Portfolio Diversification
Range
Most Diversified
77 instruments
August 21, 2024
Least Diversified
0 instruments
February 2, 2025
Average
40.9 instruments
Most Consistent Holdings
Top 5
SLHN.ZU99.76%
MSFT98.42%
BLK98.42%
GOOG97.86%
AXP97.86%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 GainersQtr | 9.23% | 0% | 31.8% | 12/20/2024 |
| Alphabet (GOOG) | 6.8% | 1.4% | 97.86% | - |
 Meta (META) | 5.89% | 2.58% | 92.88% | - |
| Microsoft (MSFT) | 5.28% | 8.45% | 98.42% | - |
 fabiancardona08 | 4.86% | 0% | 43.67% | 9/5/2023 |
| BlackRock (BLK) | 3.96% | 3.83% | 98.42% | - |
 Amazon (AMZN) | 2.82% | 1.86% | 84.89% | - |
 NVIDIA (NVDA) | 2.73% | 8.59% | 95.89% | - |
 Sika (SIKA.ZU) | 2.66% | 0% | 82.04% | 12/5/2024 |
 AlexZy | 2.65% | 0% | 74.84% | 12/19/2024 |
| American Express (AXP) | 2.64% | 3.67% | 97.86% | - |
 Apple (AAPL) | 1.76% | 0.91% | 87.42% | - |
| Swiss Life (SLHN.ZU) | 1.68% | 0.93% | 99.76% | - |
 Mastercard (MA) | 1.51% | 0% | 94.38% | 6/18/2025 |
 Alibaba (BABA) | 1.46% | 0% | 70.25% | 7/3/2025 |
 Invesco QQQ (QQQ) | 1.37% | 7.1% | 14.64% | - |
 Boeing (BA) | 1.27% | 0% | 56.09% | 1/9/2024 |
 Nio (NIO) | 1.21% | 0% | 51.11% | 11/7/2023 |
 Netflix (NFLX) | 1.08% | 0.92% | 83.7% | - |
 Home Depot (HD) | 0.91% | 0% | 65.98% | 2/12/2025 |
 AMD (AMD) | 0.89% | 2.55% | 91.93% | - |
 Welltower (WELL) | 0.86% | 0% | 76.11% | 5/14/2025 |
 Sherwin-Williams (SHW) | 0.77% | 0% | 62.82% | 4/12/2024 |
 Interactive Brokers (IBKR) | 0.62% | 1.66% | 27.61% | - |
 JPMorgan (JPM) | 0.62% | 0% | 87.82% | 3/28/2025 |
 AmitKup | 0.57% | 0% | 22.63% | 9/2/2024 |
 Accenture (ACN) | 0.56% | 0% | 69.94% | 5/16/2025 |
 United Airlines (UAL) | 0.54% | 0% | 63.84% | 7/17/2025 |
 Uber (UBER) | 0.53% | 0% | 64.48% | 1/28/2025 |
 Palantir (PLTR) | 0.51% | 6.8% | 14.4% | - |
 Nike (NKE) | 0.5% | 0% | 81.49% | 12/9/2024 |
 Lowe's (LOW) | 0.45% | 0% | 61.87% | 4/3/2024 |
 PDD Holdings (PDD) | 0.42% | 0% | 54.27% | 2/20/2025 |
 Supermicro (SMCI) | 0.42% | 0% | 19.94% | 6/23/2025 |
 PayPal (PYPL) | 0.41% | 0% | 54.83% | 6/18/2025 |
 thomaspj | 0.4% | 0% | 15.11% | 9/2/2024 |
 Waters (WAT) | 0.4% | 0% | 60.92% | 3/22/2024 |
 IQVIA (IQV) | 0.37% | 0% | 60.84% | 9/10/2024 |
 Drcmart | 0.37% | 0% | 27.37% | 12/19/2024 |
