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Portfolio Diversification
Range
Most Diversified
32 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
16.5 instruments
Most Consistent Holdings
Top 5
ETH98%
TSM73.47%
GOOG71.08%
VOD.L69.59%
VOW3.DE66.95%
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 |
|---|---|---|---|---|
| TSMC (TSM) | 10.38% | 0% | 73.47% | 4/4/2025 |
| Ethereum (ETH) | 7.1% | 5.59% | 98% | - |
| Alphabet (GOOG) | 6.44% | 0% | 71.08% | 4/4/2025 |
 iShares Global clean energy ETF (ICLN) | 4.45% | 0% | 65.07% | 1/10/2025 |
 Salesforce (CRM) | 4.31% | 0% | 51.45% | 4/4/2025 |
| Vodafone (VOD.L) | 2.87% | 2.59% | 69.59% | - |
 WEC Energy (WEC) | 2.82% | 3.36% | 53.97% | - |
| Volkswagen (VOW3.DE) | 2.73% | 0% | 66.95% | 12/5/2024 |
 Roche (ROG.ZU) | 2.45% | 0% | 54.74% | 4/29/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 2.27% | 19.92% | 16.72% | - |
 ResMed (RMD) | 2.04% | 0% | 31.31% | 1/10/2025 |
 Pfizer (PFE) | 1.88% | 3.16% | 43.25% | - |
 Alibaba (9988.HK) | 1.65% | 0% | 33.51% | 7/10/2023 |
 Palantir (PLTR) | 1.64% | 0% | 24.14% | 2/2/2023 |
 iShares Edge MSCI USA Quality (QUAL) | 1.59% | 0% | 13.3% | 8/18/2025 |
 MercadoLibre (MELI) | 1.57% | 0% | 23.24% | 2/6/2023 |
 iShares MSCI India ETF (INDA) | 1.55% | 3.07% | 36.86% | - |
 Estee Lauder (EL) | 1.47% | 0% | 37.96% | 3/28/2025 |
 Albemarle (ALB) | 1.33% | 0% | 35.25% | 4/4/2025 |
 Gilead Sciences (GILD) | 1.27% | 0% | 32.47% | 10/9/2025 |
 Global SuperDividend US ETF (DIV) | 1.25% | 6.37% | 24.85% | - |
 IFF (IFF) | 1.23% | 0% | 20.53% | 1/4/2024 |
 Compass Minerals (CMP) | 1.21% | 0% | 20.98% | 1/4/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.14% | 5.1% | 23.56% | - |
 Uber (UBER) | 1.09% | 0% | 27.89% | 8/30/2023 |
 Simon (SPG) | 0.95% | 0% | 8.91% | 1/17/2023 |
 ExxonMobil (XOM) | 0.94% | 0% | 27.57% | 10/1/2025 |
 SPDR Gold (GLD) | 0.91% | 3.81% | 23.5% | - |
 Tilray (TLRY) | 0.9% | 0% | 18.27% | 10/24/2022 |
 Meta (META) | 0.86% | 0% | 25.89% | 3/10/2023 |
 Public Storage (PSA) | 0.86% | 0% | 22.47% | 1/8/2024 |
 iShares Global REIT ETF (REET) | 0.86% | 3.76% | 23.56% | - |
 Vanguard FTSE Emerging Markets (VWO) | 0.85% | 7.17% | 12.98% | - |
 Xiaomi (1810.HK) | 0.73% | 0% | 17.43% | 10/10/2022 |
 Zimmer Biomet (ZBH) | 0.68% | 0% | 21.24% | 12/5/2024 |
 Comcast (CMCSA) | 0.64% | 0% | 15.56% | 1/4/2024 |
 Yum China (YUMC) | 0.63% | 0% | 19.69% | 9/7/2023 |
 Kilroy Realty (KRC) | 0.58% | 0% | 16.33% | 4/4/2025 |
 JD.com (JD.US) | 0.53% | 0% | 10.59% | 1/8/2024 |
 Lyft (LYFT) | 0.53% | 0% | 16.98% | 9/5/2023 |
 Adobe (ADBE) | 0.52% | 0% | 21.37% | 4/7/2025 |
 Ishrs Msci Saudi Arabia Etf (KSA) | 0.52% | 1.62% | 23.43% | - |
 Alibaba (BABA) | 0.5% | 0% | 10.46% | 7/24/2023 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.49% | 4.95% | 10.46% | - |
 Clorox (CLX) | 0.48% | 1.39% | 18.14% | - |
 Polaris (PII) | 0.47% | 0% | 17.24% | 12/5/2024 |
 Medtronic (MDT.US) | 0.46% | 0% | 5.75% | 5/5/2023 |
 Microsoft (MSFT) | 0.42% | 0% | 15.17% | 4/4/2025 |
 Brazil Index MSCI Ishares (EWZ) | 0.41% | 0% | 11.1% | 10/21/2025 |
 Aptiv (APTV) | 0.4% | 0% | 12.46% | 7/17/2024 |
 AstraZeneca (AZN.L) | 0.38% | 0% | 20.21% | 12/5/2024 |
 Nice (NICE) | 0.35% | 0% | 10.85% | 1/10/2025 |
 Western Union (WU) | 0.3% | 0% | 4.39% | 5/2/2023 |
