Portfolio Diversification
Range
Most Diversified
53 instruments
August 21, 2024
Least Diversified
13 instruments
January 1, 2022
Average
36 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
TSLA100%
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 |
|---|---|---|---|---|
 AMD (AMD) | 7.17% | 4.08% | 100% | - |
| Meta (META) | 6.28% | 4.87% | 100% | - |
 NVIDIA (NVDA) | 6.2% | 7.21% | 100% | - |
| Apple (AAPL) | 6% | 2.27% | 100% | - |
| Alphabet (GOOG) | 5.84% | 5.31% | 100% | - |
| Microsoft (MSFT) | 5.24% | 3.33% | 100% | - |
 Vanguard Total Stock Market ETF (VTI) | 4.45% | 0.38% | 100% | - |
 Targa Resources (TRGP) | 4.11% | 0.5% | 100% | - |
| Tesla (TSLA) | 3.75% | 2.76% | 100% | - |
 Adobe (ADBE) | 3.73% | 1.94% | 100% | - |
 iShares MSCI ACWI Index Fund (ACWI) | 3.58% | 4.45% | 67.33% | - |
 Cloudflare (NET) | 2.94% | 4.03% | 100% | - |
 Volkswagen (VOW3.DE) | 2.81% | 0% | 76.69% | 11/5/2024 |
 TSMC (TSM) | 2.4% | 3.85% | 73.72% | - |
 Coinbase (COIN) | 2.16% | 2.05% | 74.71% | - |
 Palantir (PLTR) | 1.8% | 4.05% | 58.8% | - |
 ARM (ARM) | 1.78% | 3.82% | 54.84% | - |
 Lyft (LYFT) | 1.65% | 2.34% | 73.72% | - |
 ASML (ASML) | 1.44% | 2.67% | 73.72% | - |
 Coca-Cola (KO) | 1.37% | 0% | 73.65% | 8/6/2025 |
 GitLab (GTLB) | 1.2% | 2.37% | 63.06% | - |
 Uber (UBER) | 1.06% | 1.96% | 63.21% | - |
 Rivian (RIVN) | 1.05% | 0% | 57.2% | 1/3/2025 |
 Netflix (NFLX) | 1.03% | 2.31% | 63.21% | - |
 Nio (NIO) | 1.02% | 0.63% | 76.01% | - |
 SAP (SAP.DE) | 1.01% | 1.34% | 67.33% | - |
 Nike (NKE) | 1% | 2.34% | 62.76% | - |
 Booking (BKNG) | 1% | 1.05% | 69.31% | - |
 Mastercard (MA) | 0.96% | 1.52% | 65.35% | - |
 PepsiCo (PEP) | 0.92% | 0.54% | 73.72% | - |
 Visa (V) | 0.92% | 1.52% | 65.35% | - |
 PayPal (PYPL) | 0.9% | 1.55% | 65.19% | - |
 Boeing (BA) | 0.9% | 1.26% | 67.33% | - |
 BioNano (BNGO) | 0.88% | 0% | 34.12% | 4/19/2023 |
 BYD (01211.HK) | 0.79% | 0.93% | 65.35% | - |
 Vanguard S&P 500 ETF (VOO) | 0.77% | 4.97% | 23.61% | - |
 Siemens (SIE.DE) | 0.75% | 0.92% | 67.33% | - |
 Micron (MU) | 0.63% | 3.65% | 33.74% | - |
 Lucid (LCID) | 0.59% | 0% | 38.46% | 4/30/2024 |
 Vanguard Small-Cap ETF (VB) | 0.58% | 3.17% | 30.16% | - |
 Monster Beverage (MNST) | 0.56% | 0% | 62.91% | 8/6/2025 |
 Lufthansa (LHA.DE) | 0.54% | 0.27% | 69.31% | - |
 Procter & Gamble (PG) | 0.52% | 0.18% | 73.72% | - |
 Crowdstrike (CRWD) | 0.4% | 1.9% | 29.09% | - |
 Ryanair (RYAAY) | 0.4% | 1.12% | 35.95% | - |
 Salesforce (CRM) | 0.38% | 1.61% | 33.21% | - |
 Alibaba (BABA) | 0.37% | 0% | 41.58% | 10/3/2024 |
 Airbus (AIR.PA) | 0.35% | 0.92% | 41.28% | - |
 McDonald's (MCD) | 0.29% | 0% | 39.83% | 10/23/2024 |
 Brookfield (BAM) | 0.27% | 0% | 52.09% | 11/27/2024 |
