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Portfolio Diversification
Range
Most Diversified
50 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
27.7 instruments
Most Consistent Holdings
Top 5
GOOG96.23%
MSFT96.1%
BRK.B70.26%
AMZN67.53%
NVDA65.32%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 6.87% | 4.98% | 96.23% | - |
| Microsoft (MSFT) | 5.76% | 3.6% | 96.1% | - |
| NVIDIA (NVDA) | 4.86% | 0% | 65.32% | 12/29/2025 |
 Realty Income (O) | 4.75% | 0% | 53.18% | 7/7/2025 |
| Berkshire Hathaway (BRK.B) | 4.05% | 0% | 70.26% | 5/21/2025 |
 Goldman Sachs (GS) | 3.4% | 5.57% | 57.53% | - |
 HSBC (HSBA.L) | 3.33% | 14.85% | 24.87% | - |
 BlackRock (BLK) | 3.21% | 2.78% | 50.78% | - |
| Amazon (AMZN) | 2.91% | 4.6% | 67.53% | - |
 State Street SPDR S&P 500 ETF (SPY) | 2.82% | 0% | 54.35% | 11/14/2024 |
 Apple (AAPL) | 2.28% | 0% | 63.7% | 11/4/2024 |
 Netflix (NFLX) | 2.13% | 0.81% | 45.84% | - |
 Ferrexpo (FXPO.L) | 1.94% | 0% | 45.78% | 12/18/2025 |
 TSMC (TSM) | 1.52% | 0% | 32.6% | 11/6/2024 |
 Intuitive Surgical (ISRG) | 1.41% | 0% | 37.01% | 11/4/2025 |
 Visa (V) | 1.38% | 5.98% | 39.68% | - |
 Meta (META) | 1.24% | 3.32% | 42.27% | - |
 ZipRecruiter (ZIP) | 1.23% | 0% | 36.95% | 8/18/2023 |
 iShares MSCI India ETF (INDA) | 1.17% | 0% | 51.82% | 8/11/2025 |
 Lululemon (LULU) | 1.16% | 0% | 36.95% | 8/18/2023 |
 Vale (VALE) | 1.15% | 0% | 29.29% | 5/16/2023 |
 JPMorgan (JPM) | 1.11% | 0% | 36.75% | 8/18/2023 |
 State Street SPDR S&P MidCap 400 ETF Trust (MDY) | 0.99% | 0% | 36.75% | 8/18/2023 |
 iShares Core S&P Small-Cap ETF (IJR) | 0.92% | 0% | 36.75% | 8/18/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.88% | 0% | 21.82% | 11/14/2024 |
 Kering (KER.PA) | 0.86% | 0% | 35.91% | 5/23/2024 |
 Alexandria (ARE) | 0.75% | 0% | 20.84% | 6/6/2024 |
 Micron (MU) | 0.74% | 7.56% | 19.35% | - |
 Cousins Properties (CUZ) | 0.74% | 0% | 20.84% | 6/6/2024 |
 Bitcoin (BTC) | 0.72% | 0% | 21.62% | 9/4/2025 |
 First Trust Water ETF (FIW.US) | 0.69% | 0% | 36.75% | 8/18/2023 |
 Adyen (ADYEN.NV) | 0.65% | 0% | 29.48% | 8/18/2023 |
 Global X Uranium ETF (URA) | 0.63% | 0% | 38.25% | 6/6/2024 |
 Lockheed Martin (LMT) | 0.63% | 0% | 29.74% | 12/20/2024 |
 Tronox (TROX) | 0.63% | 0% | 21.62% | 8/16/2024 |
 Intuitive Machines (LUNR) | 0.62% | 0% | 15.84% | 8/12/2025 |
 NRG Energy (NRG) | 0.61% | 0% | 11.95% | 12/20/2024 |
 Garmin (GRMN) | 0.6% | 0% | 30.65% | 8/18/2023 |
 Sony (SONY) | 0.59% | 0% | 36.95% | 8/18/2023 |
 Palantir (PLTR) | 0.58% | 0% | 3.31% | 12/29/2025 |
 NatWest (NWG.L) | 0.57% | 0% | 18.44% | 11/4/2025 |
 Airbnb (ABNB) | 0.55% | 0% | 33.18% | 8/18/2023 |
