Portfolio Diversification
Range
Most Diversified
53 instruments
January 22, 2025
Least Diversified
0 instruments
February 2, 2025
Average
44.4 instruments
Most Consistent Holdings
Top 5
META99.87%
AMZN99.87%
BRK.B99.87%
LMT99.87%
AMD99.87%
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 |
|---|---|---|---|---|
| Meta (META) | 9.88% | 0% | 99.87% | 2/1/2025 |
 Microsoft (MSFT) | 6.45% | 0% | 93.23% | 2/1/2025 |
 Alibaba (9988.HK) | 4.53% | 0% | 99.87% | 2/1/2025 |
 Diabetes-Med | 4.48% | 0% | 95.48% | 2/1/2025 |
 PDD Holdings (PDD) | 4.27% | 0% | 52.06% | 11/11/2024 |
| Lockheed Martin (LMT) | 4.15% | 0% | 99.87% | 2/1/2025 |
 BYD (01211.HK) | 3.81% | 0% | 89.51% | 2/1/2025 |
 JeppeKirkBonde | 3.64% | 0% | 30.81% | 8/25/2023 |
 Tencent (0700.HK) | 2.89% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 2.87% | 0% | 99.87% | 2/1/2025 |
 LVMH (MC.PA) | 2.26% | 0% | 58.83% | 2/1/2025 |
 RenewableEnergy | 2.2% | 0% | 92.16% | 2/1/2025 |
 knw500 | 1.9% | 0% | 80.74% | 9/9/2024 |
 jaynemesis | 1.8% | 0% | 29.75% | 8/16/2023 |
| Berkshire Hathaway (BRK.B) | 1.61% | 0% | 99.87% | 2/1/2025 |
 ASML (ASML) | 1.57% | 0% | 99.87% | 2/1/2025 |
| AMD (AMD) | 1.49% | 0% | 99.87% | 2/1/2025 |
 Alphabet (GOOGL) | 1.45% | 0% | 99.87% | 2/1/2025 |
 DividendGrowth | 1.31% | 0% | 30.01% | 8/18/2023 |
 Disney (DIS) | 1.23% | 0% | 48.74% | 7/24/2024 |
 Prosus (PRX.NV) | 1.08% | 0% | 49% | 11/8/2024 |
 East West Bancorp (EWBC) | 1.06% | 0% | 45.95% | 8/6/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.03% | 0% | 61.22% | 2/1/2025 |
 Coupang (CPNG) | 0.96% | 0% | 94.02% | 12/19/2024 |
 Global-Edge | 0.92% | 0% | 7.04% | 2/1/2025 |
 RealEstateTrusts | 0.9% | 0% | 53.92% | 12/19/2024 |
 Vonovia (VNA.DE) | 0.88% | 0% | 99.87% | 2/1/2025 |
 PayPal (PYPL) | 0.77% | 0% | 71.31% | 2/1/2025 |
 Micron (MU) | 0.69% | 0% | 74.5% | 7/24/2024 |
 BMW (BMW.DE) | 0.64% | 0% | 51.39% | 2/1/2025 |
 Bank of America (BAC) | 0.6% | 0% | 68.53% | 8/6/2024 |
 Booking (BKNG) | 0.6% | 0% | 98.8% | 2/1/2025 |
 Adyen (ADYEN.NV) | 0.59% | 0% | 51% | 2/1/2025 |
 Chevron (CVX) | 0.54% | 0% | 85.26% | 11/8/2024 |
 5GRevolution | 0.51% | 0% | 13.94% | 4/19/2023 |
 NextEra (NEE) | 0.49% | 0% | 35.72% | 2/1/2025 |
 Four-Horsemen | 0.49% | 0% | 30.01% | 8/18/2023 |
 celesh | 0.48% | 0% | 47.14% | 9/9/2024 |
 Airbnb (ABNB) | 0.46% | 0% | 48.07% | 11/8/2024 |
 Adobe (ADBE) | 0.46% | 0% | 45.15% | 12/14/2023 |
