Portfolio Diversification
Range
Most Diversified
61 instruments
October 5, 2024
Least Diversified
19 instruments
June 10, 2025
Average
47.3 instruments
Most Consistent Holdings
Top 5
MA100%
BRK.B100%
ADBE100%
ARKK100%
EWL100%
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 |
|---|---|---|---|---|
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 8.85% | 9.86% | 34.67% | - |
 Alphabet (GOOG) | 4.79% | 4.18% | 89.27% | - |
 Microsoft (MSFT) | 4.25% | 2.71% | 88.54% | - |
| ARK Innovation ETF (ARKK) | 4.08% | 2.7% | 100% | - |
 Alibaba (BABA) | 3.49% | 7.58% | 59.13% | - |
| Adobe (ADBE) | 3.05% | 1.52% | 100% | - |
 Rocket Lab (RKLB) | 2.66% | 0% | 33.44% | 2/24/2025 |
 TSMC (TSM) | 2.44% | 0% | 73.79% | 2/28/2025 |
| Berkshire Hathaway (BRK.B) | 2.43% | 2.5% | 100% | - |
 Ishares Nasdaq Biotechnology (IBB) | 2.4% | 0% | 84% | 4/4/2025 |
 iShares U.S. Medical Devices ETF (IHI) | 2.3% | 0% | 84.31% | 4/7/2025 |
 iShares S&P 500 Growth ETF (IVW) | 2.29% | 0% | 84% | 4/4/2025 |
 Charter (CHTR) | 2.23% | 0% | 95.87% | 7/28/2025 |
 iShares MSCI Taiwan ETF (EWT) | 2.04% | 0% | 84% | 4/4/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.02% | 0% | 90.82% | 6/9/2025 |
| iShares MSCI Switzerland ETF (EWL) | 1.98% | 0.27% | 100% | - |
 Amazon (AMZN) | 1.95% | 3.58% | 92.05% | - |
 Johnson & Johnson (JNJ) | 1.84% | 0% | 85.66% | 6/9/2025 |
 iShares MSCI Netherlands ETF (EWN) | 1.54% | 0% | 90.82% | 6/9/2025 |
 Union Pacific (UNP) | 1.53% | 0% | 78.53% | 4/4/2025 |
 JPMorgan (JPM) | 1.49% | 2.8% | 99.79% | - |
| Mastercard (MA) | 1.47% | 1.57% | 100% | - |
 Verisk (VRSK) | 1.47% | 1.39% | 94.84% | - |
 ICE (ICE) | 1.37% | 1.52% | 94.53% | - |
 Intuit (INTU) | 1.35% | 0% | 69.66% | 1/8/2025 |
 Visa (V) | 1.34% | 0% | 68.63% | 11/6/2024 |
 Pagseguro (PAGS) | 1.3% | 1.1% | 100% | - |
 Gambling.com (GAMB) | 1% | 0% | 34.16% | 3/4/2025 |
 iShares Semiconductor ETF (SOXX) | 1% | 0% | 81.53% | 3/11/2025 |
 Meta (META) | 1% | 4.72% | 84.52% | - |
 Pfizer (PFE) | 0.91% | 0% | 46.13% | 4/2/2025 |
 IRadimed (IRMD) | 0.85% | 1.95% | 53.35% | - |
 Aon (AON) | 0.84% | 0% | 69.66% | 1/8/2025 |
 Dynatrace (DT) | 0.84% | 0% | 75.13% | 1/8/2025 |
 RH (RH) | 0.83% | 0% | 75.34% | 3/4/2025 |
 Academy Sports (ASO) | 0.8% | 0% | 35.19% | 3/13/2025 |
 Coupang (CPNG) | 0.79% | 0% | 68.63% | 1/8/2025 |
 Netflix (NFLX) | 0.75% | 6.1% | 74.61% | - |
 Disney (DIS) | 0.75% | 0% | 84% | 4/4/2025 |
