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Portfolio Diversification
Range
Most Diversified
42 instruments
September 27, 2024
Least Diversified
0 instruments
February 15, 2026
Average
22.4 instruments
Most Consistent Holdings
Top 5
SWDA.L93.71%
VUG93.42%
VVSM.DE91.99%
SPY91.99%
IWM91.99%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 3, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard Growth ETF (VUG) | 4.41% | 4.59% | 93.42% | - |
 ARK Innovation ETF (ARKK) | 4.38% | 0% | 91.85% | 3/3/2026 |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 4.33% | 4.58% | 93.71% | - |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 4.22% | 4.15% | 91.99% | - |
 Vanguard FTSE Europe ETF (VGK) | 4.19% | 5.34% | 91.99% | - |
 Vanguard Total International Stock ETF (VXUS) | 4.08% | 5.29% | 91.99% | - |
| VanEck Semiconductor UCITS ETF (VVSM.DE) | 4.04% | 6.34% | 91.99% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 4.03% | 4.81% | 91.99% | - |
 Invesco QQQ (QQQ) | 4% | 4.81% | 91.99% | - |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 3.98% | 5.35% | 91.99% | - |
 Vanguard Information Technology (VGT) | 3.94% | 4.71% | 91.99% | - |
| State Street SPDR S&P 500 ETF (SPY) | 3.87% | 4.61% | 91.99% | - |
 Vanguard S&P 500 ETF (VOO) | 3.86% | 0% | 91.85% | 3/3/2026 |
 Vanguard Total Stock Market ETF (VTI) | 3.84% | 4.58% | 91.99% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 3.8% | 4.5% | 91.99% | - |
 Vanguard Value ETF (VTV) | 3.73% | 4.59% | 91.99% | - |
 Vanguard Mid-Cap ETF (VO) | 3.7% | 4.34% | 91.99% | - |
 VanEck Morningstar Wide Moat ETF (MOAT) | 3.69% | 0% | 91.85% | 3/3/2026 |
| Ishares Russell 2000 ETF (IWM) | 3.6% | 4.42% | 91.99% | - |
 Vanguard Small-Cap Value ETF (VBR) | 3.56% | 4.31% | 91.99% | - |
 Adobe (ADBE) | 0.75% | 0% | 21.75% | 9/27/2024 |
 Berkshire Hathaway (BRK.B) | 0.74% | 0% | 23.61% | 9/27/2024 |
 NVIDIA (NVDA) | 0.71% | 0% | 22.75% | 9/27/2024 |
 Visa (V) | 0.68% | 0% | 22.75% | 9/27/2024 |
 Amundi S&P Global Luxury UCITS ETF (GLUX.DE) | 0.66% | 0% | 25.32% | 11/22/2024 |
 Oracle (ORCL) | 0.64% | 0% | 21.32% | 9/27/2024 |
 Mastercard (MA) | 0.51% | 0% | 16.6% | 9/27/2024 |
 British American Tobacco (BTI) | 0.48% | 0% | 14.31% | 9/18/2024 |
 HP (HPQ) | 0.45% | 0% | 15.59% | 9/27/2024 |
 TSMC (TSM) | 0.44% | 0% | 15.16% | 9/27/2024 |
 Disney (DIS) | 0.43% | 0% | 15.59% | 9/27/2024 |
 T. Rowe Price (TROW) | 0.4% | 0% | 14.02% | 9/16/2024 |
 Microsoft (MSFT) | 0.23% | 0% | 7.44% | 9/27/2024 |
 Alphabet (GOOG) | 0.22% | 0% | 6.58% | 9/27/2024 |
 Amazon (AMZN) | 0.21% | 0% | 6.58% | 9/27/2024 |
 Dell (DELL) | 0.21% | 0% | 6.15% | 5/15/2024 |
 Palantir (PLTR) | 0.2% | 0% | 6.58% | 9/27/2024 |
