Portfolio Diversification
Range
Most Diversified
66 instruments
December 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
48.6 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
META99.91%
MSFT99.91%
AMZN99.91%
AXP99.91%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 11.65% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 9.68% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 5.51% | 0% | 99.91% | 2/1/2025 |
 NVIDIA (NVDA) | 5.13% | 0% | 92.06% | 2/1/2025 |
 Alphabet (GOOGL) | 3.57% | 0% | 99.91% | 2/1/2025 |
| Meta (META) | 2.98% | 0% | 99.91% | 2/1/2025 |
 Alphabet (GOOG) | 2.64% | 0% | 86.68% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 2.38% | 0% | 55.29% | 2/1/2025 |
 Tesla (TSLA) | 2.37% | 0% | 86.68% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 2.32% | 0% | 99.91% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 2.25% | 0% | 99.91% | 2/1/2025 |
 UnitedHealth (UNH) | 1.83% | 0% | 86.68% | 2/1/2025 |
 Broadcom (AVGO) | 1.77% | 0% | 91.79% | 2/1/2025 |
 Visa (V) | 1.73% | 0% | 99.91% | 2/1/2025 |
 Home Depot (HD) | 1.72% | 0% | 99.91% | 2/1/2025 |
 Procter & Gamble (PG) | 1.61% | 0% | 85.58% | 2/1/2025 |
 JPMorgan (JPM) | 1.55% | 0% | 81.11% | 2/1/2025 |
 Eli Lilly (LLY) | 1.53% | 0% | 78.92% | 2/1/2025 |
 ExxonMobil (XOM) | 1.53% | 0% | 83.67% | 2/1/2025 |
 Coca-Cola (KO) | 1.5% | 0% | 99.91% | 2/1/2025 |
 Mastercard (MA) | 1.49% | 0% | 91.79% | 2/1/2025 |
 Costco (COST) | 1.48% | 0% | 99.64% | 2/1/2025 |
 Chevron (CVX) | 1.48% | 0% | 94.53% | 2/1/2025 |
 Bank of America (BAC) | 1.45% | 0% | 99.91% | 2/1/2025 |
 Pfizer (PFE) | 1.28% | 0% | 99.54% | 1/28/2025 |
 TSMC (TSM) | 1.23% | 0% | 59.03% | 2/1/2025 |
 Abbott (ABT) | 1.22% | 0% | 99.91% | 2/1/2025 |
 PepsiCo (PEP) | 1.1% | 0% | 90.6% | 2/1/2025 |
| American Express (AXP) | 1.07% | 0% | 99.91% | 2/1/2025 |
 Accenture (ACN) | 1.07% | 0% | 97.08% | 2/1/2025 |
 NextEra (NEE) | 1.01% | 0% | 94.16% | 1/28/2025 |
 Nike (NKE) | 0.98% | 0% | 94.43% | 12/3/2024 |
 Nestle (NESN.ZU) | 0.96% | 0% | 77.55% | 1/17/2025 |
 Intel (INTC) | 0.96% | 0% | 94.07% | 11/29/2024 |
 Lowe's (LOW) | 0.94% | 0% | 94.34% | 1/30/2025 |
 Merck (MRK) | 0.93% | 0% | 76.19% | 2/1/2025 |
 AbbVie (ABBV) | 0.92% | 0% | 78.92% | 2/1/2025 |
 McDonald's (MCD) | 0.92% | 0% | 89.23% | 2/1/2025 |
 ASML (ASML.NV) | 0.91% | 0% | 68.8% | 2/1/2025 |
 Union Pacific (UNP) | 0.89% | 0% | 94.16% | 1/28/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.88% | 0% | 68.8% | 2/1/2025 |
 Walmart (WMT) | 0.82% | 0% | 74% | 2/1/2025 |
 Roche (ROG.ZU) | 0.75% | 0% | 78.92% | 2/1/2025 |
 AT&T (T) | 0.75% | 0% | 89.14% | 1/31/2025 |
 Thermo Fisher (TMO) | 0.7% | 0% | 76.19% | 2/1/2025 |
 Shell (SHEL) | 0.7% | 0% | 74% | 2/1/2025 |
 iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 0.67% | 0% | 50% | 2/1/2025 |
