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Portfolio Diversification
Range
Most Diversified
105 instruments
March 31, 2023
Least Diversified
0 instruments
February 2, 2025
Average
87.2 instruments
Most Consistent Holdings
Top 5
MSFT99.25%
AMZN99.25%
AXP99.25%
DIS99.25%
GE99.25%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 6.98% | 6.99% | 99.25% | - |
| Amazon (AMZN) | 4.99% | 3.93% | 99.25% | - |
 Netflix (NFLX) | 3.69% | 4.01% | 99.25% | - |
 Orsted (ORSTED.CO) | 3.48% | 1.05% | 99.25% | - |
 Berkshire Hathaway (BRK.B) | 3.18% | 4.03% | 99.25% | - |
 Whitbread (WTB.L) | 2.27% | 1.94% | 99.25% | - |
 Intel (INTC) | 2.24% | 2.83% | 89.31% | - |
 UniCredit (UCG.MI) | 2.21% | 3.54% | 99.25% | - |
 Shell (SHEL.L) | 2.07% | 0% | 59.48% | 12/23/2024 |
 Rolls-Royce (RR.L) | 1.98% | 3% | 99.25% | - |
| GE (GE) | 1.88% | 2.38% | 99.25% | - |
 Coca-Cola (KO) | 1.67% | 1.5% | 99.25% | - |
 Volkswagen (VOW3.DE) | 1.61% | 1.16% | 99.25% | - |
 Micron (MU) | 1.59% | 6.31% | 84.29% | - |
| American Express (AXP) | 1.59% | 1.66% | 99.25% | - |
| Microsoft (MSFT) | 1.59% | 1.94% | 99.25% | - |
 LVMH (MC.PA) | 1.51% | 1.69% | 99.25% | - |
 Ethereum (ETH) | 1.47% | 0.71% | 99.25% | - |
 Tellurian (TELL) | 1.46% | 0% | 53.3% | 10/10/2024 |
 ConocoPhillips (COP) | 1.27% | 0.4% | 99.25% | - |
 iShares Global clean energy ETF (ICLN) | 1.16% | 1.05% | 79.28% | - |
 Bitcoin (BTC) | 1.15% | 0% | 63.24% | 4/23/2025 |
 OSB Group (OSB.L) | 1.12% | 0.72% | 99.25% | - |
 St.James's Place (STJ.L) | 1.08% | 2.44% | 64.49% | - |
 Thor (THO) | 1.05% | 0.68% | 99.25% | - |
 SKF (SKF-A.ST) | 1.04% | 1.1% | 71.51% | - |
 Extra Space (EXR) | 0.99% | 0% | 50.88% | 9/10/2024 |
 Tesla (TSLA) | 0.98% | 0% | 58.98% | 7/10/2025 |
 knw500 | 0.98% | 0% | 9.86% | 5/2/2023 |
 Nike (NKE) | 0.96% | 1.72% | 99.25% | - |
 Nokia (NOKIA.HE) | 0.94% | 0% | 51.13% | 9/13/2024 |
 Nestle (NESN.ZU) | 0.9% | 1% | 99.25% | - |
 GE Vernova (GEV) | 0.89% | 1.37% | 61.65% | - |
 Sunrun (RUN) | 0.88% | 1.93% | 54.05% | - |
 Canadian Solar (CSIQ) | 0.86% | 0.73% | 99.25% | - |
 Boeing (BA) | 0.79% | 1.28% | 59.73% | - |
 MSCI (MSCI) | 0.79% | 0.8% | 83.04% | - |
 Sony (SONY) | 0.77% | 0.29% | 75.69% | - |
 Qualcomm (QCOM) | 0.74% | 0.55% | 99.16% | - |
 Cisco (CSCO) | 0.73% | 0% | 60.65% | 1/6/2025 |
 AT&T (T) | 0.71% | 0.48% | 99.25% | - |