 Berkshire Hathaway (BRK.B) | 0.37% | 0.4% | 29.51% | - |
 Morgan Stanley (MS) | 0.36% | 1.82% | 25.79% | - |
 ARM (ARM) | 0.35% | 2.51% | 19.86% | - |
 Skyworks (SWKS) | 0.34% | 0% | 57.52% | 8/14/2024 |
 Visa (V) | 0.32% | 0% | 27.69% | 6/18/2025 |
 Lockheed Martin (LMT) | 0.31% | 0% | 22.63% | 10/28/2022 |
 JD.com (JD.US) | 0.31% | 0% | 58.62% | 3/7/2025 |
 Disney (DIS) | 0.3% | 0% | 62.74% | 4/3/2024 |
 Global Payments (GPN) | 0.27% | 0% | 21.76% | 11/6/2024 |
 Diabetes-Med | 0.27% | 0% | 21.44% | 11/7/2024 |
 triangulacapital | 0.26% | 0% | 6.96% | 6/12/2024 |
 Salesforce (CRM) | 0.25% | 0% | 30.38% | 7/11/2025 |
 Caterpillar (CAT) | 0.24% | 0.87% | 31.01% | - |
 Oracle (ORCL) | 0.24% | 1.99% | 20.49% | - |
 AppLovin (APP) | 0.24% | 1.18% | 18.75% | - |
 Wells Fargo (WFC) | 0.22% | 0% | 19.07% | 1/27/2025 |
 CPHequities | 0.21% | 0% | 18.99% | 9/2/2024 |
 jocjohnson | 0.2% | 0% | 20.33% | 8/13/2024 |
 IBM (IBM) | 0.19% | 0.83% | 29.67% | - |
 Eli Lilly (LLY) | 0.19% | 0.57% | 23.1% | - |
 Broadcom (AVGO) | 0.19% | 1.21% | 8.78% | - |
 Goldman Sachs (GS) | 0.18% | 1.08% | 13.05% | - |
 Bank of America (BAC) | 0.18% | 1.22% | 25.55% | - |
 Vistra (VST) | 0.17% | 0% | 7.75% | 5/7/2025 |
 Utilities | 0.17% | 0% | 7.83% | 12/20/2024 |
 Magnificent-7 | 0.16% | 0% | 9.26% | 9/3/2024 |
 GE (GE) | 0.16% | 1.47% | 16.06% | - |
 ASML (ASML) | 0.16% | 0.97% | 17.96% | - |
 ValueGurus | 0.16% | 0% | 10.36% | 9/3/2024 |
 GE Vernova (GEV) | 0.16% | 1.11% | 13.84% | - |
 Novo-Nordisk (NVO) | 0.16% | 0% | 18.51% | 11/6/2024 |
 Buybacks | 0.15% | 0% | 9.73% | 9/3/2024 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.15% | 0.68% | 14.72% | - |
 Energy Select Sector SPDR (XLE) | 0.14% | 0.69% | 14.72% | - |
 Vertiv (VRT) | 0.14% | 1.55% | 10.05% | - |
 Spotify (SPOT) | 0.13% | 0.56% | 13.05% | - |
 Carnival (CCL) | 0.13% | 0% | 62.74% | 4/3/2024 |
 Dell (DELL) | 0.12% | 1.36% | 12.26% | - |
 TSMC (TSM) | 0.12% | 1.32% | 13.77% | - |
 KeshavLohiya | 0.12% | 0% | 11.95% | 6/12/2024 |
 Qualcomm (QCOM) | 0.12% | 0.81% | 16.22% | - |
 Pepecnf | 0.12% | 0% | 10.76% | 9/2/2024 |
 Tesla (TSLA) | 0.12% | 0% | 17.64% | 2/26/2025 |
 Chubb (CB) | 0.11% | 0% | 16.22% | 12/9/2024 |
 BYD (01211.HK) | 0.11% | 0.85% | 11.95% | - |
