Portfolio Diversification
Range
Most Diversified
21 instruments
March 11, 2025
Least Diversified
0 instruments
January 1, 2022
Average
4.1 instruments
Most Consistent Holdings
Top 5
AMZN59.98%
GOOG59.9%
ETH52.12%
BTC52.03%
NVDA17.89%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 6.34% | 5.41% | 17.89% | - |
 NewRiver REIT (NRR.L) | 2.87% | 0% | 3.03% | 1/9/2023 |
 FRA40 Index (Non Expiry) (FRA40) | 2.58% | 0% | 3.03% | 8/20/2023 |
 TSMC (TSM) | 1.55% | 2.93% | 12.96% | - |
 GER40 Index (Non Expiry) (GER40) | 1.55% | 0% | 1.9% | 7/25/2023 |
 Meta (META) | 1.16% | 3.34% | 12.53% | - |
 Microsoft (MSFT) | 1.09% | 2.93% | 12.53% | - |
| Amazon (AMZN) | 0.98% | 3.57% | 59.98% | - |
 UK100 Index (Non Expiry) (UK100) | 0.94% | 0% | 1.12% | 11/13/2023 |
 AES (AES) | 0.8% | 0% | 1.64% | 1/30/2023 |
| Bitcoin (BTC) | 0.61% | 3.32% | 52.03% | - |
 Enterprise Products (EPD) | 0.58% | 0% | 1.12% | 1/23/2023 |
 Teleperformance (TEP.PA) | 0.51% | 0% | 0.61% | 5/13/2024 |
 SPDR S&P 500 ETF (SPY) | 0.47% | 17.38% | 6.83% | - |
| Alphabet (GOOG) | 0.44% | 0.24% | 59.9% | - |
 JPN225 Index (Non Expiry) (JPN225) | 0.44% | 0% | 0.52% | 4/11/2023 |
 PSEG (PEG) | 0.4% | 0% | 2.07% | 3/27/2023 |
 GLPI (GLPI) | 0.4% | 0% | 2.16% | 3/28/2023 |
 ABB (ABBN.ZU) | 0.36% | 6.09% | 11.67% | - |
 Tesla (TSLA) | 0.36% | 2.61% | 11.5% | - |
 Danone (BN.PA) | 0.36% | 0% | 0.52% | 2/28/2023 |
 Investor AB ser. B (INVEB.ST) | 0.35% | 3.12% | 11.06% | - |
 MicroStrategy (MSTR) | 0.33% | 2.91% | 11.06% | - |
 Novo Nordisk (NOVO-B.CO) | 0.32% | 2.04% | 11.67% | - |
 SPDR Gold (GLD) | 0.3% | 3.75% | 9.16% | - |
 Persimmon (PSN.L) | 0.26% | 0% | 0.26% | 2/6/2023 |
 8x8 (EGHT) | 0.26% | 0% | 0.26% | 10/31/2022 |
| Ethereum (ETH) | 0.26% | 0.23% | 52.12% | - |
 FedEx (FDX) | 0.24% | 0% | 1.21% | 3/17/2023 |
 Securitas (SECU-B.ST) | 0.23% | 4.94% | 6.66% | - |
 JPMorgan (JPM) | 0.21% | 3.17% | 6.66% | - |
 Sui (SUI) | 0.21% | 1.8% | 8.12% | - |
 Renault (RNO.PA) | 0.2% | 0% | 0.26% | 9/4/2023 |
 Chevron (CVX) | 0.15% | 0% | 5.1% | 1/17/2025 |
 Iberdrola (IBE.MC) | 0.15% | 0% | 4.93% | 1/30/2025 |
 Microsoft (MSFT.EXT) | 0.09% | 0% | 0.26% | 3/4/2024 |
 Freeport-McMoRan (FCX) | 0.08% | 6.64% | 2.07% | - |
 EQT (EQT) | 0.07% | 3.7% | 2.07% | - |
 Tapestry (TPR) | 0.07% | 0% | 0.35% | 3/6/2023 |
 CME Group (CME) | 0.07% | 0% | 0.35% | 3/6/2023 |
 NVIDIA (NVDA.EXT) | 0.07% | 0% | 0.17% | 8/24/2023 |
 Apple (AAPL) | 0.06% | 3.16% | 2.07% | - |
 GitLab (GTLB) | 0.06% | 0% | 0.17% | 3/16/2023 |
 TotalEnergies (TTE.PA) | 0.04% | 0% | 0.09% | 2/2/2023 |
 Anglo American (AAL.L) | 0.04% | 0% | 0.09% | 2/2/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 3.34% | 3.89% |
| Tesla (TSLA) | 3.11% | 3.64% |
| Bitcoin (BTC) | 3.34% | 3.52% |
| TSMC (TSM) | 3.11% | 3.32% |
| Meta (META) | 3.11% | 3.27% |
| Microsoft (MSFT) | 3.11% | 3.15% |
| Sui (SUI) | 3.11% | 3.13% |
| SPDR Gold (GLD) | 3.11% | 3.08% |
| ABB (ABBN.ZU) | 3.11% | 3.06% |
| Iberdrola (IBE.MC) | 3.11% | 3.06% |
| Investor AB ser. B (INVEB.ST) | 3.11% | 3.04% |
| NVIDIA (NVDA) | 3.11% | 2.98% |
| Chevron (CVX) | 3.11% | 2.81% |
| Novo Nordisk (NOVO-B.CO) | 3.11% | 2.7% |
| MicroStrategy (MSTR) | 3.11% | 2.63% |
| Ethereum (ETH) | 0.23% | 0.41% |
| Alphabet (GOOG) | 0.16% | 0.28% |