Portfolio Diversification
Range
Most Diversified
46 instruments
December 28, 2024
Least Diversified
0 instruments
February 2, 2025
Average
25.4 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
META99.91%
BA99.91%
TM99.91%
NVDA99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 ASML (ASML) | 11.38% | 0% | 99.91% | 2/1/2025 |
| NVIDIA (NVDA) | 10.06% | 0% | 99.91% | 2/1/2025 |
 ASM (ASM.NV) | 9.81% | 0% | 99.91% | 2/1/2025 |
 Vanguard Russell 1000 Growth ETF (VONG) | 7.61% | 0% | 99.91% | 2/1/2025 |
 Besi (BESI.NV) | 6.23% | 0% | 99.91% | 2/1/2025 |
 NXP (NXPI) | 5.76% | 0% | 96.62% | 12/27/2024 |
 Linde (LIN) | 5.41% | 0% | 99.91% | 2/1/2025 |
| Toyota (TM) | 5.1% | 0% | 99.91% | 2/1/2025 |
 Air Liquide (AI.PA) | 4.49% | 0% | 99.91% | 2/1/2025 |
| Apple (AAPL) | 4.09% | 0% | 99.91% | 2/1/2025 |
 TSMC (TSM) | 3.19% | 0% | 99.91% | 2/1/2025 |
 Chip-Tech | 3.05% | 0% | 99.91% | 2/1/2025 |
 Vanguard Small-Cap ETF (VB) | 3.05% | 0% | 99.91% | 2/1/2025 |
 Applied Materials (AMAT) | 2.9% | 0% | 99.91% | 2/1/2025 |
| Boeing (BA) | 2.82% | 0% | 99.91% | 2/1/2025 |
 Volvo (VOLV-A.ST) | 2.19% | 0% | 99.91% | 2/1/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 1.32% | 0% | 37.23% | 2/1/2025 |
 EUSTX50 Index (Non Expiry) (EUSTX50) | 1.28% | 0% | 36.22% | 2/1/2025 |
 ARK Fintech Innovation ETF (ARKF) | 1.26% | 0% | 36.22% | 2/1/2025 |
| Meta (META) | 1.06% | 0% | 99.91% | 2/1/2025 |
 Shiba (in millions) (SHIBxM) | 0.97% | 0% | 99.91% | 2/1/2025 |
 Microsoft (MSFT) | 0.88% | 0% | 27.74% | 2/1/2025 |
 Amazon (AMZN) | 0.72% | 0% | 36.22% | 2/1/2025 |
 Synopsys (SNPS) | 0.67% | 0% | 27.74% | 2/1/2025 |
 LVMH (MC.PA) | 0.61% | 0% | 27.65% | 2/1/2025 |
 TheBigBanks | 0.53% | 0% | 36.22% | 2/1/2025 |
 Ferrari (RACE) | 0.37% | 0% | 20.07% | 2/1/2025 |
 PayPal (PYPL) | 0.27% | 0% | 27.74% | 2/1/2025 |
 Sylvamo (SLVM) | 0.26% | 0% | 21.72% | 2/1/2025 |
 Sprouts (SFM) | 0.23% | 0% | 21.35% | 2/1/2025 |
 Costco (COST) | 0.23% | 0% | 20.07% | 2/1/2025 |
 Diamondback (FANG) | 0.22% | 0% | 21.72% | 2/1/2025 |
 SNDL (SNDL) | 0.22% | 0% | 99.91% | 2/1/2025 |
 Hims & Hers (HIMS) | 0.14% | 0% | 20.07% | 2/1/2025 |
 Eli Lilly (LLY) | 0.14% | 0% | 21.72% | 2/1/2025 |
 ARM (ARM) | 0.13% | 0% | 20.07% | 2/1/2025 |
 Cenntro (CENN) | 0.08% | 0% | 95.53% | 1/8/2025 |
