Portfolio Diversification
Range
Most Diversified
58 instruments
April 30, 2024
Least Diversified
0 instruments
February 2, 2025
Average
49 instruments
Most Consistent Holdings
Top 5
VZ99.9%
BABA99.9%
0941.HK99.9%
IONS99.9%
GSK99.9%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Roche (ROG.ZU) | 4.18% | 3.18% | 99.7% | - |
 Stellantis (STLA.US) | 3.25% | 0% | 81.95% | 6/12/2025 |
| Verizon (VZ) | 2.78% | 1.73% | 99.9% | - |
| China Mobile (0941.HK) | 2.76% | 0.74% | 99.9% | - |
 Microsoft (MSFT) | 2.75% | 4.12% | 68.64% | - |
 Energy Transfer (ET) | 2.5% | 0% | 76.82% | 3/3/2025 |
| Alibaba (BABA) | 2.43% | 4.24% | 99.9% | - |
 Imperial Brands (IMB.L) | 2.43% | 0% | 82.74% | 4/30/2025 |
 US Bancorp (USB) | 2.35% | 1.09% | 99.61% | - |
 Alphabet (GOOG) | 2.27% | 3.8% | 71.7% | - |
 Uber (UBER) | 2.22% | 2.88% | 99.8% | - |
 Meta (META) | 2.18% | 1.55% | 99.7% | - |
 Rheinmetall (RHM.DE) | 2.14% | 9.05% | 23.57% | - |
 DoorDash (DASH.US) | 2.12% | 4.49% | 96.06% | - |
| GlaxoSmithKline (GSK) | 2.12% | 1.35% | 99.9% | - |
 Zoom (ZM) | 1.96% | 0% | 50.1% | 9/23/2025 |
 Shopify (SHOP) | 1.94% | 3.75% | 57.79% | - |
 Hanesbrands (HBI) | 1.66% | 0% | 77.02% | 3/3/2025 |
 Tencent (0700.HK) | 1.62% | 1.39% | 99.7% | - |
 Hasbro (HAS) | 1.59% | 0% | 73.87% | 3/3/2025 |
 Volkswagen (VOW3.DE) | 1.58% | 0% | 87.08% | 6/13/2025 |
 Comerica (CMA) | 1.54% | 0% | 58.19% | 2/24/2025 |
| Ionis (IONS) | 1.53% | 1.19% | 99.9% | - |
 TSMC (TSM) | 1.52% | 3.52% | 93.2% | - |
 Saab (SAABB.ST) | 1.51% | 5.55% | 23.37% | - |
 iShares Physical Gold ETC (PPFB.DE) | 1.45% | 5.35% | 28.99% | - |
 Vanguard Russell 1000 Growth ETF (VONG) | 1.33% | 0% | 21.99% | 3/5/2025 |
 JD.com (JD.US) | 1.31% | 1.15% | 96.45% | - |
 Match Group (MTCH) | 1.26% | 0% | 54.83% | 9/22/2025 |
 Howmet Aerospace (HWM) | 1.26% | 4.69% | 26.63% | - |
 GM (GM) | 1.2% | 0% | 71.99% | 3/3/2025 |
 PayPal (PYPL) | 1.18% | 0% | 40.04% | 6/12/2025 |
 Nice (NICE) | 1.17% | 2.78% | 52.86% | - |
 TransUnion (TRU) | 1.16% | 0% | 58.58% | 8/26/2024 |
 MercadoLibre (MELI.RTH) | 1.14% | 1.46% | 57.4% | - |
 Royalty Pharma (RPRX) | 1.13% | 1.38% | 63.41% | - |
 Altice USA (ATUS) | 1.1% | 0% | 73.27% | 1/23/2025 |
 Lyft (LYFT.RTH) | 1.09% | 0% | 77.02% | 3/3/2025 |
 Just Eat (TKWY.NV) | 1.06% | 0% | 87.08% | 6/13/2025 |
 I-Mab (IMAB) | 1.04% | 1.99% | 99.8% | - |
 Lululemon (LULU) | 1% | 1.99% | 41.81% | - |
 NVIDIA (NVDA) | 0.93% | 3.97% | 34.22% | - |
 Macerich (MAC) | 0.9% | 0% | 73.57% | 3/3/2025 |
 Bayer (BAYN.DE) | 0.85% | 0% | 69.43% | 1/23/2025 |
 Compass Minerals (CMP) | 0.82% | 0% | 73.27% | 1/23/2025 |
