Portfolio Diversification
Range
Most Diversified
51 instruments
November 23, 2022
Least Diversified
0 instruments
February 2, 2025
Average
38.2 instruments
Most Consistent Holdings
Top 5
MELI99.92%
ABNB99.92%
AEP99.37%
DIS94.08%
MRVL93.36%
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) | 5.33% | 0% | 92.65% | 4/21/2025 |
| AEP (AEP) | 4.04% | 3.92% | 99.37% | - |
| Disney (DIS) | 3.09% | 0% | 94.08% | 5/9/2025 |
 Essential Utilities (WTRG) | 2.92% | 0% | 81.99% | 2/24/2025 |
| Airbnb (ABNB) | 2.57% | 2.37% | 99.92% | - |
| MercadoLibre (MELI) | 2.41% | 2.49% | 99.92% | - |
 Crown Castle (CCI) | 2.33% | 0% | 66.43% | 6/24/2025 |
 Morgan Stanley (MS) | 2.31% | 0% | 80.81% | 11/21/2024 |
 Amazon (AMZN) | 2.12% | 5.32% | 76.94% | - |
 Crowdstrike (CRWD) | 2.01% | 0% | 82.23% | 6/9/2025 |
 Shopify (SHOP) | 1.95% | 2.41% | 90.92% | - |
 Banco Santander (SAN) | 1.85% | 0% | 65.88% | 12/12/2024 |
 Boeing (BA) | 1.77% | 0% | 67.77% | 6/11/2024 |
 Deutsche Bank (DB) | 1.66% | 0% | 64.38% | 4/25/2024 |
 iShares MSCI India ETF (INDA) | 1.64% | 3.31% | 72.51% | - |
 Spotify (SPOT) | 1.55% | 2.55% | 90.68% | - |
 Diageo (DGE.L) | 1.48% | 1.9% | 61.14% | - |
 Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 1.42% | 0% | 66.59% | 1/30/2025 |
 CVS Health (CVS) | 1.36% | 0% | 68.72% | 6/20/2024 |
| Marvell (MRVL) | 1.31% | 1.76% | 93.36% | - |
 Merck (MRK) | 1.21% | 4.57% | 27.25% | - |
 Palo Alto Networks (PANW) | 1.12% | 1.27% | 36.65% | - |
 Apple (AAPL) | 1.06% | 0% | 63.82% | 10/4/2024 |
 Deutsche Post (DHL.DE) | 1% | 1.01% | 44.79% | - |
 Penn National (PENN) | 1% | 0% | 58.93% | 2/15/2024 |
 JPMorgan (JPM) | 0.96% | 1.33% | 52.53% | - |
 Johnson & Johnson (JNJ) | 0.95% | 0% | 50.63% | 4/17/2025 |
 Snowflake (SNOW) | 0.91% | 1.57% | 45.42% | - |
 Uber (UBER) | 0.84% | 5.44% | 19.91% | - |
 Meta (META) | 0.8% | 1.93% | 50.71% | - |
 Baidu (BIDU) | 0.79% | 4.27% | 32.46% | - |
 Qualcomm (QCOM) | 0.76% | 0% | 35.39% | 6/7/2023 |
 Prudential (PRU) | 0.74% | 0% | 33.41% | 3/24/2023 |
 Public Storage (PSA) | 0.74% | 0% | 36.41% | 9/18/2024 |
 Bitcoin (BTC) | 0.73% | 0% | 40.6% | 4/7/2025 |
 Coterra (CTRA) | 0.73% | 0% | 50.55% | 5/28/2025 |
 BlackRock (BLK) | 0.69% | 0% | 52.05% | 9/19/2024 |
 Microsoft (MSFT) | 0.64% | 1.29% | 55.37% | - |
 e.l.f. (ELF) | 0.62% | 1.41% | 44.87% | - |
 NVIDIA (NVDA) | 0.61% | 0% | 35.86% | 4/21/2025 |
 International Paper (IP.US) | 0.54% | 0% | 30.88% | 11/2/2023 |
 Coca-Cola (KO) | 0.53% | 0% | 32.23% | 11/6/2023 |
 AMD (AMD) | 0.53% | 0% | 14.14% | 4/21/2025 |