 Qorvo (QRVO) | 0.53% | 0% | 36.95% | 8/18/2023 |
 Northrop Grumman (NOC) | 0.53% | 0% | 17.92% | 6/20/2024 |
 Old Republic (ORI) | 0.52% | 0% | 32.92% | 8/18/2023 |
 ASML (ASML) | 0.51% | 6.79% | 7.66% | - |
 Robinhood Markets Inc. (HOOD) | 0.49% | 0% | 8.57% | 5/2/2025 |
 STAG (STAG) | 0.48% | 0% | 13.51% | 5/27/2024 |
 Interactive Brokers Group (IBKR) | 0.48% | 0% | 36.95% | 8/18/2023 |
 PayPal (PYPL) | 0.47% | 0% | 23.18% | 8/18/2023 |
 Cinemark (CNK) | 0.47% | 0% | 13.12% | 6/5/2024 |
 Centene (CNC) | 0.46% | 0% | 16.43% | 5/27/2024 |
 Progressive (PGR) | 0.46% | 0% | 16.36% | 12/20/2024 |
 Host Hotels (HST) | 0.45% | 0% | 14.16% | 8/18/2023 |
 Iberdrola (IBE.MC) | 0.44% | 0% | 14.16% | 8/18/2023 |
 Vanguard Mid-Cap ETF (VO) | 0.4% | 0% | 32.92% | 6/20/2023 |
 Freeport-McMoRan (FCX) | 0.39% | 0% | 14.16% | 8/18/2023 |
 Pfizer (PFE) | 0.38% | 0% | 3.25% | 12/31/2025 |
 Brazil Index MSCI Ishares (EWZ) | 0.37% | 5.46% | 8.64% | - |
 Albemarle (ALB) | 0.36% | 0% | 13.44% | 6/18/2024 |
 Nestle (NESN.ZU) | 0.36% | 4.53% | 7.21% | - |
 EPR (EPR) | 0.35% | 0% | 14.09% | 7/24/2025 |
 BMW (BMW.DE) | 0.33% | 0% | 12.92% | 4/15/2026 |
 Supermicro (SMCI) | 0.33% | 0% | 11.36% | 8/28/2024 |
 Riot (RIOT) | 0.31% | 0% | 7.47% | 8/25/2025 |
 Intel (INTC) | 0.31% | 0% | 16.49% | 9/18/2025 |
 Brookfield (BN.US) | 0.31% | 4.14% | 7.27% | - |
 Webuild (WBD.MI) | 0.29% | 0% | 15.32% | 11/4/2025 |
 Boyd Gaming (BYD) | 0.27% | 0% | 11.75% | 11/4/2025 |
 BioNano (BNGO) | 0.25% | 0% | 13.83% | 4/3/2023 |
 BASF (BAS.DE) | 0.25% | 0% | 10.32% | 8/11/2022 |
 China Everbright Environment (00257.HK) | 0.24% | 0% | 32.86% | 8/18/2023 |
 NextEra (NEE) | 0.24% | 3.17% | 7.27% | - |
 EQT (EQT) | 0.24% | 0% | 8.12% | 12/29/2023 |
 Walmart (WMT) | 0.23% | 0% | 8.12% | 12/29/2023 |
 Ellington Financial (EFC) | 0.22% | 0% | 9.81% | 8/11/2025 |
 iShares TIPS Bond ETF (TIP) | 0.21% | 0% | 6.49% | 4/11/2022 |
 eToro Group LTD (ETOR) | 0.21% | 0% | 7.66% | 9/10/2025 |
 Zoetis (ZTS) | 0.21% | 2.62% | 7.27% | - |
 BlackStone (BX) | 0.21% | 2.35% | 13.05% | - |
 Fortinet (FTNT) | 0.21% | 0% | 7.79% | 11/4/2025 |
 Intuit (INTU) | 0.2% | 0% | 8.38% | 5/10/2022 |
 IBM (IBM) | 0.2% | 0% | 24.48% | 10/16/2024 |
 UniCredit (UCG.MI) | 0.2% | 0% | 8.31% | 7/17/2025 |
 Novo-Nordisk (NVO) | 0.2% | 2.82% | 7.27% | - |
 MP Materials (MP) | 0.19% | 0% | 6.75% | 10/27/2025 |
 Fiserv (FISV) | 0.19% | 2.15% | 8.18% | - |
 MercadoLibre (MELI) | 0.19% | 1.93% | 8.64% | - |
 Constellation Energy (CEG) | 0.18% | 1.9% | 8.64% | - |
 AB InBev (ABI.BR) | 0.18% | 0% | 13.05% | 8/11/2025 |
