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Portfolio Diversification
Range
Most Diversified
35 instruments
October 11, 2025
Least Diversified
0 instruments
February 6, 2024
Average
12.6 instruments
Most Consistent Holdings
Top 5
AMZN82.97%
AAPL51.61%
BTC45.68%
GOOGL36.66%
MCD36.47%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 12.56% | 0% | 51.61% | 11/10/2025 |
| Amazon (AMZN) | 8.91% | 5.85% | 82.97% | - |
| Bitcoin (BTC) | 5.89% | 0.24% | 45.68% | - |
| Alphabet (GOOGL) | 4.59% | 10.11% | 36.66% | - |
 Alibaba (BABA) | 3.7% | 0% | 16.97% | 1/27/2025 |
 Zoom (ZM) | 3.24% | 0% | 17.48% | 5/27/2025 |
| McDonald's (MCD) | 3.02% | 0% | 36.47% | 7/17/2024 |
 NVIDIA (NVDA) | 2.58% | 0% | 29.84% | 2/18/2026 |
 ASML (ASML) | 2.16% | 5.63% | 33.94% | - |
 State Street Technology Select Sector SPDR ETF (XLK) | 2.09% | 0% | 10.98% | 11/9/2023 |
 HappyCapital | 1.9% | 0% | 16.21% | 1/5/2024 |
 Nike (NKE) | 1.84% | 0% | 23.47% | 1/7/2025 |
 Evolution (EVO.ST) | 1.75% | 4.51% | 26.75% | - |
 Progyny (PGNY) | 1.48% | 0% | 12.3% | 1/8/2025 |
 Vanguard S&P 500 ETF (VOO) | 1.45% | 0% | 6.94% | 8/14/2023 |
 Inmode (INMD) | 1.45% | 0% | 7% | 11/6/2024 |
 Realty Income (O) | 1.42% | 0% | 25.11% | 2/19/2026 |
 PayPal (PYPL) | 1.37% | 0% | 11.29% | 1/23/2025 |
 Lululemon (LULU) | 1.18% | 0% | 14.89% | 12/30/2025 |
 SIGA Technologies (SIGA) | 1.15% | 0% | 5.74% | 1/30/2025 |
 Coca-Cola (KO) | 1.05% | 0% | 17.92% | 3/4/2026 |
 Meta (META) | 1.03% | 1.58% | 31.61% | - |
 Helen of Troy (HELE) | 0.88% | 0% | 8.01% | 1/16/2025 |
 Adobe (ADBE) | 0.83% | 0% | 16.66% | 7/22/2025 |
 Bees84 | 0.77% | 0% | 4.86% | 7/6/2023 |
 Microsoft (MSFT) | 0.74% | 3.25% | 28.9% | - |
 NEXTracker (NXT.US) | 0.63% | 0% | 4.98% | 8/2/2024 |
 Alphabet (GOOG) | 0.62% | 0% | 4.23% | 4/18/2023 |
 Halozyme (HALO) | 0.6% | 2.92% | 10.98% | - |
 Autodesk (ADSK) | 0.6% | 2.12% | 13.25% | - |
 UnitedHealth (UNH) | 0.57% | 0% | 9.46% | 11/3/2025 |
 Snowflake (SNOW) | 0.57% | 0% | 5.55% | 5/15/2023 |
 Berkshire Hathaway (BRK.B) | 0.55% | 0% | 23.34% | 3/12/2026 |
 Catalyst Pharmaceuticals (CPRX) | 0.52% | 1.66% | 16.66% | - |
 Visa (V) | 0.51% | 0.64% | 24.42% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.48% | 0% | 8.2% | 2/3/2026 |
 Inditex (ITX.MC) | 0.46% | 1.69% | 28.14% | - |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.45% | 0% | 7% | 10/30/2025 |
 Celsius (CELH) | 0.44% | 0.19% | 16.03% | - |
 Paycom (PAYC) | 0.43% | 0% | 13.56% | 3/11/2025 |
 acetoandrea | 0.43% | 0% | 3.41% | 6/12/2023 |
 UHS (UHS) | 0.42% | 0% | 16.28% | 11/3/2025 |
 Oil (Non Expiry) (OIL) | 0.41% | 0% | 1.14% | 12/9/2024 |
 Incyte (INCY) | 0.4% | 0% | 1.2% | 6/25/2024 |
 Procter & Gamble (PG) | 0.4% | 0% | 10.79% | 2/19/2026 |
 PDD Holdings (PDD) | 0.39% | 0% | 8.45% | 7/23/2025 |
 Comcast (CMCSA) | 0.38% | 0% | 9.15% | 6/5/2026 |
 Qualcomm (QCOM) | 0.35% | 0% | 21.07% | 11/12/2025 |
 BioNTech SE (BNTX) | 0.34% | 0% | 7.38% | 8/20/2023 |
 Wise (WISE.L) | 0.34% | 0% | 16.85% | 3/25/2026 |
 Altria (MO) | 0.33% | 0% | 10.03% | 2/28/2025 |
