Portfolio Diversification
Range
Most Diversified
60 instruments
December 30, 2023
Least Diversified
0 instruments
February 2, 2025
Average
22.6 instruments
Most Consistent Holdings
Top 5
BTC99.91%
TSLA52.83%
KO50.18%
AAPL44.53%
MSFT42.61%
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 |
|---|---|---|---|---|
| Bitcoin (BTC) | 42.37% | 0% | 99.91% | 2/1/2025 |
 Ethereum (ETH) | 2.96% | 0% | 25.27% | 10/18/2022 |
 GCL (3800.HK) | 2.67% | 0% | 32.12% | 1/10/2023 |
| Tesla (TSLA) | 2.1% | 0% | 52.83% | 2/1/2025 |
 IBM (IBM) | 1.99% | 0% | 31.48% | 1/3/2023 |
 Philip Morris (PM) | 1.94% | 0% | 33.3% | 1/10/2024 |
| Apple (AAPL) | 1.87% | 0% | 44.53% | 2/1/2025 |
 Chevron (CVX) | 1.42% | 0% | 34.22% | 10/28/2024 |
| Microsoft (MSFT) | 1.37% | 0% | 42.61% | 2/1/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.13% | 0% | 29.47% | 2/1/2025 |
 iShares Core High Dividend ETF (HDV) | 1.11% | 0% | 24.73% | 10/11/2022 |
 Iron Mountain (IRM) | 1.11% | 0% | 24.73% | 10/11/2022 |
| Coca-Cola (KO) | 1.1% | 0% | 50.18% | 3/19/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.09% | 0% | 24.73% | 10/11/2022 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.09% | 0% | 24.73% | 10/11/2022 |
 McDonald's (MCD) | 0.95% | 0% | 32.39% | 3/19/2024 |
 NVIDIA (NVDA) | 0.94% | 0% | 23.54% | 2/1/2025 |
 Amazon (AMZN) | 0.91% | 0% | 31.02% | 2/1/2025 |
 Meta (META) | 0.88% | 0% | 30.2% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 0.79% | 0% | 31.3% | 1/23/2024 |
 Kraft Heinz (KHC) | 0.74% | 0% | 27.65% | 11/14/2022 |
 Entergy (ETR) | 0.71% | 0% | 27.65% | 11/14/2022 |
 ASML (ASML.NV) | 0.68% | 0% | 33.49% | 2/1/2025 |
 Alphabet (GOOG) | 0.61% | 0% | 26.92% | 2/1/2025 |
 Roche (ROG.ZU) | 0.56% | 0% | 31.3% | 2/1/2025 |
 LVMH (MC.PA) | 0.52% | 0% | 21.99% | 1/16/2025 |
 Build and Build (BNB) | 0.52% | 0% | 12.5% | 5/18/2022 |
 Infineon (IFX.DE) | 0.51% | 0% | 22.45% | 3/8/2024 |
 Volkswagen (VOW3.DE) | 0.45% | 0% | 26.64% | 2/1/2025 |
 iShares Core Dividend Growth ETF (DGRO) | 0.43% | 0% | 11.31% | 5/5/2022 |
 L'Oréal (OR.PA) | 0.42% | 0% | 16.97% | 2/1/2025 |
 PepsiCo (PEP) | 0.42% | 0% | 24.36% | 2/1/2025 |
 BMW (BMW.DE) | 0.42% | 0% | 19.16% | 3/4/2024 |
 Palantir (PLTR) | 0.41% | 0% | 17.43% | 2/1/2025 |
 Stellantis (STLAM.MI) | 0.4% | 0% | 15.05% | 1/16/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.39% | 0% | 17.24% | 2/1/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.39% | 0% | 3.56% | 2/27/2024 |
 Aston Martin (AML.L) | 0.37% | 0% | 14.23% | 2/1/2025 |
 ONEOK (OKE) | 0.36% | 0% | 11.31% | 5/5/2022 |