 RWE (RWE.DE) | 0.24% | 0% | 34.12% | 6/27/2024 |
 Illumina (ILMN) | 0.18% | 0% | 45.7% | 9/3/2024 |
 Confluent (CFLT) | 0.18% | 0% | 14.01% | 11/2/2023 |
 Mercedes-Benz (MBG.DE) | 0.18% | 0% | 24.6% | 10/21/2024 |
 Dollar General (DG.US) | 0.16% | 0% | 11.12% | 6/1/2023 |
 LivePerson (LPSN) | 0.12% | 0% | 13.79% | 2/29/2024 |
 Bitcoin (BTC) | 0.1% | 0% | 21.02% | 7/8/2024 |
 SolarEdge (SEDG) | 0.09% | 0% | 10.59% | 10/20/2023 |
 Ceconomy (CEC.DE) | 0.07% | 0% | 5.94% | 5/26/2023 |
 Supermicro (SMCI) | 0.07% | 0% | 8% | 11/1/2024 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.06% | 0% | 5.18% | 9/3/2024 |
 ABOUT YOU (YOU.DE) | 0.06% | 0% | 6.25% | 5/26/2023 |
 PDD Holdings (PDD) | 0.05% | 0% | 9.75% | 9/27/2024 |
 UiPath (PATH) | 0.04% | 0% | 9.82% | 11/4/2024 |
 Cadence (CDNS) | 0.02% | 0.35% | 4.72% | - |
 Ford (F) | 0.02% | 0% | 12.72% | 6/27/2024 |
 Starbucks (SBUX) | 0.01% | 0% | 2.06% | 7/10/2024 |
 Dell (DELL) | 0% | 0% | 1.45% | 11/27/2024 |
 Nebius Group NV (NBIS) | 0% | 0.32% | 0.23% | - |
 Grail Inc (GRAL) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 4.24% | 7.81% |
| Meta (META) | 3.94% | 5.77% |
| Palantir (PLTR) | 2.49% | 5.65% |
| iShares MSCI ACWI Index Fund (ACWI) | 5.94% | 5.21% |
| Tesla (TSLA) | 3.48% | 5.01% |
| Alphabet (GOOG) | 3.82% | 4% |
| TSMC (TSM) | 3.27% | 3.96% |
| AMD (AMD) | 4.95% | 3.61% |
| ARM (ARM) | 3.61% | 3.4% |
| Coinbase (COIN) | 1.8% | 3.38% |
| Apple (AAPL) | 3.21% | 3.35% |
| Cloudflare (NET) | 2.9% | 2.88% |
| Microsoft (MSFT) | 3.13% | 2.83% |
| Lyft (LYFT) | 2.94% | 2.28% |
| GitLab (GTLB) | 2.65% | 2.18% |
| Adobe (ADBE) | 2.94% | 2.14% |
| Netflix (NFLX) | 1.64% | 1.99% |
| ASML (ASML) | 2.76% | 1.92% |
| PayPal (PYPL) | 1.96% | 1.9% |
| SAP (SAP.DE) | 1.55% | 1.77% |
| Mastercard (MA) | 1.92% | 1.76% |
| Visa (V) | 1.8% | 1.66% |
| Uber (UBER) | 2.12% | 1.63% |
| Booking (BKNG) | 1.35% | 1.59% |
| Nike (NKE) | 2.34% | 1.53% |
| Boeing (BA) | 2% | 1.42% |
| Vanguard S&P 500 ETF (VOO) | 1.84% | 1.39% |
| Vanguard Small-Cap ETF (VB) | 1.8% | 1.39% |
| BYD (01211.HK) | 1.55% | 1.37% |
| Salesforce (CRM) | 1.45% | 1.36% |
| Siemens (SIE.DE) | 1.39% | 1.24% |
| Crowdstrike (CRWD) | 1.43% | 1.22% |
| Ryanair (RYAAY) | 1.64% | 1.22% |
| Micron (MU) | 2.04% | 1.22% |
| Airbus (AIR.PA) | 1.44% | 1.15% |
| Targa Resources (TRGP) | 0.41% | 1.08% |
| PepsiCo (PEP) | 1.55% | 1.04% |
| Coca-Cola (KO) | 1.31% | 1.04% |
| Rivian (RIVN) | 1.72% | 1.01% |
| Nio (NIO) | 2% | 0.92% |
| Monster Beverage (MNST) | 1.17% | 0.89% |
| Procter & Gamble (PG) | 0.94% | 0.77% |
| Vanguard Total Stock Market ETF (VTI) | 0.72% | 0.67% |
| Lufthansa (LHA.DE) | 0.82% | 0.45% |