 Trip.com (TCOM.CH) | 0.17% | 0% | 5.26% | 11/6/2024 |
 Snowflake (SNOW) | 0.17% | 0% | 8.38% | 5/10/2022 |
 Aurubis (NDA.DE) | 0.17% | 0% | 22.21% | 5/23/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.16% | 0% | 5.71% | 4/20/2022 |
 ARMOUR Residential REIT (ARR) | 0.15% | 0.05% | 4.35% | - |
 Upstart (UPST) | 0.15% | 0% | 6.43% | 5/17/2022 |
 DocuSign (DOCU) | 0.14% | 0% | 8.38% | 5/10/2022 |
 IAG (IAG.L) | 0.14% | 0% | 13.05% | 8/11/2025 |
 AeroVironment (AVAV) | 0.14% | 0% | 7.08% | 9/22/2025 |
 Uber (UBER) | 0.13% | 0% | 8.83% | 11/4/2025 |
 Playa Hotels (PLYA) | 0.13% | 0% | 6.43% | 8/18/2023 |
 PacWest Bancorp (PACW) | 0.12% | 0% | 4.68% | 7/27/2023 |
 Sea (SE) | 0.12% | 0% | 8.05% | 5/10/2022 |
 Edenred (EDEN.PA) | 0.12% | 0% | 11.17% | 7/15/2025 |
 JD.com (JD.US) | 0.12% | 0% | 12.4% | 5/22/2025 |
 Livent Corp (LTHM) | 0.12% | 0% | 2.79% | 1/4/2024 |
 Payoneer (PAYO) | 0.11% | 0% | 8.38% | 5/10/2022 |
 Capital One (COF) | 0.11% | 0% | 6.1% | 8/18/2023 |
 iShares Global REIT ETF (REET) | 0.11% | 0% | 6.56% | 4/12/2022 |
 EssilorLuxottica (EL.PA) | 0.11% | 0% | 8.57% | 7/21/2025 |
 Bilfinger (GBF.DE) | 0.11% | 0% | 15.32% | 11/4/2025 |
 Brookfield Infrastructure (BIP) | 0.1% | 0% | 8.77% | 8/18/2023 |
 Santander (SAN.MC) | 0.1% | 0% | 3.9% | 11/4/2025 |
 United States Oil Fund (USO) | 0.1% | 0% | 2.73% | 2/14/2022 |
 Credit Agricole (ACA.PA) | 0.1% | 0% | 3.9% | 11/4/2025 |
 Carnival (CCL) | 0.1% | 0% | 3.64% | 10/20/2025 |
 Altria (MO) | 0.1% | 0% | 2.34% | 3/4/2022 |
 Trade Desk (TTD) | 0.09% | 0% | 4.03% | 3/3/2022 |
 Unity (U) | 0.09% | 0% | 7.6% | 4/28/2022 |
 Shopify (SHOP) | 0.09% | 0% | 5.65% | 5/10/2022 |
 Regency Centers (REG) | 0.09% | 0% | 3.38% | 4/8/2022 |
 Baidu (BIDU) | 0.09% | 0% | 6.3% | 5/22/2025 |
 Diageo (DGE.L) | 0.08% | 0% | 6.1% | 8/18/2023 |
 Veeva (VEEV) | 0.08% | 0% | 8.38% | 5/10/2022 |
 NRZ (RITM) | 0.08% | 0% | 21.1% | 8/18/2023 |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.08% | 0% | 6.49% | 4/11/2022 |
 Invesco Senior Loan ETF (BKLN) | 0.07% | 0% | 2.92% | 3/4/2022 |
 WisdomTree Copper (OD7C.DE) | 0.07% | 0% | 2.34% | 2/3/2026 |
 Roku (ROKU) | 0.07% | 0% | 4.09% | 3/4/2022 |
 Sirius XM (SIRI) | 0.07% | 0% | 2.21% | 11/13/2024 |
 HeidelbergCement (HEI.DE) | 0.07% | 0% | 9.81% | 8/11/2025 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.07% | 0% | 2.73% | 2/11/2022 |
 Volkswagen (VOW3.DE) | 0.07% | 0% | 8.51% | 7/21/2025 |
 WisdomTree Core Physical Silver UCITS ETF (WSLV.L) | 0.06% | 0% | 2.01% | 10/27/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.05% | 0% | 6.75% | 6/18/2024 |
 Mercedes-Benz (MBG.DE) | 0.05% | 0% | 4.22% | 5/15/2025 |
