Portfolio Diversification
Range
Most Diversified
30 instruments
April 1, 2023
Least Diversified
0 instruments
February 2, 2025
Average
26.4 instruments
Most Consistent Holdings
Top 5
BABA99.9%
FRE.DE99.9%
MTS.MC99.9%
AHT.L99.9%
LLOY.L99.9%
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 |
|---|---|---|---|---|
 Sofina (SOF.BR) | 7.7% | 8.15% | 91.63% | - |
 Wolters Kluwer (WKL.NV) | 6.5% | 4.46% | 99.9% | - |
 Meta (META) | 6.12% | 28.29% | 95.66% | - |
 TSMC (TSM) | 5.7% | 7.96% | 90.91% | - |
 Societe Generale (GLE.PA) | 4.94% | 0% | 83.99% | 4/4/2025 |
 Vonovia (VNA.DE) | 4.26% | 3.83% | 91.22% | - |
| Alibaba (BABA) | 3.7% | 4.51% | 99.9% | - |
 ConocoPhillips (COP) | 3.57% | 0% | 83.99% | 4/4/2025 |
 Shell (SHEL.L) | 3.5% | 3.18% | 99.9% | - |
| Lloyd's (LLOY.L) | 3.45% | 4.37% | 99.9% | - |
 ProShares UltraPro Dow30 (UDOW) | 3.2% | 0% | 80.79% | 3/4/2025 |
| Ashtead (AHT.L) | 2.9% | 2.56% | 99.9% | - |
 KBC (KBC.BR) | 2.41% | 0% | 75% | 4/4/2025 |
 Invesco QQQ (QQQ) | 2.19% | 0% | 29.96% | 3/4/2025 |
 NN Group (NN.NV) | 2.15% | 1.24% | 99.9% | - |
| ArcelorMittal (MTS.MC) | 2.13% | 2.12% | 99.9% | - |
 O'Shares US Quality Dividend ETF (OUSA) | 1.85% | 1.83% | 99.9% | - |
 SBM Offshore (SBMO.NV) | 1.79% | 2.3% | 99.9% | - |
| Fresenius (FRE.DE) | 1.5% | 1.84% | 99.9% | - |
 Barratt (BTRW.L) | 1.48% | 0.95% | 99.9% | - |
 Redrow (RDW.L) | 1.35% | 0% | 60.85% | 8/21/2024 |
 Consumer Staples Select Sector SPDR (XLP) | 1.27% | 1.14% | 99.9% | - |
 SSR Mining (SSRM) | 1.23% | 2.17% | 99.9% | - |
 Interactive Brokers (IBKR) | 1.16% | 8.83% | 14.57% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 1.05% | 0% | 39.46% | 1/25/2024 |
 iShares Core U.S. REIT ETF (USRT) | 0.87% | 0% | 80.79% | 3/4/2025 |
 iShares Global REIT ETF (REET) | 0.84% | 0% | 80.79% | 3/4/2025 |
 iShares Global clean energy ETF (ICLN) | 0.72% | 0% | 80.79% | 3/4/2025 |
 IBM (IBM) | 0.57% | 3.69% | 13.84% | - |
 PayPal (PYPL) | 0.46% | 0% | 80.79% | 3/4/2025 |
 Materials Select Sector SPDR (XLB) | 0.43% | 0% | 39.46% | 1/25/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.42% | 0% | 11.88% | 3/4/2025 |
 Ams (AMS.ZU) | 0.24% | 0% | 76.76% | 3/4/2025 |
 Dow (DOW) | 0.15% | 0.82% | 15.29% | - |
 Polymetal International PLC (POLY.L) | 0.04% | 0% | 17.56% | 6/23/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 9.53% | 9.51% |
| Sofina (SOF.BR) | 8.06% | 8.39% |
| TSMC (TSM) | 4.27% | 8.37% |
| Wolters Kluwer (WKL.NV) | 4.64% | 7.79% |
| ProShares UltraPro Dow30 (UDOW) | 5.74% | 6.82% |
| Societe Generale (GLE.PA) | 5.8% | 6.23% |
| Vonovia (VNA.DE) | 3.32% | 5.15% |
| ConocoPhillips (COP) | 2.37% | 3.96% |
| Meta (META) | 2.61% | 3.72% |
| Lloyd's (LLOY.L) | 3.32% | 3.66% |
| Alibaba (BABA) | 9.91% | 3.65% |
| Vanguard S&P 500 ETF (VOO) | 4.03% | 3.59% |
| Shell (SHEL.L) | 2.37% | 3.57% |
| KBC (KBC.BR) | 3.32% | 3.56% |
| NN Group (NN.NV) | 3.44% | 3.08% |
| Ashtead (AHT.L) | 3.32% | 2.97% |
| O'Shares US Quality Dividend ETF (OUSA) | 1.9% | 2.16% |
| ArcelorMittal (MTS.MC) | 2.85% | 2.11% |
| SBM Offshore (SBMO.NV) | 1.9% | 2.09% |
| Fresenius (FRE.DE) | 2.37% | 1.71% |
| Barratt (BTRW.L) | 1.9% | 1.51% |
| Consumer Staples Select Sector SPDR (XLP) | 1.42% | 1.39% |
| iShares Core U.S. REIT ETF (USRT) | 1.42% | 1.2% |
| iShares Global REIT ETF (REET) | 1.42% | 1.11% |
| SSR Mining (SSRM) | 2.37% | 0.93% |
| PayPal (PYPL) | 2.37% | 0.75% |
| iShares Global clean energy ETF (ICLN) | 1.42% | 0.72% |
| Ams (AMS.ZU) | 2.37% | 0.08% |