 Farfetch (FTCHQ) | 0.82% | 0% | 42.11% | 3/11/2024 |
 Hello Group (MOMO) | 0.82% | 0% | 54.54% | 7/16/2024 |
 Anheuser-Busch (BUD) | 0.82% | 0% | 77.02% | 3/3/2025 |
 IAC (IAC) | 0.81% | 0% | 78.6% | 3/19/2025 |
 British American Tobacco (BTI) | 0.78% | 0% | 76.33% | 2/24/2025 |
 Lithium Americas (LAC) | 0.72% | 0% | 54.54% | 7/16/2024 |
 Truist (TFC) | 0.71% | 0% | 57.89% | 3/3/2025 |
 Equifax (EFX) | 0.65% | 0% | 78.6% | 3/19/2025 |
 Comcast (CMCSA.RTH) | 0.62% | 0% | 73.87% | 3/3/2025 |
 Ericsson (ERIC) | 0.61% | 0% | 45.07% | 11/7/2024 |
 SoFi (SOFI) | 0.6% | 0% | 58.88% | 8/29/2024 |
 ASML (ASML.RTH) | 0.59% | 0% | 18.84% | 7/14/2023 |
 Amazon (AMZN) | 0.56% | 0% | 20.91% | 8/4/2023 |
 Disney (DIS) | 0.54% | 0% | 77.02% | 3/3/2025 |
 Nio (NIO) | 0.52% | 0% | 54.54% | 7/16/2024 |
 BMW (BMW.DE) | 0.48% | 0% | 47.04% | 4/30/2024 |
 Warner Bros Discovery (WBD) | 0.47% | 0% | 54.54% | 7/16/2024 |
 BYD (01211.HK) | 0.45% | 1.98% | 21.1% | - |
 Albemarle (ALB) | 0.41% | 0% | 45.66% | 3/3/2025 |
 Orange (ORA.PA) | 0.41% | 0% | 15.19% | 6/7/2023 |
 Novo-Nordisk (NVO) | 0.35% | 1.09% | 22.68% | - |
 Airbus (AIR.PA) | 0.33% | 0% | 38.36% | 3/4/2024 |
 Tilray (TLRY) | 0.31% | 0% | 54.54% | 7/16/2024 |
 Televisa (TV) | 0.3% | 0% | 54.54% | 7/16/2024 |
 Barrick (B) | 0.29% | 0% | 6.11% | 11/7/2024 |
 CRISPR Therapeutics (CRSP) | 0.29% | 0% | 52.07% | 7/17/2024 |
 Dicker Data Ltd (DDR.ASX) | 0.28% | 0% | 11.05% | 11/7/2024 |
 Lithia Motors (LAD) | 0.28% | 0% | 32.64% | 12/27/2023 |
 HENSOLDT (HAG.DE) | 0.28% | 1.19% | 22.58% | - |
 Instacart (CART) | 0.27% | 0% | 21.3% | 6/12/2025 |
 ServiceNow (NOW) | 0.27% | 0% | 14.99% | 6/5/2023 |
 Leonardo (LDO.MI) | 0.23% | 0.9% | 22.68% | - |
 Baidu (BIDU) | 0.23% | 0% | 54.54% | 7/16/2024 |
 Thales (HO.PA) | 0.22% | 0.84% | 22.68% | - |
 Asbury (ABG) | 0.22% | 0% | 33.93% | 7/16/2024 |
 Kongsberg Gruppen ASA (KOG.OL) | 0.21% | 0.7% | 22.58% | - |
 Ecolab (ECL) | 0.18% | 0% | 19.82% | 7/24/2023 |
 Diamondback (FANG) | 0.18% | 1.28% | 12.23% | - |
 UnitedHealth (UNH) | 0.17% | 4.46% | 4.04% | - |
 Sirius XM (SIRI) | 0.17% | 0% | 11.05% | 7/20/2023 |
 Crowdstrike (CRWD) | 0.14% | 0% | 10.55% | 6/5/2023 |
 Dassault Aviation (AM.PA) | 0.14% | 0% | 10.16% | 6/17/2025 |
 Lithium Americas Argentina C (LAR) | 0.13% | 0% | 28.01% | 7/16/2024 |
 Tradeweb (TW) | 0.12% | 0% | 8.38% | 3/29/2023 |
 Telefonica (TEF) | 0.11% | 0% | 3.16% | 2/3/2023 |
 iShares Core S&P Small-Cap ETF (IJR) | 0.08% | 0% | 2.86% | 7/7/2023 |
 Sterling (STRL.US) | 0.07% | 2.72% | 2.86% | - |
 Broadcom (AVGO) | 0.07% | 2.72% | 2.76% | - |
