Portfolio Diversification
Range
Most Diversified
25 instruments
October 18, 2025
Least Diversified
0 instruments
September 20, 2022
Average
14 instruments
Most Consistent Holdings
Top 5
TEP.PA81.08%
PYPL78.2%
DG.US77.42%
BABA64.34%
DGRO61.2%
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) | 10.41% | 7.53% | 81.08% | - |
| Dollar General (DG.US) | 6.17% | 6.73% | 77.42% | - |
 iShares Semiconductor ETF (SOXX) | 5.78% | 9.66% | 56.93% | - |
 AT&T (T) | 4.68% | 0% | 59.02% | 11/18/2024 |
 ASML (ASML) | 4.56% | 0% | 34% | 7/10/2024 |
| PayPal (PYPL) | 4.51% | 0.86% | 78.2% | - |
 Verisign (VRSN) | 4.12% | 0% | 42.81% | 4/25/2025 |
| iShares Core Dividend Growth ETF (DGRO) | 3.16% | 1.43% | 61.2% | - |
| Alibaba (BABA) | 3.13% | 1.4% | 64.34% | - |
 Vanguard Total International Stock ETF (VXUS) | 3.01% | 4.29% | 44.99% | - |
 iShares Core Aggressive Allocation ETF (AOA) | 2.97% | 10.23% | 33.39% | - |
 Bank of America (BAC) | 2.73% | 0% | 17.26% | 8/22/2023 |
 Lululemon (LULU) | 2.62% | 5.5% | 46.12% | - |
 Nagarro (NA9.DE) | 2.32% | 8.52% | 58.06% | - |
 PDD Holdings (PDD) | 2.29% | 3.7% | 46.64% | - |
 Bancolombia (CIB) | 2.09% | 0% | 38.45% | 4/5/2024 |
 Occidental (OXY) | 1.83% | 0% | 11.07% | 9/15/2023 |
 Evolution (EVO.ST) | 1.82% | 4.65% | 30.6% | - |
 HUGO BOSS (BOSS.DE) | 1.69% | 2.26% | 47.86% | - |
 Apple (AAPL) | 1.55% | 0% | 15.52% | 4/3/2023 |
 Microsoft (MSFT) | 1.49% | 0% | 6.45% | 12/13/2022 |
 TSMC (TSM) | 1.46% | 0% | 28.16% | 7/5/2024 |
 Alphabet (GOOG) | 1.39% | 0% | 14.47% | 4/6/2023 |
 Nike (NKE) | 1.27% | 0% | 34.35% | 7/28/2025 |
 Ulta (ULTA) | 1.16% | 0% | 31.73% | 5/30/2025 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 1.12% | 5.11% | 23.1% | - |
 Atkore (ATKR) | 1.04% | 3.13% | 38.01% | - |
 Amazon (AMZN) | 1.04% | 0% | 8.54% | 4/27/2023 |
 Baidu (BIDU) | 1% | 3.3% | 40.45% | - |
 Starbucks (SBUX) | 0.98% | 0% | 23.45% | 1/29/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.7% | 0% | 18.48% | 7/16/2024 |
 Novo-Nordisk (NVO) | 0.68% | 3.61% | 23.1% | - |
 Ecopetrol (EC) | 0.55% | 0% | 10.03% | 7/13/2023 |
 Paychex (PAYX) | 0.44% | 0% | 5.23% | 7/7/2023 |
 Walgreens (WBA) | 0.4% | 0% | 3.92% | 11/11/2022 |
 NVIDIA (NVDA) | 0.35% | 0% | 10.55% | 5/29/2025 |
 Progressive (PGR) | 0.35% | 4.67% | 13.16% | - |
 PulteGroup (PHM) | 0.29% | 1.74% | 15.78% | - |
 Pfizer (PFE) | 0.25% | 0% | 14.65% | 7/17/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.21% | 0.85% | 23.37% | - |
 LVMH (MC.PA) | 0.19% | 0% | 12.12% | 10/15/2025 |
 Royalty Pharma (RPRX) | 0.18% | 0% | 21.62% | 1/13/2025 |
 Endava (DAVA) | 0.15% | 0% | 7.85% | 11/17/2023 |
 Johnson & Johnson (JNJ) | 0.13% | 0% | 4.18% | 9/6/2023 |
 Adobe (ADBE) | 0.1% | 2.21% | 4.1% | - |
 Chubb (CB) | 0.08% | 2.01% | 3.92% | - |
 EPAM (EPAM) | 0.05% | 1.31% | 4.45% | - |
 Bitcoin (BTC) | 0.05% | 2.42% | 3.84% | - |
 NMDC Group PJSC (NMDC.DH) | 0.03% | 0.44% | 7.15% | - |
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% |