Portfolio Diversification
Range
Most Diversified
82 instruments
July 19, 2024
Least Diversified
0 instruments
February 2, 2025
Average
58.6 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
META99.87%
MSFT99.87%
AMZN99.87%
BAC99.87%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 8.33% | 0% | 99.87% | 2/1/2025 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 7.89% | 0% | 99.87% | 2/1/2025 |
 Citi (C) | 6.3% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 5.62% | 0% | 99.87% | 2/1/2025 |
 Bitcoin (BTC) | 4.98% | 0% | 99.87% | 2/1/2025 |
 JPMorgan (JPM) | 4.22% | 0% | 99.87% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 3.91% | 0% | 62.68% | 4/25/2024 |
 Alphabet (GOOGL) | 3.8% | 0% | 99.87% | 2/1/2025 |
 Invesco QQQ (QQQ) | 3.63% | 0% | 71.05% | 6/28/2024 |
 Wells Fargo (WFC) | 2.74% | 0% | 99.34% | 1/28/2025 |
| Apple (AAPL) | 2.72% | 0% | 99.87% | 2/1/2025 |
| Bank of America (BAC) | 2.59% | 0% | 99.87% | 2/1/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.52% | 0% | 75.56% | 2/1/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 2.08% | 0% | 99.87% | 2/1/2025 |
| Meta (META) | 2.06% | 0% | 99.87% | 2/1/2025 |
 Tesla (TSLA) | 1.93% | 0% | 86.59% | 10/24/2024 |
 JPMorgan Ultra-Short Income ETF (JPST) | 1.61% | 0% | 28.29% | 2/1/2025 |
 NVIDIA (NVDA) | 1.57% | 0% | 45.68% | 2/1/2025 |
 Pfizer (PFE) | 1.53% | 0% | 98.54% | 2/1/2025 |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 1.36% | 0% | 93.89% | 2/1/2025 |
 UnitedHealth (UNH) | 1.31% | 0% | 99.6% | 2/1/2025 |
 The Health Care Select Sector SPDR Fund (XLV) | 1.29% | 0% | 99.87% | 2/1/2025 |
 LVMH (MC.PA) | 1.2% | 0% | 72.91% | 2/1/2025 |
 SPDR EURO STOXX 50 ETF (FEZ) | 1.17% | 0% | 55.11% | 2/28/2024 |
 Moderna (MRNA) | 1.07% | 0% | 92.83% | 2/1/2025 |
 Spotify (SPOT) | 0.83% | 0% | 74.37% | 7/23/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.78% | 0% | 55.51% | 3/1/2024 |
 Airbnb (ABNB) | 0.75% | 0% | 99.6% | 2/1/2025 |
 Visa (V) | 0.64% | 0% | 50.33% | 2/1/2025 |
 Lockheed Martin (LMT) | 0.56% | 0% | 49.4% | 7/31/2024 |
 Nike (NKE) | 0.53% | 0% | 75.56% | 2/1/2025 |
 Thermo Fisher (TMO) | 0.52% | 0% | 47.01% | 5/8/2024 |
 AbbVie (ABBV) | 0.51% | 0% | 58.17% | 7/25/2024 |
 Johnson & Johnson (JNJ) | 0.47% | 0% | 96.95% | 2/1/2025 |
 Consumer Staples Select Sector SPDR (XLP) | 0.46% | 0% | 69.99% | 2/1/2025 |
 Cadence (CDNS) | 0.46% | 0% | 26.29% | 2/1/2025 |
 Utilities Select Sector SPDR (XLU) | 0.45% | 0% | 44.75% | 2/1/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.45% | 0% | 53.78% | 6/24/2024 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.42% | 0% | 66.14% | 2/1/2025 |
 Coca-Cola (KO) | 0.41% | 0% | 80.48% | 2/1/2025 |