 Realty Income (O) | 0.27% | 0% | 6.65% | 4/7/2025 |
 iShares TIPS Bond ETF (TIP) | 0.27% | 0% | 13.3% | 7/26/2022 |
 Invesco Solar ETF (TAN) | 0.21% | 0% | 9.3% | 5/31/2022 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.2% | 0% | 9.68% | 5/31/2022 |
 Bitcoin (BTC) | 0.2% | 0% | 4.78% | 10/31/2025 |
 Airbus (AIR.PA) | 0.19% | 0% | 3.62% | 2/25/2022 |
 Invesco China Technology ETF (CQQQ) | 0.18% | 0% | 9.68% | 5/31/2022 |
 ARK Innovation ETF (ARKK) | 0.18% | 0% | 6.84% | 10/6/2022 |
 Baxter (BAX) | 0.18% | 0% | 10.01% | 12/5/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.15% | 0% | 3.1% | 10/1/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.15% | 0% | 8.01% | 9/3/2025 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.12% | 0% | 4.52% | 10/22/2025 |
 Veeva (VEEV) | 0.1% | 0% | 3.49% | 3/24/2023 |
 Campbell Soup (CPB) | 0.1% | 0% | 6.07% | 7/11/2025 |
 Disney (DIS) | 0.07% | 0% | 2.71% | 2/11/2022 |
 Shell (SHEL.L) | 0.06% | 0% | 2.91% | 4/1/2026 |
 Discovery Inc (DISCA) | 0.06% | 0% | 1.81% | 1/28/2022 |
 iShares MSCI China ETF (MCHI) | 0.06% | 0% | 1.1% | 4/29/2025 |
 Invesco DB Agriculture Fund (DBA) | 0.06% | 1.74% | 3.29% | - |
 ASML (ASML.NV) | 0.05% | 0% | 2.91% | 12/5/2024 |
 Boeing (BA) | 0.04% | 0% | 3.16% | 3/22/2022 |
 Teladoc (TDOC) | 0.04% | 0% | 2.39% | 2/11/2022 |
 Amazon (AMZN) | 0.04% | 0% | 1.1% | 2/4/2022 |
 Invesco DB Oil Fund (DBO) | 0.03% | 0% | 1.87% | 4/8/2026 |
 NVIDIA (NVDA) | 0.03% | 0% | 1.81% | 5/24/2022 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.03% | 0% | 1.55% | 1/24/2022 |
 Wells Fargo (WFC) | 0.02% | 0% | 1.16% | 1/18/2022 |
 Norwegian Cruise Line (NCLH) | 0.02% | 0% | 0.71% | 1/11/2022 |
 Rolls-Royce (RR.L) | 0.02% | 0% | 0.71% | 1/11/2022 |
 Prologis (PLD) | 0.02% | 0% | 0.45% | 2/3/2023 |
 Lockheed Martin (LMT) | 0.02% | 0% | 1.23% | 1/19/2022 |
 IAG (IAG.L) | 0.01% | 0% | 0.32% | 1/5/2022 |
 SQM (SQM) | 0.01% | 0% | 1.16% | 1/18/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.01% | 0% | 0.26% | 4/8/2025 |
 BP (BP.L) | 0.01% | 0% | 0.45% | 1/7/2022 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.01% | 0% | 0.77% | 1/12/2022 |
 American Airlines (AAL) | 0.01% | 0% | 1.16% | 1/18/2022 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.01% | 0% | 0.45% | 3/8/2022 |
 Shell (SHEL) | 0.01% | 0% | 0.71% | 1/11/2022 |
 GlaxoSmithKline (GSK) | 0.01% | 0% | 0.19% | 2/3/2023 |
 Illumina (ILMN) | 0% | 0% | 0.26% | 10/19/2022 |
 Ishares Msci Indonesia Etf (EIDO) | 0% | 0% | 0.06% | 10/10/2025 |
 easyJet (EZJ.L) | 0% | 0% | 0.32% | 1/5/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 17.63% | 17.76% |
| iShares MSCI India ETF (INDA) | 7.05% | 6.9% |
| Vanguard FTSE Emerging Markets (VWO) | 7.05% | 6.8% |
| Global SuperDividend US ETF (DIV) | 6.17% | 5.88% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 5.29% | 5.16% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 4.41% | 5.02% |
| Ethereum (ETH) | 3.53% | 3.93% |
| SPDR Gold (GLD) | 3.53% | 3.69% |
| iShares Global REIT ETF (REET) | 3.53% | 3.57% |
| WEC Energy (WEC) | 2.64% | 3.19% |
| Pfizer (PFE) | 3.53% | 3.06% |
| Vodafone (VOD.L) | 1.76% | 2.24% |
| Clorox (CLX) | 1.76% | 1.62% |
| Ishrs Msci Saudi Arabia Etf (KSA) | 1.76% | 1.56% |
Cash & Instruments Over Time
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