 Verizon (VZ) | 0.35% | 0% | 11.31% | 5/5/2022 |
 HKEX (00388.HK) | 0.35% | 0% | 19.53% | 2/1/2025 |
 Canoo (GOEVQ) | 0.35% | 0% | 31.93% | 7/10/2024 |
 MicroStrategy (MSTR) | 0.32% | 0% | 11.31% | 2/1/2025 |
 TSMC (TSM) | 0.31% | 0% | 20.71% | 12/13/2024 |
 Sirius XM (SIRI) | 0.29% | 0% | 7.94% | 2/1/2025 |
 SAP (SAP.DE) | 0.29% | 0% | 12.23% | 12/11/2024 |
 Realty Income (O) | 0.29% | 0% | 11.59% | 2/1/2025 |
 AstraZeneca (AZN.L) | 0.29% | 0% | 19.53% | 2/1/2025 |
 Siemens (SIE.DE) | 0.28% | 0% | 12.14% | 12/12/2024 |
 Mercedes-Benz (MBG.DE) | 0.28% | 0% | 18.8% | 3/1/2024 |
 Pandora (PNDORA.CO) | 0.28% | 0% | 8.67% | 12/11/2024 |
 Zijin Mining (2899.HK) | 0.27% | 0% | 15.05% | 2/1/2025 |
 RBI (QSR) | 0.25% | 0% | 19.8% | 3/4/2024 |
 Yum (YUM) | 0.25% | 0% | 19.43% | 2/27/2024 |
 Airbnb (ABNB) | 0.25% | 0% | 17.97% | 2/16/2024 |
 LSE (LSEG.L) | 0.25% | 0% | 15.97% | 2/1/2025 |
 UnitedHealth (UNH) | 0.24% | 0% | 14.96% | 1/12/2024 |
 Papa John's (PZZA) | 0.24% | 0% | 20.99% | 3/19/2024 |
 Starbucks (SBUX) | 0.24% | 0% | 17.61% | 3/19/2024 |
 AAC Technologies (02018.HK) | 0.23% | 0% | 11.41% | 1/22/2024 |
 Grifols (GRF.MC) | 0.22% | 0% | 14.42% | 1/5/2024 |
 iShares Physical Gold ETC (PPFB.DE) | 0.22% | 0% | 12.77% | 1/3/2025 |
 Global X SuperDividend ETF (SDIV) | 0.21% | 0% | 4.93% | 2/1/2025 |
 Domino's (DPZ) | 0.21% | 0% | 14.14% | 1/3/2024 |
 Solana (SOL) | 0.21% | 0% | 8.12% | 2/29/2024 |
 Adyen (ADYEN.NV) | 0.2% | 0% | 10.68% | 12/12/2024 |
 Cardano (ADA) | 0.2% | 0% | 6.02% | 3/8/2022 |
 Rivian (RIVN) | 0.2% | 0% | 21.08% | 3/19/2024 |
 Acciona (ANA.MC) | 0.19% | 0% | 11.77% | 2/1/2025 |
 Telefonica (TEF.MC) | 0.19% | 0% | 13.41% | 2/15/2024 |
 Aramco (SAOC) | 0.19% | 0% | 8.85% | 8/15/2023 |
 Inditex (ITX.MC) | 0.19% | 0% | 11.86% | 2/1/2025 |
 Hermes (RMS.PA) | 0.19% | 0% | 10.86% | 12/10/2024 |
 Novo-Nordisk (NVO) | 0.19% | 0% | 10.77% | 1/23/2024 |
 Flutter (FLTR.L) | 0.18% | 0% | 15.69% | 2/1/2025 |
 Ferrari (RACE) | 0.17% | 0% | 13.69% | 2/1/2025 |
 Caterpillar (CAT) | 0.17% | 0% | 11.31% | 6/15/2023 |
 ARM (ARM) | 0.17% | 0% | 8.12% | 1/16/2024 |
 Vanguard Information Technology (VGT) | 0.17% | 0% | 6.02% | 3/8/2022 |
 Barrick (GOLD.BARRICK) | 0.16% | 0% | 9.58% | 3/19/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 0.16% | 0% | 10.77% | 6/15/2023 |
 MercadoLibre (MELI) | 0.16% | 0% | 10.04% | 2/1/2025 |
 Richemont (CFR.ZU) | 0.16% | 0% | 8.67% | 12/9/2024 |
 Alibaba Health (00241.HK) | 0.15% | 0% | 11.22% | 12/5/2023 |
