhood Markets Inc. (HOOD) | 0.3% | 0% | 16.09% | 10/24/2022 |
 Kraft Heinz (KHC) | 0.29% | 0% | 12.72% | 8/10/2022 |
 Rolls-Royce (RR.L) | 0.25% | 0% | 4.82% | 6/4/2025 |
 SNDL (SNDL) | 0.18% | 0% | 5.05% | 3/29/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.17% | 0% | 3.25% | 11/10/2022 |
 Dogecoin (DOGE) | 0.16% | 0.17% | 38.68% | - |
 TuSimple (TSPH) | 0.14% | 0% | 42.39% | 2/12/2024 |
 UniCredit (UCG.MI) | 0.11% | 0% | 3.48% | 5/10/2022 |
 Jacobs (J) | 0.1% | 0% | 5.4% | 4/4/2022 |
 Plantronics Inc (POLY.US) | 0.09% | 0% | 4.99% | 3/28/2022 |
 GER40 Index (Non Expiry) (GER40) | 0.07% | 0% | 0.87% | 4/22/2022 |
 Peloton (PTON) | 0.04% | 0% | 1.16% | 1/20/2022 |
 Eaton (ETN) | 0.01% | 0% | 0.23% | 1/4/2022 |
 Eni (ENI.MI) | 0.01% | 0% | 0.58% | 1/10/2022 |
 L3Harris (LHX) | 0.01% | 0% | 0.35% | 1/6/2022 |
 Global Payments (GPN) | 0.01% | 0% | 0.75% | 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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