Portfolio Diversification
Range
Most Diversified
14 instruments
November 14, 2024
Least Diversified
0 instruments
February 2, 2025
Average
12.7 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
MSFT99.87%
PFE99.87%
PYPL99.87%
SGMO99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 aurelie0931 | 13.13% | 0% | 79.28% | 2/1/2025 |
 SPDR S&P Midcap 400 (MDY) | 5.47% | 0% | 99.87% | 2/1/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 5.1% | 0% | 99.87% | 2/1/2025 |
 Proshares Ultra S&P 500 (SSO) | 4.34% | 0% | 99.87% | 2/1/2025 |
 iShares MSCI ACWI Index Fund (ACWI) | 4.24% | 0% | 99.87% | 2/1/2025 |
| PayPal (PYPL) | 3.64% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 3.61% | 0% | 99.87% | 2/1/2025 |
 iShares MSCI Emerging Markets ETF (EEM) | 3.05% | 0% | 99.87% | 2/1/2025 |
 NVIDIA (NVDA) | 2.22% | 0% | 44.49% | 2/1/2025 |
| Apple (AAPL) | 2.21% | 0% | 99.87% | 2/1/2025 |
| Pfizer (PFE) | 1.68% | 0% | 99.87% | 2/1/2025 |
 China Longyuan (0916.HK) | 1.24% | 0% | 99.87% | 2/1/2025 |
 Intercept Pharma (ICPT) | 1.18% | 0% | 41.17% | 11/14/2023 |
| Sangamo (SGMO) | 0.45% | 0% | 99.87% | 2/1/2025 |
 Realty Income (O) | 0.18% | 0% | 10.62% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| aurelie0931 | 18.9% | 16.91% |
| SPDR S&P Midcap 400 (MDY) | 4.93% | 5.7% |
| NVIDIA (NVDA) | 3.52% | 5.61% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 3.52% | 5.5% |
| PayPal (PYPL) | 5.28% | 5.35% |
| Microsoft (MSFT) | 3.52% | 4.79% |
| Proshares Ultra S&P 500 (SSO) | 3.52% | 4.54% |
| iShares MSCI ACWI Index Fund (ACWI) | 3.52% | 4.49% |
| iShares MSCI Emerging Markets ETF (EEM) | 3.52% | 2.91% |
| Apple (AAPL) | 1.76% | 2.34% |
| Realty Income (O) | 1.76% | 1.67% |
| Pfizer (PFE) | 1.76% | 1.28% |
| China Longyuan (0916.HK) | 1.76% | 1.04% |
| Sangamo (SGMO) | 5.28% | 0.35% |