 Gilead Sciences (GILD) | 0.15% | 0% | 11.95% | 1/22/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.15% | 0% | 4.65% | 2/1/2025 |
 SPDR Gold (GLD) | 0.14% | 0% | 12.04% | 12/17/2024 |
 PetroChina (00857.HK) | 0.14% | 0% | 11.68% | 2/1/2025 |
 Allianz (ALV.DE) | 0.14% | 0% | 11.13% | 1/27/2025 |
 Whitbread (WTB.L) | 0.14% | 0% | 9.31% | 11/21/2024 |
 Ford (F) | 0.14% | 0% | 4.29% | 2/1/2025 |
 Geely (00175.HK) | 0.13% | 0% | 8.03% | 12/5/2023 |
 AT&T (T) | 0.13% | 0% | 8.12% | 2/1/2025 |
 JD (9618.HK) | 0.13% | 0% | 11.5% | 12/5/2023 |
 Vertex (VRTX) | 0.13% | 0% | 10.58% | 1/24/2024 |
 AMD (AMD) | 0.13% | 0% | 9.76% | 11/8/2023 |
 Siemens Energy (ENR.DE) | 0.13% | 0% | 10.77% | 12/4/2023 |
 iShares Edge MSCI USA Momentum (MTUM) | 0.12% | 0% | 9.22% | 11/8/2023 |
 Zurich Insurance (ZURN.ZU) | 0.12% | 0% | 6.75% | 12/10/2024 |
 VICI Properties (VICI) | 0.12% | 0% | 3.65% | 2/1/2025 |
 Nordic Semiconductor (NOD.OL) | 0.12% | 0% | 7.39% | 3/8/2024 |
 IRSA (IRS) | 0.12% | 0% | 4.93% | 2/1/2025 |
 Albemarle (ALB) | 0.12% | 0% | 7.39% | 3/19/2024 |
 Palo Alto Networks (PANW) | 0.12% | 0% | 3.92% | 4/26/2023 |
 Shell (SHEL.L) | 0.11% | 0% | 10.58% | 2/1/2025 |
 Altria (MO) | 0.11% | 0% | 4.29% | 2/1/2025 |
 Walmart (WMT) | 0.1% | 0% | 4.74% | 7/20/2023 |
 BP (BP.L) | 0.1% | 0% | 4.56% | 2/1/2025 |
 Renault (RNO.PA) | 0.1% | 0% | 7.48% | 2/16/2024 |
 Domino's (DOM.L) | 0.1% | 0% | 6.11% | 3/6/2024 |
 Gestamp (GEST.MC) | 0.1% | 0% | 4.93% | 2/21/2024 |
 Eli Lilly (LLY) | 0.1% | 0% | 12.77% | 1/30/2025 |
 Repsol (REP.MC) | 0.1% | 0% | 10.58% | 2/1/2025 |
 Eni (ENI.MI) | 0.1% | 0% | 10.58% | 2/1/2025 |
 GameStop (GME) | 0.09% | 0% | 7.57% | 6/14/2023 |
 Loma Negra (LOMA) | 0.09% | 0% | 5.84% | 12/17/2024 |
 Rio Tinto (RIO.L) | 0.09% | 0% | 6.11% | 2/1/2025 |
 YPF (YPF) | 0.09% | 0% | 6.39% | 12/23/2024 |
 Federal Realty (FRT) | 0.09% | 0% | 6.02% | 3/8/2022 |
 Amadeus (AMS.MC) | 0.09% | 0% | 11.04% | 1/30/2025 |
 Nektar (NKTR) | 0.09% | 0% | 9.58% | 11/28/2023 |
 Lloyd's (LLOY.L) | 0.09% | 0% | 6.3% | 7/19/2023 |
 Vanguard Total World Stock ETF (VT.US) | 0.09% | 0% | 6.02% | 3/8/2022 |
 Alibaba (9988.HK) | 0.08% | 0% | 5.38% | 9/5/2023 |
 DMK Pharmaceuticals (DMKPQ) | 0.08% | 0% | 9.58% | 11/28/2023 |
 Ares Capital (ARCC) | 0.08% | 0% | 7.76% | 11/14/2022 |
 HSBC (HSBA.L) | 0.07% | 0% | 4.01% | 2/1/2025 |
 Intesa Sanpaolo (ISP.MI) | 0.07% | 0% | 6.48% | 2/1/2025 |
 British American Tobacco (BTI) | 0.07% | 0% | 5.57% | 2/13/2024 |
 BlackRock (BLK) | 0.07% | 0% | 5.75% | 12/10/2024 |
 Micron (MU) | 0.07% | 0% | 5.84% | 2/28/2024 |