 Robinhood (HOOD) | 0.11% | 1.32% | 5.85% | - |
 Arthur J. Gallagher (AJG) | 0.11% | 0% | 6.88% | 7/11/2025 |
 Ecolab (ECL) | 0.11% | 0% | 9.49% | 12/19/2024 |
 ABB (ABBN.ZU) | 0.11% | 0% | 9.34% | 12/10/2024 |
 Crowdstrike (CRWD) | 0.1% | 0% | 10.6% | 12/19/2024 |
 KKR (KKR) | 0.1% | 1.31% | 9.26% | - |
 UnitedHealth (UNH) | 0.1% | 0% | 25.16% | 5/15/2025 |
 ExxonMobil (XOM) | 0.1% | 0% | 13.61% | 1/28/2025 |
 Intel (INTC) | 0.09% | 0% | 5.14% | 8/9/2024 |
 Baker Hughes (BKR) | 0.09% | 0% | 7.2% | 5/13/2025 |
| 0.09% | 0% | 2.85% | 6/19/2024 | |
 Edwards Lifesciences (EW) | 0.08% | 0% | 22.63% | 10/28/2022 |
 Trip.com Group Limited (9961.HK) | 0.08% | 1.04% | 6.25% | - |
 Coca-Cola (KO) | 0.07% | 0% | 10.76% | 4/12/2024 |
 Xiaomi (1810.HK) | 0.07% | 0.4% | 11.95% | - |
 KLA (KLAC) | 0.07% | 0% | 9.89% | 12/10/2024 |
 JavierPrada | 0.07% | 0% | 7.75% | 4/12/2024 |
 D.R. Horton (DHI) | 0.06% | 0% | 8.78% | 5/14/2025 |
 iShares Global Healthcare ETF (IXJ) | 0.06% | 0.28% | 14.72% | - |
 Carvana (CVNA) | 0.06% | 0% | 7.12% | 2/12/2025 |
 Roku (ROKU) | 0.06% | 0% | 15.51% | 2/14/2025 |
 Airbnb (ABNB) | 0.06% | 0% | 10.05% | 12/13/2024 |
 RBC (RY) | 0.06% | 0% | 11% | 1/27/2025 |
 Adobe (ADBE) | 0.05% | 0% | 9.26% | 6/17/2024 |
 Aukie2008 | 0.05% | 0% | 6.49% | 4/15/2024 |
 Tencent (0700.HK) | 0.05% | 0% | 8.39% | 6/5/2025 |
 Warrior Met Coal (HCC) | 0.05% | 0% | 5.7% | 7/5/2024 |
 Cloudflare (NET) | 0.05% | 0% | 12.74% | 5/9/2025 |
 FundManagerZech | 0.05% | 0% | 1.11% | 11/21/2023 |
 celesh | 0.04% | 0% | 4.51% | 3/21/2024 |
 DexCom (DXCM) | 0.04% | 0% | 10.13% | 12/13/2024 |
 Walmart (WMT) | 0.04% | 0% | 3.09% | 2/20/2025 |
 allesofniets | 0.04% | 0% | 3.88% | 4/10/2024 |
 Lam Research (LRCX) | 0.04% | 0% | 10.6% | 12/19/2024 |
 Cadence (CDNS) | 0.04% | 0% | 9.1% | 12/10/2024 |
 Marriott (MAR) | 0.04% | 0% | 9.97% | 1/23/2025 |
 Hewlett Packard Enterprise (HPE) | 0.03% | 0% | 3.32% | 2/27/2025 |
 Reddit Inc (RDDT) | 0.03% | 0% | 4.75% | 7/16/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0.03% | 0% | 1.42% | 7/11/2025 |
 F5 (FFIV) | 0.03% | 0% | 14.79% | 2/12/2025 |
 Dominion Energy (D) | 0.03% | 0% | 4.67% | 12/19/2024 |
 Air Liquide (AI.PA) | 0.03% | 0% | 3.8% | 10/1/2024 |
 McDonald's (MCD) | 0.03% | 0% | 7.83% | 5/15/2024 |
