Portfolio Diversification
Range
Most Diversified
22 instruments
March 11, 2025
Least Diversified
0 instruments
September 20, 2022
Average
13.3 instruments
Most Consistent Holdings
Top 5
TEP.PA79.7%
PYPL76.68%
DG.US75.73%
T63.93%
BABA61.57%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 20, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Teleperformance (TEP.PA) | 10.69% | 7.15% | 79.7% | - |
| Dollar General (DG.US) | 6.13% | 7.54% | 75.73% | - |
 iShares Semiconductor ETF (SOXX) | 5.32% | 15.09% | 53.54% | - |
| AT&T (T) | 5.07% | 0% | 63.93% | 11/18/2024 |
 ASML (ASML) | 4.94% | 0% | 36.83% | 7/10/2024 |
| PayPal (PYPL) | 4.81% | 1.06% | 76.68% | - |
 Verisign (VRSN) | 4.46% | 0% | 46.36% | 4/25/2025 |
 iShares Core Dividend Growth ETF (DGRO) | 3.29% | 2.07% | 58.17% | - |
| Alibaba (BABA) | 3.24% | 3.56% | 61.57% | - |
 Bank of America (BAC) | 2.96% | 0% | 18.7% | 8/22/2023 |
 Vanguard Total International Stock ETF (VXUS) | 2.89% | 6.82% | 40.6% | - |
 Lululemon (LULU) | 2.41% | 3.2% | 41.83% | - |
 iShares Core Aggressive Allocation ETF (AOA) | 2.34% | 11.1% | 28.05% | - |
 Bancolombia (CIB) | 2.26% | 0% | 41.64% | 4/5/2024 |
 PDD Holdings (PDD) | 2.13% | 4.36% | 42.4% | - |
 Nagarro (NA9.DE) | 2.01% | 5.15% | 54.77% | - |
 Occidental (OXY) | 1.98% | 0% | 11.99% | 9/15/2023 |
 Apple (AAPL) | 1.68% | 0% | 16.81% | 4/3/2023 |
 HUGO BOSS (BOSS.DE) | 1.62% | 2.83% | 43.72% | - |
 Microsoft (MSFT) | 1.61% | 0% | 6.99% | 12/13/2022 |
 TSMC (TSM) | 1.58% | 0% | 30.5% | 7/5/2024 |
 Evolution (EVO.ST) | 1.53% | 6.5% | 25.02% | - |
 Alphabet (GOOG) | 1.51% | 0% | 15.68% | 4/6/2023 |
 Nike (NKE) | 1.37% | 0% | 37.2% | 7/28/2025 |
 Ulta (ULTA) | 1.26% | 0% | 34.37% | 5/30/2025 |
 Amazon (AMZN) | 1.12% | 0% | 9.25% | 4/27/2023 |
 Starbucks (SBUX) | 1.07% | 0% | 25.4% | 1/29/2025 |
 Atkore (ATKR) | 0.86% | 3.14% | 33.05% | - |
 Baidu (BIDU) | 0.79% | 3.02% | 35.69% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.78% | 5.43% | 16.9% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.76% | 0% | 20.02% | 7/16/2024 |
 Ecopetrol (EC) | 0.59% | 0% | 10.86% | 7/13/2023 |
 Paychex (PAYX) | 0.47% | 0% | 5.67% | 7/7/2023 |
 Novo-Nordisk (NVO) | 0.46% | 3.42% | 16.9% | - |
 Walgreens (WBA) | 0.43% | 0% | 4.25% | 11/11/2022 |
 NVIDIA (NVDA) | 0.38% | 0% | 11.43% | 5/29/2025 |
 Pfizer (PFE) | 0.27% | 0% | 15.86% | 7/17/2024 |
 Royalty Pharma (RPRX) | 0.19% | 0% | 23.42% | 1/13/2025 |
 PulteGroup (PHM) | 0.16% | 2.14% | 8.97% | - |
 Endava (DAVA) | 0.16% | 0% | 8.5% | 11/17/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.16% | 0.94% | 17.19% | - |
 LVMH (MC.PA) | 0.14% | 1.58% | 9.35% | - |
 Johnson & Johnson (JNJ) | 0.14% | 0% | 4.53% | 9/6/2023 |
 Progressive (PGR) | 0.12% | 1.92% | 6.14% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Semiconductor ETF (SOXX) | 10.91% | 10.33% |
| Verisign (VRSN) | 9.01% | 9.92% |
| Teleperformance (TEP.PA) | 10.94% | 8.8% |
| Vanguard Total International Stock ETF (VXUS) | 8.02% | 7.77% |
| iShares Core Dividend Growth ETF (DGRO) | 6.93% | 7.35% |
| Lululemon (LULU) | 4.23% | 6.37% |
| Dollar General (DG.US) | 7.93% | 6.35% |
| PDD Holdings (PDD) | 6.3% | 5.3% |
| Ulta (ULTA) | 4.45% | 5.21% |
| Alibaba (BABA) | 4.41% | 5.08% |
| Evolution (EVO.ST) | 4.79% | 4.63% |
| HUGO BOSS (BOSS.DE) | 4.33% | 4.59% |
| iShares Core Aggressive Allocation ETF (AOA) | 3.94% | 3.83% |
| Nike (NKE) | 3.43% | 3.47% |
| Starbucks (SBUX) | 2.64% | 3.28% |
| Nagarro (NA9.DE) | 2.77% | 2.74% |
| PayPal (PYPL) | 1.36% | 2.04% |
| Baidu (BIDU) | 1.99% | 1.93% |
| Atkore (ATKR) | 0.96% | 0.9% |
| Royalty Pharma (RPRX) | 0.65% | 0.61% |