Portfolio Diversification
Range
Most Diversified
57 instruments
January 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
48.6 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
META99.91%
MSFT99.91%
AMZN99.91%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 6.45% | 0% | 99.91% | 2/1/2025 |
 Starbucks (SBUX) | 5.22% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 4.93% | 0% | 99.91% | 2/1/2025 |
 Tesla (TSLA) | 4.52% | 0% | 99.91% | 2/1/2025 |
 Samsung (SMSN.L) | 3.91% | 0% | 99.91% | 2/1/2025 |
| Meta (META) | 3.9% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 3.66% | 0% | 99.91% | 2/1/2025 |
| Apple (AAPL) | 3.42% | 0% | 99.91% | 2/1/2025 |
 PayPal (PYPL) | 3.22% | 0% | 99.91% | 2/1/2025 |
 First Solar (FSLR) | 3.15% | 0% | 99.91% | 2/1/2025 |
 Spotify (SPOT) | 3.08% | 0% | 99.91% | 2/1/2025 |
 Mastercard (MA) | 2.74% | 0% | 86.77% | 9/9/2024 |
 Adidas (ADS.DE) | 2.66% | 0% | 99.27% | 2/1/2025 |
| Amazon (AMZN) | 2.61% | 0% | 99.91% | 2/1/2025 |
 Visa (V) | 2.55% | 0% | 85.86% | 8/30/2024 |
 Orsted (ORSTED.CO) | 2.42% | 0% | 99.91% | 2/1/2025 |
 Cisco (CSCO) | 1.69% | 0% | 93.16% | 2/1/2025 |
 Nestle (NESN.ZU) | 1.59% | 0% | 99.91% | 2/1/2025 |
 Pfizer (PFE) | 1.46% | 0% | 64.78% | 2/1/2025 |
 AT&T (T) | 1.41% | 0% | 82.76% | 2/1/2025 |
 Disney (DIS) | 1.4% | 0% | 99.91% | 2/1/2025 |
 Alibaba (9988.HK) | 1.38% | 0% | 99.91% | 2/1/2025 |
 Siemens Healthineers (SHL.DE) | 1.37% | 0% | 98.81% | 2/1/2025 |
 Boeing (BA) | 1.37% | 0% | 99.91% | 2/1/2025 |
 Toyota (TM) | 1.35% | 0% | 83.67% | 2/1/2025 |
 Intel (INTC) | 1.29% | 0% | 79.47% | 2/1/2025 |
 easyJet (EZJ.L) | 1.21% | 0% | 99.91% | 2/1/2025 |
 UnitedHealth (UNH) | 1.16% | 0% | 35.49% | 2/17/2023 |
 Invesco QQQ (QQQ) | 1.14% | 0% | 89.6% | 2/1/2025 |
 AMD (AMD) | 1.11% | 0% | 43.89% | 5/22/2023 |
 Barrick (GOLD.BARRICK) | 1.06% | 0% | 78.01% | 2/1/2025 |
 Nio (NIO) | 1.04% | 0% | 99.91% | 2/1/2025 |
 Airbus (AIR.PA) | 1% | 0% | 56.11% | 2/1/2025 |
 IBM (IBM) | 0.98% | 0% | 77.83% | 2/1/2025 |
 Fortescue (FMG.ASX) | 0.96% | 0% | 76.64% | 2/1/2025 |
 Vale (VALE) | 0.88% | 0% | 60.68% | 2/1/2025 |
 Tencent (0700.HK) | 0.86% | 0% | 98.18% | 2/1/2025 |
 Host Hotels (HST) | 0.83% | 0% | 64.42% | 2/1/2025 |
 Boliden (BOL.ST) | 0.83% | 0% | 59.58% | 2/1/2025 |