 Elevance Health (ELV) | 0.03% | 0% | 5.54% | 1/15/2025 |
 Crocs (CROX) | 0.03% | 0% | 5.06% | 12/13/2024 |
 TheBigBanks | 0.03% | 0% | 2.53% | 6/17/2024 |
 Arista (ANET) | 0.03% | 0% | 4.43% | 5/21/2025 |
 Centene (CNC) | 0.03% | 0.82% | 12.9% | - |
 NicoRoumeau | 0.03% | 0% | 2.29% | 5/15/2024 |
 Utilities Select Sector SPDR (XLU) | 0.03% | 0% | 1.19% | 9/19/2024 |
 Micron (MU) | 0.03% | 0% | 2.37% | 7/17/2025 |
 Trade Desk (TTD) | 0.03% | 0% | 3.4% | 6/26/2025 |
 123autobus | 0.03% | 0% | 0.87% | 9/24/2024 |
| 0.02% | 0% | 1.58% | 5/8/2024 | |
 MongoDB (MDB) | 0.02% | 0% | 4.03% | 4/16/2024 |
 Wise_woman | 0.02% | 0% | 4.91% | 3/26/2024 |
 Edison (EIX) | 0.02% | 0% | 2.69% | 6/5/2025 |
 CAVA (CAVA) | 0.02% | 0% | 3.88% | 2/12/2025 |
 Costco (COST) | 0.02% | 0% | 2.69% | 2/18/2025 |
 Block Inc. (XYZ) | 0.02% | 0% | 12.82% | 12/20/2024 |
 Starbucks (SBUX) | 0.02% | 0% | 1.42% | 1/18/2022 |
| 0.02% | 0% | 3.32% | 4/3/2024 | |
 EuropeEconomy | 0.02% | 0% | 2.69% | 6/12/2024 |
 Humana (HUM) | 0.02% | 0% | 4.59% | 6/12/2024 |
 JD (9618.HK) | 0.02% | 0% | 3.01% | 6/9/2025 |
 Lululemon (LULU) | 0.02% | 0% | 4.75% | 5/21/2024 |
 Marvell (MRVL) | 0.02% | 0.75% | 1.66% | - |
 Meituan (03690.HK) | 0.02% | 0% | 3.32% | 6/13/2025 |
 Akamai (AKAM) | 0.02% | 0% | 11.79% | 12/13/2024 |
 Lenovo (0992.HK) | 0.02% | 0% | 3.16% | 6/11/2025 |
 Delta (DAL) | 0.01% | 0% | 0.95% | 1/12/2022 |
 Loews (L) | 0.01% | 0% | 2.06% | 2/10/2025 |
 CVS Health (CVS) | 0.01% | 0% | 1.82% | 2/6/2025 |
 Datadog (DDOG) | 0.01% | 0.43% | 1.98% | - |
 Axon (AXON) | 0.01% | 0% | 1.11% | 2/19/2025 |
 Hims & Hers (HIMS) | 0.01% | 0% | 1.42% | 6/23/2025 |
 ServiceNow (NOW) | 0.01% | 0% | 1.58% | 2/12/2025 |
 Merck (MRK) | 0.01% | 0% | 1.9% | 1/24/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 1.11% | 2/28/2025 |
 Rigetti (RGTI) | 0.01% | 0% | 1.27% | 2/24/2025 |
 UHS (UHS) | 0.01% | 0% | 0.71% | 1/22/2025 |
 Wise (WISE.L) | 0.01% | 0% | 1.82% | 9/4/2024 |
 Target (TGT) | 0.01% | 0% | 1.03% | 1/24/2022 |
 Twilio (TWLO) | 0.01% | 0% | 1.19% | 2/14/2025 |
 American Airlines (AAL) | 0.01% | 0% | 1.03% | 1/23/2025 |
 Volkswagen (VOW3.DE) | 0.01% | 0% | 2.29% | 9/4/2024 |
 Warner Bros Discovery (WBD) | 0.01% | 0% | 54.27% | 4/3/2024 |
