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Portfolio Diversification
Range
Most Diversified
35 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
30.9 instruments
Most Consistent Holdings
Top 5
META99.86%
MSFT99.86%
AMZN99.86%
BA99.86%
BAC99.86%
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) | 9.12% | 8.78% | 99.86% | - |
 ING (INGA.NV) | 7.48% | 7.78% | 99.86% | - |
 AIG (AIG) | 7.01% | 4.25% | 99.79% | - |
| Bank of America (BAC) | 6% | 4.75% | 99.86% | - |
 Rolls-Royce (RR.L) | 5.55% | 10.89% | 99.86% | - |
 JPMorgan (JPM) | 5.37% | 5.34% | 99.86% | - |
 Shell (SHEL.L) | 5.25% | 3.43% | 99.86% | - |
 Citi (C) | 5.24% | 6.28% | 99.86% | - |
 ABN AMRO (ABN.NV) | 4.66% | 5.31% | 99.86% | - |
 Apple (AAPL) | 3.75% | 3.04% | 99.79% | - |
| Microsoft (MSFT) | 3.64% | 3.17% | 99.86% | - |
| Amazon (AMZN) | 3.62% | 3.81% | 99.86% | - |
 Siemens (SIE.DE) | 3.33% | 4.07% | 99.86% | - |
 Baidu (BIDU) | 3.09% | 4.09% | 99.86% | - |
 Alibaba (BABA) | 2.81% | 4.65% | 99.86% | - |
 iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 2.56% | 2% | 99.86% | - |
| Meta (META) | 2.41% | 3.28% | 99.86% | - |
 Itau Unibanco (ITUB) | 2.29% | 0% | 74.49% | 1/23/2025 |
 ExxonMobil (XOM) | 2.16% | 1.49% | 96.09% | - |
 Nio (NIO) | 2.13% | 0.54% | 99.86% | - |
 Global X SuperDividend ETF (SDIV) | 1.78% | 1.03% | 99.73% | - |
 Airbus (AIR.PA) | 1.67% | 1.55% | 99.86% | - |
 Xiaomi (1810.HK) | 1.54% | 1.47% | 99.86% | - |
| Boeing (BA) | 1.36% | 0.91% | 99.86% | - |
 Southwest (LUV) | 0.84% | 0% | 96.84% | 12/17/2025 |
 Crowdstrike (CRWD) | 0.65% | 1.92% | 43.42% | - |
 Aston Martin (AML.L) | 0.59% | 0% | 75.03% | 1/31/2025 |
 American Airlines (AAL) | 0.39% | 0.2% | 99.86% | - |
 Norwegian Cruise Line (NCLH) | 0.38% | 0% | 73.46% | 1/8/2025 |
 Cloudflare (NET) | 0.34% | 1.13% | 40.6% | - |
 Ams (AMS.ZU) | 0.32% | 0% | 74.21% | 1/20/2025 |
 Paramount (PSKY) | 0.28% | 0% | 70.85% | 1/31/2025 |
 Lemonade (LMND) | 0.19% | 0% | 74.83% | 3/4/2025 |
 Tesla (TSLA) | 0.18% | 0% | 3.7% | 2/24/2022 |
 Tattooed Chef Inc (TTCFQ) | 0.13% | 0% | 35.87% | 7/3/2023 |
 Siemens Energy (ENR.DE) | 0.13% | 0.87% | 20.16% | - |
 DexCom (DXCM) | 0.12% | 0% | 3.64% | 2/22/2022 |
 Alteryx Inc. (AYX) | 0.01% | 0% | 3.64% | 2/22/2022 |
 Plug Power (PLUG) | 0.01% | 0% | 3.64% | 2/22/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.21% | 2/25/2022 |
 Boxlight (BOXL) | 0.01% | 0% | 3.64% | 2/22/2022 |
 Atlassian (TEAM) | 0% | 0% | 0.34% | 2/28/2022 |
 GER40 Index (Non Expiry) (GER40) | 0% | 0% | 0.07% | 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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