 Walgreens (WBA) | 0.07% | 0% | 7.66% | 2/1/2025 |
 Grupo Financiero Galicia (GGAL) | 0.07% | 0% | 6.39% | 12/23/2024 |
 Rio Tinto (RIO) | 0.07% | 0% | 6.11% | 2/1/2025 |
 Banco Macro (BMA) | 0.07% | 0% | 6.48% | 12/24/2024 |
 Sorrento (SRNE) | 0.06% | 0% | 9.31% | 11/28/2023 |
 GSK (GSK.L) | 0.06% | 0% | 5.47% | 9/29/2023 |
 Alibaba (BABA) | 0.06% | 0% | 3.74% | 7/24/2023 |
 Glencore (GLEN.L) | 0.06% | 0% | 6.75% | 3/6/2024 |
 Lithium Americas (LAC) | 0.06% | 0% | 7.3% | 3/19/2024 |
 Alamos Gold (AGI) | 0.05% | 0% | 4.56% | 10/2/2024 |
 Ferrovial (FER.MC) | 0.05% | 0% | 7.57% | 12/27/2024 |
 Amyris Inc (AMRSQ) | 0.05% | 0% | 9.22% | 11/27/2023 |
 FedEx (FDX) | 0.05% | 0% | 3.28% | 6/15/2023 |
 Prysmian (PRY.MI) | 0.05% | 0% | 4.2% | 8/29/2023 |
 CRESY (CRESY) | 0.05% | 0% | 2.46% | 1/6/2025 |
 STMicroelectronics (STMPA.PA) | 0.05% | 0% | 4.93% | 2/21/2024 |
 Toro (TORO) | 0.04% | 0% | 3.19% | 1/8/2024 |
 AGNC (AGNC) | 0.04% | 0% | 3.38% | 2/1/2025 |
 Xinyi Solar (0968.HK) | 0.04% | 0% | 2.92% | 6/9/2023 |
 AbbVie (ABBV) | 0.04% | 0% | 4.38% | 2/12/2024 |
 Uber (UBER) | 0.04% | 0% | 2.55% | 1/2/2024 |
 Pfizer (PFE) | 0.04% | 0% | 5.93% | 2/1/2025 |
 WeWork Inc (WEWKQ) | 0.04% | 0% | 9.31% | 11/28/2023 |
 Aena (AENA.MC) | 0.04% | 0% | 11.04% | 1/30/2025 |
 Sanofi (SAN.PA) | 0.03% | 0% | 3.1% | 9/1/2023 |
 Linde (LIN) | 0.03% | 0% | 3.19% | 9/7/2023 |
 iShares Silver Trust (SLV) | 0.03% | 0% | 2.1% | 12/28/2023 |
 BAT (BATS.L) | 0.03% | 0% | 3.28% | 2/1/2025 |
 Coinbase (COIN) | 0.03% | 0% | 3.38% | 2/16/2024 |
 D-Wave (QBTS) | 0.03% | 0% | 3.56% | 2/1/2025 |
 Apple Hospitality (APLE) | 0.02% | 0% | 3.38% | 2/1/2025 |
 Bank of China (3988.HK) | 0.02% | 0% | 2.65% | 9/27/2024 |
 Rigetti (RGTI) | 0.02% | 0% | 3.47% | 2/1/2025 |
 Wendy's (WEN) | 0.02% | 0% | 1.46% | 2/1/2025 |
 Oklo (OKLO) | 0.02% | 0% | 2.28% | 2/1/2025 |
 Intuit (INTU) | 0.02% | 0% | 1.46% | 8/31/2023 |
 ExxonMobil (XOM) | 0.02% | 0% | 4.11% | 11/22/2024 |
 Nikola (NKLA) | 0.01% | 0% | 1.46% | 9/18/2023 |
 BOGG (BGEO.L) | 0.01% | 0% | 1.28% | 9/20/2023 |
 TBC (TBCG.L) | 0.01% | 0% | 1.28% | 9/20/2023 |
 ASML (ASML) | 0.01% | 0% | 0.64% | 7/31/2024 |
 BYD (01211.HK) | 0.01% | 0% | 1.55% | 1/11/2024 |
 Marathon Petroleum (MPC) | 0.01% | 0% | 3.28% | 11/13/2024 |
 Costco (COST) | 0.01% | 0% | 3.28% | 12/10/2024 |
 Danone (BN.PA) | 0.01% | 0% | 0.91% | 8/11/2023 |
 First Solar (FSLR) | 0.01% | 0% | 0.64% | 7/12/2023 |
 Saipem (SPM.MI) | 0.01% | 0% | 0.64% | 7/20/2023 |
 Tencent (0700.HK) | 0.01% | 0% | 0.82% | 1/5/2024 |
 Rio Tinto (RIO.ASX) | 0.01% | 0% | 1.28% | 12/10/2024 |