 iShares MSCI Germany ETF (EWG) | 0.53% | 0% | 25.2% | 12/5/2022 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.51% | 0% | 32.07% | 9/21/2023 |
 Palantir (PLTR) | 0.51% | 0% | 53.71% | 12/11/2023 |
 SoFi (SOFI) | 0.5% | 0% | 19.59% | 10/21/2024 |
 UPS (UPS) | 0.48% | 3.14% | 23.38% | - |
 Danaher (DHR) | 0.45% | 0% | 21.01% | 10/10/2022 |
 Nu (NU) | 0.43% | 3.14% | 18.64% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.41% | 0% | 9.56% | 5/14/2025 |
 Estee Lauder (EL) | 0.38% | 0% | 27.41% | 11/2/2023 |
 Pfizer (PFE) | 0.35% | 2.09% | 19.75% | - |
 Deutsche Telekom (DTE.DE) | 0.35% | 1.18% | 15.56% | - |
 LVMH (MC.PA) | 0.34% | 0.5% | 19.43% | - |
 ServiceNow (NOW) | 0.34% | 0% | 18.17% | 12/13/2024 |
 PayPal (PYPL) | 0.33% | 0% | 16.9% | 10/10/2022 |
 Lemonade (LMND) | 0.32% | 0% | 26.7% | 3/3/2025 |
 LyondellBasell (LYB) | 0.31% | 2.42% | 17.38% | - |
 Wynn Resorts (WYNN) | 0.29% | 0% | 19.27% | 9/12/2024 |
 Ethereum (ETH) | 0.29% | 0% | 9.24% | 2/9/2024 |
 ARM (ARM) | 0.28% | 2.43% | 13.11% | - |
 Zimmer Biomet (ZBH) | 0.28% | 0% | 13.51% | 1/28/2025 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.28% | 0% | 31.91% | 2/12/2024 |
 Home Depot (HD) | 0.27% | 3.38% | 14.22% | - |
 Micron (MU) | 0.24% | 0% | 16.9% | 11/28/2022 |
 Cisco (CSCO) | 0.23% | 0% | 22.12% | 1/6/2025 |
 Humana (HUM) | 0.23% | 0% | 23.46% | 10/19/2023 |
 Dow (DOW) | 0.23% | 0% | 10.9% | 4/29/2025 |
 Bumble (BMBL) | 0.22% | 0% | 17.38% | 8/11/2022 |
 Realty Income (O) | 0.22% | 2.51% | 14.22% | - |
 Block Inc. (XYZ) | 0.22% | 0% | 21.64% | 1/27/2023 |
 TAG (TEG.DE) | 0.21% | 0% | 21.64% | 2/25/2025 |
 Pinterest (PINS) | 0.21% | 0% | 29.54% | 9/5/2024 |
 Robinhood (HOOD) | 0.2% | 2.08% | 12.01% | - |
 Roblox (RBLX) | 0.19% | 0% | 29.54% | 2/2/2023 |
 Emerson (EMR) | 0.19% | 0% | 12.32% | 5/26/2023 |
 United Rentals (URI) | 0.19% | 0% | 17.69% | 8/29/2023 |
 L3Harris (LHX) | 0.19% | 0% | 22.83% | 6/5/2024 |
 Pioneer Natural Resources Company (PXD) | 0.18% | 0% | 16.51% | 7/19/2023 |
 Alibaba (BABA) | 0.17% | 3.48% | 6.64% | - |
 Salesforce (CRM) | 0.17% | 1.54% | 12.01% | - |
 RBI (QSR) | 0.16% | 0% | 15.4% | 6/15/2023 |
 SPDR EURO STOXX 50 ETF (FEZ) | 0.16% | 1.39% | 12.16% | - |
 IBM (IBM) | 0.16% | 1.1% | 14.61% | - |
 Etsy (ETSY) | 0.16% | 0% | 19.27% | 9/20/2022 |
 Volkswagen (VOW3.DE) | 0.15% | 0% | 5.37% | 3/10/2022 |
 SPDR S&P Biotech ETF (XBI) | 0.15% | 0% | 12.64% | 9/25/2024 |
 Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L) | 0.14% | 0% | 7.5% | 4/6/2022 |
 Energy Select Sector SPDR (XLE) | 0.14% | 0% | 7.11% | 5/2/2025 |
