Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 17.26% | 11.99% | 99.7% | - |
 DexCom (DXCM) | 8.29% | 3.74% | 99.7% | - |
 alenamechelke | 6.48% | 0% | 24.85% | 9/13/2022 |
 Vanguard S&P 500 Growth ETF (VOOG) | 4.68% | 0% | 75.75% | 2/22/2024 |
 TUI AG (TUI.L) | 2.16% | 0% | 90.14% | 7/16/2024 |
 Palantir (PLTR) | 2.07% | 0% | 26.46% | 3/19/2024 |
 Tesla (TSLA) | 2.01% | 1.63% | 67.91% | - |
 BioNTech SE (BNTX) | 1.96% | 0% | 59.36% | 9/11/2023 |
 Block Inc. (SQ) | 1.56% | 2.6% | 99.7% | - |
 Digital Turbine (APPS) | 0.77% | 5.39% | 99.7% | - |
 TotalEnergies (TTE.PA) | 0.72% | 0% | 26.46% | 1/11/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.69% | 0% | 5.03% | 9/22/2023 |
 DJ30 Index (Non Expiry) (DJ30) | 0.64% | 0% | 6.54% | 5/3/2024 |
 LVMH (MC.PA) | 0.52% | 3.11% | 14.39% | - |
 iShares Core S&P 500 ETF (IVV) | 0.51% | 0% | 31.59% | 11/28/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.4% | 0% | 4.43% | 4/25/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.33% | 0% | 3.72% | 7/28/2023 |
 ConocoPhillips (COP) | 0.32% | 0% | 8.35% | 3/15/2024 |
 SPDR Gold (GLD) | 0.25% | 0% | 7.95% | 3/21/2022 |
 Chevron (CVX) | 0.24% | 0% | 5.33% | 2/13/2024 |
 Home Depot (HD) | 0.19% | 0% | 6.64% | 3/8/2022 |
 Texas Instruments (TXN) | 0.11% | 0% | 16.8% | 1/19/2024 |
 HSBC (HSBA.L) | 0.09% | 0% | 13.48% | 12/27/2023 |
 Verizon (VZ) | 0.08% | 0% | 0.7% | 1/30/2024 |
 Nio (NIO) | 0.08% | 0% | 6.64% | 3/8/2022 |
 Oil (Non Expiry) (OIL) | 0.07% | 0% | 0.6% | 12/9/2022 |
 Gold (Non Expiry) (GOLD) | 0.05% | 0% | 1.41% | 4/26/2024 |
 ASML (ASML.NV) | 0.05% | 0% | 0.91% | 7/14/2023 |
 Snowflake (SNOW) | 0.03% | 0% | 0.7% | 1/30/2024 |
 Henkel (HEN3.DE) | 0.03% | 0% | 1.11% | 1/11/2022 |
 Waters (WAT) | 0.03% | 0% | 3.32% | 5/23/2022 |
 EUR/USD (EURUSD) | 0.03% | 0% | 0.5% | 8/8/2023 |
 CAD/CHF (CADCHF) | 0.02% | 0% | 0.4% | 2/13/2024 |
 GER40 Index (Non Expiry) (GER40) | 0.02% | 0% | 0.2% | 12/2/2022 |
 ExxonMobil (XOM) | 0.02% | 0% | 1.11% | 1/2/2024 |
 Apple (AAPL) | 0.01% | 0% | 0.6% | 1/8/2024 |
 Eli Lilly (LLY) | 0.01% | 0% | 1.91% | 1/22/2024 |
 FRA40 Index (Non Expiry) (FRA40) | 0.01% | 0% | 0.2% | 7/6/2023 |
 AMD (AMD) | 0.01% | 0% | 0.1% | 11/4/2022 |
 Shell (SHEL) | 0% | 0% | 0.6% | 1/2/2024 |
 Alphabet (GOOGL) | 0% | 0% | 0.4% | 12/26/2023 |
 AbbVie (ABBV) | 0% | 0% | 0.4% | 12/26/2023 |
 Alphabet (GOOG) | 0% | 0% | 0.4% | 12/26/2023 |
 Costco (COST) | 0% | 0% | 0.1% | 12/2/2022 |
 Schlumberger (SLB) | 0% | 0% | 0.2% | 1/5/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Chevron (CVX) | 11.6% | 11.86% |
| ConocoPhillips (COP) | 4.75% | 4.86% |
| NVIDIA (NVDA) | 2.86% | 4.83% |
| Tesla (TSLA) | 3.59% | 4.17% |
| Vanguard S&P 500 Growth ETF (VOOG) | 4.38% | 4.11% |
| Palantir (PLTR) | 3.98% | 3.75% |
| DexCom (DXCM) | 2.69% | 2.2% |
| ExxonMobil (XOM) | 1.58% | 1.61% |
| Texas Instruments (TXN) | 0.64% | 0.65% |
| Block Inc. (SQ) | 1.27% | 0.61% |
| TUI AG (TUI.L) | 2.85% | 0.54% |
| Shell (SHEL) | 0.53% | 0.54% |
| Digital Turbine (APPS) | 1.27% | 0.14% |