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Portfolio Diversification
Range
Most Diversified
35 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
30.1 instruments
Most Consistent Holdings
Top 5
META99.46%
MSFT99.46%
AMZN99.46%
BAC99.46%
C99.46%
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 |
|---|---|---|---|---|
 Wells Fargo (WFC) | 8.9% | 8.56% | 99.46% | - |
 ING (INGA.NV) | 7.29% | 6.21% | 99.46% | - |
 AIG (AIG) | 6.5% | 2.2% | 99.27% | - |
| Bank of America (BAC) | 5.92% | 7.26% | 99.46% | - |
 Rolls-Royce (RR.L) | 5.83% | 7.57% | 99.46% | - |
| Citi (C) | 5.34% | 6.53% | 99.46% | - |
 JPMorgan (JPM) | 5.28% | 4.88% | 99.39% | - |
 Shell (SHEL.L) | 5.16% | 4.99% | 99.46% | - |
 ABN AMRO (ABN.NV) | 4.67% | 5.45% | 99.46% | - |
| Amazon (AMZN) | 3.74% | 5.78% | 99.46% | - |
 Apple (AAPL) | 3.7% | 3.37% | 99.33% | - |
| Microsoft (MSFT) | 3.62% | 4.5% | 99.46% | - |
 Siemens (SIE.DE) | 3.21% | 3.11% | 98.43% | - |
 Baidu (BIDU) | 3.12% | 2.92% | 99.46% | - |
 Alibaba (BABA) | 2.88% | 3.65% | 99.46% | - |
| Meta (META) | 2.45% | 2.54% | 99.46% | - |
 iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 2.42% | 1.15% | 98.24% | - |
 ExxonMobil (XOM) | 2.22% | 3.31% | 96% | - |
 Itau Unibanco (ITUB) | 2.02% | 0% | 65.74% | 1/23/2025 |
 Nio (NIO) | 1.96% | 0.61% | 99.46% | - |
 Global X SuperDividend ETF (SDIV) | 1.64% | 0% | 94.01% | 5/12/2026 |
 Xiaomi (1810.HK) | 1.52% | 1.77% | 99.46% | - |
 Airbus (AIR.PA) | 1.52% | 0% | 91.28% | 3/23/2026 |
 Boeing (BA) | 1.23% | 0% | 91.28% | 3/23/2026 |
 Crowdstrike (CRWD) | 0.85% | 3.6% | 49.64% | - |
 Southwest (LUV) | 0.74% | 0% | 85.47% | 12/17/2025 |
 Aston Martin (AML.L) | 0.52% | 0% | 66.22% | 1/31/2025 |
 Cloudflare (NET) | 0.49% | 2.35% | 47.09% | - |
 American Airlines (AAL) | 0.35% | 0% | 91.28% | 3/23/2026 |
 Norwegian Cruise Line (NCLH) | 0.34% | 0% | 64.83% | 1/8/2025 |
 Ams (AMS.ZU) | 0.29% | 0% | 65.5% | 1/20/2025 |
 Petrobras (PBR) | 0.25% | 2.92% | 7.99% | - |
 Paramount (PSKY) | 0.25% | 0% | 62.53% | 1/31/2025 |
 Lemonade (LMND) | 0.17% | 0% | 66.04% | 3/4/2025 |
 Tesla (TSLA) | 0.16% | 0% | 3.27% | 2/24/2022 |
 Siemens Energy (ENR.DE) | 0.14% | 0% | 20.94% | 3/23/2026 |
 Tattooed Chef Inc (TTCFQ) | 0.12% | 0% | 31.66% | 7/3/2023 |
 DexCom (DXCM) | 0.1% | 0% | 3.21% | 2/22/2022 |
 SPDR Gold (GLD) | 0.04% | 0% | 8.41% | 8/4/2026 |
 Alteryx Inc. (AYX) | 0.01% | 0% | 3.21% | 2/22/2022 |
 Plug Power (PLUG) | 0.01% | 0% | 3.21% | 2/22/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.18% | 2/25/2022 |
 Boxlight (BOXL) | 0% | 0% | 3.21% | 2/22/2022 |
 Atlassian (TEAM) | 0% | 0% | 0.3% | 2/28/2022 |
 GER40 Index (Non Expiry) (GER40) | 0% | 0% | 0.06% | 2/25/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 1.74% | 10.41% |
| Wells Fargo (WFC) | 5.81% | 9.23% |
| ING (INGA.NV) | 4.17% | 7.65% |
| Citi (C) | 5.42% | 6.32% |
| JPMorgan (JPM) | 4.21% | 5.77% |
| ABN AMRO (ABN.NV) | 2.85% | 5.18% |
| Bank of America (BAC) | 4.53% | 5.04% |
| AIG (AIG) | 3.56% | 5.01% |
| Alibaba (BABA) | 7.82% | 3.98% |
| Siemens (SIE.DE) | 4.45% | 3.84% |
| Amazon (AMZN) | 4.83% | 3.72% |
| Microsoft (MSFT) | 3.89% | 3.61% |
| Baidu (BIDU) | 6.69% | 3.47% |
| Shell (SHEL.L) | 3.68% | 3.39% |
| Apple (AAPL) | 2.85% | 3.25% |
| Meta (META) | 3.4% | 3.02% |
| Crowdstrike (CRWD) | 2.86% | 2.06% |
| Xiaomi (1810.HK) | 1.96% | 1.61% |
| Airbus (AIR.PA) | 1.27% | 1.6% |
| iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 2.82% | 1.47% |
| Cloudflare (NET) | 1.7% | 1.26% |
| ExxonMobil (XOM) | 1.31% | 0.97% |
| Global X SuperDividend ETF (SDIV) | 3.17% | 0.96% |
| Boeing (BA) | 1.46% | 0.86% |
| Siemens Energy (ENR.DE) | 0.7% | 0.74% |
| Nio (NIO) | 3.52% | 0.59% |
| American Airlines (AAL) | 0.52% | 0.23% |
Cash & Instruments Over Time
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