Portfolio Diversification
Range
Most Diversified
43 instruments
April 29, 2022
Least Diversified
23 instruments
January 1, 2022
Average
33.3 instruments
Most Consistent Holdings
Top 5
GOOG100%
MSFT100%
AMZN100%
BA100%
TSLA100%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 9.74% | 7.95% | 100% | - |
| Microsoft (MSFT) | 8.81% | 6.99% | 100% | - |
 Rolls-Royce (RR.L) | 8.62% | 18.15% | 100% | - |
 Adobe (ADBE) | 7.47% | 4.03% | 100% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 7.38% | 9.39% | 100% | - |
 NVIDIA (NVDA) | 6.54% | 9.27% | 100% | - |
 Global X SuperDividend ETF (SDIV) | 6.26% | 4.8% | 100% | - |
| Amazon (AMZN) | 5.12% | 4.5% | 100% | - |
 SPDR Gold MiniShares Trust (GLDM) | 4.73% | 9.29% | 82.95% | - |
 Vanguard Long-Term Bond ETF (BLV) | 3.35% | 2.22% | 100% | - |
 SPDR S&P 500 ETF (SPY) | 2.91% | 3.04% | 89.94% | - |
 AstraZeneca (AZN.L) | 2.59% | 1.71% | 100% | - |
 Airbnb (ABNB) | 2.52% | 1.5% | 100% | - |
| Boeing (BA) | 2.45% | 1.48% | 100% | - |
 Netflix (NFLX) | 2.44% | 3.67% | 100% | - |
 Alibaba (BABA) | 2.27% | 1.83% | 100% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 1.9% | 4.07% | 44.93% | - |
| Tesla (TSLA) | 1.8% | 1.44% | 100% | - |
 LVMH (MC.PA) | 1.43% | 0.8% | 91.22% | - |
 Fiverr (FVRR) | 1.36% | 0.64% | 100% | - |
 Moderna (MRNA) | 1.29% | 0.17% | 100% | - |
 Uber (UBER) | 1.24% | 1.4% | 100% | - |
 Twitter (TWTR) | 0.96% | 0% | 24.47% | 10/28/2022 |
 Allbirds (BIRD) | 0.9% | 0% | 74% | 6/17/2024 |
 Zoom (ZM) | 0.8% | 0.47% | 99.91% | - |
 Crowdstrike (CRWD) | 0.79% | 0.99% | 97.53% | - |
 Unity (U) | 0.38% | 0.12% | 100% | - |
 Coursera (COUR) | 0.17% | 0.06% | 99.91% | - |
 Johnson & Johnson (JNJ) | 0.08% | 0% | 54.13% | 11/16/2023 |
 Thermo Fisher (TMO) | 0.07% | 0% | 54.13% | 11/16/2023 |
 JPMorgan (JPM) | 0.07% | 0% | 53.88% | 11/13/2023 |
 First Solar (FSLR) | 0.07% | 0% | 54.13% | 11/16/2023 |
 Sunrun (RUN) | 0.07% | 0% | 54.13% | 11/16/2023 |
 Vestas (VWS.CO) | 0.04% | 0% | 53.88% | 11/13/2023 |
 NextEra (NEE) | 0.04% | 0% | 54.13% | 11/16/2023 |
 Xylem (XYL) | 0.04% | 0% | 54.05% | 11/15/2023 |
 Xinyi Solar (0968.HK) | 0.03% | 0% | 53.96% | 11/17/2023 |
 Digital Realty (DLR) | 0.03% | 0% | 54.13% | 11/16/2023 |
 Alexandria (ARE) | 0.03% | 0% | 54.13% | 11/16/2023 |
 Cousins Properties (CUZ) | 0.03% | 0% | 54.13% | 11/16/2023 |
 SolarEdge (SEDG) | 0.01% | 0% | 14.92% | 7/15/2022 |
 GCL (3800.HK) | 0.01% | 0% | 14.83% | 7/18/2022 |
 Orsted (ORSTED.CO) | 0.01% | 0% | 15.17% | 7/18/2022 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.01% | 0% | 14.92% | 7/15/2022 |
 Plug Power (PLUG) | 0.01% | 0% | 16.03% | 7/29/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 3.38% | 13.59% |
| NVIDIA (NVDA) | 8.31% | 12.17% |
| Alphabet (GOOG) | 7.37% | 9.78% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 7.71% | 8.54% |
| Microsoft (MSFT) | 6.15% | 7.94% |
| Amazon (AMZN) | 4.93% | 5.66% |
| SPDR Gold MiniShares Trust (GLDM) | 4.96% | 5.57% |
| Adobe (ADBE) | 6.71% | 5.09% |
| Global X SuperDividend ETF (SDIV) | 9.82% | 5% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 5.25% | 3.99% |
| SPDR S&P 500 ETF (SPY) | 2.99% | 3.35% |
| Netflix (NFLX) | 2.83% | 3.32% |
| Tesla (TSLA) | 2% | 2.39% |
| Vanguard Long-Term Bond ETF (BLV) | 4.05% | 2.21% |
| Airbnb (ABNB) | 2.83% | 1.74% |
| AstraZeneca (AZN.L) | 1.66% | 1.7% |
| Boeing (BA) | 2.27% | 1.6% |
| Alibaba (BABA) | 3.88% | 1.41% |
| Uber (UBER) | 1.11% | 1.11% |
| LVMH (MC.PA) | 1.39% | 1.08% |
| Crowdstrike (CRWD) | 0.55% | 0.9% |
| Fiverr (FVRR) | 4.49% | 0.81% |
| Zoom (ZM) | 1.66% | 0.53% |
| Moderna (MRNA) | 2.27% | 0.29% |
| Unity (U) | 1.16% | 0.14% |
| Coursera (COUR) | 0.25% | 0.07% |