Portfolio Diversification
Range
Most Diversified
24 instruments
December 22, 2023
Least Diversified
0 instruments
February 2, 2025
Average
17.2 instruments
Most Consistent Holdings
Top 5
RUI.PA92.14%
SMSN.L90.86%
HLUNB.CO89.07%
META88.9%
SWDA.L87.96%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 7.01% | 0% | 88.9% | 1/24/2025 |
| Rubis (RUI.PA) | 6.09% | 0% | 92.14% | 2/11/2025 |
| Samsung (SMSN.L) | 5.87% | 0% | 90.86% | 1/27/2025 |
 Vesuvius (VSVS.L) | 5.15% | 0% | 79.42% | 8/29/2024 |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 5.03% | 0% | 87.96% | 1/20/2025 |
 Adidas (ADS.DE) | 4.61% | 0% | 85.74% | 2/7/2025 |
| Lundbeck (HLUNB.CO) | 4.06% | 0% | 89.07% | 1/20/2025 |
 Bitcoin (BTC) | 3.89% | 0% | 49.1% | 4/1/2025 |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 3.74% | 0% | 58.67% | 2/8/2024 |
 SPDR Gold (GLD) | 3.59% | 0% | 87.28% | 11/26/2024 |
 Taylor Wimpey (TW.L) | 3.49% | 0% | 54.91% | 12/28/2023 |
 Barratt (BTRW.L) | 3.24% | 0% | 55.68% | 12/28/2023 |
 Bellway (BWY.L) | 3.02% | 0% | 52.78% | 12/28/2023 |
 Neurocrine Biosciences (NBIX) | 2.71% | 10.28% | 49.44% | - |
 BAT (BATS.L) | 2.7% | 0% | 46.29% | 1/30/2025 |
 Alphabet (GOOG) | 2.46% | 0% | 45.35% | 1/21/2025 |
| 2.3% | 0% | 5.55% | 3/8/2022 | |
 BioMarin (BMRN) | 2.07% | 0% | 36.46% | 4/1/2025 |
 Ambev (ABEV) | 2.04% | 0% | 47.74% | 9/20/2023 |
 Vanguard Total International Stock ETF (VXUS) | 2% | 0% | 64.9% | 4/8/2024 |
 iShares MSCI South Korea ETF (EWY) | 1.93% | 0% | 64.9% | 4/8/2024 |
 SPDR S&P Bank ETF (KBE) | 1.56% | 0% | 41.25% | 12/4/2024 |
 Incyte (INCY) | 1.48% | 0% | 26.56% | 2/3/2025 |
 Sanofi (SAN.PA) | 1.47% | 0% | 40.82% | 11/27/2024 |
 Lantheus (LNTH) | 1.34% | 0% | 28.44% | 3/10/2025 |
 PDD Holdings (PDD) | 1.25% | 0% | 18.36% | 4/1/2025 |
 Kraft Heinz (KHC) | 1.2% | 0% | 26.05% | 1/27/2025 |
 Amkor (AMKR) | 1.17% | 0% | 31% | 2/7/2025 |
 Merck (MRK) | 1.1% | 18.42% | 11.53% | - |
 SPDR S&P 500 ETF (SPY) | 0.98% | 0% | 41.25% | 12/4/2024 |
 United Therapeutics (UTHR) | 0.96% | 0% | 33.73% | 1/22/2025 |
 Micron (MU) | 0.93% | 17.49% | 12.21% | - |
 ON Semiconductor (ON) | 0.75% | 0% | 22.12% | 10/4/2024 |
 Scotiabank (BNS) | 0.74% | 0% | 17.68% | 2/29/2024 |
 AMD (AMD) | 0.59% | 0% | 4.18% | 3/18/2025 |
 Silicon Motion (SIMO) | 0.47% | 8.31% | 7.17% | - |
 IAS (IAS) | 0.34% | 17.22% | 2.73% | - |
 Harmony Biosciences (HRMY) | 0.34% | 8.95% | 5.04% | - |
 Check Point (CHKP) | 0.32% | 0% | 6.66% | 1/15/2025 |
 Abercrombie & Fitch (ANF) | 0.28% | 9.94% | 3.84% | - |
 Teradyne (TER) | 0.2% | 9.24% | 2.48% | - |
 First Solar (FSLR) | 0.16% | 0% | 2.31% | 4/1/2025 |
 Regeneron (REGN) | 0.01% | 0% | 0.34% | 1/27/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 3.41% | 9.42% |
| Meta (META) | 3.29% | 7.54% |
| BAT (BATS.L) | 7.16% | 6.95% |
| Samsung (SMSN.L) | 9.88% | 6.21% |
| Incyte (INCY) | 5.77% | 6.07% |
| Amkor (AMKR) | 7.41% | 5.49% |
| Lundbeck (HLUNB.CO) | 5.27% | 5.33% |
| PDD Holdings (PDD) | 5.76% | 5.24% |
| Lantheus (LNTH) | 4.64% | 5.11% |
| Alphabet (GOOG) | 4.11% | 5.06% |
| Check Point (CHKP) | 5.76% | 4.95% |
| Neurocrine Biosciences (NBIX) | 4.12% | 4.62% |
| BioMarin (BMRN) | 5.76% | 4.44% |
| Merck (MRK) | 5.29% | 4.36% |
| Kraft Heinz (KHC) | 5.93% | 4.18% |
| Micron (MU) | 5.76% | 4.01% |
| United Therapeutics (UTHR) | 2.47% | 3.32% |
| Rubis (RUI.PA) | 4.12% | 3.04% |
| Adidas (ADS.DE) | 2.3% | 2.65% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 1.65% | 1.92% |