 Rolls-Royce (RR.L) | 0.05% | 0% | 3.12% | 2/17/2022 |
 Ethereum (ETH) | 0.05% | 0% | 5.13% | 8/23/2025 |
 HSBC (HSBC) | 0.05% | 0% | 0.45% | 11/18/2025 |
 Coinbase (COIN) | 0.05% | 0% | 3.57% | 2/24/2022 |
 Teradyne (TER) | 0.05% | 0% | 4.35% | 8/18/2023 |
 Emaar (EMAAR.AE) | 0.04% | 0% | 2.92% | 6/19/2025 |
 Verisign (VRSN) | 0.04% | 0% | 7.4% | 1/21/2025 |
 Crude Oil Future March 22 (CL.MAR22) | 0.04% | 0% | 2.6% | 2/15/2022 |
 Pampa Energia (PAM) | 0.04% | 0% | 7.73% | 5/22/2025 |
 SBI (SBID.L) | 0.04% | 0% | 2.27% | 8/11/2025 |
 ProShares Short QQQ ETF (PSQ) | 0.04% | 0% | 0.39% | 11/13/2025 |
 L&T (LTOD.L) | 0.04% | 0% | 2.27% | 8/11/2025 |
 Confluent (CFLT) | 0.04% | 0% | 3.57% | 3/3/2022 |
 Atlassian (TEAM) | 0.04% | 0% | 2.08% | 5/10/2022 |
 Glaukos (GKOS) | 0.03% | 0% | 2.27% | 8/11/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.03% | 0% | 1.95% | 4/7/2022 |
 Crude Oil Future April 22 (CL.APR22) | 0.03% | 0% | 1.43% | 3/7/2022 |
 Alibaba (BABA) | 0.03% | 0% | 6.1% | 8/18/2023 |
 Samsung (SMSN.L) | 0.03% | 0% | 2.34% | 4/7/2022 |
 Progyny (PGNY) | 0.03% | 0% | 2.27% | 11/13/2024 |
 HOCHTIEF (HOT.DE) | 0.03% | 0% | 4.61% | 5/23/2025 |
 Heico (HEI) | 0.03% | 0% | 0.97% | 1/21/2025 |
 Tesla (TSLA) | 0.03% | 0% | 0.84% | 4/21/2022 |
 Eni (ENI.MI) | 0.03% | 0% | 2.47% | 4/7/2022 |
 YPF (YPF) | 0.02% | 0% | 3.9% | 3/24/2025 |
 Global Payments (GPN) | 0.02% | 0% | 1.36% | 1/21/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.02% | 0% | 1.75% | 5/19/2022 |
 Zimmer Biomet (ZBH) | 0.02% | 0% | 1.36% | 1/21/2022 |
 Dollar General (DG.US) | 0.02% | 0% | 0.91% | 11/4/2025 |
 ONEOK (OKE) | 0.02% | 0% | 2.01% | 4/8/2022 |
 Asana (ASAN) | 0.02% | 0% | 1.1% | 3/3/2022 |
 Chubb (CB) | 0.02% | 0% | 1.1% | 5/22/2025 |
 Shell (SHEL.L) | 0.02% | 0% | 1.17% | 1/24/2022 |
 STMicroelectronics (STMPA.PA) | 0.02% | 0% | 1.3% | 5/16/2022 |
 Aramco (SAOC) | 0.02% | 0% | 1.36% | 6/2/2022 |
 Dogecoin (DOGE) | 0.02% | 0% | 4.55% | 1/22/2025 |
 Scottish Mortgage (SMT.L) | 0.02% | 1.48% | 2.47% | - |
 Calumet Specialty Products (CLMT) | 0.02% | 0% | 1.36% | 1/21/2022 |
 Global X MSCI Argentina ETF (ARGT) | 0.02% | 0% | 6.82% | 5/21/2025 |
 Soho House (SHCO) | 0.02% | 0% | 0.65% | 8/21/2025 |
 Alleghany Corp (Y) | 0.02% | 0% | 1.36% | 1/21/2022 |
 Games Workshop (GAW.L) | 0.01% | 0.53% | 3.05% | - |
 Leonardo (LDO.MI) | 0.01% | 0% | 4.74% | 5/23/2025 |
 Amicus Therapeutics (FOLD) | 0.01% | 0% | 1.36% | 8/14/2025 |
 Ralph Lauren (RL) | 0.01% | 0% | 2.08% | 4/15/2026 |
 Neurocrine Biosciences (NBIX) | 0.01% | 0% | 0.58% | 5/19/2022 |
 Bloom Energy (BE) | 0.01% | 0% | 2.08% | 4/15/2026 |