 Wynn Resorts (WYNN) | 0.01% | 0% | 2.29% | 8/14/2024 |
 Coinbase (COIN) | 0.01% | 0% | 0.32% | 6/23/2025 |
 SkyWest (SKYW) | 0.01% | 0% | 0.47% | 1/16/2025 |
 Workday (WDAY) | 0.01% | 0% | 1.27% | 8/23/2024 |
 BioNTech SE (BNTX) | 0.01% | 0% | 1.58% | 1/20/2022 |
 Upstart (UPST) | 0.01% | 0% | 0.55% | 5/14/2025 |
 Willis Towers Watson (WTW) | 0.01% | 0% | 1.03% | 1/24/2022 |
 eToro Group LTD (ETOR) | 0.01% | 0.69% | 0.79% | - |
 MicroStrategy (MSTR) | 0.01% | 0% | 1.9% | 5/31/2024 |
 GlobalLogistics | 0.01% | 0% | 0.71% | 4/10/2024 |
 Commvault (CVLT) | 0.01% | 0% | 0.4% | 2/12/2025 |
 Cincinnati Financial (CINF) | 0% | 0% | 0.47% | 2/18/2025 |
 Clear (YOU) | 0% | 0.37% | 1.03% | - |
 IlMatematico | 0% | 0% | 0.4% | 1/22/2024 |
 Oklo (OKLO) | 0% | 0% | 0.47% | 6/26/2025 |
 Plug Power (PLUG) | 0% | 0% | 2.29% | 8/14/2024 |
 Fastly (FSLY) | 0% | 0% | 0.63% | 1/19/2022 |
 Baidu (BIDU) | 0% | 0% | 0.63% | 2/14/2025 |
 Stellantis (STLA.US) | 0% | 0% | 0.4% | 12/2/2024 |
 Veeva (VEEV) | 0% | 0% | 0.71% | 1/20/2022 |
 Masimo (MASI) | 0% | 0% | 0.71% | 1/20/2022 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0% | 0% | 0.4% | 7/16/2025 |
 Ford (F) | 0% | 0% | 0.47% | 8/26/2024 |
 Monolithic Power (MPWR) | 0% | 0% | 0.08% | 5/13/2025 |
 Omnicom (OMC) | 0% | 0% | 0.16% | 7/17/2025 |
 Progressive (PGR) | 0% | 0% | 0.16% | 7/17/2025 |
 Pfizer (PFE) | 0% | 0% | 0.32% | 11/20/2023 |
 ON Semiconductor (ON) | 0% | 0% | 0.32% | 5/9/2025 |
 e.l.f. (ELF) | 0% | 0% | 0.47% | 8/26/2024 |
 Rocket Lab (RKLB) | 0% | 0.45% | 0.24% | - |
 NRG Energy (NRG) | 0% | 0% | 0.08% | 5/13/2025 |
 Abercrombie & Fitch (ANF) | 0% | 0% | 0.16% | 1/15/2025 |
 Aurora Cannabis (ACB) | 0% | 0% | 0.63% | 5/14/2024 |
 SolarEdge (SEDG) | 0% | 0% | 0.4% | 1/5/2022 |
 SoFi (SOFI) | 0% | 0% | 0.08% | 7/9/2025 |
 US Bancorp (USB) | 0% | 0% | 0.08% | 7/17/2025 |
 Ulta (ULTA) | 0% | 0% | 0.71% | 4/12/2024 |
 BorgWarner (BWA) | 0% | 0% | 0.08% | 5/8/2025 |
 DJ30 Index (Non Expiry) (DJ30) | 0% | 0% | 0.16% | 4/11/2024 |
 iRobot (IRBT) | 0% | 0% | 0.32% | 1/23/2024 |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 0.08% | 1/22/2025 |
 Svitzer (SVITZR.CO) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Swiss Life (SLHN.ZU) | 0.7% | 1.4% |