 Global Payments (GPN) | 0.7% | 0.95% | 53.47% | - |
 Tencent (0700.HK) | 0.68% | 0% | 81.29% | 9/11/2025 |
 Siemens Energy (ENR.DE) | 0.67% | 0% | 56.98% | 5/13/2025 |
 Halliburton (HAL) | 0.63% | 0.69% | 70.34% | - |
 Unilever (ULVR.L) | 0.63% | 0% | 51.13% | 9/13/2024 |
 Adobe (ADBE) | 0.62% | 0.26% | 99.25% | - |
 Manchester United (MANU) | 0.62% | 0.7% | 97.08% | - |
 Severn Trent (SVT.L) | 0.6% | 0% | 70.09% | 4/30/2025 |
 Zscaler (ZS) | 0.6% | 0% | 73.52% | 6/10/2025 |
 Zoom (ZM) | 0.59% | 0.57% | 99.25% | - |
 Novo Nordisk (NOVO-B.CO) | 0.58% | 3.23% | 40.02% | - |
 Tyson Foods (TSN) | 0.55% | 0.1% | 99.25% | - |
 Meta (META) | 0.54% | 1.79% | 42.77% | - |
 Roku (ROKU) | 0.51% | 0.98% | 99.25% | - |
 Cardano (ADA) | 0.5% | 0.39% | 99.25% | - |
 Supermicro (SMCI) | 0.49% | 1.45% | 42.86% | - |
 Wynn Resorts (WYNN) | 0.49% | 0% | 75.94% | 7/9/2025 |
 BMW (BMW.DE) | 0.48% | 0.75% | 55.39% | - |
 Honeywell (HON) | 0.48% | 0% | 42.19% | 9/25/2024 |
| Disney (DIS) | 0.48% | 0.39% | 99.25% | - |
 Alphabet (GOOG) | 0.47% | 1.12% | 25.06% | - |
 UEC (UEC) | 0.47% | 1.33% | 46.12% | - |
 Barclays (BARC.L) | 0.47% | 0% | 59.82% | 12/27/2024 |
 Sprott Uranium Miners UCITS ETF (U3O8.DE) | 0.45% | 1.22% | 45.61% | - |
 Gevo (GEVO) | 0.42% | 0.42% | 99.25% | - |
 Aramco (SAOC) | 0.41% | 0.54% | 63.41% | - |
 easyJet (EZJ.L) | 0.41% | 0.24% | 99.25% | - |
 Alerian MLP ETF (AMLP) | 0.4% | 0.9% | 50.96% | - |
 Wells Fargo (WFC) | 0.4% | 0% | 52.88% | 10/4/2024 |
 Target (TGT) | 0.38% | 0.94% | 99.25% | - |
 Vroom (VRMMQ) | 0.38% | 0% | 64.16% | 2/18/2025 |
 Cinemark (CNK) | 0.36% | 0% | 39.52% | 4/26/2024 |
 Vestas (VWS.CO) | 0.36% | 0% | 51.13% | 9/13/2024 |
 BAE Systems (BA.L) | 0.35% | 0% | 30.08% | 2/18/2026 |
 BioNano (BNGO) | 0.33% | 0.02% | 98.91% | - |
 Plug Power (PLUG) | 0.31% | 0.17% | 99.25% | - |
 Centrica (CNA.L) | 0.29% | 0% | 25.98% | 1/2/2026 |
 Sea (SE) | 0.28% | 0.21% | 99.25% | - |
 HSBC (HSBC) | 0.28% | 0% | 51.04% | 9/12/2024 |
 Evoke (EVOK.L) | 0.27% | 0.01% | 96.57% | - |
 Citi (C) | 0.27% | 0% | 73.52% | 6/10/2025 |
 Reddit Inc (RDDT) | 0.26% | 1.99% | 16.29% | - |
 Wix (WIX) | 0.25% | 0% | 56.14% | 11/13/2024 |
 Lenovo (0992.HK) | 0.24% | 0% | 24.23% | 10/25/2023 |
 Electrocomponents (RS1.L) | 0.24% | 0.73% | 30.41% | - |
 Ariston (ARIS.MI) | 0.22% | 0% | 29.16% | 5/8/2025 |