 AGCO (AGCO) | 0.14% | 0% | 8.85% | 3/7/2025 |
 Carrier (CARR) | 0.13% | 0% | 15.09% | 3/6/2023 |
 Intuitive Surgical (ISRG) | 0.12% | 0% | 14.3% | 6/9/2025 |
 Mastercard (MA) | 0.11% | 0% | 4.82% | 3/2/2022 |
 Eli Lilly (LLY) | 0.11% | 0% | 5.61% | 2/4/2025 |
 Encavis (ECV.DE) | 0.11% | 0% | 16.75% | 3/11/2024 |
 Solana (SOL) | 0.1% | 0% | 11.61% | 5/28/2022 |
 Snapchat (SNAP) | 0.1% | 0% | 8.45% | 5/30/2023 |
 Applied Materials (AMAT) | 0.09% | 0% | 9.4% | 8/10/2022 |
 Fresenius Medical Care (FME.DE) | 0.09% | 0% | 21.96% | 5/13/2024 |
 Reddit Inc (RDDT) | 0.09% | 1.79% | 5.37% | - |
 Inditex (ITX.MC) | 0.08% | 0% | 15.17% | 3/30/2023 |
 BMW (BMW.DE) | 0.08% | 0% | 10.74% | 4/11/2023 |
 Netflix (NFLX) | 0.08% | 0% | 13.27% | 12/21/2022 |
 Citi (C) | 0.08% | 0% | 4.9% | 3/3/2022 |
 Walmart (WMT) | 0.08% | 0% | 7.9% | 5/15/2025 |
 Okta (OKTA) | 0.07% | 2.31% | 4.34% | - |
 SPDR S&P 500 ETF (SPY) | 0.07% | 1.01% | 6.56% | - |
 Tesla (TSLA) | 0.07% | 0% | 6.95% | 8/8/2024 |
 Sempra (SRE) | 0.07% | 0% | 6.24% | 5/10/2024 |
 Dollar General (DG.US) | 0.06% | 0% | 4.98% | 11/6/2023 |
 Sony (SONY) | 0.06% | 0% | 9.08% | 6/14/2023 |
 Ishares Russell 2000 ETF (IWM) | 0.06% | 0% | 7.19% | 11/23/2022 |
 Shake Shack (SHAK) | 0.06% | 0% | 5.85% | 5/4/2022 |
 Domino's (DPZ) | 0.06% | 1.44% | 4.74% | - |
 Westrock (SW) | 0.06% | 0% | 2.76% | 2/4/2022 |
 McDonald's (MCD) | 0.05% | 1.02% | 5.37% | - |
 Chevron (CVX) | 0.05% | 0% | 4.34% | 2/24/2022 |
 American Eagle (AEO) | 0.05% | 0% | 4.03% | 3/7/2022 |
 Williams-Sonoma (WSM) | 0.05% | 0% | 5.37% | 8/11/2022 |
 Linde (LIN) | 0.05% | 0% | 4.5% | 4/6/2022 |
 Logitech (LOGI) | 0.04% | 0% | 3.48% | 12/6/2024 |
 FedEx (FDX) | 0.04% | 0% | 5.13% | 1/16/2024 |
 Expedia (EXPE) | 0.04% | 0% | 6.95% | 11/3/2023 |
 Caterpillar (CAT) | 0.04% | 0% | 5.61% | 11/23/2022 |
 Schneider Electric (SU.PA) | 0.04% | 1.31% | 3.4% | - |
 Zillow (Z) | 0.04% | 0% | 7.74% | 1/9/2023 |
 Ulta (ULTA) | 0.04% | 0% | 3.95% | 5/13/2022 |
 American Express (AXP) | 0.04% | 0% | 6.4% | 1/19/2023 |
 Honeywell (HON) | 0.04% | 0% | 4.11% | 11/29/2024 |
 RH (RH) | 0.04% | 0% | 5.61% | 5/6/2024 |
 Campbell Soup (CPB) | 0.04% | 0% | 3.79% | 11/15/2023 |
 Amgen (AMGN) | 0.04% | 0% | 5.29% | 5/16/2023 |
 Stanley Black & Decker (SWK) | 0.04% | 0% | 5.69% | 9/5/2024 |
 Covestro (1COV.DE) | 0.03% | 0% | 4.9% | 12/23/2022 |
 Best Buy (BBY) | 0.03% | 0% | 2.61% | 2/20/2025 |
 Pure Cycle (PCYO) | 0.03% | 0% | 2.61% | 3/3/2025 |
 Nike (NKE) | 0.02% | 0% | 4.42% | 12/21/2022 |
 GE HealthCare (GEHC) | 0.02% | 0% | 4.42% | 7/16/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.02% | 0% | 1.9% | 2/23/2023 |