 PayPal (PYPL) | 0.72% | 0% | 84.31% | 4/7/2025 |
 PepsiCo (PEP) | 0.7% | 0% | 88.54% | 7/15/2025 |
 Atour (ATAT) | 0.7% | 0% | 34.88% | 4/4/2025 |
 Abbott (ABT) | 0.62% | 0% | 69.66% | 1/8/2025 |
 JD.com (JD.US) | 0.6% | 3.97% | 14.04% | - |
 Nike (NKE) | 0.56% | 0% | 26.83% | 3/21/2025 |
 Lowe's (LOW) | 0.51% | 0% | 69.14% | 1/8/2025 |
 iShares USD Floating Rate Bond UCITS ETF (FLOA.L) | 0.45% | 0% | 5.06% | 4/23/2025 |
 Oracle (ORCL) | 0.44% | 0.87% | 14.04% | - |
 Kraft Heinz (KHC) | 0.42% | 0% | 87.72% | 7/15/2025 |
 Medtronic (MDT.US) | 0.4% | 0% | 74.2% | 2/18/2025 |
 IFF (IFF) | 0.39% | 0% | 41.07% | 4/4/2024 |
 Daqo New Energy (DQ) | 0.36% | 0% | 26.01% | 1/8/2025 |
 Citi (C) | 0.36% | 5.97% | 6.09% | - |
 T-Mobile (TMUS) | 0.35% | 0% | 75.13% | 1/8/2025 |
 Saia (SAIA) | 0.35% | 0% | 29.82% | 2/21/2025 |
 Snowflake (SNOW) | 0.35% | 6.57% | 7.74% | - |
 Arvinas (ARVN) | 0.35% | 2.01% | 17.13% | - |
 Salesforce (CRM) | 0.34% | 2.21% | 14.04% | - |
 T. Rowe Price (TROW) | 0.34% | 0% | 40.66% | 4/5/2024 |
 Liberty Broadband (LBRDK) | 0.32% | 0% | 69.97% | 1/8/2025 |
 Goldman Sachs (GS) | 0.31% | 3.79% | 6.91% | - |
 Autohome (ATHM.CH) | 0.3% | 0% | 26.01% | 1/8/2025 |
 Oil States (OIS) | 0.3% | 0% | 25.59% | 1/8/2025 |
 Acuity Brands (AYI) | 0.29% | 0% | 75.13% | 1/8/2025 |
 Charles Schwab (SCHW) | 0.29% | 0% | 68.32% | 1/8/2025 |
 Credit Acceptance (CACC) | 0.28% | 0% | 69.66% | 1/8/2025 |
 CarMax (KMX) | 0.28% | 0% | 69.66% | 1/8/2025 |
 CNR (CNI) | 0.26% | 0% | 69.66% | 1/8/2025 |
 American Express (AXP) | 0.26% | 2.75% | 7.53% | - |
 Unilever (UL.US) | 0.23% | 0% | 41.49% | 4/5/2024 |
 Rolls-Royce (RR.L) | 0.23% | 4.99% | 7.53% | - |
 US Bancorp (USB) | 0.19% | 0% | 68.21% | 1/8/2025 |
 Truist (TFC) | 0.18% | 0% | 68.21% | 1/8/2025 |
 GE (GE) | 0.17% | 0% | 5.78% | 8/18/2025 |
 Palantir (PLTR) | 0.17% | 2.52% | 6.6% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 0.15% | 0% | 48.61% | 4/24/2024 |
 NVIDIA (NVDA) | 0.15% | 3.61% | 7.74% | - |
 IAG (IAG.L) | 0.14% | 2.68% | 7.74% | - |
 Bank of America (BAC) | 0.09% | 0% | 7.12% | 3/13/2023 |
 Atlassian (TEAM) | 0.09% | 0% | 75.13% | 1/8/2025 |
 GBP/USD (GBPUSD) | 0.07% | 0% | 2.89% | 3/8/2024 |
 Vitru Ltd (VTRU) | 0.06% | 0% | 4.75% | 6/19/2024 |
 USD/CHF (USDCHF) | 0.05% | 0% | 2.58% | 3/13/2023 |
 Novo-Nordisk (NVO) | 0.04% | 1.97% | 1.96% | - |