 Intel (INTC) | 0.01% | 0% | 0.64% | 1/2/2024 |
 Air Liquide (AI.PA) | 0% | 0% | 0.46% | 8/9/2023 |
 Country Garden (2007.HK) | 0% | 0% | 0.27% | 9/7/2023 |
 Rolls-Royce (RR.L) | 0% | 0% | 0.55% | 10/29/2024 |
 Marvell (MRVL) | 0% | 0% | 0.09% | 7/21/2023 |
 Ocado (OCDO.L) | 0% | 0% | 0.09% | 7/26/2023 |
 RWE (RWE.DE) | 0% | 0% | 0.09% | 7/14/2023 |
 Salesforce (CRM) | 0% | 0% | 0.09% | 8/31/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 15.12% | 18.99% |
| Sirius XM (SIRI) | 6.08% | 5.49% |
| Global X SuperDividend ETF (SDIV) | 5.31% | 4.99% |
| PepsiCo (PEP) | 3.91% | 3.77% |
| VICI Properties (VICI) | 3.63% | 3.55% |
| Ford (F) | 3.47% | 3.35% |
| Schwab US Dividend Equity ETF (SCHD) | 3.53% | 3.32% |
| IRSA (IRS) | 3.32% | 2.92% |
| Palantir (PLTR) | 1.97% | 2.84% |
| Realty Income (O) | 2.78% | 2.64% |
| Altria (MO) | 2.73% | 2.54% |
| Volkswagen (VOW3.DE) | 2.38% | 2.39% |
| BP (BP.L) | 2.4% | 2.38% |
| Aston Martin (AML.L) | 2.83% | 2.15% |
| HSBC (HSBA.L) | 1.89% | 1.9% |
| CRESY (CRESY) | 2.01% | 1.82% |
| Shell (SHEL.L) | 1.79% | 1.7% |
| AT&T (T) | 1.67% | 1.68% |
| Zijin Mining (2899.HK) | 1.72% | 1.58% |
| Rio Tinto (RIO.L) | 1.63% | 1.51% |
| MicroStrategy (MSTR) | 0.98% | 1.5% |
| Inditex (ITX.MC) | 1.52% | 1.42% |
| L'Oréal (OR.PA) | 1.6% | 1.42% |
| Roche (ROG.ZU) | 1.48% | 1.34% |
| Acciona (ANA.MC) | 1.35% | 1.17% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.23% | 1.15% |
| Novo Nordisk (NOVO-B.CO) | 1.6% | 1.15% |
| AGNC (AGNC) | 1.19% | 1.13% |
| Intesa Sanpaolo (ISP.MI) | 1.08% | 1.11% |
| Rio Tinto (RIO) | 1.14% | 1.06% |
| Eni (ENI.MI) | 1.11% | 1.02% |
| MercadoLibre (MELI) | 1.23% | 0.99% |
| PetroChina (00857.HK) | 1.03% | 0.99% |
| Allianz (ALV.DE) | 0.98% | 0.96% |
| Repsol (REP.MC) | 0.98% | 0.94% |
| Tesla (TSLA) | 0.49% | 0.94% |
| HKEX (00388.HK) | 0.74% | 0.93% |
| AstraZeneca (AZN.L) | 0.98% | 0.92% |
| BAT (BATS.L) | 0.93% | 0.9% |
| ASML (ASML.NV) | 0.98% | 0.8% |
| LSE (LSEG.L) | 0.61% | 0.69% |
| Microsoft (MSFT) | 0.74% | 0.66% |
| Ferrari (RACE) | 0.74% | 0.65% |
| Amazon (AMZN) | 0.49% | 0.65% |
| Pfizer (PFE) | 0.64% | 0.64% |
| NVIDIA (NVDA) | 0.49% | 0.62% |
| Meta (META) | 0.49% | 0.61% |
| Apple (AAPL) | 0.49% | 0.57% |
| Alphabet (GOOG) | 0.49% | 0.54% |
| Apple Hospitality (APLE) | 0.49% | 0.47% |
| Flutter (FLTR.L) | 0.25% | 0.35% |
| Amadeus (AMS.MC) | 0.25% | 0.25% |
| LVMH (MC.PA) | 0.25% | 0.25% |
| Aena (AENA.MC) | 0.25% | 0.24% |
| iShares Physical Gold ETC (PPFB.DE) | 0.25% | 0.24% |
| Eli Lilly (LLY) | 0.25% | 0.23% |