Portfolio Diversification
Range
Most Diversified
35 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
31.7 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
META99.91%
MSFT99.91%
AMZN99.91%
BA99.91%
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 |
|---|---|---|---|---|
 Wells Fargo (WFC) | 9.19% | 9.01% | 99.91% | - |
 ING (INGA.NV) | 7.54% | 7.58% | 99.91% | - |
 AIG (AIG) | 7.45% | 7% | 99.91% | - |
 Bank of America (BAC) | 6.26% | 5.05% | 99.91% | - |
 Shell (SHEL.L) | 5.64% | 4.45% | 99.91% | - |
 JPMorgan (JPM) | 5.26% | 6.12% | 99.91% | - |
 Citi (C) | 5.16% | 4.85% | 99.91% | - |
 ABN AMRO (ABN.NV) | 4.62% | 4.57% | 99.91% | - |
 Rolls-Royce (RR.L) | 4.4% | 9.45% | 99.91% | - |
| Apple (AAPL) | 3.91% | 3.47% | 99.91% | - |
| Microsoft (MSFT) | 3.63% | 3.56% | 99.91% | - |
| Amazon (AMZN) | 3.6% | 3.55% | 99.91% | - |
 Siemens (SIE.DE) | 3.19% | 3.81% | 99.91% | - |
 Baidu (BIDU) | 3.13% | 2.52% | 99.91% | - |
 Itau Unibanco (ITUB) | 2.85% | 0% | 92.66% | 1/23/2025 |
 iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 2.81% | 1.7% | 99.91% | - |
 Nio (NIO) | 2.5% | 0.6% | 99.91% | - |
 Alibaba (BABA) | 2.48% | 4.36% | 99.91% | - |
 ExxonMobil (XOM) | 2.41% | 2.02% | 95.31% | - |
| Meta (META) | 2.28% | 2.72% | 99.91% | - |
 Global X SuperDividend ETF (SDIV) | 1.97% | 1.16% | 99.91% | - |
 Airbus (AIR.PA) | 1.69% | 1.37% | 99.91% | - |
| Boeing (BA) | 1.46% | 0.95% | 99.91% | - |
 Xiaomi (1810.HK) | 1.37% | 2.54% | 99.91% | - |
 Southwest (LUV) | 0.94% | 0.51% | 99.91% | - |
 Aston Martin (AML.L) | 0.74% | 0% | 93.34% | 1/31/2025 |
 Norwegian Cruise Line (NCLH) | 0.48% | 0% | 91.38% | 1/8/2025 |
 American Airlines (AAL) | 0.43% | 0.21% | 99.91% | - |
 Ams (AMS.ZU) | 0.4% | 0% | 92.32% | 1/20/2025 |
 Paramount (PARA) | 0.35% | 0% | 88.14% | 1/31/2025 |
 Crowdstrike (CRWD) | 0.27% | 2.19% | 29.69% | - |
 Lemonade (LMND) | 0.24% | 0% | 93.09% | 3/4/2025 |
 Tesla (TSLA) | 0.22% | 0% | 4.61% | 2/24/2022 |
 Tattooed Chef Inc (TTCFQ) | 0.16% | 0% | 44.62% | 7/3/2023 |
 DexCom (DXCM) | 0.15% | 0% | 4.52% | 2/22/2022 |
 Cloudflare (NET) | 0.14% | 0.75% | 26.28% | - |
 Alteryx Inc. (AYX) | 0.02% | 0% | 4.52% | 2/22/2022 |
 Plug Power (PLUG) | 0.02% | 0% | 4.52% | 2/22/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.26% | 2/25/2022 |
 Boxlight (BOXL) | 0.01% | 0% | 4.52% | 2/22/2022 |
 Siemens Energy (ENR.DE) | 0% | 0.35% | 0.85% | - |
 Atlassian (TEAM) | 0% | 0% | 0.43% | 2/28/2022 |
 GER40 Index (Non Expiry) (GER40) | 0% | 0% | 0.09% | 2/25/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Wells Fargo (WFC) | 5.73% | 10.24% |
| Rolls-Royce (RR.L) | 2.09% | 7.69% |
| ING (INGA.NV) | 5.01% | 7.17% |
| AIG (AIG) | 4.28% | 6.77% |
| JPMorgan (JPM) | 4.63% | 6.5% |
| Bank of America (BAC) | 5.43% | 6.39% |
| Citi (C) | 5.68% | 5.52% |
| Shell (SHEL.L) | 4.42% | 4.75% |
| Amazon (AMZN) | 4.31% | 4.53% |
| Apple (AAPL) | 3% | 4.35% |
| ABN AMRO (ABN.NV) | 3.42% | 3.94% |
| Siemens (SIE.DE) | 3.95% | 3.8% |
| Microsoft (MSFT) | 2.75% | 3.71% |
| Meta (META) | 2.72% | 3.42% |
| Xiaomi (1810.HK) | 2.29% | 2.38% |
| ExxonMobil (XOM) | 2.4% | 2.19% |
| Itau Unibanco (ITUB) | 3.04% | 2.15% |
| Baidu (BIDU) | 5.37% | 1.86% |
| iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 3.38% | 1.84% |
| Alibaba (BABA) | 5.91% | 1.75% |
| Airbus (AIR.PA) | 1.1% | 1.59% |
| Global X SuperDividend ETF (SDIV) | 3.81% | 1.31% |
| Boeing (BA) | 1.75% | 1.11% |
| Nio (NIO) | 4.23% | 0.8% |
| Southwest (LUV) | 1.17% | 0.75% |
| Crowdstrike (CRWD) | 0.9% | 0.74% |
| Norwegian Cruise Line (NCLH) | 0.83% | 0.6% |
| Cloudflare (NET) | 0.42% | 0.42% |
| American Airlines (AAL) | 0.62% | 0.41% |
| Lemonade (LMND) | 0.42% | 0.36% |
| Aston Martin (AML.L) | 2.05% | 0.29% |
| Paramount (PARA) | 0.83% | 0.18% |
| Ams (AMS.ZU) | 1.42% | 0.05% |