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Portfolio Diversification
Range
Most Diversified
58 instruments
January 22, 2022
Least Diversified
0 instruments
February 2, 2025
Average
22.2 instruments
Most Consistent Holdings
Top 5
03333.HK99.74%
GLD98.08%
TLT97.89%
SGGD.L96.17%
MCD61.49%
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 |
|---|---|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 19.16% | 25.12% | 97.89% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 11.43% | 27.53% | 55.68% | - |
| SPDR Gold (GLD) | 7.03% | 9.61% | 98.08% | - |
 iShares Core High Dividend ETF (HDV) | 5.63% | 0% | 42.46% | 3/6/2024 |
 iShares Gold Trust (IAU) | 3.45% | 8.59% | 42.08% | - |
| McDonald's (MCD) | 2.5% | 0% | 61.49% | 3/7/2025 |
 Volvo (VOLV-A.ST) | 2.26% | 7.1% | 28.86% | - |
 Kinross Gold (KGC) | 2.09% | 0% | 45.21% | 5/17/2024 |
 Procter & Gamble (PG) | 1.88% | 0% | 48.02% | 2/21/2024 |
 Amgen (AMGN) | 1.78% | 0% | 44.7% | 6/13/2024 |
 Occidental (OXY) | 1.66% | 0% | 39.14% | 3/19/2024 |
 iShares MSCI Mexico ETF (EWW) | 1.65% | 0% | 54.98% | 8/5/2024 |
 JPMorgan (JPM) | 1.49% | 0% | 56.13% | 10/28/2024 |
 Coca-Cola (KO) | 1.49% | 0% | 51.02% | 6/4/2024 |
 PepsiCo (PEP) | 1.46% | 0% | 44.7% | 6/13/2024 |
 Moody's (MCO) | 1.36% | 3.79% | 25.99% | - |
 State Street Materials Select Sector SPDR ETF (XLB) | 1.36% | 0% | 47.19% | 2/29/2024 |
 Novartis (NVS) | 1.23% | 0% | 55.11% | 6/13/2024 |
 Meituan (03690.HK) | 1.14% | 0% | 16.67% | 11/29/2023 |
 Nestle (NESN.ZU) | 1.09% | 0% | 6.51% | 4/13/2022 |
 Union Pacific (UNP) | 1.02% | 0% | 31.35% | 7/26/2023 |
 Ishares Russell 2000 ETF (IWM) | 1.01% | 0% | 7.85% | 5/4/2022 |
 Northrop Grumman (NOC) | 0.99% | 0% | 31.55% | 10/13/2023 |
 Inditex (ITX.MC) | 0.95% | 0% | 23.56% | 7/16/2024 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.93% | 0% | 29.5% | 9/1/2023 |
 Tesla (TSLA) | 0.9% | 0% | 19.16% | 4/28/2023 |
 Microsoft (MSFT) | 0.83% | 0% | 28.61% | 7/25/2024 |
 Dolby (DLB) | 0.75% | 0% | 27.59% | 10/16/2024 |
 iShares Global Govt Bond UCITS ETF (EUN3.DE) | 0.64% | 10.49% | 10.98% | - |
 TotalEnergies (TTE.PA) | 0.59% | 0% | 25.29% | 8/10/2023 |
 Darling (DAR) | 0.56% | 0% | 22.29% | 4/28/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.45% | 0% | 16.28% | 10/28/2024 |
 Fintech Acquisition Corp. V (FTCV) | 0.45% | 0% | 12.45% | 7/15/2022 |
 Hang Seng Bank (00011.HK) | 0.45% | 0% | 48.72% | 4/29/2024 |
 Airbnb (ABNB) | 0.43% | 0% | 8.24% | 5/10/2022 |
 AbbVie (ABBV) | 0.42% | 0% | 20.82% | 3/26/2025 |
 Compass Group (CPG.L) | 0.41% | 0% | 27.08% | 9/11/2023 |
 Warner Bros Discovery (WBD) | 0.4% | 0% | 17.69% | 6/13/2024 |
 iShares iBonds Dec 2024 Term Corporate ETF (IBDP) | 0.4% | 0% | 19.48% | 6/13/2024 |
 Builders FirstSource (BLDR) | 0.39% | 0% | 14.88% | 11/17/2025 |
 State Street SPDR Dow Jones In (DIA.US) | 0.38% | 0% | 5.68% | 3/31/2022 |