 Marriott (MAR) | 0.4% | 0% | 32.8% | 2/1/2025 |
 Disney (DIS) | 0.38% | 0% | 67.46% | 2/1/2025 |
 Canadian Pacific (CP) | 0.35% | 0% | 56.97% | 2/1/2025 |
 Hershey (HSY) | 0.34% | 0% | 72.78% | 2/1/2025 |
 iShares MSCI China UCITS ETF (ICGA.DE) | 0.31% | 0% | 41.57% | 10/4/2024 |
 Alibaba (BABA) | 0.3% | 0% | 78.62% | 10/10/2024 |
 Hilton (HLT) | 0.29% | 0% | 32.8% | 2/1/2025 |
 Crown Castle (CCI) | 0.29% | 0% | 48.74% | 7/25/2024 |
 McDonald's (MCD) | 0.28% | 0% | 64.01% | 1/30/2025 |
 Target (TGT) | 0.28% | 0% | 36.52% | 2/29/2024 |
 ASML (ASML) | 0.27% | 0% | 35.46% | 2/1/2025 |
 Union Pacific (UNP) | 0.27% | 0% | 39.18% | 2/1/2025 |
 Verizon (VZ) | 0.27% | 0% | 68.53% | 1/7/2025 |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.25% | 0% | 55.11% | 4/18/2024 |
 Kraft Heinz (KHC) | 0.25% | 0% | 76.63% | 2/1/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.25% | 0% | 54.05% | 4/18/2024 |
 Enbridge (ENB) | 0.24% | 0% | 70.25% | 2/1/2025 |
 NextEra (NEE) | 0.23% | 0% | 43.96% | 2/1/2025 |
 iShares Core High Dividend ETF (HDV) | 0.23% | 0% | 53.25% | 6/26/2024 |
 iShares Global Consumer Staples ETF (KXI) | 0.23% | 0% | 69.99% | 2/1/2025 |
 Mastercard (MA) | 0.23% | 0% | 28.42% | 2/1/2025 |
 Richemont (CFR.ZU) | 0.21% | 0% | 69.99% | 1/17/2025 |
 Liberty Formula One (FWONK) | 0.21% | 0% | 9.83% | 2/1/2025 |
 AT&T (T) | 0.21% | 0% | 48.07% | 8/9/2024 |
 Adobe (ADBE) | 0.2% | 0% | 37.32% | 3/11/2024 |
 iShares Global clean energy ETF (ICLN) | 0.19% | 0% | 71.31% | 2/1/2025 |
 Industrial Select Sector SPDR (XLI) | 0.19% | 0% | 29.08% | 2/1/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.19% | 0% | 49.93% | 9/3/2024 |
 Global X Uranium ETF (URA) | 0.18% | 0% | 49.27% | 2/1/2025 |
 3M (MMM) | 0.17% | 0% | 40.9% | 5/14/2024 |
 AMD (AMD) | 0.17% | 0% | 27.22% | 2/1/2025 |
 iShares iBonds Dec 2026 Term Corp UCITS ETF (IB26.DE) | 0.16% | 0% | 55.64% | 2/1/2025 |
 Supermicro (SMCI) | 0.16% | 0% | 35.86% | 11/19/2024 |
 Intuit (INTU) | 0.15% | 0% | 37.45% | 11/19/2024 |
 S&P Global (SPGI) | 0.14% | 0% | 47.28% | 2/1/2025 |
 Honeywell (HON) | 0.14% | 0% | 34.53% | 4/25/2024 |
 iShares S&P 500 Utilities Sector UCITS ETF (2B7A.DE) | 0.14% | 0% | 43.03% | 2/1/2025 |
 TSMC (TSM) | 0.14% | 0% | 39.97% | 2/1/2025 |
 UPS (UPS) | 0.13% | 0% | 29.08% | 2/1/2025 |
 Raytheon (RTX) | 0.12% | 0% | 30.28% | 3/14/2024 |
 Netflix (NFLX) | 0.12% | 0% | 36.65% | 1/22/2025 |
 SPDR S&P US Health Care Select Sector UCITS ETF (ZPDH.DE) | 0.12% | 0% | 43.82% | 2/1/2025 |
 Schneider Electric (SU.PA) | 0.12% | 0% | 27.36% | 2/22/2024 |
 Shopify (SHOP) | 0.11% | 0% | 14.87% | 11/27/2023 |
 Boeing (BA) | 0.11% | 0% | 44.36% | 2/1/2025 |
 Equifax (EFX) | 0.1% | 0% | 13.15% | 2/1/2025 |