 eToro Group LTD (ETOR) | 0.33% | 0.15% | 19.12% | - |
 MAGNUM ICE CREAM CO BV (MICC.US) | 0.31% | 0.62% | 7.51% | - |
 Salesforce (CRM) | 0.3% | 0% | 12.93% | 7/18/2025 |
 United Therapeutics (UTHR) | 0.27% | 0% | 3.66% | 9/3/2025 |
 Lockheed Martin (LMT) | 0.27% | 0% | 2.65% | 11/30/2023 |
 Vanguard Small-Cap ETF (VB) | 0.26% | 0% | 4.79% | 7/10/2023 |
 Axcelis (ACLS) | 0.25% | 0% | 3.6% | 1/10/2025 |
 Crocs (CROX) | 0.24% | 0% | 10.22% | 10/16/2025 |
 Ferrari (RACE) | 0.21% | 0.43% | 7.7% | - |
 Concentrix (CNXC) | 0.2% | 0% | 3.72% | 11/26/2024 |
 Duolingo (DUOL) | 0.2% | 0.86% | 12.74% | - |
 Disney (DIS) | 0.19% | 0% | 7.32% | 1/15/2026 |
 EPAM (EPAM) | 0.18% | 0% | 5.93% | 1/27/2025 |
 Inter Parfums (IPAR) | 0.17% | 0% | 8.08% | 2/9/2026 |
 Novo-Nordisk (NVO) | 0.17% | 0% | 13.31% | 2/26/2026 |
 Man Group (EMG.L) | 0.17% | 0% | 3.97% | 12/6/2024 |
 Sprouts (SFM) | 0.17% | 0% | 14.64% | 11/4/2025 |
 Cirrus Logic (CRUS) | 0.15% | 0% | 4.48% | 7/1/2025 |
 iShares Gold Producers UCITS ETF (SPGP.L) | 0.15% | 0% | 9.27% | 3/5/2026 |
 Lennox (LII) | 0.14% | 2.56% | 5.17% | - |
 Johnson & Johnson (JNJ) | 0.13% | 0% | 9.27% | 12/3/2025 |
 Intuit (INTU) | 0.13% | 2.06% | 7.32% | - |
 Biogen (BIIB) | 0.13% | 0% | 7.7% | 2/10/2025 |
 American Water (AWK) | 0.12% | 0% | 2.59% | 4/19/2023 |
 Qualys (QLYS) | 0.12% | 0% | 13.56% | 11/5/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.12% | 0% | 11.04% | 2/26/2026 |
 JPMorgan (JPM) | 0.12% | 0% | 2.08% | 4/14/2023 |
 Western Union (WU) | 0.12% | 0% | 6.94% | 1/22/2025 |
 ZIM (ZIM) | 0.12% | 0% | 4.16% | 2/10/2025 |
 Chevron (CVX.US) | 0.1% | 0% | 5.3% | 1/30/2026 |
 Equinor (EQNR) | 0.09% | 0% | 4.29% | 10/25/2024 |
 S&P Global (SPGI) | 0.09% | 1.45% | 5.68% | - |
 Merck (MRK) | 0.09% | 0% | 8.58% | 5/8/2025 |
 Alpha Metallurgical (AMR) | 0.08% | 0% | 1.26% | 5/15/2023 |
 PepsiCo (PEP) | 0.08% | 0% | 4.04% | 1/29/2025 |
 Vale (VALE) | 0.07% | 0% | 1.89% | 11/7/2024 |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.07% | 0% | 11.1% | 2/26/2026 |
| 0.07% | 0% | 0.38% | 4/25/2023 | |
 Kraft Heinz (KHC) | 0.06% | 0% | 7.44% | 2/10/2025 |
 TEGNA (TGNA) | 0.06% | 0% | 1.7% | 11/5/2024 |
 Mastercard (MA) | 0.04% | 0.8% | 4.86% | - |
 Coffee Arabica (Expiring Future) (Coffee.FUT) | 0.04% | 0% | 0.25% | 2/7/2023 |
 Vanguard Small-Cap Value ETF (VBR) | 0.04% | 0% | 1.7% | 5/22/2023 |
 Raymond James (RJF) | 0.03% | 0% | 1.77% | 4/1/2025 |
 CVS Health (CVS) | 0.03% | 0% | 1.26% | 11/7/2024 |
 Equinor (EQNR.OL) | 0.03% | 0% | 4.42% | 7/5/2023 |
 Ford (F) | 0.03% | 0% | 0.88% | 4/19/2023 |
 Intel (INTC) | 0.03% | 0% | 0.88% | 2/21/2023 |
 Cal-Maine Foods (CALM) | 0.02% | 0% | 12.24% | 5/28/2026 |
 Activision Blizzard, Inc. (ATVI) | 0.02% | 0% | 0.32% | 2/14/2023 |
 Tesla (TSLA) | 0.02% | 0% | 0.63% | 4/26/2023 |
 Sirius XM (SIRI) | 0.02% | 0% | 1.45% | 10/16/2024 |
 Platinum (Non Expiry) (PLATINUM) | 0.02% | 0% | 0.13% | 8/13/2023 |
 AST SpaceMobile (ASTS) | 0.02% | 0% | 6.81% | 11/4/2025 |
 Fifth Third (FITB) | 0.02% | 0% | 0.38% | 3/20/2023 |