 ACM Research (ACMR) | 0.45% | 0% | 29.61% | 8/28/2024 |
 OilWorldWide | 0.45% | 0% | 16.73% | 2/1/2025 |
 MSCI (MSCI) | 0.41% | 0% | 26.16% | 2/1/2025 |
 Nike (NKE) | 0.4% | 0% | 26.56% | 2/1/2025 |
 Digital Realty (DLR) | 0.39% | 0% | 54.45% | 4/8/2024 |
 Volkswagen (VOW3.DE) | 0.37% | 0% | 44.89% | 2/1/2025 |
 OutSmartNSDQ | 0.37% | 0% | 30.01% | 8/18/2023 |
 Visa (V) | 0.37% | 0% | 23.77% | 2/1/2025 |
 Starbucks (SBUX) | 0.35% | 0% | 30.01% | 8/18/2023 |
 LiamDavies | 0.33% | 0% | 30.01% | 8/18/2023 |
 BlackRock (BLK) | 0.33% | 0% | 49.54% | 2/1/2025 |
 HUGO BOSS (BOSS.DE) | 0.33% | 0% | 20.58% | 2/1/2025 |
 TUI (TUI1.DE) | 0.28% | 0% | 20.58% | 2/1/2025 |
| 0.27% | 0% | 7.97% | 3/3/2023 | |
 Chubb (CB) | 0.26% | 0% | 16.6% | 9/30/2024 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.25% | 0% | 29.88% | 11/27/2023 |
 Ulta (ULTA) | 0.25% | 0% | 32.67% | 2/1/2025 |
 Medtronic (MDT.US) | 0.24% | 0% | 52.06% | 2/1/2025 |
 NetEase (NTES) | 0.23% | 0% | 31.08% | 8/26/2024 |
 Charter (CHTR) | 0.23% | 0% | 15.41% | 9/30/2024 |
 Alpha Metallurgical (AMR) | 0.23% | 0% | 23.37% | 2/1/2025 |
 Enphase (ENPH) | 0.23% | 0% | 28.15% | 10/27/2023 |
 McDonald's (MCD) | 0.23% | 0% | 29.35% | 2/1/2025 |
 Tesla (TSLA) | 0.22% | 0% | 20.58% | 8/7/2023 |
 iShares MSCI India ETF (INDA) | 0.22% | 0% | 29.88% | 2/1/2025 |
 Shopify (SHOP) | 0.2% | 0% | 27.89% | 8/2/2023 |
 Realty Income (O) | 0.19% | 0% | 4.78% | 2/1/2025 |
 Invesco China Technology ETF (CQQQ) | 0.19% | 0% | 29.61% | 8/15/2023 |
 rubymza | 0.17% | 0% | 3.19% | 1/25/2023 |
 Truist (TFC) | 0.17% | 0% | 50.6% | 4/4/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.17% | 0% | 14.87% | 4/26/2023 |
 Intel (INTC) | 0.16% | 0% | 42.23% | 11/22/2023 |
 Verisign (VRSN) | 0.16% | 0% | 31.87% | 2/1/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.16% | 0% | 9.3% | 10/31/2023 |
 acetoandrea | 0.16% | 0% | 18.86% | 8/18/2023 |
 SIXT (SIX2.DE) | 0.15% | 0% | 22.84% | 6/26/2024 |
 Alibaba (BABA) | 0.15% | 0% | 6.64% | 2/21/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.14% | 0% | 9.69% | 2/1/2025 |
 Snowflake (SNOW) | 0.14% | 0% | 28.55% | 8/18/2023 |
 Uber (UBER) | 0.13% | 0% | 17.26% | 2/1/2025 |
 Invesco QQQ (QQQ) | 0.13% | 0% | 7.97% | 3/3/2023 |
 creativemedia | 0.13% | 0% | 16.87% | 8/18/2023 |
 Boeing (BA) | 0.12% | 0% | 34.53% | 12/4/2023 |
 JPMorgan (JPM) | 0.12% | 0% | 59.1% | 6/6/2024 |
