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Portfolio Diversification
Range
Most Diversified
47 instruments
December 12, 2024
Least Diversified
0 instruments
February 2, 2025
Average
37.6 instruments
Most Consistent Holdings
Top 5
GOOG99.12%
AMZN99.12%
IBM99.12%
BIDU99.12%
BABA99.12%
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 | 43.84% | 0% | 77.1% | 6/19/2025 |
 Driverless | 6.59% | 0% | 77.16% | 6/20/2025 |
 ASML (ASML.NV) | 5.23% | 8.97% | 99.12% | - |
| Alphabet (GOOG) | 5.01% | 8.15% | 99.12% | - |
| Amazon (AMZN) | 4.99% | 5.22% | 99.12% | - |
 Microsoft (MSFT) | 3.94% | 4.13% | 76.91% | - |
 CPHequities | 3.47% | 0% | 97.24% | 6/14/2026 |
 JeppeKirkBonde | 2.95% | 0% | 30.05% | 6/14/2026 |
 Rayeiris | 2.14% | 0% | 16.19% | 6/14/2026 |
 Gold (Non Expiry) (GOLD) | 2.09% | 0% | 3.58% | 8/15/2025 |
 Meta (META) | 1.61% | 1.35% | 99% | - |
 thomaspj | 1.56% | 0% | 16.19% | 6/14/2026 |
 Core-Dynamic | 1.34% | 0% | 15.12% | 6/14/2026 |
 YieldKing | 0.89% | 0% | 77.16% | 6/20/2025 |
 Apple (AAPL) | 0.88% | 0.23% | 99.06% | - |
 Broadcom (AVGO) | 0.88% | 4.81% | 44.29% | - |
| IBM (IBM) | 0.76% | 0.84% | 99.12% | - |
 Shell (SHEL) | 0.74% | 1.16% | 99.06% | - |
 Walmart (WMT) | 0.64% | 0.84% | 99.06% | - |
 Mercedes-Benz (MBG.DE) | 0.62% | 0.25% | 98.87% | - |
 Volvo (VOLV-A.ST) | 0.61% | 0.39% | 98.87% | - |
 GoldenEnergy | 0.53% | 0% | 97.24% | 6/14/2026 |
| Alibaba (BABA) | 0.37% | 0.22% | 99.12% | - |
| Baidu (BIDU) | 0.37% | 0.27% | 99.12% | - |
 Tesla (TSLA) | 0.3% | 0% | 66.81% | 1/2/2025 |
 Samsung (SMSN.L) | 0.3% | 0.83% | 99.12% | - |
| 0.29% | 0% | 6.9% | 4/21/2022 | |
 Agilent (A.US) | 0.26% | 1.04% | 23.27% | - |
 Salesforce (CRM) | 0.24% | 0.13% | 99.12% | - |
 PayPal (PYPL) | 0.21% | 0% | 77.35% | 6/20/2025 |
 Thermo Fisher (TMO) | 0.2% | 0% | 20.08% | 6/14/2026 |
 NVIDIA (NVDA) | 0.18% | 0.16% | 54.2% | - |
 Starbucks (SBUX) | 0.17% | 0% | 77.29% | 6/20/2025 |
 Congress-Buys | 0.15% | 0% | 31.81% | 6/14/2026 |
 Unilever (ULVR.L) | 0.15% | 0.1% | 99% | - |
 Fin-Tech | 0.14% | 0% | 31.81% | 6/14/2026 |
 AMETEK (AME) | 0.13% | 0% | 97.62% | 6/14/2026 |
 ServiceNow (NOW) | 0.13% | 0.14% | 47.99% | - |
 Raytheon (RTX) | 0.12% | 0.14% | 99.06% | - |
 Disc Medicine (IRON) | 0.11% | 0.23% | 49.44% | - |
 Merck (MRK) | 0.1% | 0.55% | 20.45% | - |
 Adyen (ADYEN.NV) | 0.05% | 0% | 77.29% | 6/20/2025 |
 MAG Silver (MAG) | 0.04% | 0% | 33% | 9/15/2025 |
 Micron (MU) | 0.03% | 0.31% | 49.5% | - |
 Miyoshi | 0.03% | 0% | 6.96% | 4/22/2022 |
 Nio (NIO) | 0.02% | 0.01% | 99.12% | - |
 Phinia (PHIN) | 0.02% | 0% | 65.43% | 6/14/2026 |