 Mediobanca (MB.MI) | 0.21% | 0% | 16.96% | 7/26/2023 |
 AMD (AMD) | 0.21% | 0% | 24.81% | 11/1/2023 |
 Coinbase (COIN) | 0.21% | 0% | 21.22% | 9/18/2023 |
 Palantir (PLTR) | 0.2% | 0% | 21.64% | 4/9/2025 |
 Constellation Brands (STZ) | 0.17% | 0.37% | 38.26% | - |
 State Street SPDR S&P 500 ETF (SPY) | 0.17% | 0% | 25.31% | 11/7/2023 |
 Lemonade (LMND) | 0.16% | 0% | 29.32% | 1/2/2026 |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 0.15% | 0.17% | 99.25% | - |
 Fiverr (FVRR) | 0.14% | 0.04% | 99.25% | - |
 SoFi (SOFI) | 0.14% | 0.59% | 18.13% | - |
 Robinhood Markets Inc. (HOOD) | 0.14% | 0% | 41.27% | 5/17/2024 |
 Carlyle (CG) | 0.13% | 0% | 39.52% | 4/26/2024 |
 Tesco (TSCO.L) | 0.13% | 0% | 9.52% | 4/28/2023 |
 Peloton (PTON) | 0.12% | 0.07% | 99.25% | - |
 Accenture (ACN) | 0.12% | 0% | 25.9% | 11/14/2023 |
 Moncler (MONC.MI) | 0.12% | 0.75% | 15.2% | - |
 US Bancorp (USB) | 0.11% | 0% | 91.98% | 1/22/2026 |
 Dogecoin (DOGE) | 0.11% | 0% | 57.23% | 1/14/2025 |
 Best Buy (BBY) | 0.1% | 0% | 49.87% | 8/29/2024 |
 Beyond Meat (BYND) | 0.1% | 0.01% | 98.75% | - |
 Xinyi Solar (0968.HK) | 0.1% | 0.05% | 99.25% | - |
 Aston Martin (AML.L) | 0.1% | 0.02% | 99.25% | - |
 ING (INGA.NV) | 0.1% | 0% | 8.19% | 4/11/2023 |
 Alaska Air (ALK) | 0.09% | 0% | 58.48% | 12/11/2024 |
 Astera Labs Inc (ALAB) | 0.09% | 0.7% | 15.2% | - |
 AB InBev (ABI.BR) | 0.09% | 0% | 8.52% | 11/23/2023 |
 Match Group (MTCH) | 0.08% | 0% | 14.95% | 7/19/2023 |
 Polkadot (DOT) | 0.08% | 0% | 12.7% | 11/18/2024 |
 Virgin Galactic (SPCE) | 0.07% | 0.01% | 98.5% | - |
 Next (NXT.L) | 0.07% | 0% | 41.19% | 5/16/2024 |
 Hermes (RMS.PA) | 0.07% | 1.2% | 6.77% | - |
 Danaher (DHR) | 0.07% | 0% | 14.04% | 9/18/2023 |
 Warner Bros Discovery (WBD) | 0.07% | 0% | 93.23% | 2/6/2026 |
 GSK (GSK.L) | 0.06% | 0% | 41.19% | 5/16/2024 |
 Avis (CAR) | 0.06% | 0% | 7.44% | 5/14/2024 |
 Lottomatica (LTMC.MI) | 0.06% | 0% | 8.69% | 8/16/2023 |
 S&P Global (SPGI) | 0.06% | 0% | 21.22% | 9/18/2023 |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.06% | 0% | 35.34% | 3/7/2024 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.05% | 0.02% | 99.25% | - |
 Raspberry Pi Ltd (RPI.L) | 0.05% | 0.84% | 7.77% | - |
 Rheinmetall (RHM.DE) | 0.05% | 0.77% | 5.51% | - |
 UBS (UBSG.ZU) | 0.05% | 0% | 11.03% | 7/26/2023 |
 Ferrexpo (FXPO.L) | 0.05% | 0.02% | 99.25% | - |