 Alphabet (GOOG) | 0.07% | 0% | 20.07% | 2/1/2025 |
 TRON (TRX) | 0.06% | 0% | 11.22% | 2/1/2025 |
 Parker-Hannifin (PH) | 0.05% | 0% | 11.22% | 2/1/2025 |
 Walmart (WMT) | 0.05% | 0% | 11.22% | 2/1/2025 |
 Broadcom (AVGO) | 0.04% | 0% | 11.22% | 2/1/2025 |
 MicroStrategy (MSTR) | 0.03% | 0% | 3.28% | 2/1/2025 |
 Oracle (ORCL) | 0.02% | 0% | 3.28% | 2/1/2025 |
 Build-A-Bear (BBW) | 0.02% | 0% | 3.28% | 2/1/2025 |
 Alphabet (GOOGL) | 0.02% | 0% | 3.28% | 2/1/2025 |
 AppLovin (APP) | 0.02% | 0% | 3.28% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 10.42% | 20.5% |
| ASM (ASM.NV) | 4.57% | 6.37% |
| ASML (ASML) | 7.64% | 5.42% |
| SPX500 Index (Non Expiry) (SPX500) | 6.98% | 5.3% |
| Vanguard Russell 1000 Growth ETF (VONG) | 4.54% | 5.1% |
| Besi (BESI.NV) | 3.11% | 4.16% |
| ARK Fintech Innovation ETF (ARKF) | 3.52% | 3.58% |
| EUSTX50 Index (Non Expiry) (EUSTX50) | 3.52% | 2.92% |
| Microsoft (MSFT) | 3.73% | 2.89% |
| Linde (LIN) | 2.77% | 2.87% |
| TSMC (TSM) | 2.18% | 2.71% |
| Apple (AAPL) | 1.87% | 2.71% |
| Toyota (TM) | 2.71% | 2.67% |
| Air Liquide (AI.PA) | 2.53% | 2.21% |
| Synopsys (SNPS) | 3.03% | 2% |
| Amazon (AMZN) | 1.76% | 1.97% |
| LVMH (MC.PA) | 3.15% | 1.9% |
| Ferrari (RACE) | 2.14% | 1.67% |
| Chip-Tech | 1.99% | 1.65% |
| Vanguard Small-Cap ETF (VB) | 1.98% | 1.65% |
| Applied Materials (AMAT) | 2.02% | 1.59% |
| TheBigBanks | 1.4% | 1.39% |
| Boeing (BA) | 2.14% | 1.21% |
| Volvo (VOLV-A.ST) | 1.24% | 1.18% |
| Sylvamo (SLVM) | 1.32% | 1.15% |
| Sprouts (SFM) | 0.87% | 1.14% |
| Costco (COST) | 1.32% | 1.11% |
| PayPal (PYPL) | 1.05% | 1.06% |
| Meta (META) | 0.78% | 1.03% |
| Diamondback (FANG) | 1.32% | 0.88% |
| TRON (TRX) | 0.88% | 0.87% |
| MicroStrategy (MSTR) | 1.17% | 0.79% |
| Hims & Hers (HIMS) | 0.88% | 0.72% |
| Oracle (ORCL) | 0.9% | 0.69% |
| Shiba (in millions) (SHIBxM) | 2.04% | 0.67% |
| Build-A-Bear (BBW) | 0.84% | 0.63% |
| Eli Lilly (LLY) | 0.77% | 0.54% |
| ARM (ARM) | 0.88% | 0.53% |
| Alphabet (GOOGL) | 0.68% | 0.52% |
| Broadcom (AVGO) | 0.44% | 0.46% |
| AppLovin (APP) | 0.59% | 0.44% |
| Walmart (WMT) | 0.5% | 0.44% |
| Parker-Hannifin (PH) | 0.52% | 0.42% |
| Alphabet (GOOG) | 0.44% | 0.35% |
| SNDL (SNDL) | 0.49% | 0.07% |
| Cenntro (CENN) | 0.44% | 0% |