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Portfolio Diversification
Range
Most Diversified
47 instruments
December 12, 2024
Least Diversified
0 instruments
February 2, 2025
Average
37.8 instruments
Most Consistent Holdings
Top 5
GOOG99.02%
AMZN99.02%
IBM99.02%
BIDU99.02%
BABA99.02%
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 | 42.58% | 0% | 74.89% | 6/19/2025 |
 Driverless | 6.4% | 0% | 74.95% | 6/20/2025 |
 ASML (ASML.NV) | 5.32% | 7.92% | 99.02% | - |
| Alphabet (GOOG) | 5.09% | 8.18% | 99.02% | - |
| Amazon (AMZN) | 5% | 6.23% | 99.02% | - |
 Microsoft (MSFT) | 3.94% | 4.96% | 77.45% | - |
 CPHequities | 3.48% | 4.08% | 97.2% | - |
 JeppeKirkBonde | 3.43% | 20.14% | 31.93% | - |
 Rayeiris | 2.42% | 12.65% | 18.46% | - |
 Gold (Non Expiry) (GOLD) | 2.03% | 0% | 3.47% | 8/15/2025 |
 thomaspj | 1.74% | 7.62% | 18.46% | - |
 Meta (META) | 1.63% | 1.99% | 98.9% | - |
 Core-Dynamic | 1.55% | 8.95% | 17.43% | - |
 Broadcom (AVGO) | 0.98% | 4.95% | 45.76% | - |
 Apple (AAPL) | 0.88% | 1.06% | 98.96% | - |
 YieldKing | 0.87% | 0% | 74.95% | 6/20/2025 |
| IBM (IBM) | 0.76% | 0.7% | 99.02% | - |
 Shell (SHEL) | 0.75% | 1.25% | 98.96% | - |
 Walmart (WMT) | 0.64% | 0.78% | 98.96% | - |
 Volvo (VOLV-A.ST) | 0.61% | 0.71% | 98.78% | - |
 Mercedes-Benz (MBG.DE) | 0.61% | 0.35% | 98.78% | - |
 GoldenEnergy | 0.53% | 0.53% | 97.2% | - |
| Alibaba (BABA) | 0.37% | 0.33% | 99.02% | - |
| Baidu (BIDU) | 0.36% | 0.26% | 99.02% | - |
 Samsung (SMSN.L) | 0.31% | 0.65% | 99.02% | - |
 Tesla (TSLA) | 0.29% | 0% | 64.9% | 1/2/2025 |
 Agilent (A.US) | 0.28% | 1.12% | 25.35% | - |
| 0.28% | 0% | 6.7% | 4/21/2022 | |
 Salesforce (CRM) | 0.24% | 0.15% | 99.02% | - |
 Thermo Fisher (TMO) | 0.22% | 1.04% | 22.24% | - |
 PayPal (PYPL) | 0.2% | 0% | 75.14% | 6/20/2025 |
 NVIDIA (NVDA) | 0.18% | 0.42% | 55.39% | - |
 Starbucks (SBUX) | 0.16% | 0% | 75.08% | 6/20/2025 |
 Congress-Buys | 0.16% | 0.5% | 33.64% | - |
 Fin-Tech | 0.15% | 0.37% | 33.64% | - |
 Unilever (ULVR.L) | 0.14% | 0.11% | 98.9% | - |
 AMETEK (AME) | 0.13% | 0.15% | 97.56% | - |
 ServiceNow (NOW) | 0.13% | 0.15% | 49.36% | - |
 Raytheon (RTX) | 0.12% | 0.17% | 98.96% | - |
 Merck (MRK) | 0.12% | 0.61% | 22.61% | - |
 Disc Medicine (IRON) | 0.11% | 0.26% | 50.76% | - |
 Adyen (ADYEN.NV) | 0.05% | 0% | 75.08% | 6/20/2025 |
 MAG Silver (MAG) | 0.04% | 0% | 32.05% | 9/15/2025 |
 Micron (MU) | 0.04% | 0.26% | 50.82% | - |
 Miyoshi | 0.03% | 0% | 6.76% | 4/22/2022 |
 Phinia (PHIN) | 0.02% | 0.04% | 66.3% | - |
 Nio (NIO) | 0.02% | 0.01% | 99.02% | - |
 Solventum (SOLV) | 0.02% | 0.04% | 50.09% | - |
 Biogen (BIIB) | 0.02% | 0.04% | 50.76% | - |
 Dollar Tree (DLTR) | 0.02% | 0.04% | 50.82% | - |
 Amgen (AMGN) | 0.01% | 0.05% | 24.74% | - |
 Aukie2008 | 0.01% | 0% | 9.75% | 6/13/2024 |
| 0.01% | 0% | 3.78% | 6/14/2024 | |
 Accelleron (ACLN.ZU) | 0.01% | 0% | 49.54% | 1/13/2025 |
 Warner Bros Discovery (WBD) | 0.01% | 0.01% | 56.19% | - |
 Atos (ATO.PA) | 0.01% | -0.01% | 14.99% | 12/6/2024 |
 Pfizer (PFE) | 0.01% | 0% | 3.29% | 2/23/2022 |
 TRON (TRX) | 0% | 0.01% | 42.29% | - |
 GCI Liberty Inc (GLIBK) | 0% | 0% | 18.46% | 7/30/2026 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.01% | 13.71% | - |
 BioNano (BNGO) | 0% | 0% | 3.29% | 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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