 Allianz (ALV.DE) | 0.02% | 0% | 1.9% | 1/24/2022 |
 Darden (DRI) | 0.02% | 0.93% | 2.21% | - |
 Gap (GAP) | 0.02% | 0% | 3% | 3/7/2022 |
 Target (TGT) | 0.02% | 0% | 2.13% | 1/4/2023 |
 Dick's (DKS) | 0.02% | 0.58% | 3.79% | - |
 Constellation Brands (STZ) | 0.02% | 0% | 3.71% | 4/1/2024 |
 Copper (Expiring Future) (COPPER.FUT) | 0.02% | 0% | 1.9% | 7/25/2024 |
 Enphase (ENPH) | 0.02% | 0% | 3.16% | 3/9/2022 |
 Chewy (CHWY) | 0.02% | 0% | 4.03% | 3/16/2022 |
 United Airlines (UAL) | 0.02% | 0% | 1.26% | 12/13/2024 |
 Coinbase (COIN) | 0.02% | 0% | 6.56% | 8/2/2022 |
 eToro Group LTD (ETOR) | 0.01% | 0.43% | 3.24% | - |
 Kimberly-Clark (KMB) | 0.01% | 0% | 2.69% | 4/30/2024 |
 Ford (F) | 0.01% | 0% | 1.9% | 2/7/2023 |
 Lam Research (LRCX) | 0.01% | 0% | 1.5% | 3/5/2025 |
 EUR/USD (EURUSD) | 0.01% | 0% | 0.39% | 7/18/2023 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.01% | 0% | 1.74% | 3/5/2025 |
 Procter & Gamble (PG) | 0.01% | 0% | 1.34% | 5/24/2022 |
 China A50 Index (China50.FUTURE) | 0% | 0% | 0.55% | 8/22/2022 |
 Bank of America (BAC) | 0% | 0% | 0.32% | 3/14/2025 |
 GER40 Index (Non Expiry) (GER40) | 0% | 0% | 0.47% | 6/13/2025 |
 Apple (AAPL.EXT) | 0% | 0% | 0.08% | 10/31/2023 |
 Tesla (TSLA.EXT) | 0% | 0% | 0.08% | 7/23/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 4.4% | 6.34% |
| Crown Castle (CCI) | 7.1% | 5.96% |
| Merck (MRK) | 6.13% | 5.36% |
| Palo Alto Networks (PANW) | 4.23% | 4.83% |
| Diageo (DGE.L) | 4.84% | 4.48% |
| AEP (AEP) | 3.89% | 4.05% |
| AMD (AMD) | 4.83% | 4.01% |
| Uber (UBER) | 4.21% | 3.64% |
| Shopify (SHOP) | 1.99% | 3.19% |
| MercadoLibre (MELI) | 2.86% | 3.17% |
| Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 2.9% | 2.98% |
| Baidu (BIDU) | 3.24% | 2.85% |
| Johnson & Johnson (JNJ) | 3.1% | 2.73% |
| Eli Lilly (LLY) | 2.69% | 2.52% |
| LVMH (MC.PA) | 2.68% | 2.45% |
| Spotify (SPOT) | 1.05% | 2.44% |
| Airbnb (ABNB) | 2.39% | 2.42% |
| Amazon (AMZN) | 1.93% | 2.23% |
| NVIDIA (NVDA) | 1.91% | 2.17% |
| Crowdstrike (CRWD) | 2.36% | 2.16% |
| Nu (NU) | 2.48% | 1.93% |
| Disney (DIS) | 1.8% | 1.82% |
| Bitcoin (BTC) | 1.36% | 1.79% |
| UPS (UPS) | 1.99% | 1.77% |
| Marvell (MRVL) | 0.92% | 1.75% |
| Dow (DOW) | 1.89% | 1.74% |
| Zimmer Biomet (ZBH) | 1.77% | 1.64% |
| Pfizer (PFE) | 1.68% | 1.57% |
| LyondellBasell (LYB) | 1.65% | 1.54% |
| iShares MSCI India ETF (INDA) | 1.6% | 1.46% |
| Microsoft (MSFT) | 1.32% | 1.28% |
| Essential Utilities (WTRG) | 1.32% | 1.18% |
| Cisco (CSCO) | 1.16% | 1.11% |