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Portfolio Diversification
Range
Most Diversified
29 instruments
November 5, 2024
Least Diversified
0 instruments
February 2, 2025
Average
19.6 instruments
Most Consistent Holdings
Top 5
OGZDL.L99.4%
SBER.MOEX99.03%
INTC85.61%
PFE72.26%
GOOG70.16%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Regeneron (REGN) | 4.69% | 2.55% | 61.92% | - |
| Alphabet (GOOG) | 4.67% | 6.88% | 70.16% | - |
| Intel (INTC) | 3.75% | 9.57% | 85.61% | - |
 AMD (AMD) | 3.56% | 13.56% | 43.63% | - |
 Applied Materials (AMAT) | 3.27% | 5.86% | 61.69% | - |
 Lam Research (LRCX) | 2.91% | 8.72% | 49.63% | - |
| Pfizer (PFE) | 2.67% | 2.4% | 72.26% | - |
 Meta (META) | 2.59% | 2.28% | 57.87% | - |
 Amazon (AMZN) | 2.15% | 2.86% | 58.1% | - |
 Coinbase (COIN) | 2.12% | 3.7% | 54.57% | - |
 McDonald's (MCD) | 2.05% | 2.21% | 57.8% | - |
 Match Group (MTCH) | 2% | 3.07% | 55.85% | - |
 ASML (ASML) | 1.87% | 5.74% | 37.86% | - |
 PayPal (PYPL) | 1.81% | 0% | 46.63% | 10/30/2025 |
 First Solar (FSLR) | 1.77% | 3.32% | 40.55% | - |
 Airbnb (ABNB) | 1.51% | 0% | 32.98% | 11/5/2025 |
 JD.com (JD.US) | 1.51% | 0% | 35.76% | 1/5/2026 |
 Tesla (TSLA) | 1.5% | 0% | 35.01% | 8/13/2026 |
 TSMC (TSM) | 1.46% | 0% | 16.79% | 8/16/2023 |
 Elevance Health (ELV) | 1.44% | 2.7% | 49.93% | - |
 Microsoft (MSFT) | 1.35% | 3.6% | 39.21% | - |
 Oracle (ORCL) | 1.31% | 2.02% | 36.96% | - |
 Bristol-Myers Squibb (BMY) | 1.2% | 0% | 34.86% | 4/15/2025 |
 NVIDIA (NVDA) | 1.17% | 0% | 16.79% | 8/16/2023 |
 Bunge (BG) | 1.13% | 0% | 20.46% | 10/31/2024 |
 Samsung (SMSN.L) | 1.1% | 0% | 19.64% | 9/26/2023 |
 Rio Tinto (RIO.L) | 0.98% | 0% | 15.67% | 8/1/2023 |
 Adidas (ADS.DE) | 0.88% | 0% | 19.12% | 9/19/2023 |
 Alibaba (BABA) | 0.8% | 0% | 17.09% | 8/20/2023 |
 Accenture (ACN) | 0.75% | 0% | 22.86% | 2/24/2026 |
 Nio (NIO) | 0.75% | 0% | 26.91% | 3/3/2025 |
 ServiceNow (NOW) | 0.74% | 0% | 20.54% | 1/2/2026 |
 Illumina (ILMN) | 0.73% | 0% | 22.86% | 2/7/2025 |
 Lululemon (LULU) | 0.67% | 0% | 15.44% | 3/31/2025 |
 LVMH (MC.PA) | 0.61% | 0% | 18.37% | 3/13/2026 |
 MarketAxess (MKTX) | 0.59% | 0% | 17.17% | 1/8/2025 |
 Tronox (TROX) | 0.54% | 1.56% | 21.96% | - |
 Sibanye Stillwater (SBSW) | 0.51% | 0% | 11.69% | 6/9/2023 |
 Kenvue (KVUE) | 0.5% | 0% | 13.42% | 1/8/2025 |
 Lockheed Martin (LMT) | 0.49% | 0% | 19.64% | 9/26/2023 |
 Skyworks (SWKS) | 0.47% | 0% | 14.32% | 7/14/2023 |
 STMicroelectronics (STM.US) | 0.41% | 0% | 14.09% | 3/27/2025 |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 0.41% | 0% | 0.45% | 1/2/2024 |
 Hyster-Yale (HY) | 0.38% | 0% | 12.74% | 3/3/2025 |
 Norwegian Cruise Line (NCLH) | 0.35% | 0% | 14.62% | 3/4/2025 |
 Carnival (CCL) | 0.34% | 0% | 14.62% | 3/4/2025 |
 3M (MMM) | 0.3% | 0% | 8.47% | 10/2/2023 |