 Intel (INTC) | 0.1% | 0% | 26.96% | 2/1/2025 |
 Eli Lilly (LLY) | 0.1% | 0% | 26.16% | 2/1/2025 |
 Ferrari (RACE) | 0.09% | 0% | 34.66% | 2/1/2025 |
 Occidental (OXY) | 0.09% | 0% | 21.78% | 2/1/2025 |
 Dollar General (DG.US) | 0.09% | 0% | 21.25% | 2/16/2024 |
 iShares J.P. Morgan USD EM Bond UCITS ETF (IUS7.DE) | 0.08% | 0% | 32.8% | 2/1/2025 |
 Nestle (NESN.ZU) | 0.08% | 0% | 35.46% | 2/1/2025 |
 Veeva (VEEV) | 0.08% | 0% | 26.83% | 1/7/2025 |
 T-Mobile (TMUS) | 0.07% | 0% | 14.48% | 10/11/2023 |
 Comcast (CMCSA) | 0.07% | 0% | 25.5% | 2/1/2025 |
 Domino's (DPZ) | 0.06% | 0% | 25.9% | 1/30/2025 |
 Waste Management (WM) | 0.06% | 0% | 24.97% | 1/30/2025 |
 Volkswagen (VOW3.DE) | 0.06% | 0% | 29.08% | 2/1/2025 |
 BP (BP.L) | 0.06% | 0% | 11.95% | 9/27/2023 |
 Philip Morris (PM) | 0.06% | 0% | 15.54% | 5/16/2024 |
 NXP (NXPI) | 0.05% | 0% | 25.5% | 2/1/2025 |
 Realty Income (O) | 0.05% | 0% | 15.54% | 6/6/2024 |
 Casey's (CASY) | 0.05% | 0% | 19.92% | 2/1/2025 |
 Garmin (GRMN) | 0.05% | 0% | 19.92% | 2/1/2025 |
 Energy Select Sector SPDR (XLE) | 0.05% | 0% | 13.01% | 4/25/2024 |
 Walmart (WMT) | 0.05% | 0% | 12.22% | 2/16/2024 |
 Berkshire Hathaway (BRK.B) | 0.05% | 0% | 18.86% | 2/1/2025 |
 Cognex (CGNX) | 0.04% | 0% | 19.26% | 11/19/2024 |
 WeWork Inc (WEWKQ) | 0.04% | 0% | 24.3% | 8/10/2023 |
 Hermes (RMS.PA) | 0.04% | 0% | 15.94% | 1/17/2025 |
 MercadoLibre (MELI) | 0.04% | 0% | 12.35% | 8/2/2024 |
 First Solar (FSLR) | 0.04% | 0% | 9.96% | 9/11/2024 |
 Broadcom (AVGO) | 0.04% | 0% | 12.88% | 12/13/2024 |
 Technology Select Sector SPDR (XLK) | 0.03% | 0% | 12.35% | 2/1/2025 |
 Reddit Inc (RDDT) | 0.02% | 0% | 6.24% | 5/8/2024 |
 Vanguard Value ETF (VTV) | 0.01% | 0% | 5.98% | 1/30/2025 |
 Aptiv (APTV) | 0.01% | 0% | 4.78% | 8/1/2024 |
 FMC (FMC) | 0.01% | 0% | 4.78% | 8/1/2024 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 0.01% | 0% | 1.59% | 1/13/2023 |
 Fortune Brands (FBIN) | 0.01% | 0% | 3.85% | 7/25/2024 |
 Salesforce (CRM) | 0.01% | 0% | 2.79% | 6/20/2024 |
 AstraZeneca (AZN.L) | 0.01% | 0% | 2.66% | 5/29/2024 |
 Microsoft (MSFT.EXT) | 0.01% | 0% | 1.33% | 2/9/2024 |
 Solventum (SOLV) | 0% | 0% | 2.12% | 4/18/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 UCITS ETF (SPY5.L) | 11.43% | 12.43% |
| Microsoft (MSFT) | 9.13% | 9.54% |
| Amazon (AMZN) | 7.39% | 8.95% |
| Apple (AAPL) | 5.18% | 6.02% |
| NVIDIA (NVDA) | 4.09% | 4.46% |
| Alphabet (GOOGL) | 4.09% | 4.38% |
| Meta (META) | 3.82% | 4% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 4.63% | 3.83% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.91% | 2.25% |
| Liberty Formula One (FWONK) | 2.18% | 2.22% |
| JPMorgan (JPM) | 1.64% | 2.17% |
| Visa (V) | 1.91% | 2% |
| Citi (C) | 2.06% | 1.99% |