 Walmart (WMT) | 0.03% | 0% | 0.93% | 7/10/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rocket Lab (RKLB) | 3.19% | 15.57% |
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 7.63% | 5.71% |
| Alibaba (BABA) | 5.73% | 4.99% |
| Microsoft (MSFT) | 4.19% | 4.99% |
| ARK Innovation ETF (ARKK) | 4.14% | 4.34% |
| TSMC (TSM) | 2.55% | 4.19% |
| Gambling.com (GAMB) | 3.17% | 3.48% |
| Alphabet (GOOG) | 2.55% | 3.13% |
| Adobe (ADBE) | 3.19% | 2.67% |
| Amazon (AMZN) | 1.59% | 2.59% |
| Charter (CHTR) | 3.82% | 2.45% |
| Ishares Nasdaq Biotechnology (IBB) | 3.82% | 2.42% |
| Berkshire Hathaway (BRK.B) | 1.91% | 2.39% |
| iShares MSCI Taiwan ETF (EWT) | 3.82% | 2.22% |
| Academy Sports (ASO) | 3.19% | 2.17% |
| Atour (ATAT) | 1.91% | 2.13% |
| Nike (NKE) | 2.55% | 1.93% |
| Intuit (INTU) | 1.59% | 1.82% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 3.19% | 1.76% |
| Johnson & Johnson (JNJ) | 2.55% | 1.73% |
| Pfizer (PFE) | 2.55% | 1.71% |
| Union Pacific (UNP) | 1.91% | 1.68% |
| IRadimed (IRMD) | 1.59% | 1.57% |
| Verisk (VRSK) | 1.27% | 1.5% |
| Mastercard (MA) | 1.27% | 1.49% |
| ICE (ICE) | 1.27% | 1.37% |
| Daqo New Energy (DQ) | 1.91% | 1.28% |
| RH (RH) | 1.27% | 1.28% |
| Oil States (OIS) | 1.27% | 1.1% |
| Saia (SAIA) | 1.27% | 1.06% |
| Dynatrace (DT) | 1.76% | 1.06% |
| iShares U.S. Medical Devices ETF (IHI) | 1.59% | 1.06% |
| Autohome (ATHM.CH) | 1.27% | 0.96% |
| PayPal (PYPL) | 1.91% | 0.95% |
| Meta (META) | 0.33% | 0.85% |
| Abbott (ABT) | 0.96% | 0.8% |
| Pagseguro (PAGS) | 1.99% | 0.76% |
| PepsiCo (PEP) | 0.96% | 0.64% |
| T-Mobile (TMUS) | 0.39% | 0.53% |
| iShares S&P 500 Growth ETF (IVW) | 0.41% | 0.52% |
| Medtronic (MDT.US) | 0.64% | 0.45% |
| Lowe's (LOW) | 0.44% | 0.41% |
| Liberty Broadband (LBRDK) | 0.64% | 0.39% |
| Kraft Heinz (KHC) | 0.64% | 0.38% |
| Aon (AON) | 0.41% | 0.36% |
| JPMorgan (JPM) | 0.2% | 0.31% |
| Disney (DIS) | 0.64% | 0.31% |
| iShares Semiconductor ETF (SOXX) | 0.23% | 0.29% |
| US Bancorp (USB) | 0.32% | 0.28% |
| Acuity Brands (AYI) | 0.14% | 0.26% |
| Charles Schwab (SCHW) | 0.32% | 0.26% |
| Truist (TFC) | 0.32% | 0.26% |
| iShares MSCI Netherlands ETF (EWN) | 0.39% | 0.25% |
| iShares MSCI Switzerland ETF (EWL) | 0.35% | 0.23% |
| Coupang (CPNG) | 0.16% | 0.17% |
| Netflix (NFLX) | 0.07% | 0.15% |
| Atlassian (TEAM) | 0.32% | 0.13% |
| CarMax (KMX) | 0.11% | 0.1% |
| Credit Acceptance (CACC) | 0.12% | 0.09% |
| CNR (CNI) | 0.08% | 0.05% |