 Merck (MRK) | 0.8% | 0% | 72.08% | 2/1/2025 |
 Norsk Hydro (NHY.OL) | 0.79% | 0% | 55.93% | 2/1/2025 |
 NAB (NAB.ASX) | 0.71% | 0% | 76% | 1/22/2025 |
 SPDR S&P 500 ETF (SPY) | 0.7% | 0% | 59.12% | 2/1/2025 |
 Chevron (CVX) | 0.7% | 0% | 54.47% | 9/16/2024 |
 ARK Innovation ETF (ARKK) | 0.69% | 0% | 99.91% | 2/1/2025 |
 JPMorgan (JPM) | 0.67% | 0% | 49.09% | 9/14/2023 |
 LSE (LSEG.L) | 0.64% | 0% | 62.77% | 12/19/2023 |
 LVMH (MC.PA) | 0.63% | 0% | 33.12% | 2/1/2025 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.63% | 0% | 60.22% | 2/1/2024 |
 Nintendo (NTDOY) | 0.55% | 0% | 50.73% | 8/23/2024 |
 Bayer (BAYN.DE) | 0.53% | 0% | 57.57% | 2/1/2025 |
 Palantir (PLTR) | 0.51% | 0% | 99.91% | 2/1/2025 |
 GSK (GSK.L) | 0.48% | 0% | 41.24% | 2/1/2025 |
 Sanofi (SAN.PA) | 0.48% | 0% | 39.32% | 8/26/2024 |
 Woolworths (WOW.ASX) | 0.4% | 0% | 32.57% | 2/1/2025 |
 Pilbara Minerals (PLS.ASX) | 0.38% | 0% | 33.21% | 2/1/2025 |
 SolarEdge (SEDG) | 0.27% | 0% | 22.72% | 4/12/2023 |
 Aurubis (NDA.DE) | 0.23% | 0% | 23.81% | 7/12/2023 |
 Virgin Galactic (SPCE) | 0.2% | 0% | 99.91% | 2/1/2025 |
 Caterpillar (CAT) | 0.2% | 0% | 25.91% | 7/11/2023 |
 Goldman Sachs (GS) | 0.17% | 0% | 25.18% | 1/13/2023 |
 Weyerhaeuser (WY) | 0.15% | 0% | 14.96% | 2/1/2025 |
 Moderna (MRNA) | 0.15% | 0% | 36.13% | 5/24/2024 |
 Procter & Gamble (PG) | 0.15% | 0% | 22.08% | 6/1/2023 |
 Dior (CDI.PA) | 0.13% | 0% | 21.35% | 2/1/2025 |
 McDonald's (MCD) | 0.13% | 0% | 16.24% | 12/1/2023 |
 Centene (CNC) | 0.12% | 0% | 9.03% | 2/1/2025 |
 Meituan (03690.HK) | 0.11% | 0% | 60.86% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 0.08% | 0% | 12.23% | 3/27/2023 |
 Kraft Heinz (KHC) | 0.05% | 0% | 6.84% | 2/1/2025 |
 Ramsay (RHC.ASX) | 0.04% | 0% | 8.85% | 5/15/2024 |
 Nike (NKE) | 0.04% | 0% | 4.74% | 8/23/2024 |
 Adecoagro (AGRO) | 0.03% | 0% | 6.75% | 3/4/2024 |
 Coca-Cola (KO) | 0.03% | 0% | 5.47% | 2/1/2025 |
 Realty Income (O) | 0.03% | 0% | 5.47% | 2/1/2025 |
 Walmart (WMT) | 0.03% | 0% | 3.65% | 6/28/2022 |
 Bitcoin (BTC) | 0.03% | 0% | 22.35% | 6/22/2023 |
 TSMC (TSM) | 0.02% | 0% | 1.92% | 10/6/2023 |
 Deutsche Post (DHL.DE) | 0.02% | 0% | 2.37% | 2/1/2025 |
 ING (INGA.NV) | 0.02% | 0% | 4.84% | 2/1/2025 |
