Portfolio Diversification
Range
Most Diversified
38 instruments
November 17, 2022
Least Diversified
0 instruments
January 8, 2022
Average
27 instruments
Most Consistent Holdings
Top 5
PYPL97.43%
BRK.B95.52%
T94.42%
AMZN81.26%
MSFT80.38%
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 |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 12.41% | 13.69% | 95.52% | - |
| Amazon (AMZN) | 5.52% | 6.04% | 81.26% | - |
| PayPal (PYPL) | 4.13% | 3.69% | 97.43% | - |
| Microsoft (MSFT) | 3.61% | 5.56% | 80.38% | - |
 iShares Core High Dividend ETF (HDV) | 2.72% | 0% | 40.04% | 11/13/2023 |
 Hapag-Lloyd (HLAG.DE) | 2.44% | 1.33% | 66.57% | - |
 Meta (META) | 2.4% | 5.18% | 46.73% | - |
 Adobe (ADBE) | 2.15% | 3.58% | 54.08% | - |
 MercadoLibre (MELI) | 2.13% | 0% | 61.35% | 3/4/2025 |
 REBO2301 | 2.07% | 2.46% | 69.73% | - |
 Disney (DIS) | 1.91% | 0% | 64.22% | 1/6/2025 |
| AT&T (T) | 1.86% | 1.11% | 94.42% | - |
 NVIDIA (NVDA) | 1.76% | 2.32% | 39.9% | - |
 Coca-Cola (KO) | 1.73% | 0% | 41.88% | 2/27/2024 |
 Everest (EG) | 1.71% | 0% | 47.32% | 12/20/2024 |
 Caterpillar (CAT) | 1.69% | 0% | 48.2% | 1/10/2025 |
 UiPath (PATH) | 1.58% | 1.19% | 78.25% | - |
 Porsche (P911.DE) | 1.57% | 2.11% | 46.95% | - |
 Walmart (WMT) | 1.56% | 0% | 48.05% | 4/1/2024 |
 Apple (AAPL) | 1.41% | 0% | 48.93% | 8/5/2024 |
 GER40 Index (Non Expiry) (GER40) | 1.2% | 0% | 54.22% | 10/19/2025 |
 RBC (RY) | 1.19% | 0% | 46.8% | 1/9/2024 |
 Supermicro (SMCI) | 1.14% | 3.15% | 40.12% | - |
 Tesla (TSLA) | 1.13% | 1.93% | 31.15% | - |
 IBM (IBM) | 1.09% | 0% | 53.49% | 8/5/2024 |
 Netflix (NFLX) | 1.08% | 0% | 45.04% | 7/14/2025 |
 ThyssenKrupp (TKA.DE) | 1.06% | 0% | 49.38% | 1/31/2024 |
 AMD (AMD) | 1.06% | 2.54% | 40.04% | - |
 DJ30 Index (Non Expiry) (DJ30) | 1.04% | 0% | 45.48% | 10/19/2025 |
 Carnival (CCL) | 1.03% | 0% | 43.42% | 1/23/2024 |
 Intel (INTC) | 1.02% | 0% | 33.58% | 4/25/2025 |
 Varta (VAR1.DE) | 0.99% | 0% | 47.24% | 2/28/2025 |
 LVMH (MC.PA) | 0.99% | 4.77% | 22.19% | - |
 Birkenstock (BIRK) | 0.87% | 0% | 23.81% | 8/30/2024 |
 Asana (ASAN) | 0.78% | 0% | 59.74% | 12/19/2024 |
 ExxonMobil (XOM) | 0.71% | 1.68% | 33.36% | - |
 FTAI Aviation (FTAI) | 0.7% | 3.37% | 20.57% | - |
 Alphabet (GOOG) | 0.69% | 4.83% | 19.25% | - |
 Roblox (RBLX) | 0.67% | 0% | 26.01% | 2/8/2024 |
 Procter & Gamble (PG) | 0.6% | 0% | 20.79% | 5/12/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.57% | 0% | 27.63% | 8/12/2025 |
 Boeing (BA) | 0.55% | 0% | 21.45% | 1/9/2023 |