 CVS Health (CVS) | 0.37% | 0% | 22.03% | 6/13/2024 |
 Albemarle (ALB) | 0.35% | 0% | 18.65% | 4/28/2023 |
 Invesco China Technology ETF (CQQQ) | 0.35% | 0% | 9.39% | 9/26/2024 |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.35% | 0% | 6.39% | 6/15/2022 |
 Home Depot (HD) | 0.32% | 0% | 10.47% | 6/14/2022 |
 Pfizer (PFE) | 0.31% | 0% | 4.85% | 12/13/2023 |
 Xiaomi (1810.HK) | 0.29% | 0% | 37.23% | 8/5/2024 |
 Shell (SHEL) | 0.26% | 0% | 32.25% | 7/26/2023 |
 iShares USD Treasury Bond 20+yr UCITS ETF (DTLA.L) | 0.22% | 1.96% | 14.11% | - |
 Amazon (AMZN) | 0.22% | 0% | 7.28% | 5/31/2024 |
 ABC (1288.HK) | 0.22% | 0% | 9.83% | 8/1/2022 |
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 0.21% | 1.7% | 12.07% | - |
 Nike (NKE) | 0.17% | 0% | 6.39% | 4/11/2022 |
| China Evergrande Group (03333.HK) | 0.17% | 0% | 60.98% | 9/13/2024 |
 iShares Core Dividend Growth ETF (DGRO) | 0.17% | 0% | 1.79% | 5/9/2022 |
 AMD (AMD) | 0.13% | 0% | 4.28% | 6/13/2022 |
 SPDR S&P Regional Banking ETF (KRE) | 0.12% | 0% | 13.98% | 7/16/2024 |
 First Solar (FSLR) | 0.11% | 0% | 6.7% | 11/6/2024 |
 Sofina (SOF.BR) | 0.11% | 0% | 5.24% | 4/13/2022 |
 iShares MSCI Switzerland ETF (EWL) | 0.11% | 0% | 7.98% | 10/28/2024 |
 Vale (VALE) | 0.11% | 0% | 2.68% | 6/13/2024 |
 Polymetal International PLC (POLY.L) | 0.11% | 0% | 31.03% | 6/23/2023 |
 Rolls-Royce (RR.L) | 0.1% | 0% | 6.51% | 4/13/2022 |
 Adecoagro (AGRO) | 0.09% | 0% | 3% | 8/1/2022 |
 Maersk (MAERSKB.CO) | 0.09% | 0% | 4.47% | 4/13/2022 |
 Accelleron (ACLN.ZU) | 0.09% | 0% | 5.75% | 7/27/2023 |
 Sony (SONY) | 0.09% | 0% | 5.36% | 4/14/2022 |
 State Street SPDR S&P 500 ETF (SPY) | 0.09% | 0% | 6.58% | 4/14/2022 |
 Amundi MSCI World Climate Transition CTB UCITS ETF (LWCR.DE) | 0.07% | 1.57% | 7.73% | - |
 Newmont (NEM) | 0.07% | 0% | 7.02% | 11/6/2024 |
 Pearson (PSON.L) | 0.06% | 0% | 4.98% | 4/13/2022 |
 PayPal (PYPL) | 0.06% | 0% | 1.85% | 3/31/2025 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.06% | 0% | 4.66% | 3/15/2022 |
 ASML (ASML) | 0.06% | 0% | 1.53% | 1/24/2022 |
 Plug Power (PLUG) | 0.05% | 0% | 5.49% | 4/18/2022 |
 iShares MSCI South Korea ETF (EWY) | 0.05% | 0% | 3.26% | 5/28/2025 |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.05% | 0.2% | 21.9% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 0.05% | 0% | 6.39% | 5/2/2022 |
 ASOS (ASC.L) | 0.05% | 0% | 5.17% | 4/13/2022 |
 Prosus (PRX.NV) | 0.04% | 0% | 4.98% | 4/13/2022 |
 HSBC Euro Stoxx 50 UCITS ETF (H50E.L) | 0.04% | 0.97% | 4.66% | - |
 HelloFresh (HFG.DE) | 0.04% | 0% | 4.15% | 4/13/2022 |
 Charter (CHTR) | 0.04% | 0% | 5.87% | 4/21/2022 |
 TSMC (TSM) | 0.04% | 0% | 9.07% | 6/13/2022 |
 EPAM (EPAM) | 0.04% | 0% | 4.53% | 10/16/2024 |
 Seanergy (SHIP) | 0.04% | 0% | 1.28% | 1/20/2022 |
 Boston Beer (SAM) | 0.04% | 0% | 13.79% | 10/16/2024 |
 Sandoz (SDZNY) | 0.04% | 0% | 24.65% | 10/28/2024 |
 DTE Energy (DTE) | 0.04% | 0% | 2.55% | 6/14/2022 |