 ExxonMobil (XOM) | 0.02% | 0% | 1.64% | 8/8/2023 |
 Harmony Biosciences (HRMY) | 0.02% | 0% | 3.91% | 11/4/2025 |
 Micron (MU) | 0.02% | 0% | 1.39% | 4/1/2025 |
 Bank of America (BAC) | 0.02% | 0% | 0.32% | 3/20/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.02% | 0% | 0.32% | 4/19/2023 |
 DocuSign (DOCU) | 0.02% | 0% | 3.47% | 1/29/2025 |
 HUGO BOSS (BOSS.DE) | 0.02% | 0% | 1.45% | 4/3/2025 |
 Marathon Petroleum (MPC) | 0.01% | 0% | 0.44% | 2/14/2023 |
| 0.01% | 0% | 0.06% | 4/20/2023 | |
 DexCom (DXCM) | 0.01% | 0% | 2.4% | 12/2/2024 |
 Newmont (NEM) | 0.01% | 0% | 0.5% | 2/14/2023 |
 Honda (HMC) | 0.01% | 0% | 3.66% | 1/8/2025 |
 Ziff Davis (ZD) | 0.01% | 0% | 2.71% | 11/8/2024 |
 Newcrest Mining Limited (NCM.ASX) | 0.01% | 0% | 0.38% | 2/12/2023 |
 Citi (C) | 0.01% | 0% | 0.32% | 3/20/2023 |
 Supermicro (SMCI) | 0.01% | 0% | 0.38% | 9/4/2024 |
 Ethereum Classic (ETC) | 0.01% | 0% | 0.19% | 2/7/2023 |
 Repsol (REP.MC) | 0.01% | 0% | 0.69% | 10/7/2024 |
 Globant (GLOB) | 0.01% | 0% | 2.9% | 11/4/2025 |
 Teleflex (TFX) | 0.01% | 0% | 2.9% | 11/4/2025 |
 Endava (DAVA) | 0.01% | 0% | 2.9% | 11/4/2025 |
 American Express (AXP) | 0.01% | 0% | 0.44% | 2/14/2023 |
 Apollo (APO) | 0.01% | 0% | 0.13% | 2/10/2023 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0% | 0% | 0.19% | 4/28/2023 |
 Solana (SOL) | 0% | 0% | 0.25% | 10/22/2025 |
 Credit Suisse Group AG (CSGN.ZU) | 0% | 0% | 0.06% | 2/9/2023 |
 Snapchat (SNAP) | 0% | 0% | 0.13% | 2/10/2023 |
 Build and Build (BNB) | 0% | 0% | 0.06% | 2/8/2023 |
 Wells Fargo (WFC) | 0% | 0% | 0.06% | 3/16/2023 |
 Netflix (NFLX) | 0% | 0% | 0.06% | 2/10/2023 |
 MicroStrategy (MSTR) | 0% | 0% | 0.44% | 12/10/2024 |
 DHT Holdings (DHT) | 0% | 0% | 0.19% | 11/15/2024 |
 Opendoor (OPEN) | 0% | 0% | 0.06% | 7/22/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOGL) | 10.72% | 17.68% |
| ASML (ASML) | 8.69% | 10.1% |
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 8.57% | 7.81% |
| Evolution (EVO.ST) | 9.75% | 7.54% |
| Autodesk (ADSK) | 5.68% | 5.11% |
| Comcast (CMCSA) | 5.41% | 4.92% |
| Meta (META) | 5.1% | 4.81% |
| Halozyme (HALO) | 4.38% | 4.12% |
| Amazon (AMZN) | 3.63% | 3.88% |
| Inter Parfums (IPAR) | 3.34% | 2.81% |
| Bitcoin (BTC) | 3.23% | 2.8% |
| Disney (DIS) | 2.94% | 2.77% |
| Realty Income (O) | 3.14% | 2.67% |
| NVIDIA (NVDA) | 2.96% | 2.59% |
| Visa (V) | 2.79% | 2.59% |
| Wise (WISE.L) | 2.9% | 2.42% |
| Duolingo (DUOL) | 2.41% | 2.05% |
| eToro Group LTD (ETOR) | 2.83% | 1.93% |
| Berkshire Hathaway (BRK.B) | 1.81% | 1.68% |
| iShares Gold Producers UCITS ETF (SPGP.L) | 1.57% | 1.55% |
| Inditex (ITX.MC) | 1.27% | 1.47% |
| Procter & Gamble (PG) | 1.42% | 1.23% |
| Novo-Nordisk (NVO) | 1.29% | 1.1% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 1.03% | 1.05% |
| State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.68% | 0.6% |
| Microsoft (MSFT) | 0.21% | 0.25% |
| Cal-Maine Foods (CALM) | 0.26% | 0.21% |
Cash & Instruments Over Time
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