Portfolio Diversification
Range
Most Diversified
22 instruments
March 11, 2025
Least Diversified
0 instruments
September 20, 2022
Average
12.1 instruments
Most Consistent Holdings
Top 5
TEP.PA76.63%
T73.59%
PYPL73.37%
DG.US72.07%
BABA55.76%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since September 20, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Teleperformance (TEP.PA) | 11.36% | 7.13% | 76.63% | - |
| Dollar General (DG.US) | 5.9% | 7.78% | 72.07% | - |
| AT&T (T) | 5.83% | 0% | 73.59% | 11/18/2024 |
 ASML (ASML) | 5.68% | 0% | 42.39% | 7/10/2024 |
| PayPal (PYPL) | 5.36% | 1.13% | 73.37% | - |
 Verisign (VRSN) | 5.13% | 0.34% | 52.72% | - |
 iShares Semiconductor ETF (SOXX) | 3.94% | 12.38% | 46.52% | - |
 Bank of America (BAC) | 3.41% | 0% | 21.52% | 8/22/2023 |
| Alibaba (BABA) | 3.22% | 3.55% | 55.76% | - |
 iShares Core Dividend Growth ETF (DGRO) | 3.17% | 5.41% | 51.85% | - |
 Bancolombia (CIB) | 2.6% | 0% | 47.93% | 4/5/2024 |
 Lululemon (LULU) | 2.32% | 3.24% | 33.04% | - |
 Vanguard Total International Stock ETF (VXUS) | 2.3% | 7.06% | 31.63% | - |
 Occidental (OXY) | 2.28% | 0% | 13.8% | 9/15/2023 |
 Apple (AAPL) | 1.93% | 0% | 19.35% | 4/3/2023 |
 Microsoft (MSFT) | 1.85% | 0% | 8.04% | 12/13/2022 |
 PDD Holdings (PDD) | 1.84% | 3.97% | 33.7% | - |
 TSMC (TSM) | 1.82% | 0% | 35.11% | 7/5/2024 |
 Nagarro (NA9.DE) | 1.76% | 3.16% | 48.04% | - |
 Alphabet (GOOG) | 1.74% | 0% | 18.04% | 4/6/2023 |
 HUGO BOSS (BOSS.DE) | 1.45% | 2.7% | 35.22% | - |
 Ulta (ULTA) | 1.34% | 2.36% | 35.22% | - |
 Amazon (AMZN) | 1.29% | 0% | 10.65% | 4/27/2023 |
 Starbucks (SBUX) | 1.23% | 0% | 29.24% | 1/29/2025 |
 Nike (NKE) | 1.22% | 3.21% | 31.96% | - |
 iShares Core Aggressive Allocation ETF (AOA) | 1.03% | 11.48% | 17.17% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.88% | 0% | 23.04% | 7/16/2024 |
 Evolution (EVO.ST) | 0.8% | 7.02% | 13.8% | - |
 Ecopetrol (EC) | 0.68% | 0% | 12.5% | 7/13/2023 |
 Paychex (PAYX) | 0.54% | 0% | 6.52% | 7/7/2023 |
 Baidu (BIDU) | 0.54% | 1.6% | 25.98% | - |
 Walgreens (WBA) | 0.5% | 0% | 4.89% | 11/11/2022 |
 Atkore (ATKR) | 0.42% | 3.8% | 22.93% | - |
 NVIDIA (NVDA) | 0.31% | 2.72% | 8.91% | - |
 Pfizer (PFE) | 0.31% | 0% | 18.26% | 7/17/2024 |
 Royalty Pharma (RPRX) | 0.22% | 0% | 26.96% | 1/13/2025 |
 Endava (DAVA) | 0.18% | 0% | 9.78% | 11/17/2023 |
 Johnson & Johnson (JNJ) | 0.16% | 0% | 5.22% | 9/6/2023 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.1% | 4.98% | 4.35% | - |
 Novo-Nordisk (NVO) | 0.09% | 2.64% | 4.35% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.04% | 0.81% | 4.78% | - |
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% |