Portfolio Diversification
Range
Most Diversified
18 instruments
November 9, 2024
Least Diversified
0 instruments
January 1, 2022
Average
11.4 instruments
Most Consistent Holdings
Top 5
AMZN96.56%
MSFT67.02%
DIS64.24%
CSCO63.91%
BTC62.03%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 9.45% | 6.71% | 67.02% | - |
 Berkshire Hathaway (BRK.B) | 9.32% | 0% | 45.74% | 9/21/2023 |
| Amazon (AMZN) | 7.34% | 15.24% | 96.56% | - |
| Bitcoin (BTC) | 6.34% | 3.22% | 62.03% | - |
| Disney (DIS) | 5.72% | 0% | 64.24% | 6/28/2024 |
 Alphabet (GOOG) | 4.97% | 18.44% | 52.54% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 4.57% | 0% | 31.75% | 12/27/2024 |
| Cisco (CSCO) | 3.71% | 0% | 63.91% | 12/2/2024 |
 Philip Morris (PM) | 3.69% | 0% | 30.85% | 3/6/2025 |
 Snowflake (SNOW) | 3.51% | 3.76% | 60.8% | - |
 NVIDIA (NVDA) | 3.2% | 7.59% | 38.54% | - |
 Lockheed Martin (LMT) | 2.44% | 0% | 17.59% | 10/29/2024 |
 IBM (IBM) | 2.28% | 0% | 23% | 3/14/2025 |
 Oracle (ORCL) | 2.25% | 6.21% | 39.85% | - |
 Realty Income (O) | 2.21% | 0% | 30.36% | 3/12/2025 |
 Meta (META) | 2.08% | 0% | 34.7% | 5/3/2023 |
 AGNC (AGNC) | 1.8% | 0% | 24.96% | 12/30/2024 |
 Evolution (EVO.ST) | 1.7% | 0% | 29.95% | 4/16/2025 |
 Cocoa (Expiring Future) (COCOA.FUT) | 1.63% | 0% | 11.21% | 7/5/2024 |
 Apple (AAPL) | 1.47% | 3.64% | 23.65% | - |
 Tesla (TSLA) | 1.26% | 0% | 17.51% | 7/24/2024 |
 Ethereum (ETH) | 1.25% | 0% | 37.97% | 6/12/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 1.07% | 0% | 10.47% | 7/17/2024 |
 GE (GE) | 1% | 0% | 12.44% | 1/23/2023 |
 Piedmont (PDM) | 0.92% | 0% | 21.03% | 12/18/2024 |
 Alibaba (BABA) | 0.8% | 0% | 11.54% | 12/30/2024 |
 Edison (EIX) | 0.79% | 5.75% | 11.78% | - |
 McDonald's (MCD) | 0.68% | 0% | 10.8% | 3/12/2025 |
 DJ30 Index (Non Expiry) (DJ30) | 0.56% | 0% | 4.42% | 1/17/2024 |
 Nestle (NESN.ZU) | 0.52% | 0% | 7.04% | 10/18/2024 |
 Netflix (NFLX) | 0.47% | 0% | 6.22% | 1/2/2025 |
 kandreyovics | 0.47% | 3.97% | 11.21% | - |
 Amcor (AMCR) | 0.46% | 0% | 11.54% | 11/19/2024 |
 Pfizer (PFE) | 0.45% | 2.08% | 17.18% | - |
 VanEck Video Gaming and eSports UCITS ETF (ESP0.DE) | 0.38% | 2.31% | 11.78% | - |
 Rheinmetall (RHM.DE) | 0.36% | 0% | 6.06% | 4/22/2025 |
 TheBigBanks | 0.36% | 10.01% | 3.6% | - |
 Monster Beverage (MNST) | 0.34% | 0% | 10.23% | 3/12/2025 |
 Nike (NKE) | 0.29% | 0% | 7.36% | 10/2/2024 |
 iShares S&P 500 Utilities Sector UCITS ETF (2B7A.DE) | 0.25% | 3.33% | 6.71% | - |
 Tencent (0700.HK) | 0.23% | 0% | 9.41% | 4/7/2025 |
 Axcelis (ACLS) | 0.22% | 0% | 1.64% | 7/5/2023 |
 iShares MSCI EM Consumer Growth UCITS ETF (CEMG.DE) | 0.16% | 3.19% | 4.83% | - |
 iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD Acc (QDVK.DE) | 0.15% | 1.18% | 11.05% | - |
 BAE Systems (BA.L) | 0.11% | 0% | 4.99% | 5/12/2025 |
 Venture Global Inc (VG) | 0.1% | 0.81% | 10.88% | - |
 Diageo (DEO) | 0.09% | 1.87% | 4.17% | - |
 2Crsi SA (AL2SI.PA) | 0.04% | 0% | 4.58% | 3/4/2025 |
 Tactile Systems (TCMD) | 0.02% | 0% | 0.65% | 12/5/2024 |
 Intel (INTC) | 0.02% | 0% | 0.9% | 11/12/2024 |
 XRP (XRP) | 0.01% | 0% | 2.29% | 12/30/2024 |
 Oil (Non Expiry) (OIL) | 0% | 0% | 0.08% | 10/31/2024 |
 GE HealthCare (GEHC) | 0% | 0% | 0.08% | 1/5/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 15.04% | 14.16% |
| Alphabet (GOOG) | 12.2% | 12.61% |
| IBM (IBM) | 7.85% | 9.46% |
| Philip Morris (PM) | 6.34% | 7.77% |
| Netflix (NFLX) | 7.07% | 7.76% |
| McDonald's (MCD) | 6.96% | 6.24% |
| NVIDIA (NVDA) | 4.76% | 5.79% |
| Monster Beverage (MNST) | 3.82% | 3.4% |
| Pfizer (PFE) | 3.18% | 2.86% |
| Tencent (0700.HK) | 2.51% | 2.33% |