 Expedia (EXPE) | 0.11% | 0% | 12.62% | 12/4/2023 |
 US Natural Gas (UNG) | 0.11% | 0% | 16.33% | 8/18/2023 |
 SPDR Gold (GLD) | 0.11% | 0% | 32.27% | 11/27/2023 |
 Ryanair (RYAAY) | 0.1% | 0% | 15.01% | 2/1/2025 |
 Netflix (NFLX) | 0.1% | 0% | 7.97% | 3/3/2023 |
 geofflee2006 | 0.1% | 0% | 29.75% | 8/16/2023 |
 Medical Properties Trust (MPW) | 0.1% | 0% | 29.08% | 1/16/2024 |
 Glencore (GLEN.L) | 0.1% | 0% | 9.56% | 3/16/2023 |
 Ethereum (ETH) | 0.09% | 0% | 11.29% | 4/13/2024 |
 TSMC (TSM) | 0.09% | 0% | 13.15% | 4/12/2023 |
 Occidental (OXY) | 0.09% | 0% | 14.08% | 2/1/2025 |
 Burberry (BRBY.L) | 0.08% | 0% | 10.89% | 2/1/2025 |
| 0.08% | 0% | 13.68% | 4/17/2023 | |
 NIO (9866.HK) | 0.08% | 0% | 13.15% | 3/28/2024 |
 Euro NatGas (Expiring Future) (EuroNatGas.FUT) | 0.08% | 0% | 3.32% | 4/24/2023 |
 Oil (Non Expiry) (OIL) | 0.08% | 0% | 3.32% | 4/12/2023 |
 JD (9618.HK) | 0.08% | 0% | 14.08% | 1/9/2025 |
 iShares China Large-Cap ETF (FXI) | 0.07% | 0% | 6.64% | 11/8/2024 |
 Equinor (EQNR.OL) | 0.07% | 0% | 2.79% | 12/20/2024 |
 Airbus (AIR.PA) | 0.07% | 0% | 21.65% | 6/25/2024 |
 Brookfield (BN.US) | 0.06% | 0% | 6.11% | 2/1/2025 |
 Samsung (SMSN.L) | 0.05% | 0% | 7.84% | 2/1/2025 |
 AUTO1 (AG1.DE) | 0.05% | 0% | 9.43% | 2/1/2025 |
 BOGG (BGEO.L) | 0.05% | 0% | 15.27% | 2/1/2025 |
 Natural Gas (Non Expiry) (NATGAS) | 0.04% | 0% | 1.99% | 3/29/2023 |
 Vanguard Short-Term Bond ETF (BSV) | 0.04% | 0% | 2.26% | 3/3/2023 |
 Lululemon (LULU) | 0.04% | 0% | 11.02% | 9/30/2024 |
 GEO (GEO) | 0.04% | 0% | 5.71% | 2/14/2023 |
 Rheinmetall (RHM.DE) | 0.04% | 0% | 3.72% | 3/16/2023 |
 ING (INGA.NV) | 0.03% | 0% | 2.52% | 2/1/2025 |
 Meituan (03690.HK) | 0.03% | 0% | 56.97% | 6/7/2024 |
 First Republic Bank (FRCB) | 0.03% | 0% | 3.85% | 4/26/2023 |
 Alphabet (GOOG) | 0.03% | 0% | 3.19% | 1/25/2023 |
 Barrick (GOLD.BARRICK) | 0.02% | 0% | 16.87% | 8/15/2024 |
 Maersk (MAERSKB.CO) | 0.02% | 0% | 1.33% | 12/28/2023 |
 DigitalOcean (DOCN) | 0.02% | 0% | 4.25% | 2/3/2023 |
 Carvana (CVNA) | 0.02% | 0% | 1.2% | 8/28/2023 |
 Interactive Brokers (IBKR) | 0.02% | 0% | 6.11% | 2/1/2025 |
 Pfizer (PFE) | 0.02% | 0% | 6.11% | 2/1/2025 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 0.66% | 3/21/2023 |
 Toyota (TM) | 0.01% | 0% | 3.98% | 9/11/2024 |
 Mercedes-Benz (MBG.DE) | 0.01% | 0% | 2.52% | 2/1/2025 |
 ThyssenKrupp (TKA.DE) | 0.01% | 0% | 3.85% | 2/1/2025 |