 BP (BP.L) | 0.54% | 0% | 16.46% | 10/24/2022 |
 Alibaba (BABA) | 0.53% | 0% | 21.53% | 8/5/2024 |
 AI-Revolution | 0.52% | 2.28% | 22.7% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.48% | 0% | 24.61% | 9/19/2025 |
 Nike (NKE) | 0.44% | 0% | 19.91% | 6/28/2024 |
 Visa (V) | 0.42% | 1% | 22.34% | - |
 Cameco (CCJ) | 0.38% | 0% | 15.94% | 2/3/2023 |
 Warner Bros Discovery (WBD) | 0.37% | 0% | 17.93% | 1/3/2023 |
 Vonovia (VNA.DE) | 0.36% | 0% | 12.27% | 3/15/2024 |
 Colgate (CL) | 0.35% | 0% | 13.45% | 8/29/2023 |
 BioNTech SE (BNTX) | 0.33% | 0% | 13.67% | 12/30/2022 |
 Waste Management (WM) | 0.33% | 0% | 7.49% | 8/8/2022 |
 Trade Desk (TTD) | 0.32% | 2.29% | 13.15% | - |
 BigTech | 0.31% | 1.47% | 22.7% | - |
 EWachenheim-CF | 0.31% | 0% | 15.21% | 7/9/2025 |
 NDI-FutureTech | 0.31% | 1.48% | 22.7% | - |
 Plug Power (PLUG) | 0.3% | 1.44% | 14.47% | - |
 Adidas (ADS.DE) | 0.25% | 1.65% | 13.67% | - |
 SAP (SAP.DE) | 0.25% | 0% | 8.45% | 6/30/2022 |
 ASML (ASML.NV) | 0.25% | 0% | 7.71% | 7/2/2025 |
 Johnson & Johnson (JNJ) | 0.25% | 0% | 11.98% | 1/9/2023 |
 PepsiCo (PEP) | 0.23% | 0% | 14.18% | 12/20/2024 |
 Volkswagen (VOW3.DE) | 0.22% | 0% | 1.69% | 2/18/2022 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.21% | 0% | 5.29% | 9/26/2022 |
 Airbus (AIR.PA) | 0.21% | 0% | 7.42% | 6/10/2022 |
 Rio Tinto (RIO) | 0.2% | 0% | 5.29% | 5/25/2022 |
 Covestro (1COV.DE) | 0.2% | 0% | 5.8% | 10/19/2022 |
 Siemens Energy (ENR.DE) | 0.19% | 0% | 7.35% | 6/15/2022 |
 Casella (CWST) | 0.19% | 0% | 9.99% | 4/30/2025 |
 Shell (SHEL) | 0.18% | 0% | 5.8% | 5/19/2022 |
 Palantir (PLTR) | 0.18% | 0.73% | 11.61% | - |
 McDonald's (MCD) | 0.17% | 0% | 4.63% | 5/3/2022 |
 Chevron (CVX) | 0.17% | 0% | 8.08% | 11/9/2022 |
 Snowflake (SNOW) | 0.17% | 2.54% | 8.01% | - |
 SoundHound (SOUN) | 0.16% | 2.39% | 8.16% | - |
 Cardano (ADA) | 0.16% | 2.12% | 7.94% | - |
 Opendoor (OPEN) | 0.16% | 1.85% | 5.51% | - |
 ProShares UltraPro Short Dow30 (SDOW) | 0.15% | 0% | 2.65% | 7/6/2022 |
 Natural Gas (Non Expiry) (NATGAS) | 0.15% | 0% | 5.14% | 3/6/2023 |
 Frontline (FRO) | 0.15% | 0% | 9.11% | 8/5/2024 |
 Mercedes-Benz (MBG.DE) | 0.15% | 0% | 5.51% | 5/19/2022 |
 Bank of America (BAC) | 0.14% | 0% | 6.25% | 12/5/2022 |
 Chubb (CB) | 0.14% | 0% | 8.74% | 11/18/2022 |
 Vale (VALE) | 0.14% | 0% | 4.85% | 6/9/2022 |
 Nel (NEL.OL) | 0.14% | 0% | 5% | 8/4/2022 |
 Energy Transfer (ET) | 0.13% | 0% | 3.82% | 5/26/2022 |
 Las Vegas Sands (LVS) | 0.12% | 0% | 4.48% | 8/11/2022 |