| Surgutneftegas OAO-ADR (SGGD.L) | 0.04% | 0.01% | 96.17% | - |
 UiPath (PATH) | 0.03% | 0% | 1.53% | 1/24/2022 |
 iShares Silver Trust (SLV) | 0.03% | 0% | 1.28% | 1/20/2022 |
 Vestas (VWS.CO) | 0.03% | 0% | 3.96% | 10/1/2024 |
 CarMax (KMX) | 0.03% | 0% | 6.45% | 5/3/2022 |
 Amadeus (AMS.MC) | 0.03% | 0% | 1.28% | 1/20/2022 |
 VanEck Vectors Russia ETF (RSX) | 0.03% | 0% | 1.98% | 2/24/2022 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.03% | 0% | 3.51% | 2/24/2022 |
 Apple (AAPL) | 0.03% | 0% | 2.23% | 9/4/2024 |
 Hammerson (HMSO.L) | 0.03% | 0% | 1.53% | 1/24/2022 |
 Bankinter (BKT.MC) | 0.03% | 0% | 5.36% | 4/13/2022 |
 Lemonade (LMND) | 0.03% | 0% | 7.02% | 5/12/2022 |
 Crown Castle (CCI) | 0.03% | 0% | 5.81% | 9/10/2024 |
 Uber (UBER) | 0.02% | 0% | 2.17% | 2/24/2022 |
 Robinhood Markets Inc. (HOOD) | 0.02% | 0% | 9.26% | 8/5/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.02% | 0% | 2.17% | 4/1/2022 |
 Wuxi Biologics (02269.HK) | 0.02% | 0% | 4.09% | 5/10/2022 |
 iShares MSCI Germany ETF (EWG) | 0.02% | 0% | 1.85% | 4/1/2022 |
 CyberArk (CYBR) | 0.02% | 0% | 4.73% | 5/13/2022 |
 Ocado (OCDO.L) | 0.02% | 0% | 4.73% | 4/13/2022 |
 BYD (01211.HK) | 0.02% | 0% | 5.49% | 6/1/2022 |
 Fortinet (FTNT) | 0.02% | 0% | 1.02% | 8/7/2024 |
 LVMH (MC.PA) | 0.02% | 0% | 3.07% | 8/20/2024 |
 Aflac (AFL) | 0.02% | 0% | 5.49% | 4/18/2022 |
 Credit Agricole (ACA.PA) | 0.02% | 0% | 1.79% | 3/1/2022 |
 DocuSign (DOCU) | 0.02% | 0% | 5.68% | 4/21/2022 |
 Douyu (DOYU) | 0.01% | 0% | 0.77% | 1/12/2022 |
 Vanguard FTSE Europe ETF (VGK) | 0.01% | 0% | 0.7% | 8/16/2024 |
 GSK (GSK.L) | 0.01% | 0% | 2.04% | 9/11/2023 |
 BP (BP.L) | 0.01% | 0% | 3.9% | 4/13/2022 |
 Salesforce (CRM) | 0.01% | 0% | 0.64% | 1/10/2022 |
 Verisk (VRSK) | 0.01% | 0% | 1.02% | 5/1/2024 |
 Naturgy (NTGY.MC) | 0.01% | 0% | 2.94% | 4/13/2022 |
 UnitedHealth (UNH) | 0.01% | 0% | 0.26% | 5/29/2024 |
 L'Oréal (OR.PA) | 0.01% | 0% | 0.45% | 3/20/2024 |
 ZIM (ZIM) | 0.01% | 0% | 0.45% | 4/25/2022 |
 AT&T (T.US) | 0.01% | 0% | 0.45% | 1/7/2022 |
 Molina (MOH) | 0.01% | 0% | 0.64% | 4/25/2024 |
 Alibaba (9988.HK) | 0.01% | 0% | 1.47% | 4/29/2022 |
 Sabre (SABR) | 0.01% | 0% | 2.23% | 2/25/2022 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.01% | 0% | 1.85% | 4/8/2022 |
 PICC (1339.HK) | 0.01% | 0% | 1.28% | 5/4/2022 |
 Abrdn Palladium ETF Trust (PALL) | 0.01% | 0% | 0.77% | 3/25/2022 |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0.01% | 0% | 1.66% | 1/26/2022 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.01% | 0% | 1.02% | 1/26/2022 |
 Bristol-Myers Squibb (BMY) | 0.01% | 0% | 0.64% | 4/25/2024 |
 S&P Global (SPGI) | 0.01% | 0% | 0.32% | 4/15/2024 |
 Omega Healthcare (OHI) | 0.01% | 0% | 2.04% | 2/22/2022 |
 Herbalife (HLF) | 0.01% | 0% | 0.51% | 4/27/2022 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0.01% | 0% | 0.26% | 6/7/2024 |