 Home Depot (HD) | 0.02% | 0% | 3.28% | 7/11/2023 |
 Freeport-McMoRan (FCX) | 0.02% | 0% | 2.65% | 2/1/2025 |
 Oracle (ORCL) | 0.01% | 0% | 2.28% | 2/1/2025 |
 Vertex (VRTX) | 0.01% | 0% | 0.64% | 1/7/2022 |
 EQT (EQT) | 0% | 0% | 0.91% | 9/16/2024 |
 ExxonMobil (XOM) | 0% | 0% | 0.55% | 11/2/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 2.97% | 10.89% |
| Starbucks (SBUX) | 4.56% | 4.03% |
| Adidas (ADS.DE) | 3.57% | 3.73% |
| Spotify (SPOT) | 1.59% | 3.61% |
| Tesla (TSLA) | 1.39% | 3.51% |
| Meta (META) | 1.98% | 3.14% |
| Samsung (SMSN.L) | 4.36% | 2.96% |
| Microsoft (MSFT) | 2.58% | 2.74% |
| LVMH (MC.PA) | 2.78% | 2.46% |
| Merck (MRK) | 2.78% | 2.43% |
| Toyota (TM) | 2.18% | 2.33% |
| Orsted (ORSTED.CO) | 3.77% | 2.31% |
| Nestle (NESN.ZU) | 2.78% | 2.21% |
| Pfizer (PFE) | 2.78% | 2.13% |
| First Solar (FSLR) | 1.39% | 2.11% |
| PayPal (PYPL) | 4.16% | 2.1% |
| Fortescue (FMG.ASX) | 2.18% | 2.06% |
| Alphabet (GOOG) | 1.39% | 2.05% |
| Siemens Healthineers (SHL.DE) | 1.98% | 1.91% |
| Apple (AAPL) | 1.59% | 1.9% |
| IBM (IBM) | 1.59% | 1.77% |
| Cisco (CSCO) | 1.59% | 1.76% |
| Invesco QQQ (QQQ) | 1.59% | 1.75% |
| Airbus (AIR.PA) | 1.59% | 1.74% |
| AT&T (T) | 1.59% | 1.68% |
| Woolworths (WOW.ASX) | 1.78% | 1.67% |
| NAB (NAB.ASX) | 1.39% | 1.63% |
| Centene (CNC) | 1.59% | 1.61% |
| Boliden (BOL.ST) | 1.78% | 1.56% |
| Norsk Hydro (NHY.OL) | 1.59% | 1.51% |
| Vale (VALE) | 2.18% | 1.48% |
| Barrick (GOLD.BARRICK) | 1.59% | 1.46% |
| GSK (GSK.L) | 1.59% | 1.42% |
| Intel (INTC) | 2.38% | 1.37% |
| Disney (DIS) | 1.59% | 1.31% |
| Weyerhaeuser (WY) | 1.39% | 1.28% |
| Amazon (AMZN) | 0.99% | 1.25% |
| Tencent (0700.HK) | 1.19% | 1.22% |
| Pilbara Minerals (PLS.ASX) | 1.59% | 1.05% |
| Boeing (BA) | 0.99% | 0.89% |
| Alibaba (9988.HK) | 1.98% | 0.87% |
| Bayer (BAYN.DE) | 1.59% | 0.85% |
| Palantir (PLTR) | 0.4% | 0.84% |
| Kraft Heinz (KHC) | 0.79% | 0.79% |
| Dior (CDI.PA) | 0.79% | 0.75% |
| easyJet (EZJ.L) | 0.99% | 0.72% |
| ARK Innovation ETF (ARKK) | 1.19% | 0.63% |
| Coca-Cola (KO) | 0.59% | 0.6% |
| Realty Income (O) | 0.59% | 0.58% |
| ING (INGA.NV) | 0.4% | 0.4% |
| Host Hotels (HST) | 0.4% | 0.36% |
| Nio (NIO) | 2.18% | 0.3% |
| Virgin Galactic (SPCE) | 0.79% | 0.04% |
| Meituan (03690.HK) | 0% | 0.01% |