 Diageo (DGE.L) | 0.05% | 0.51% | 8.02% | - |
 Huntington (HBAN) | 0.04% | 0% | 55.64% | 11/7/2024 |
 Container Store (TCSGQ) | 0.04% | 0% | 9.02% | 2/17/2025 |
 Pepe (in millions) (PEPExM) | 0.03% | 0.04% | 37.51% | - |
 Novo-Nordisk (NVO) | 0.03% | 0.7% | 4.51% | - |
 Official Trump (TRUMP) | 0.03% | 0.02% | 37.43% | - |
 Universal Display (OLED) | 0.03% | 0.61% | 4.68% | - |
 Credit Suisse Group AG (CSGN.ZU) | 0.03% | 0% | 9.69% | 6/8/2023 |
 Wolfspeed Inc (WOLF) | 0.03% | 0% | 5.68% | 4/9/2026 |
 Baidu (BIDU) | 0.02% | 0.02% | 99.25% | - |
 Julius Baer (BAER.ZU) | 0.02% | 0% | 4.34% | 2/23/2023 |
 iShares Silver Trust (SLV) | 0.02% | 0.3% | 6.6% | - |
 Cranswick (CWK.L) | 0.02% | 0% | 25.9% | 11/14/2023 |
 ABF (ABF.L) | 0.02% | 0% | 11.86% | 5/26/2023 |
 Vroom Inc (VRM) | 0.02% | 0% | 21.72% | 4/14/2026 |
 Visa (V) | 0.02% | 0% | 10.53% | 5/10/2023 |
 eToro Group LTD (ETOR) | 0.02% | 0% | 2.17% | 6/9/2025 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.01% | 0% | 2.92% | 2/6/2023 |
 Co-Diagnostics (CODX) | 0.01% | 0% | 65.5% | 10/28/2025 |
 Polymetal International PLC (POLY.L) | 0.01% | 0% | 14.2% | 6/23/2023 |
 Hawaiian Electric (HE) | 0.01% | 0% | 1% | 8/31/2023 |
 ASML (ASML) | 0% | 0.73% | 0.5% | - |
 UK100 Index (Non Expiry) (UK100) | 0% | 0% | 0.17% | 12/1/2023 |
 Meituan (03690.HK) | 0% | 0% | 7.6% | 6/29/2023 |
 Oil (Non Expiry) (OIL) | 0% | 2.51% | 0.08% | - |
 GE HealthCare (GEHC) | 0% | 0% | 0.42% | 1/9/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 0.61% | 7.36% |
| Berkshire Hathaway (BRK.B) | 4.23% | 4.88% |
| Micron (MU) | 1.61% | 4.5% |
| UniCredit (UCG.MI) | 1.41% | 4.23% |
| Intel (INTC) | 3.64% | 3.77% |
| Netflix (NFLX) | 0.8% | 3.55% |
| Amazon (AMZN) | 1.71% | 3.35% |
| Rolls-Royce (RR.L) | 1.14% | 3.3% |
| Orsted (ORSTED.CO) | 8.97% | 2.99% |
| GE (GE) | 1.17% | 2.87% |
| GE Vernova (GEV) | 0.64% | 2.54% |
| LVMH (MC.PA) | 2.71% | 2.53% |
| Whitbread (WTB.L) | 3.31% | 2.26% |
| St.James's Place (STJ.L) | 0.76% | 2.23% |
| American Express (AXP) | 0.89% | 2.11% |
| Sunrun (RUN) | 0.85% | 2.09% |
| Reddit Inc (RDDT) | 2.15% | 2.02% |
| Meta (META) | 2.15% | 1.87% |
| Novo Nordisk (NOVO-B.CO) | 2.24% | 1.6% |
| Canadian Solar (CSIQ) | 1.61% | 1.58% |
| Coca-Cola (KO) | 1.36% | 1.58% |
| Nike (NKE) | 2% | 1.54% |
| Volkswagen (VOW3.DE) | 2.62% | 1.53% |