 Banco BPM (BAMI.MI) | 0.01% | 0% | 0.39% | 9/11/2025 |
 Adobe (ADBE) | 0.01% | 2.38% | 2.01% | - |
 Crude Oil Future February 22 (CL.FEB22) | 0.01% | 0% | 0.39% | 1/6/2022 |
 First Solar (FSLR) | 0.01% | 0% | 0.91% | 7/21/2025 |
 Lucid (LCID) | 0.01% | 0% | 1.43% | 8/12/2025 |
 Crude Oil (May 25 Future) (CL.MAY25) | 0.01% | 0% | 0.58% | 4/18/2025 |
 Upwork (UPWK) | 0.01% | 0% | 0.45% | 11/4/2025 |
 TPG (TPG) | 0.01% | 1.43% | 0.39% | - |
 McDonald's (MCD) | 0.01% | 0% | 0.32% | 1/5/2022 |
 Twitter (TWTR) | 0.01% | 0% | 0.32% | 4/19/2022 |
 Teucrium Wheat Fund (WEAT) | 0% | 0% | 0.19% | 3/8/2022 |
 Verizon (VZ) | 0% | 0% | 0.58% | 5/19/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.13% | 3/8/2023 |
 Crude Oil (June 25 Future) (CL.JUN25) | 0% | 0% | 0.32% | 4/28/2025 |
 State Street (STT) | 0% | 0.98% | 0.39% | - |
 DraftKings (DKNG) | 0% | 0% | 0.06% | 11/13/2025 |
 Blue Owl Capital (OWL) | 0% | 0.91% | 0.39% | - |
 SPDR Gold (GLD) | 0% | 0% | 0.19% | 1/3/2022 |
 Crowdstrike (CRWD) | 0% | 0% | 0.19% | 1/3/2022 |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 0% | 0% | 0.19% | 1/3/2022 |
 Teucrium Corn Fund (CORN.US) | 0% | 0% | 0.13% | 3/7/2022 |
 Block Inc. (XYZ) | 0% | 0% | 0.19% | 1/3/2022 |
 iShares Core Aggressive Allocation ETF (AOA) | 0% | 0% | 0.19% | 1/3/2022 |
 C3.ai (AI) | 0% | 0% | 2.99% | 4/4/2023 |
 Direxion Daily Small Cap Bear 3x Shares (TZA) | 0% | 0% | 0.06% | 3/4/2022 |
 Anaplan Inc (PLAN) | 0% | 0% | 0.19% | 1/3/2022 |
 AbbVie (ABBV) | 0% | 0.11% | 0.91% | - |
 Allianz (ALV.DE) | 0% | 0% | 0.19% | 1/24/2022 |
 Inmode (INMD) | 0% | 0% | 3.77% | 6/6/2024 |
 Vistra (VST) | 0% | 0.02% | 2.47% | - |
 Crude Oil Future May 22 (CL.MAY22) | 0% | 0% | 0.06% | 3/7/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| HSBC (HSBA.L) | 21.6% | 23.17% |
| Visa (V) | 6.34% | 6.28% |
| ASML (ASML) | 5.59% | 5.51% |
| Micron (MU) | 5.28% | 5.3% |
| Nestle (NESN.ZU) | 5.28% | 5.24% |
| Alphabet (GOOG) | 5.28% | 5.21% |
| Goldman Sachs (GS) | 5.28% | 5.16% |
| Amazon (AMZN) | 4.76% | 4.65% |
| Brookfield (BN.US) | 4.7% | 4.54% |
| Microsoft (MSFT) | 4.65% | 4.54% |
| Meta (META) | 3.7% | 3.62% |
| BMW (BMW.DE) | 3.61% | 3.55% |
| Brazil Index MSCI Ishares (EWZ) | 3.7% | 3.44% |
| WisdomTree Copper (OD7C.DE) | 3.17% | 3.14% |
| NextEra (NEE) | 3.17% | 3.11% |
| Zoetis (ZTS) | 3.16% | 3.09% |
| Novo-Nordisk (NVO) | 3.17% | 3.07% |
| Fiserv (FISV) | 2.64% | 2.53% |
| Constellation Energy (CEG) | 2.45% | 2.34% |
| MercadoLibre (MELI) | 2.45% | 2.32% |
Cash & Instruments Over Time
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