| LVMH (MC.PA) | 2.45% | 1.94% |
| Cadence (CDNS) | 1.64% | 1.58% |
| Utilities Select Sector SPDR (XLU) | 1.64% | 1.55% |
| Bitcoin (BTC) | 0.98% | 1.51% |
| Marriott (MAR) | 1.36% | 1.49% |
| Bank of America (BAC) | 1.64% | 1.45% |
| iShares $ Corporate Bond UCITS ETF (LQDE.L) | 1.64% | 1.43% |
| Equifax (EFX) | 1.61% | 1.35% |
| Pfizer (PFE) | 1.91% | 1.34% |
| Hilton (HLT) | 1.09% | 1.15% |
| The Health Care Select Sector SPDR Fund (XLV) | 1.09% | 0.99% |
| ASML (ASML) | 1.36% | 0.96% |
| Mastercard (MA) | 0.82% | 0.87% |
| Disney (DIS) | 0.82% | 0.83% |
| Industrial Select Sector SPDR (XLI) | 0.82% | 0.77% |
| UnitedHealth (UNH) | 0.82% | 0.75% |
| Union Pacific (UNP) | 0.82% | 0.71% |
| Nike (NKE) | 0.82% | 0.59% |
| JPMorgan Ultra-Short Income ETF (JPST) | 0.63% | 0.55% |
| NextEra (NEE) | 0.55% | 0.55% |
| Consumer Staples Select Sector SPDR (XLP) | 0.55% | 0.52% |
| AMD (AMD) | 0.82% | 0.52% |
| Coca-Cola (KO) | 0.55% | 0.5% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 0.55% | 0.48% |
| Airbnb (ABNB) | 0.55% | 0.47% |
| Canadian Pacific (CP) | 0.55% | 0.47% |
| UPS (UPS) | 0.55% | 0.46% |
| Occidental (OXY) | 0.55% | 0.44% |
| Global X Uranium ETF (URA) | 0.55% | 0.42% |
| Eli Lilly (LLY) | 0.55% | 0.42% |
| Netflix (NFLX) | 0.27% | 0.38% |
| Intel (INTC) | 0.55% | 0.37% |
| iShares S&P 500 Utilities Sector UCITS ETF (2B7A.DE) | 0.27% | 0.3% |
| Wells Fargo (WFC) | 0.27% | 0.3% |
| Enbridge (ENB) | 0.27% | 0.29% |
| Verizon (VZ) | 0.27% | 0.29% |
| TSMC (TSM) | 0.27% | 0.28% |
| Veeva (VEEV) | 0.27% | 0.28% |
| Garmin (GRMN) | 0.27% | 0.28% |
| Hermes (RMS.PA) | 0.27% | 0.28% |
| S&P Global (SPGI) | 0.27% | 0.28% |
| Moderna (MRNA) | 0.82% | 0.27% |
| Casey's (CASY) | 0.27% | 0.27% |
| McDonald's (MCD) | 0.27% | 0.27% |
| iShares J.P. Morgan USD EM Bond UCITS ETF (IUS7.DE) | 0.27% | 0.25% |
| Technology Select Sector SPDR (XLK) | 0.27% | 0.25% |
| Ferrari (RACE) | 0.27% | 0.25% |
| Domino's (DPZ) | 0.27% | 0.24% |
| iShares iBonds Dec 2026 Term Corp UCITS ETF (IB26.DE) | 0.27% | 0.24% |
| SPDR S&P US Health Care Select Sector UCITS ETF (ZPDH.DE) | 0.27% | 0.24% |
| Waste Management (WM) | 0.27% | 0.24% |
| Comcast (CMCSA) | 0.27% | 0.24% |
| iShares Global Consumer Staples ETF (KXI) | 0.27% | 0.24% |
| Richemont (CFR.ZU) | 0.27% | 0.24% |
| Berkshire Hathaway (BRK.B) | 0.27% | 0.24% |
| Vanguard Value ETF (VTV) | 0.27% | 0.23% |
| Kraft Heinz (KHC) | 0.27% | 0.21% |
| Johnson & Johnson (JNJ) | 0.27% | 0.21% |
| Boeing (BA) | 0.27% | 0.21% |
| Volkswagen (VOW3.DE) | 0.27% | 0.2% |
| NXP (NXPI) | 0.27% | 0.19% |
| Nestle (NESN.ZU) | 0.27% | 0.19% |
| Hershey (HSY) | 0.27% | 0.17% |
| iShares Global clean energy ETF (ICLN) | 0.27% | 0.16% |