Portfolio Diversification
Range
Most Diversified
20 instruments
February 9, 2022
Least Diversified
0 instruments
February 2, 2025
Average
13.8 instruments
Most Consistent Holdings
Top 5
ULVR.L99.91%
VOO99.91%
NIO99.91%
IIPR99.91%
BTC99.91%
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 |
|---|---|---|---|---|
| Bitcoin (BTC) | 15.56% | 0% | 99.91% | 2/1/2025 |
 Ethereum (ETH) | 12.08% | 0% | 99.91% | 2/1/2025 |
| Vanguard S&P 500 ETF (VOO) | 11.47% | 0% | 99.91% | 2/1/2025 |
| Unilever (ULVR.L) | 9.83% | 0% | 99.91% | 2/1/2025 |
 Cardano (ADA) | 7.25% | 0% | 99.91% | 2/1/2025 |
 Disney (DIS) | 7.16% | 0% | 96.44% | 2/1/2025 |
| Nio (NIO) | 6.01% | 0% | 99.91% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 5.59% | 0% | 93.98% | 2/1/2025 |
 Airbus (AIR.PA) | 3.46% | 0% | 58.85% | 11/6/2023 |
| IIPR (IIPR) | 2.91% | 0% | 99.91% | 2/1/2025 |
 Vanguard Financials ETF (VFH) | 2.3% | 0% | 70.07% | 3/27/2024 |
 SAP (SAP.DE) | 1.64% | 0% | 28.01% | 11/18/2022 |
 Volkswagen (VOW3.DE) | 1.54% | 0% | 41.7% | 2/1/2025 |
 Siemens Healthineers (SHL.DE) | 1.49% | 0% | 72.26% | 2/1/2025 |
 Infineon (IFX.DE) | 0.95% | 0% | 29.11% | 11/16/2023 |
 Workhorse (WKHS) | 0.92% | 0% | 35.58% | 2/21/2024 |
 Realty Income (O) | 0.52% | 0% | 30.2% | 2/1/2025 |
 Alphabet (GOOG) | 0.35% | 0% | 38.69% | 4/26/2024 |
 Hyliion (HYLN) | 0.33% | 0% | 16.88% | 7/5/2022 |
 Sony (SONY) | 0.26% | 0% | 17.15% | 9/4/2024 |
 XRP (XRP) | 0.2% | 0% | 5.93% | 1/19/2024 |
 Siemens (SIE.DE) | 0.11% | 0% | 2.37% | 1/26/2022 |
 Corsair (CRSR) | 0.1% | 0% | 5.93% | 3/7/2022 |
 Peloton (PTON) | 0.08% | 0% | 5.93% | 3/7/2022 |
 USD/CAD (USDCAD) | 0.08% | 0% | 6.93% | 4/4/2024 |
 EUR/USD (EURUSD) | 0.07% | 0% | 9.4% | 3/7/2024 |
 Shell (SHEL.L) | 0.04% | 0% | 4.38% | 3/7/2022 |
 Eutelsat (ETL.PA) | 0.03% | 0% | 4.11% | 3/25/2024 |
 Ubisoft (UBI.PA) | 0.02% | 0% | 3.19% | 9/11/2024 |
 EUR/NZD (EURNZD) | 0.01% | 0% | 1.73% | 4/11/2024 |
 EUR/CAD (EURCAD) | 0% | 0% | 0.82% | 2/20/2024 |
 NZD/USD (NZDUSD) | 0% | 0% | 0.09% | 1/23/2024 |
 Terra Classic (LUNC) | 0% | 0% | 0.09% | 5/19/2022 |
 Songbird (SGB) | 0% | 0% | 0.18% | 11/18/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 8.41% | 23% |
| Ethereum (ETH) | 8.9% | 16.02% |
| Cardano (ADA) | 12.21% | 11.03% |
| Vanguard S&P 500 ETF (VOO) | 12.36% | 10.94% |
| Unilever (ULVR.L) | 12.86% | 9.47% |
| Disney (DIS) | 11.37% | 7.92% |
| Vanguard Total Stock Market ETF (VTI) | 7.42% | 6.73% |
| Volkswagen (VOW3.DE) | 6.92% | 3.93% |
| Nio (NIO) | 6.43% | 2.94% |
| Realty Income (O) | 2.47% | 1.63% |
| Siemens Healthineers (SHL.DE) | 0.99% | 0.66% |
| IIPR (IIPR) | 1.48% | 0.54% |