 Meta (META) | 0.2% | 0% | 6.58% | 9/27/2024 |
 GoDaddy (GDDY) | 0.2% | 0% | 6.15% | 5/15/2024 |
 Apple (AAPL) | 0.2% | 0% | 6.15% | 5/15/2024 |
 Tesla (TSLA) | 0.2% | 0% | 6.15% | 5/15/2024 |
 Reddit Inc (RDDT) | 0.2% | 0% | 6.15% | 5/15/2024 |
 Microchip (MCHP) | 0.2% | 0% | 6.15% | 5/15/2024 |
 Chevron (CVX) | 0.2% | 0% | 6.15% | 5/15/2024 |
 Coca-Cola (KO) | 0.2% | 0% | 6.15% | 5/15/2024 |
 Procter & Gamble (PG) | 0.2% | 0% | 6.15% | 5/15/2024 |
 Snowflake (SNOW) | 0.19% | 0% | 6.15% | 5/15/2024 |
 Bank of America (BAC) | 0.19% | 0% | 6.15% | 5/15/2024 |
 Axcelis (ACLS) | 0.19% | 0% | 6.15% | 5/15/2024 |
 JPMorgan (JPM) | 0.19% | 0% | 6.15% | 5/15/2024 |
 Synopsys (SNPS) | 0.19% | 0% | 6.15% | 5/15/2024 |
 AT&T (T) | 0.19% | 0% | 6.15% | 5/15/2024 |
 Johnson & Johnson (JNJ) | 0.19% | 0% | 6.15% | 5/15/2024 |
 DoorDash (DASH.US) | 0.18% | 0% | 6.15% | 5/15/2024 |
 IBM (IBM) | 0.18% | 0% | 6.15% | 5/15/2024 |
 Rivian (RIVN) | 0.18% | 0% | 6.15% | 5/15/2024 |
 Cloudflare (NET) | 0.18% | 0% | 6.15% | 5/15/2024 |
 Wolfspeed (WOLF.old) | 0.17% | 0% | 6.15% | 5/15/2024 |
 Supermicro (SMCI) | 0.17% | 0% | 6.29% | 9/27/2024 |
 Broadcom (AVGO) | 0.04% | 0% | 1.57% | 9/27/2024 |
 AMD (AMD) | 0.01% | 0% | 0.43% | 9/27/2024 |
 UnitedHealth (UNH) | 0.01% | 0% | 0.43% | 9/27/2024 |
 Symbotic (SYM) | 0.01% | 0% | 0.43% | 9/27/2024 |
 Wells Fargo (WFC) | 0.01% | 0% | 0.43% | 9/27/2024 |
 SoundHound (SOUN) | 0.01% | 0% | 0.43% | 9/27/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| VanEck Semiconductor UCITS ETF (VVSM.DE) | 4.8% | 5.71% |
| ARK Innovation ETF (ARKK) | 4.8% | 5.68% |
| Vanguard FTSE Europe ETF (VGK) | 4.8% | 5.24% |
| Vanguard Total International Stock ETF (VXUS) | 4.8% | 5.04% |
| ARK Blockchain & Fintech Innovation ETF (ARKF) | 4.8% | 5.04% |
| Vanguard S&P 500 Growth ETF (VOOG) | 4.8% | 5.02% |
| Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 4.8% | 4.98% |
| Invesco QQQ (QQQ) | 4.8% | 4.95% |
| Vanguard Information Technology (VGT) | 4.8% | 4.93% |
| Vanguard Growth ETF (VUG) | 4.8% | 4.9% |
| State Street SPDR S&P 500 ETF (SPY) | 4.8% | 4.66% |
| Vanguard S&P 500 ETF (VOO) | 4.8% | 4.65% |
| Vanguard Total Stock Market ETF (VTI) | 4.8% | 4.6% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 4.8% | 4.58% |
| Vanguard Dividend Appreciation ETF (VIG) | 4.8% | 4.41% |
| VanEck Morningstar Wide Moat ETF (MOAT) | 4.8% | 4.34% |
| Vanguard Value ETF (VTV) | 4.8% | 4.31% |
| Ishares Russell 2000 ETF (IWM) | 4.8% | 4.22% |
| Vanguard Mid-Cap ETF (VO) | 4.8% | 4.19% |
| Vanguard Small-Cap Value ETF (VBR) | 4.8% | 4.03% |
Cash & Instruments Over Time
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