 Porsche (PAH3.DE) | 0.01% | 0% | 1.86% | 9/30/2024 |
 iShares Core 10+ Year USD Bond ETF (ILTB) | 0.01% | 0% | 0.53% | 3/3/2023 |
 Bitcoin (BTC) | 0% | 0% | 2.66% | 3/27/2023 |
 Adecco (ADEN.ZU) | 0% | 0% | 1.46% | 2/1/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0% | 0% | 1.99% | 4/6/2023 |
 Coinbase (COIN) | 0% | 0% | 0.4% | 1/9/2023 |
 Adidas (ADS.DE) | 0% | 0% | 0.66% | 3/7/2023 |
 Build and Build (BNB) | 0% | 0% | 1.06% | 1/9/2023 |
 Solventum (SOLV) | 0% | 0% | 8.5% | 6/6/2024 |
 South Bow Corp (SOBO) | 0% | 0% | 5.18% | 12/9/2024 |
 NOVATEK OAO (NVTKL.L) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Global-Edge | 16.16% | 13.25% |
| Meta (META) | 2.42% | 11.06% |
| Alibaba (9988.HK) | 6.38% | 5.59% |
| Alphabet (GOOGL) | 4.52% | 4.62% |
| Microsoft (MSFT) | 3.23% | 4.5% |
| Realty Income (O) | 4.85% | 4.08% |
| Berkshire Hathaway (BRK.B) | 3.39% | 3.35% |
| LVMH (MC.PA) | 3.23% | 2.73% |
| Nike (NKE) | 3.23% | 2.69% |
| BYD (01211.HK) | 2.42% | 2.68% |
| ASML (ASML) | 2.42% | 2.35% |
| Amazon (AMZN) | 1.07% | 2.28% |
| OilWorldWide | 2.25% | 1.8% |
| AMD (AMD) | 2.1% | 1.72% |
| Adyen (ADYEN.NV) | 1.62% | 1.66% |
| Visa (V) | 1.62% | 1.66% |
| MSCI (MSCI) | 1.62% | 1.6% |
| HUGO BOSS (BOSS.DE) | 1.45% | 1.48% |
| Novo Nordisk (NOVO-B.CO) | 1.94% | 1.33% |
| Uber (UBER) | 1.7% | 1.32% |
| iShares MSCI India ETF (INDA) | 1.62% | 1.3% |
| Tencent (0700.HK) | 1.05% | 1.24% |
| BlackRock (BLK) | 1.29% | 1.21% |
| Volkswagen (VOW3.DE) | 1.13% | 0.97% |
| PayPal (PYPL) | 0.81% | 0.93% |
| Brookfield (BN.US) | 1.13% | 0.91% |
| TUI (TUI1.DE) | 0.81% | 0.89% |
| Lockheed Martin (LMT) | 0.97% | 0.87% |
| Burberry (BRBY.L) | 0.81% | 0.78% |
| McDonald's (MCD) | 0.84% | 0.78% |
| Booking (BKNG) | 0.4% | 0.71% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.81% | 0.7% |
| Occidental (OXY) | 0.81% | 0.68% |
| JD (9618.HK) | 0.81% | 0.68% |
| NextEra (NEE) | 0.81% | 0.68% |
| Ryanair (RYAAY) | 0.81% | 0.67% |
| Samsung (SMSN.L) | 0.81% | 0.65% |
| Medtronic (MDT.US) | 0.81% | 0.6% |
| Alpha Metallurgical (AMR) | 0.81% | 0.6% |
| Verisign (VRSN) | 0.58% | 0.55% |
| AUTO1 (AG1.DE) | 0.4% | 0.47% |
| Ulta (ULTA) | 0.47% | 0.44% |
| Vonovia (VNA.DE) | 0.32% | 0.41% |
| BOGG (BGEO.L) | 0.32% | 0.34% |
| Interactive Brokers (IBKR) | 0.32% | 0.27% |
| Pfizer (PFE) | 0.32% | 0.27% |
| NOVATEK OAO (NVTKL.L) | 0.23% | 0% |