Portfolio Diversification
Range
Most Diversified
33 instruments
October 2, 2024
Least Diversified
0 instruments
January 1, 2022
Average
21.6 instruments
Most Consistent Holdings
Top 5
INTC81%
ZM81%
VOW3.DE80.74%
REGN80.48%
AMD80.4%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Qualcomm (QCOM) | 3.77% | 5.25% | 79.27% | - |
 Alphabet (GOOG) | 3.67% | 5.63% | 79.53% | - |
| Zoom (ZM) | 3.29% | 4.05% | 81% | - |
 Amazon (AMZN) | 3.23% | 4.56% | 78.67% | - |
 Apple (AAPL) | 3.16% | 2.72% | 78.67% | - |
 Berkshire Hathaway (BRK.B) | 3.06% | 3.59% | 78.93% | - |
| AMD (AMD) | 3.06% | 3.52% | 80.4% | - |
 Netflix (NFLX) | 3.04% | 1.48% | 80.14% | - |
 Tesla (TSLA) | 2.94% | 1.05% | 77.98% | - |
 Adobe (ADBE) | 2.9% | 4.96% | 78.67% | - |
 SPDR S&P 500 ETF (SPY) | 2.75% | 2.79% | 79.45% | - |
 Microsoft (MSFT) | 2.67% | 4.31% | 78.5% | - |
 NVIDIA (NVDA) | 2.33% | 3.04% | 72.37% | - |
| Intel (INTC) | 2.27% | 2.35% | 81% | - |
 PayPal (PYPL) | 2.08% | 2.1% | 80.14% | - |
| Volkswagen (VOW3.DE) | 1.88% | 1.3% | 80.74% | - |
 TSMC (TSM) | 1.65% | 3.97% | 48.1% | - |
 Meta (META) | 1.59% | 4.48% | 49.14% | - |
 Boeing (BA) | 1.48% | 0% | 51.73% | 5/6/2024 |
 Airbnb (ABNB) | 1.46% | 2.47% | 51.12% | - |
 iShares MSCI India ETF (INDA) | 1.39% | 3.97% | 40.5% | - |
| Regeneron (REGN) | 1.39% | 1.15% | 80.48% | - |
 Visa (V) | 1.32% | 2.96% | 58.38% | - |
 Mastercard (MA) | 1.3% | 2.64% | 58.38% | - |
 Nio (NIO) | 1.19% | 0% | 63.04% | 10/17/2024 |
 Plus500 (PLUS.L) | 1.07% | 0.72% | 78.15% | - |
 Oracle (ORCL) | 0.88% | 1.7% | 46.55% | - |
 Adyen (ADYEN.NV) | 0.64% | 0.81% | 48.19% | - |
 BioNTech SE (BNTX) | 0.56% | 0% | 25.56% | 10/25/2024 |
 Booking (BKNG) | 0.48% | 1.98% | 21.76% | - |
 Pfizer (PFE) | 0.44% | 0% | 58.64% | 8/15/2024 |
 Reliance (RIGD.L) | 0.26% | 2.03% | 15.8% | - |
 BYD (01211.HK) | 0.21% | 0.72% | 34.97% | - |
 Lufthansa (LHA.DE) | 0.19% | 0% | 15.11% | 3/24/2023 |
 Snowflake (SNOW) | 0.12% | 0.65% | 15.8% | - |
 Tata Motors Shs Sponsored American Deposit Receipt Repr 5 Shs-ADR (TTM) | 0.09% | 0% | 6.82% | 12/12/2022 |
 Novo Nordisk (NOVO-B.CO) | 0.06% | 0.68% | 8.12% | - |
 Supermicro (SMCI) | 0.05% | 0% | 8.55% | 10/31/2024 |
 Alibaba (BABA) | 0.05% | 1.51% | 4.49% | - |
 ASML (ASML) | 0.04% | 1.42% | 3.02% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Qualcomm (QCOM) | 6.22% | 5.44% |
| iShares MSCI India ETF (INDA) | 6.04% | 5% |
| Meta (META) | 4.3% | 4.77% |
| Alphabet (GOOG) | 3.79% | 4.71% |
| TSMC (TSM) | 4.04% | 4.5% |
| Amazon (AMZN) | 3.22% | 4.28% |
| Zoom (ZM) | 3.79% | 4.15% |
| Apple (AAPL) | 3.16% | 3.75% |
| Berkshire Hathaway (BRK.B) | 3.5% | 3.74% |
| Tesla (TSLA) | 2.01% | 3.42% |
| Microsoft (MSFT) | 3.26% | 3.38% |
| Visa (V) | 3.26% | 3.33% |
| Airbnb (ABNB) | 3.82% | 3.25% |
| AMD (AMD) | 4.17% | 3.19% |
| NVIDIA (NVDA) | 2.82% | 2.98% |
| Adobe (ADBE) | 3.63% | 2.98% |
| SPDR S&P 500 ETF (SPY) | 2.79% | 2.96% |
| Netflix (NFLX) | 1.04% | 2.8% |
| Intel (INTC) | 3.86% | 2.64% |
| Booking (BKNG) | 2.33% | 2.59% |
| Mastercard (MA) | 2.34% | 2.45% |
| PayPal (PYPL) | 2.13% | 2.06% |
| Oracle (ORCL) | 1.78% | 1.95% |
| Reliance (RIGD.L) | 2.45% | 1.85% |
| Volkswagen (VOW3.DE) | 2.18% | 1.53% |
| Adyen (ADYEN.NV) | 0.54% | 0.98% |
| Plus500 (PLUS.L) | 0.61% | 0.84% |
| Snowflake (SNOW) | 0.69% | 0.81% |
| Regeneron (REGN) | 0.91% | 0.69% |
| BYD (01211.HK) | 0.58% | 0.62% |