Portfolio Diversification
Range
Most Diversified
14 instruments
November 14, 2024
Least Diversified
0 instruments
February 2, 2025
Average
13 instruments
Most Consistent Holdings
Top 5
MSFT99.89%
PYPL99.89%
SGMO99.89%
0916.HK99.89%
EEM99.89%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 aurelie0931 | 13.7% | 16.47% | 82.99% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 5.5% | 7.27% | 99.89% | - |
 SPDR S&P Midcap 400 (MDY) | 5.5% | 5.51% | 99.89% | - |
 Proshares Ultra S&P 500 (SSO) | 4.35% | 4.72% | 99.89% | - |
 iShares MSCI ACWI Index Fund (ACWI) | 4.32% | 4.75% | 99.78% | - |
| Microsoft (MSFT) | 3.86% | 5.53% | 99.89% | - |
| PayPal (PYPL) | 3.8% | 4.48% | 99.89% | - |
| iShares MSCI Emerging Markets ETF (EEM) | 3.08% | 3.29% | 99.89% | - |
 NVIDIA (NVDA) | 2.82% | 6.83% | 54.71% | - |
 Apple (AAPL) | 2.18% | 1.9% | 99.78% | - |
 Pfizer (PFE) | 1.59% | 1.12% | 99.78% | - |
| China Longyuan (0916.HK) | 1.2% | 1.1% | 99.89% | - |
 Intercept Pharma (ICPT) | 0.96% | 0% | 33.59% | 11/14/2023 |
 Realty Income (O) | 0.48% | 1.68% | 26.98% | - |
| Sangamo (SGMO) | 0.41% | 0.16% | 99.89% | - |
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% |