Portfolio Diversification
Range
Most Diversified
32 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
17.2 instruments
Most Consistent Holdings
Top 5
TSM98.27%
ETH97.35%
GOOG94.89%
VOW3.DE94.62%
ICLN91.97%
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 |
|---|---|---|---|---|
| TSMC (TSM) | 13.74% | 0% | 98.27% | 2/1/2025 |
| Alphabet (GOOG) | 8.53% | 0% | 94.89% | 2/1/2025 |
| Ethereum (ETH) | 7.29% | 0% | 97.35% | 2/1/2025 |
| iShares Global clean energy ETF (ICLN) | 6.29% | 0% | 91.97% | 1/10/2025 |
 Salesforce (CRM) | 5.54% | 0% | 67.15% | 2/1/2025 |
| Volkswagen (VOW3.DE) | 3.86% | 0% | 94.62% | 12/5/2024 |
 Roche (ROG.ZU) | 3.17% | 0% | 69.53% | 2/1/2025 |
 ResMed (RMD) | 2.89% | 0% | 44.25% | 1/10/2025 |
 Vodafone (VOD.L) | 2.83% | 0% | 57.21% | 2/1/2025 |
 Alibaba (9988.HK) | 2.33% | 0% | 47.35% | 7/10/2023 |
 Palantir (PLTR) | 2.32% | 0% | 34.12% | 2/2/2023 |
 MercadoLibre (MELI) | 2.21% | 0% | 32.85% | 2/6/2023 |
 Estee Lauder (EL) | 1.96% | 0% | 48.72% | 2/1/2025 |
 WEC Energy (WEC) | 1.83% | 0% | 35.31% | 2/1/2025 |
 Albemarle (ALB) | 1.75% | 0% | 44.25% | 2/1/2025 |
 IFF (IFF) | 1.74% | 0% | 29.01% | 1/4/2024 |
 Compass Minerals (CMP) | 1.71% | 0% | 29.65% | 1/4/2024 |
 Uber (UBER) | 1.54% | 0% | 39.42% | 8/30/2023 |
 Simon (SPG) | 1.35% | 0% | 12.59% | 1/17/2023 |
 Tilray (TLRY) | 1.27% | 0% | 25.82% | 10/24/2022 |
 Meta (META) | 1.22% | 0% | 36.59% | 3/10/2023 |
 Public Storage (PSA) | 1.21% | 0% | 31.75% | 1/8/2024 |
 iShares Edge MSCI USA Quality (QUAL) | 1.17% | 0% | 7.85% | 2/1/2025 |
 Xiaomi (1810.HK) | 1.03% | 0% | 24.64% | 10/10/2022 |
 Zimmer Biomet (ZBH) | 0.96% | 0% | 30.02% | 12/5/2024 |
 Comcast (CMCSA) | 0.91% | 0% | 21.99% | 1/4/2024 |
 Yum China (YUMC) | 0.89% | 0% | 27.83% | 9/7/2023 |
 JD.com (JD.US) | 0.75% | 0% | 14.96% | 1/8/2024 |
 Lyft (LYFT) | 0.74% | 0% | 24% | 9/5/2023 |
 Alibaba (BABA) | 0.71% | 0% | 14.78% | 7/24/2023 |
 Polaris (PII) | 0.67% | 0% | 24.36% | 12/5/2024 |
 Pfizer (PFE) | 0.66% | 0% | 20.16% | 2/1/2025 |
 Medtronic (MDT.US) | 0.64% | 0% | 8.12% | 5/5/2023 |
 Kilroy Realty (KRC) | 0.63% | 0% | 17.52% | 2/1/2025 |
 Aptiv (APTV) | 0.57% | 0% | 17.61% | 7/17/2024 |
 Adobe (ADBE) | 0.56% | 0% | 24.36% | 2/1/2025 |
 AstraZeneca (AZN.L) | 0.53% | 0% | 28.56% | 12/5/2024 |
 Microsoft (MSFT) | 0.5% | 0% | 15.97% | 7/26/2022 |
 Nice (NICE) | 0.49% | 0% | 15.33% | 1/10/2025 |
 Gilead Sciences (GILD) | 0.46% | 0% | 23.18% | 2/1/2025 |
 Western Union (WU) | 0.42% | 0% | 6.2% | 5/2/2023 |
 Clorox (CLX) | 0.4% | 0% | 9.85% | 5/24/2023 |
 iShares TIPS Bond ETF (TIP) | 0.38% | 0% | 18.8% | 7/26/2022 |