| Ethereum (ETH) | 1.95% | 1.45% |
| Boeing (BA) | 1.2% | 1.43% |
| SKF (SKF-A.ST) | 1.07% | 1.28% |
| UEC (UEC) | 0.85% | 1.22% |
| Nestle (NESN.ZU) | 1.71% | 1.19% |
| Global Payments (GPN) | 1.7% | 1.15% |
| Centrica (CNA.L) | 1.07% | 1.14% |
| BAE Systems (BA.L) | 0.94% | 1.08% |
| Halliburton (HAL) | 1.44% | 1.08% |
| Sprott Uranium Miners UCITS ETF (U3O8.DE) | 1.08% | 1.07% |
| Roku (ROKU) | 1.07% | 1.05% |
| iShares Global clean energy ETF (ICLN) | 1.09% | 1% |
| Thor (THO) | 0.9% | 0.97% |
| BMW (BMW.DE) | 1.1% | 0.95% |
| Alerian MLP ETF (AMLP) | 1.07% | 0.93% |
| OSB Group (OSB.L) | 0.61% | 0.93% |
| SoFi (SOFI) | 1.07% | 0.9% |
| MSCI (MSCI) | 0.9% | 0.88% |
| Electrocomponents (RS1.L) | 0.82% | 0.83% |
| Moncler (MONC.MI) | 0.85% | 0.82% |
| Lemonade (LMND) | 0.44% | 0.8% |
| Target (TGT) | 1.21% | 0.79% |
| Qualcomm (QCOM) | 0.85% | 0.78% |
| Microsoft (MSFT) | 0.72% | 0.75% |
| Manchester United (MANU) | 1.04% | 0.72% |
| Supermicro (SMCI) | 0.62% | 0.7% |
| Astera Labs Inc (ALAB) | 0.85% | 0.67% |
| Zoom (ZM) | 1.2% | 0.62% |
| Cardano (ADA) | 2.44% | 0.59% |
| Aramco (SAOC) | 0.85% | 0.53% |
| Gevo (GEVO) | 1.26% | 0.52% |
| AT&T (T) | 0.64% | 0.52% |
| Disney (DIS) | 0.94% | 0.48% |
| Adobe (ADBE) | 0.67% | 0.4% |
| Constellation Brands (STZ) | 0.64% | 0.37% |
| easyJet (EZJ.L) | 0.78% | 0.36% |
| ConocoPhillips (COP) | 0.45% | 0.36% |
| Sea (SE) | 1.07% | 0.35% |
| SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 0.23% | 0.17% |
| Warner Bros Discovery (WBD) | 0.15% | 0.14% |
| US Bancorp (USB) | 0.16% | 0.13% |
| Plug Power (PLUG) | 1.92% | 0.12% |
| Tyson Foods (TSN) | 0.17% | 0.11% |
| Peloton (PTON) | 0.51% | 0.1% |
| Fiverr (FVRR) | 1.07% | 0.09% |
| Vroom Inc (VRM) | 0% | 0.08% |
| Xinyi Solar (0968.HK) | 0.28% | 0.05% |
| Official Trump (TRUMP) | 0.44% | 0.04% |
| Pepe (in millions) (PEPExM) | 0.21% | 0.04% |
| BioNano (BNGO) | 2.79% | 0.03% |
| Ferrexpo (FXPO.L) | 0.21% | 0.03% |
| Aston Martin (AML.L) | 0.5% | 0.03% |
| Baidu (BIDU) | 0.06% | 0.03% |
| iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.64% | 0.02% |
| Virgin Galactic (SPCE) | 1.71% | 0.01% |
| Beyond Meat (BYND) | 0.98% | 0.01% |
| Co-Diagnostics (CODX) | 0.14% | 0% |
| Evoke (EVOK.L) | 0.08% | 0% |
Cash & Instruments Over Time
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