 AstraZeneca (AZN) | 0.66% | 0% | 71.26% | 2/1/2025 |
 ASML (ASML) | 0.63% | 0% | 31.11% | 12/29/2022 |
 Disney (DIS) | 0.6% | 0% | 74% | 2/1/2025 |
 Tencent (0700.HK) | 0.6% | 0% | 58.39% | 2/1/2025 |
 Cisco (CSCO) | 0.57% | 0% | 71.26% | 2/1/2025 |
 LVMH (MC.PA) | 0.57% | 0% | 66.42% | 2/1/2025 |
 Samsung (SMSN.L) | 0.53% | 0% | 58.49% | 2/1/2025 |
 Solana (SOL) | 0.35% | 0% | 22.35% | 11/17/2024 |
 Adobe (ADBE) | 0.33% | 0% | 41.7% | 2/1/2025 |
 iShares MSCI Saudi Arabia Capped UCITS ETF (IUSS.DE) | 0.28% | 0% | 30.47% | 2/1/2025 |
 Linde (LIN) | 0.27% | 0% | 39.14% | 2/1/2025 |
 Reddit Inc (RDDT) | 0.24% | 0% | 26.46% | 1/28/2025 |
 Salesforce (CRM) | 0.23% | 0% | 27.74% | 2/1/2025 |
 SAP (SAP.DE) | 0.13% | 0% | 16.88% | 2/1/2025 |
 Netflix (NFLX) | 0.09% | 0% | 6.84% | 2/1/2025 |
 iShares MSCI China ETF (MCHI) | 0.09% | 0% | 8.58% | 2/1/2025 |
 AMD (AMD) | 0.08% | 0% | 11.59% | 2/1/2025 |
 Oracle (ORCL) | 0.05% | 0% | 5.84% | 2/1/2025 |
 Bitcoin (BTC) | 0.05% | 0% | 12.86% | 11/10/2024 |
 AUD/JPY (AUDJPY) | 0.05% | 0% | 2.37% | 8/29/2023 |
 Shiba (in millions) (SHIBxM) | 0.05% | 0% | 2.55% | 4/11/2024 |
 Palantir (PLTR) | 0.04% | 0% | 6.2% | 2/1/2025 |
 EUR/CHF (EURCHF) | 0.04% | 0% | 1.64% | 7/11/2023 |
 Wells Fargo (WFC) | 0.03% | 0% | 3.38% | 2/1/2025 |
 SoFi (SOFI) | 0.02% | 0% | 5.84% | 1/28/2025 |
 Fetch.ai (FET) | 0.02% | 0% | 2.92% | 4/11/2024 |
 FTA (YMM) | 0.02% | 0% | 3.65% | 1/8/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.64% | 9/6/2023 |
 Orchard Therapeutics plc-ADR (ORTX) | 0.01% | 0% | 0.64% | 9/26/2023 |
 EUR/GBP (EURGBP) | 0.01% | 0% | 0.82% | 9/18/2023 |
 Oddity Tech (ODD) | 0.01% | 0% | 3.1% | 1/14/2025 |
 USD/NOK (USDNOK) | 0.01% | 0% | 0.64% | 7/25/2023 |
 GBP/CHF (GBPCHF) | 0.01% | 0% | 0.64% | 8/2/2023 |
 Verve Therapeutics (VERV) | 0.01% | 0% | 0.55% | 10/2/2023 |
 GBP/USD (GBPUSD) | 0.01% | 0% | 0.55% | 7/18/2023 |
 AUD/CHF (AUDCHF) | 0.01% | 0% | 0.55% | 9/14/2023 |
 Rio Tinto (RIO.L) | 0.01% | 0% | 1.92% | 1/29/2025 |
 Saint-Gobain (SGO.PA) | 0.01% | 0% | 1.37% | 1/29/2025 |
 EUR/AUD (EURAUD) | 0.01% | 0% | 0.64% | 6/23/2023 |
 NZD/CAD (NZDCAD) | 0.01% | 0% | 0.55% | 7/3/2023 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 0.73% | 8/15/2024 |
 USD/MXN (USDMXN) | 0.01% | 0% | 0.73% | 10/19/2023 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0% | 0% | 0.36% | 10/17/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0% | 0% | 1.19% | 3/2/2024 |
 Terawulf (WULF) | 0% | 0% | 1% | 11/25/2024 |
 GBP/JPY (GBPJPY) | 0% | 0% | 0.18% | 9/19/2023 |
 Orchid (OXT) | 0% | 0% | 0.73% | 4/9/2024 |
 Lumentum (LITE) | 0% | 0% | 0.73% | 12/11/2024 |
 Comfort Systems USA (FIX) | 0% | 0% | 0.36% | 2/1/2025 |
 Emcor (EME) | 0% | 0% | 0.36% | 2/1/2025 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0% | 0% | 0.64% | 8/22/2024 |