 Barrick (B) | 0.12% | 0% | 4.7% | 4/9/2025 |
 Aston Martin (AML.L) | 0.12% | 0% | 7.49% | 12/20/2024 |
 Oracle (ORCL) | 0.11% | 0% | 5.8% | 7/2/2025 |
 Veolia (VIE.PA) | 0.11% | 0% | 6.1% | 4/4/2025 |
 Diageo (DGE.L) | 0.11% | 0% | 7.35% | 3/14/2025 |
 Petrobras (PBR) | 0.11% | 0% | 3.53% | 4/18/2022 |
 FedEx (FDX) | 0.1% | 0% | 3.16% | 5/17/2022 |
 Moderna (MRNA) | 0.1% | 0% | 4.85% | 11/11/2022 |
 MicroVision (MVIS) | 0.09% | 0% | 5.29% | 3/3/2025 |
 Snapchat (SNAP) | 0.09% | 0% | 4.48% | 6/10/2022 |
 EUR/USD (EURUSD) | 0.08% | 0% | 3.38% | 2/8/2023 |
 The Graph (GRT) | 0.07% | 0% | 3.16% | 1/2/2025 |
 BlackRock (BLK) | 0.07% | 0% | 2.57% | 4/2/2024 |
 FuelCell Energy (FCEL) | 0.07% | 0% | 2.65% | 3/28/2022 |
 AEP (AEP) | 0.07% | 0% | 3.6% | 5/3/2022 |
 Coinbase (COIN) | 0.06% | 0% | 3.82% | 2/3/2025 |
 Gold (Non Expiry) (GOLD) | 0.06% | 0% | 2.06% | 4/9/2025 |
 Nestle (NESN.ZU) | 0.06% | 0% | 3.97% | 2/4/2025 |
 US Dollar Index (Non Expiry) (USDOLLAR) | 0.06% | 0% | 2.94% | 5/11/2023 |
 Congress-Buys | 0.06% | 0% | 4.04% | 2/6/2025 |
 HENSOLDT (HAG.DE) | 0.06% | 0% | 1.98% | 2/6/2025 |
 TMTG (DJT) | 0.05% | 0% | 3.82% | 12/20/2024 |
 BASF (BAS.DE) | 0.05% | 0% | 2.87% | 11/16/2022 |
 Ethereum (ETH) | 0.04% | 0% | 1.69% | 12/27/2024 |
 Fielmann (FIE.DE) | 0.04% | 0% | 2.87% | 11/16/2022 |
 Oil (Non Expiry) (OIL) | 0.04% | 0% | 2.2% | 3/18/2025 |
 Polkadot (DOT) | 0.04% | 0.73% | 4.26% | - |
 Ballard Power (BLDP) | 0.04% | 0% | 0.96% | 2/16/2022 |
 Lucid (LCID) | 0.03% | 0% | 1.4% | 6/15/2022 |
 AMC (AMC) | 0.03% | 0% | 0.51% | 1/14/2022 |
 Infineon (IFX.DE) | 0.03% | 0% | 1.69% | 4/24/2025 |
 Avalanche (AVAX) | 0.03% | 0.68% | 4.7% | - |
 Deutsche Bank (DB) | 0.03% | 0% | 0.59% | 2/11/2022 |
 Wolters Kluwer (WKL.NV) | 0.03% | 0% | 1.18% | 4/4/2025 |
 Starbucks (SBUX) | 0.02% | 0% | 0.59% | 2/11/2022 |
 Northrop Grumman (NOC) | 0.02% | 0% | 0.59% | 3/9/2022 |
 Norwegian Cruise Line (NCLH) | 0.02% | 0% | 0.66% | 2/11/2022 |
 JPN225 Index (Non Expiry) (JPN225) | 0.02% | 0% | 1.47% | 11/28/2022 |
 Lockheed Martin (LMT) | 0.02% | 0% | 0.59% | 3/9/2022 |
 General Dynamics (GD) | 0.02% | 0% | 0.59% | 3/9/2022 |
 Lithium Americas (LAC) | 0.02% | 0% | 0.66% | 5/12/2022 |
 Nordstrom (JWN) | 0.02% | 0% | 0.37% | 3/8/2022 |
 Shopify (SHOP) | 0.02% | 0% | 0.37% | 2/8/2022 |
 Platinum (Non Expiry) (PLATINUM) | 0.02% | 0% | 0.59% | 3/24/2022 |
 Palladium (Expiring Future) (PALLADIUM.FUT) | 0.01% | 0% | 0.66% | 4/12/2022 |