 Incyte (INCY) | 0.29% | 0% | 16.34% | 3/27/2025 |
 SoFi (SOFI) | 0.28% | 2.07% | 13.04% | - |
 Dow (DOW) | 0.23% | 1.13% | 15.67% | - |
 Merck (MRK) | 0.21% | 0% | 6.22% | 2/14/2025 |
 Disney (DIS) | 0.21% | 0% | 5.7% | 8/24/2023 |
| Gazprom OAO-ADR (OGZDL.L) | 0.21% | 0.14% | 99.4% | - |
 KKR (KKR) | 0.18% | 2.38% | 8.17% | - |
 Hudson Pacific (HPP) | 0.18% | 0.8% | 22.26% | - |
 iRhythm (IRTC) | 0.15% | 0.82% | 16.57% | - |
 Ericsson (ERIC) | 0.15% | 0% | 4.57% | 9/26/2023 |
 StealthGas (GASS) | 0.15% | 0% | 11.32% | 3/4/2025 |
 Paychex (PAYX) | 0.15% | 2.63% | 6.22% | - |
 Vanda (VNDA) | 0.14% | 0% | 10.57% | 1/8/2025 |
 Lineage Inc (LINE) | 0.11% | 1.91% | 5.25% | - |
 Novo-Nordisk (NVO) | 0.11% | 0% | 8.4% | 10/30/2025 |
 Veeva (VEEV) | 0.1% | 3.39% | 3.3% | - |
 Gartner (IT) | 0.1% | 0% | 7.12% | 2/11/2026 |
 Trimble (TRMB) | 0.09% | 0% | 11.39% | 9/26/2023 |
 Roper (ROP) | 0.09% | 0% | 7.2% | 1/12/2026 |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 0.08% | 0% | 17.69% | 12/11/2025 |
 Neuropace (NPCE) | 0.06% | 0% | 10.19% | 3/3/2025 |
 General Mills (GIS) | 0.04% | 2.14% | 1.72% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.03% | 0% | 1.2% | 12/27/2023 |
 Polestar (PSNY) | 0.03% | 0% | 8.85% | 3/3/2025 |
 Hudson (HDSN) | 0.03% | 0% | 1.95% | 11/6/2024 |
 USD/SEK (USDSEK) | 0.02% | 0% | 0.75% | 7/27/2023 |
 Stellantis (STLA.US) | 0.02% | 0% | 0.75% | 10/7/2024 |
 Grail Inc (GRAL) | 0% | 0% | 7.72% | 10/7/2024 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.22% | 2/16/2023 |
 GBP/USD (GBPUSD) | 0% | 0% | 0.15% | 7/19/2023 |
 EUR/USD (EURUSD) | 0% | 0% | 0.07% | 1/6/2023 |
| Sberbank Moscow (SBER.MOEX) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 5.51% | 8.47% |
| AMD (AMD) | 5.16% | 7.99% |
| Lam Research (LRCX) | 3.44% | 6.37% |
| First Solar (FSLR) | 4.74% | 5.58% |
| Tesla (TSLA) | 4.87% | 5.07% |
| Intel (INTC) | 3.1% | 4.85% |
| ASML (ASML) | 3.44% | 4.7% |
| Applied Materials (AMAT) | 3.44% | 4.35% |
| Accenture (ACN) | 4.47% | 3.83% |
| Coinbase (COIN) | 5.02% | 3.78% |
| LVMH (MC.PA) | 3.44% | 3.72% |
| Microsoft (MSFT) | 3.44% | 3.55% |
| McDonald's (MCD) | 4.13% | 3.47% |
| Amazon (AMZN) | 3.44% | 3.36% |
| Oracle (ORCL) | 4.67% | 3.27% |
| Meta (META) | 3.44% | 3.21% |
| Match Group (MTCH) | 3.44% | 3.11% |
| Elevance Health (ELV) | 3.27% | 3.05% |
| JD.com (JD.US) | 4.01% | 3.03% |
| Pfizer (PFE) | 3.44% | 2.76% |
| ServiceNow (NOW) | 4.22% | 2.66% |
| Tronox (TROX) | 2.2% | 1.77% |
| Gartner (IT) | 1.72% | 1.52% |
| Roper (ROP) | 1.72% | 1.27% |
| Hudson Pacific (HPP) | 1.67% | 0.9% |
| Gazprom OAO-ADR (OGZDL.L) | 3.54% | 0.18% |
| Sberbank Moscow (SBER.MOEX) | 0% | 0% |
Cash & Instruments Over Time
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