 Scotiabank (BNS) | 0.04% | 0% | 5.03% | 2/22/2023 |
 RealReal (REAL) | 0.04% | 0% | 3.16% | 2/3/2023 |
 Pilgrim's Pride (PPC) | 0.04% | 0% | 3.45% | 2/6/2023 |
 MongoDB (MDB) | 0.02% | 0% | 2.17% | 1/23/2023 |
 Deutsche Telekom (DTE.DE) | 0.02% | 0% | 1.87% | 2/16/2023 |
 Grifols (GRF.MC) | 0.02% | 0% | 3.85% | 2/10/2023 |
 Bitcoin (BTC) | 0.02% | 0% | 0.99% | 1/11/2023 |
 Melco Resorts (MLCO) | 0.01% | 0% | 0.3% | 1/4/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.1% | 4/30/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.1% | 4/30/2024 |
 SilverGate (SICPQ) | 0% | 0% | 0.49% | 1/6/2023 |
 Aviva (AV.L) | 0% | 0% | 0.2% | 1/3/2023 |
 Meituan (03690.HK) | 0% | 0% | 0.1% | 3/30/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Russell 1000 Growth ETF (VONG) | 5.85% | 6.23% |
| Shopify (SHOP) | 3.51% | 5.49% |
| Roche (ROG.ZU) | 5.34% | 5.28% |
| iShares Physical Gold ETC (PPFB.DE) | 5.07% | 4.95% |
| Microsoft (MSFT) | 4.68% | 4.79% |
| Zoom (ZM) | 3.51% | 4.5% |
| DoorDash (DASH.US) | 3.9% | 4.05% |
| Alphabet (GOOG) | 3.9% | 4.01% |
| Stellantis (STLA.US) | 5.54% | 3.53% |
| PayPal (PYPL) | 2.73% | 3.4% |
| Lululemon (LULU) | 2.34% | 3.35% |
| Uber (UBER) | 2.73% | 2.64% |
| Energy Transfer (ET) | 2.34% | 2.55% |
| Verizon (VZ) | 2.14% | 2.42% |
| China Mobile (0941.HK) | 1.56% | 2.39% |
| Imperial Brands (IMB.L) | 1.56% | 2.3% |
| Match Group (MTCH) | 2.34% | 2.17% |
| Comerica (CMA) | 1.56% | 2.12% |
| Hanesbrands (HBI) | 2.53% | 2.05% |
| NVIDIA (NVDA) | 2.29% | 2.04% |
| Meta (META) | 0.58% | 1.76% |
| GM (GM) | 1.29% | 1.71% |
| MercadoLibre (MELI.RTH) | 1.56% | 1.69% |
| GlaxoSmithKline (GSK) | 1.56% | 1.48% |
| Nice (NICE) | 1.95% | 1.44% |
| Royalty Pharma (RPRX) | 1.56% | 1.37% |
| Alibaba (BABA) | 2.34% | 1.35% |
| Tencent (0700.HK) | 1.17% | 1.32% |
| Hasbro (HAS) | 1.48% | 1.31% |
| Instacart (CART) | 1.56% | 1.27% |
| Macerich (MAC) | 0.78% | 1.11% |
| Volkswagen (VOW3.DE) | 1.95% | 1.07% |
| Comcast (CMCSA.RTH) | 1.17% | 1.06% |
| JD.com (JD.US) | 1.36% | 1.03% |
| Truist (TFC) | 0.78% | 0.99% |
| Compass Minerals (CMP) | 1.56% | 0.91% |
| Lyft (LYFT.RTH) | 0.78% | 0.9% |
| Altice USA (ATUS) | 1.72% | 0.82% |
| Ionis (IONS) | 0.85% | 0.78% |
| TSMC (TSM) | 0.39% | 0.76% |
| Just Eat (TKWY.NV) | 1.17% | 0.72% |
| British American Tobacco (BTI) | 0.78% | 0.68% |
| Anheuser-Busch (BUD) | 0.78% | 0.64% |
| Equifax (EFX) | 0.52% | 0.58% |
| Bayer (BAYN.DE) | 1.47% | 0.55% |
| IAC (IAC) | 0.58% | 0.54% |
| Albemarle (ALB) | 0.78% | 0.53% |
| Disney (DIS) | 0.39% | 0.5% |
| US Bancorp (USB) | 0.39% | 0.42% |
| I-Mab (IMAB) | 1.14% | 0.25% |