 Russell 2000 Index (Non Expiry) (RTY) | 0.01% | 0% | 0.51% | 3/20/2023 |
 Zalando (ZAL.DE) | 0.01% | 0% | 0.51% | 5/7/2025 |
 Oscar Health (OSCR) | 0.01% | 0% | 1.62% | 2/24/2025 |
 Bed Bath & Beyond Inc (BBBYQ) | 0.01% | 0% | 0.81% | 7/11/2022 |
 EUSTX50 Index (Non Expiry) (EUSTX50) | 0.01% | 0% | 1.03% | 2/1/2023 |
 Airbnb (ABNB) | 0.01% | 0% | 0.44% | 3/11/2022 |
 AUS200 Index (Non Expiry) (AUS200) | 0.01% | 0% | 0.51% | 1/25/2023 |
 AUD/USD (AUDUSD) | 0.01% | 0% | 0.81% | 11/17/2022 |
 ApeCoin (APE) | 0.01% | 0% | 0.66% | 1/11/2024 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.01% | 0% | 0.29% | 5/9/2022 |
 Copper (Expiring Future) (COPPER.FUT) | 0.01% | 0% | 0.15% | 2/8/2022 |
 Bitcoin (BTC) | 0.01% | 1.91% | 0.37% | - |
 HelloFresh (HFG.DE) | 0.01% | 0% | 0.51% | 3/19/2024 |
 Rheinmetall (RHM.DE) | 0% | 0% | 0.44% | 3/31/2025 |
 USD/JPY (USDJPY) | 0% | 0% | 0.44% | 1/16/2023 |
 Silver (Non Expiry) (SILVER) | 0% | 0% | 0.07% | 1/21/2022 |
 Thales (HO.PA) | 0% | 0% | 0.22% | 4/4/2025 |
 Atos (ATO.PA) | 0% | 0% | 0.22% | 4/4/2025 |
 XRP (XRP) | 0% | 0% | 0.07% | 2/8/2022 |
 Global X Lithium & Battery Tech ETF (LIT) | 0% | 0% | 0.07% | 5/4/2022 |
 Millrose Properties Inc (MRP) | 0% | 0% | 3.82% | 4/4/2025 |
 Dogecoin (DOGE) | 0% | 0% | 0.15% | 1/6/2025 |
 Chainlink (LINK) | 0% | 0% | 0.07% | 11/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 8.8% | 11.6% |
| Adobe (ADBE) | 7.06% | 6.46% |
| Microsoft (MSFT) | 5.03% | 6.14% |
| Meta (META) | 5.03% | 5.94% |
| Tesla (TSLA) | 6.16% | 5.84% |
| Amazon (AMZN) | 4.67% | 5.72% |
| NVIDIA (NVDA) | 5.03% | 5.27% |
| LVMH (MC.PA) | 5.03% | 5.15% |
| PayPal (PYPL) | 4.17% | 3.74% |
| AMD (AMD) | 3.77% | 2.75% |
| Intel (INTC) | 2.51% | 2.59% |
| Visa (V) | 2.51% | 2.55% |
| Hapag-Lloyd (HLAG.DE) | 3.14% | 2.52% |
| AI-Revolution | 2.51% | 2.46% |
| Supermicro (SMCI) | 3.77% | 2.42% |
| Porsche (P911.DE) | 3.08% | 2.35% |
| EWachenheim-CF | 2.51% | 2.3% |
| ExxonMobil (XOM) | 2.51% | 2.25% |
| Casella (CWST) | 2% | 1.98% |
| REBO2301 | 1.75% | 1.88% |
| MercadoLibre (MELI) | 2.01% | 1.78% |
| Disney (DIS) | 1.51% | 1.74% |
| Diageo (DGE.L) | 1.51% | 1.62% |
| Coinbase (COIN) | 2.01% | 1.58% |
| Nestle (NESN.ZU) | 1.51% | 1.51% |
| BigTech | 1.5% | 1.48% |
| Congress-Buys | 1.51% | 1.46% |
| NDI-FutureTech | 1.51% | 1.4% |
| AT&T (T) | 1.36% | 1.36% |
| UiPath (PATH) | 1.63% | 1.32% |
| MicroVision (MVIS) | 1% | 1.29% |
| Caterpillar (CAT) | 1.01% | 0.97% |
| The Graph (GRT) | 0.91% | 0.75% |