 iShares MSCI India ETF (INDA) | 0.36% | 0% | 18.8% | 7/26/2022 |
 Realty Income (O) | 0.35% | 0% | 8.49% | 1/27/2023 |
 Invesco Solar ETF (TAN) | 0.3% | 0% | 13.14% | 5/31/2022 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.29% | 0% | 13.69% | 5/31/2022 |
 ExxonMobil (XOM) | 0.28% | 0% | 16.97% | 2/1/2025 |
 Airbus (AIR.PA) | 0.28% | 0% | 5.11% | 2/25/2022 |
 Invesco China Technology ETF (CQQQ) | 0.26% | 0% | 13.69% | 5/31/2022 |
 ARK Innovation ETF (ARKK) | 0.26% | 0% | 9.67% | 10/6/2022 |
 Baxter (BAX) | 0.26% | 0% | 14.14% | 12/5/2024 |
 Veeva (VEEV) | 0.15% | 0% | 4.93% | 3/24/2023 |
 Disney (DIS) | 0.1% | 0% | 3.83% | 2/11/2022 |
 Discovery Inc (DISCA) | 0.09% | 0% | 2.55% | 1/28/2022 |
 ASML (ASML.NV) | 0.06% | 0% | 4.11% | 12/5/2024 |
 Boeing (BA) | 0.06% | 0% | 4.47% | 3/22/2022 |
 Teladoc (TDOC) | 0.06% | 0% | 3.38% | 2/11/2022 |
 Amazon (AMZN) | 0.05% | 0% | 1.55% | 2/4/2022 |
 NVIDIA (NVDA) | 0.05% | 0% | 2.55% | 5/24/2022 |
 Shell (SHEL.L) | 0.04% | 0% | 1.64% | 1/18/2022 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.04% | 0% | 2.19% | 1/24/2022 |
 Wells Fargo (WFC) | 0.03% | 0% | 1.64% | 1/18/2022 |
 Norwegian Cruise Line (NCLH) | 0.03% | 0% | 1% | 1/11/2022 |
 Rolls-Royce (RR.L) | 0.03% | 0% | 1% | 1/11/2022 |
 Prologis (PLD) | 0.02% | 0% | 0.64% | 2/3/2023 |
 Lockheed Martin (LMT) | 0.02% | 0% | 1.73% | 1/19/2022 |
 IAG (IAG.L) | 0.02% | 0% | 0.46% | 1/5/2022 |
 SQM (SQM) | 0.02% | 0% | 1.64% | 1/18/2022 |
 BP (BP.L) | 0.01% | 0% | 0.64% | 1/7/2022 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.01% | 0% | 1.09% | 1/12/2022 |
 American Airlines (AAL) | 0.01% | 0% | 1.64% | 1/18/2022 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.01% | 0% | 0.64% | 3/8/2022 |
 Shell (SHEL) | 0.01% | 0% | 1% | 1/11/2022 |
 GlaxoSmithKline (GSK) | 0.01% | 0% | 0.27% | 2/3/2023 |
 Illumina (ILMN) | 0% | 0% | 0.36% | 10/19/2022 |
 easyJet (EZJ.L) | 0% | 0% | 0.46% | 1/5/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Edge MSCI USA Quality (QUAL) | 23.29% | 18.06% |
| TSMC (TSM) | 7.09% | 17.76% |
| Salesforce (CRM) | 8.1% | 11.85% |
| Alphabet (GOOG) | 6.08% | 10.78% |
| WEC Energy (WEC) | 6.08% | 5.4% |
| ResMed (RMD) | 6.08% | 5.31% |
| Kilroy Realty (KRC) | 4.05% | 3.76% |
| Roche (ROG.ZU) | 4.05% | 3.18% |
| Pfizer (PFE) | 4.05% | 3.1% |
| Nice (NICE) | 4.05% | 3.05% |
| Adobe (ADBE) | 4.05% | 2.97% |
| Gilead Sciences (GILD) | 2.03% | 2.22% |
| iShares Global clean energy ETF (ICLN) | 4.05% | 2.19% |
| Albemarle (ALB) | 4.05% | 2.06% |
| Estee Lauder (EL) | 4.05% | 1.63% |
| ExxonMobil (XOM) | 2.03% | 1.51% |
| Vodafone (VOD.L) | 2.03% | 1.44% |
| Ethereum (ETH) | 1.01% | 0.68% |