 USD/CAD (USDCAD) | 0% | 0% | 0.09% | 7/12/2023 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.18% | 10/13/2023 |
 USD/CHF (USDCHF) | 0% | 0% | 0.09% | 9/7/2023 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.27% | 8/26/2024 |
 AUD/NZD (AUDNZD) | 0% | 0% | 0.09% | 7/26/2023 |
 EUR/USD (EURUSD) | 0% | 0% | 0.09% | 7/27/2023 |
 Dogecoin (DOGE) | 0% | 0% | 0.09% | 11/7/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 10.84% | 11.35% |
| NVIDIA (NVDA) | 5.94% | 9.97% |
| Microsoft (MSFT) | 8.88% | 8.31% |
| Amazon (AMZN) | 5.1% | 5.73% |
| iShares MSCI India ETF (INDA) | 4.7% | 3.92% |
| Meta (META) | 2.3% | 3.42% |
| Tesla (TSLA) | 2.39% | 3.38% |
| Alphabet (GOOGL) | 2.73% | 3.01% |
| Broadcom (AVGO) | 1.44% | 2.79% |
| Alphabet (GOOG) | 2.26% | 2.63% |
| TSMC (TSM) | 1.57% | 2.26% |
| JPMorgan (JPM) | 1.58% | 1.85% |
| Berkshire Hathaway (BRK.B) | 1.83% | 1.79% |
| Eli Lilly (LLY) | 1.54% | 1.68% |
| Reddit Inc (RDDT) | 0.51% | 1.44% |
| Visa (V) | 1.33% | 1.31% |
| Netflix (NFLX) | 1.59% | 1.29% |
| UnitedHealth (UNH) | 1.72% | 1.29% |
| Costco (COST) | 1.13% | 1.22% |
| ExxonMobil (XOM) | 1.55% | 1.22% |
| Mastercard (MA) | 1.07% | 1.11% |
| Walmart (WMT) | 0.88% | 1.11% |
| Salesforce (CRM) | 1.23% | 1.02% |
| iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 1.75% | 1.01% |
| iShares MSCI Saudi Arabia Capped UCITS ETF (IUSS.DE) | 1.29% | 0.98% |
| iShares MSCI China ETF (MCHI) | 1.34% | 0.97% |
| Procter & Gamble (PG) | 1.1% | 0.95% |
| Wells Fargo (WFC) | 1.23% | 0.93% |
| Tencent (0700.HK) | 0.94% | 0.9% |
| Home Depot (HD) | 1.03% | 0.9% |
| Oracle (ORCL) | 1.29% | 0.89% |
| AbbVie (ABBV) | 1.03% | 0.86% |
| Cisco (CSCO) | 1.04% | 0.85% |
| Johnson & Johnson (JNJ) | 1.18% | 0.82% |
| ASML (ASML.NV) | 0.98% | 0.8% |
| SAP (SAP.DE) | 0.82% | 0.77% |
| Bank of America (BAC) | 0.8% | 0.74% |
| Palantir (PLTR) | 0.77% | 0.69% |
| Novo Nordisk (NOVO-B.CO) | 0.85% | 0.68% |
| Coca-Cola (KO) | 0.81% | 0.65% |
| Chevron (CVX) | 0.85% | 0.62% |
| AstraZeneca (AZN) | 0.91% | 0.61% |
| PepsiCo (PEP) | 0.9% | 0.6% |
| Linde (LIN) | 0.8% | 0.59% |
| Merck (MRK) | 0.81% | 0.59% |
| Roche (ROG.ZU) | 0.77% | 0.55% |
| Nestle (NESN.ZU) | 1.03% | 0.55% |
| AMD (AMD) | 0.98% | 0.54% |
| Disney (DIS) | 0.6% | 0.52% |
| Shell (SHEL) | 0.6% | 0.5% |
| Adobe (ADBE) | 0.77% | 0.49% |
| AT&T (T) | 0.54% | 0.48% |
| Lowe's (LOW) | 0.57% | 0.47% |
| Samsung (SMSN.L) | 0.85% | 0.46% |
| McDonald's (MCD) | 0.54% | 0.46% |
| Thermo Fisher (TMO) | 0.59% | 0.45% |
| Accenture (ACN) | 0.54% | 0.45% |
| FTA (YMM) | 0.51% | 0.43% |
| NextEra (NEE) | 0.55% | 0.43% |
| LVMH (MC.PA) | 0.62% | 0.42% |
| Abbott (ABT) | 0.51% | 0.4% |
| Pfizer (PFE) | 0.82% | 0.4% |
| SoFi (SOFI) | 0.51% | 0.39% |
| Union Pacific (UNP) | 0.55% | 0.38% |
| Oddity Tech (ODD) | 0.57% | 0.38% |
| American Express (AXP) | 0.26% | 0.34% |