 Trade Desk (TTD) | 0.01% | 0.02% | 5.75% | - |
 DraftKings (DKNG) | 0% | 0% | 1.34% | 2/9/2022 |
 Credit Suisse Group AG (CSGN.ZU) | 0% | 0% | 0.64% | 1/10/2022 |
 Constellation Brands (STZ) | 0% | 0% | 1.28% | 1/20/2022 |
 Netflix (NFLX) | 0% | 0.21% | 1.92% | - |
 Penske (PAG) | 0% | 0% | 1.28% | 2/9/2022 |
 Lockheed Martin (LMT) | 0% | 0% | 1.21% | 1/19/2022 |
 Wells Fargo (WFC) | 0% | 0% | 1.21% | 2/9/2022 |
 Bumble (BMBL) | 0% | 0% | 0.13% | 5/12/2022 |
 Raytheon (RTX) | 0% | 0% | 0.83% | 3/25/2024 |
 Zillow (Z) | 0% | 0% | 0.32% | 1/26/2022 |
 Caixabank (CABK.MC) | 0% | 0% | 0.7% | 1/26/2022 |
 Sberbank of Russia (SBERL.L) | 0% | 0% | 0.89% | 2/24/2022 |
 NVIDIA (NVDA) | 0% | 0% | 1.28% | 1/20/2022 |
 eToro Group LTD (ETOR) | 0% | 0.05% | 9.64% | - |
 Blueprint Medicines (BPMC) | 0% | 0% | 0.83% | 1/13/2022 |
 USD/JPY (USDJPY) | 0% | 0% | 0.26% | 8/18/2023 |
 ICICI Bank (IBN) | 0% | 0% | 0.83% | 1/31/2022 |
 Phoenix (SDLF.L) | 0% | 0% | 0.77% | 2/22/2022 |
 China Unicom HK (0762.HK) | 0% | 0% | 0.7% | 2/21/2022 |
 Coinbase (COIN) | 0% | 0% | 0.06% | 5/11/2022 |
 easyJet (EZJ.L) | 0% | 0.09% | 2.04% | - |
 Unity (U) | 0% | 0% | 0.06% | 5/11/2022 |
 Coupang (CPNG) | 0% | 0% | 0.06% | 5/12/2022 |
 iShares China Large-Cap ETF (FXI) | 0% | 0% | 0.32% | 3/28/2022 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0% | 0% | 0.38% | 1/24/2022 |
 Plus500 (PLUS.L) | 0% | 0% | 0.51% | 2/9/2022 |
 Sprouts (SFM) | 0% | 0% | 0.45% | 1/25/2022 |
 Newell Brands (NWL) | 0% | 0.03% | 4.98% | - |
 HSBC (HSBC) | 0% | 0% | 0.32% | 1/26/2022 |
 Vivid Seats (SEAT) | 0% | 0% | 0.32% | 1/26/2022 |
 Twitter (TWTR) | 0% | 0% | 0.32% | 4/11/2022 |
 abrdn (ABDN.L) | 0% | 0% | 0.32% | 4/13/2022 |
 HP (HPQ) | 0% | 0.02% | 4.79% | - |
 ACS (ACS.MC) | 0% | 0% | 0.19% | 1/24/2022 |
 ArcelorMittal (MTS.MC) | 0% | 0% | 0.19% | 1/24/2022 |
 Vail Resorts (MTN) | 0% | 0% | 0.13% | 6/15/2022 |
 IDS (IDS.L) | 0% | 0% | 0.13% | 6/15/2022 |
 ProShares UltraPro Short QQQ (SQQQ) | 0% | 0% | 0.13% | 1/20/2022 |
 Dollar Tree (DLTR) | 0% | 0% | 0.06% | 4/12/2022 |
 Airbus (AIR.PA) | 0% | 0% | 0.06% | 4/13/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 35% | 28.68% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 26.75% | 27.91% |
| SPDR Gold (GLD) | 6.2% | 10.01% |
| iShares Gold Trust (IAU) | 6.11% | 8.94% |
| Volvo (VOLV-A.ST) | 8.55% | 7.27% |
| iShares Global Govt Bond UCITS ETF (EUN3.DE) | 7.34% | 6.29% |
| Moody's (MCO) | 4.88% | 4.96% |
| iShares USD Treasury Bond 20+yr UCITS ETF (DTLA.L) | 2.59% | 2.23% |
| VanEck Global Real Estate UCITS ETF (TRET.DE) | 2.08% | 1.77% |
| iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.25% | 0.22% |
| eToro Group LTD (ETOR) | 0.02% | 0.02% |
| Surgutneftegas OAO-ADR (SGGD.L) | 0.06% | 0.01% |
| China Evergrande Group (03333.HK) | 0.04% | 0% |
Cash & Instruments Over Time
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