Portfolio Diversification
Range
Most Diversified
21 instruments
October 9, 2024
Least Diversified
0 instruments
February 2, 2025
Average
17.4 instruments
Most Consistent Holdings
Top 5
BRK.B99.87%
EFA99.87%
GLD99.87%
SWDA.L99.87%
IEMG99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Apple (AAPL) | 7.21% | 0% | 98.41% | 2/1/2025 |
| iShares MSCI EAFE ETF (EFA) | 6.24% | 0% | 99.87% | 2/1/2025 |
 iShares MSCI ACWI Index Fund (ACWI) | 6.17% | 0% | 99.87% | 2/1/2025 |
 JeppeKirkBonde | 6.06% | 0% | 99.87% | 2/1/2025 |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 5.82% | 0% | 99.87% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 5.8% | 0% | 88.71% | 2/1/2025 |
 Amazon (AMZN) | 5.75% | 0% | 88.84% | 2/1/2025 |
 rubymza | 5.44% | 0% | 93.09% | 12/12/2024 |
| SPDR Gold (GLD) | 5.37% | 0% | 99.87% | 2/1/2025 |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 5.23% | 0% | 99.87% | 2/1/2025 |
| Berkshire Hathaway (BRK.B) | 5.07% | 0% | 99.87% | 2/1/2025 |
 Microsoft (MSFT) | 4.93% | 0% | 79.68% | 2/1/2025 |
 Alphabet (GOOGL) | 4.91% | 0% | 82.47% | 2/1/2025 |
 Meta (META) | 4.76% | 0% | 75.7% | 2/1/2025 |
 NVIDIA (NVDA) | 3.85% | 0% | 71.85% | 1/27/2025 |
 JORDENBOER | 2.05% | 0% | 25.23% | 7/13/2023 |
 TSMC (TSM) | 1.81% | 0% | 52.99% | 2/1/2025 |
 LVMH (MC.PA) | 1.49% | 0% | 48.47% | 2/1/2025 |
 ingruc | 1.33% | 0% | 20.19% | 6/5/2023 |
 Nezatron | 1.12% | 0% | 24.17% | 7/5/2023 |
 Analisisciclico | 1.05% | 0% | 23.9% | 7/3/2023 |
 Eli Lilly (LLY) | 1.04% | 0% | 28.55% | 2/1/2025 |
 Broadcom (AVGO) | 0.88% | 0% | 21.91% | 1/27/2025 |
 iShares Core S&P 500 ETF (IVV) | 0.86% | 0% | 11.16% | 3/28/2023 |
 SPDR S&P 500 ETF (SPY) | 0.85% | 0% | 11.16% | 3/28/2023 |
 BellKeeper | 0.76% | 0% | 15.8% | 5/3/2023 |
 JPMorgan (JPM) | 0.76% | 0% | 15.41% | 2/1/2025 |
 jrotllant | 0.56% | 0% | 11.55% | 3/31/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.52% | 0% | 11.69% | 2/1/2025 |
 Vanguard Total Bond Market ETF (BND) | 0.36% | 0% | 15.8% | 5/3/2023 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.24% | 0% | 4.91% | 2/8/2023 |
 FundManagerZech | 0.17% | 0% | 4.38% | 5/4/2023 |
 Tesla (TSLA) | 0.15% | 0% | 5.58% | 8/16/2023 |
 iShares TIPS Bond ETF (TIP) | 0.12% | 0% | 4.91% | 2/8/2023 |
 Meituan (03690.HK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Broadcom (AVGO) | 4.79% | 6.28% |
| Apple (AAPL) | 5.74% | 5.93% |
| NVIDIA (NVDA) | 5.74% | 5.72% |
| Eli Lilly (LLY) | 5.74% | 5.66% |
| Amazon (AMZN) | 5.74% | 5.58% |
| Microsoft (MSFT) | 5.74% | 5.43% |
| TSMC (TSM) | 4.79% | 4.93% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 4.79% | 4.8% |
| LVMH (MC.PA) | 4.79% | 4.79% |
| JPMorgan (JPM) | 4.79% | 4.78% |
| Berkshire Hathaway (BRK.B) | 4.79% | 4.77% |
| Alphabet (GOOGL) | 4.79% | 4.74% |
| SPDR Gold (GLD) | 4.79% | 4.73% |
| JeppeKirkBonde | 4.79% | 4.7% |
| Vanguard Total Stock Market ETF (VTI) | 4.79% | 4.66% |
| iShares MSCI ACWI Index Fund (ACWI) | 4.79% | 4.64% |
| iShares MSCI EAFE ETF (EFA) | 4.79% | 4.6% |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 4.79% | 4.57% |
| Meta (META) | 4.79% | 4.51% |