 Solventum (SOLV) | 0.02% | 0% | 48.75% | 6/14/2026 |
 Biogen (BIIB) | 0.02% | 0.04% | 49.44% | - |
 Dollar Tree (DLTR) | 0.02% | 0.03% | 49.5% | - |
 Amgen (AMGN) | 0.01% | 0.05% | 22.65% | - |
 Aukie2008 | 0.01% | 0% | 10.04% | 6/13/2024 |
| 0.01% | 0% | 3.89% | 6/14/2024 | |
 Accelleron (ACLN.ZU) | 0.01% | 0% | 51% | 1/13/2025 |
 Warner Bros Discovery (WBD) | 0.01% | 0.01% | 55.02% | - |
 Atos (ATO.PA) | 0.01% | -0.01% | 15.43% | 12/6/2024 |
 Pfizer (PFE) | 0.01% | 0% | 3.39% | 2/23/2022 |
 TRON (TRX) | 0% | 0.01% | 40.72% | - |
 GCI Liberty Inc (GLIBK) | 0% | 0% | 18.88% | 5/26/2026 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.01% | 11.29% | - |
 BioNano (BNGO) | 0% | 0% | 3.39% | 2/23/2022 |
 PLAYA US delisting CVR (CVR PLAYA US MERGER) | 0% | 0% | 0% | - |
 Svitzer (SVITZR.CO) | 0% | 0% | 0% | - |
 Cardano (ADA) | 0% | 0% | 0% | - |
 Sandoz (SDZNY) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| JeppeKirkBonde | 21.55% | 19.07% |
| Rayeiris | 18.22% | 13.97% |
| thomaspj | 11.88% | 10.02% |
| Core-Dynamic | 10.4% | 8.88% |
| Alphabet (GOOG) | 3.38% | 7.74% |
| Amazon (AMZN) | 4.76% | 5.69% |
| ASML (ASML.NV) | 4.21% | 5.55% |
| Microsoft (MSFT) | 3.8% | 5.55% |
| Broadcom (AVGO) | 5.44% | 4.72% |
| CPHequities | 3.62% | 3.78% |
| Meta (META) | 1.53% | 2.54% |
| Agilent (A.US) | 1.19% | 1.19% |
| Thermo Fisher (TMO) | 1.04% | 1.13% |
| Shell (SHEL) | 0.86% | 1.08% |
| Apple (AAPL) | 0.64% | 1% |
| IBM (IBM) | 0.52% | 0.99% |
| Walmart (WMT) | 0.38% | 0.84% |
| Volvo (VOLV-A.ST) | 0.37% | 0.63% |
| GoldenEnergy | 0.53% | 0.55% |
| Merck (MRK) | 0.52% | 0.53% |
| Mercedes-Benz (MBG.DE) | 0.63% | 0.49% |
| Congress-Buys | 0.58% | 0.47% |
| Fin-Tech | 0.55% | 0.44% |
| Alibaba (BABA) | 0.9% | 0.43% |
| NVIDIA (NVDA) | 0.21% | 0.41% |
| Samsung (SMSN.L) | 0.24% | 0.34% |
| Baidu (BIDU) | 0.55% | 0.33% |
| Disc Medicine (IRON) | 0.16% | 0.29% |
| Salesforce (CRM) | 0.26% | 0.23% |
| ServiceNow (NOW) | 0.26% | 0.22% |
| Raytheon (RTX) | 0.07% | 0.15% |
| AMETEK (AME) | 0.1% | 0.14% |
| Unilever (ULVR.L) | 0.15% | 0.12% |
| Micron (MU) | 0.05% | 0.1% |
| Amgen (AMGN) | 0.05% | 0.05% |
| Dollar Tree (DLTR) | 0.05% | 0.04% |
| Solventum (SOLV) | 0% | 0.04% |
| Phinia (PHIN) | 0% | 0.04% |
| Biogen (BIIB) | 0.05% | 0.03% |
| TRON (TRX) | 0% | 0.01% |
| GCI Liberty Inc (GLIBK) | 0% | 0.01% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.01% |
| Warner Bros Discovery (WBD) | 0.01% | 0.01% |
| Nio (NIO) | 0.12% | 0.01% |
| Cardano (ADA) | 0% | 0% |
| Sandoz (SDZNY) | 0% | 0% |
| Atos (ATO.PA) | 0.1% | -0.01% |
Cash & Instruments Over Time
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