Portfolio Diversification
Range
Most Diversified
66 instruments
May 25, 2024
Least Diversified
0 instruments
February 2, 2025
Average
50.1 instruments
Most Consistent Holdings
Top 5
DIS99.91%
INTC99.91%
BIDU99.91%
BABA99.91%
VOW3.DE99.91%
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 |
|---|---|---|---|---|
| Baidu (BIDU) | 3.58% | 1.61% | 99.91% | - |
| Volkswagen (VOW3.DE) | 3.43% | 3.82% | 99.91% | - |
| Alibaba (BABA) | 3.07% | 1.26% | 99.91% | - |
| Disney (DIS) | 3.03% | 0.57% | 99.91% | - |
| Intel (INTC) | 2.67% | 1.37% | 99.91% | - |
 iShares MSCI China ETF (MCHI) | 2.4% | 0% | 91.61% | 9/10/2025 |
| 2.23% | 0% | 19.98% | 8/4/2023 | |
 Vanguard S&P 500 ETF (VOO) | 2.17% | 0% | 87.37% | 10/9/2025 |
 Diageo (DEO) | 2.08% | 2.72% | 49.86% | - |
 iShares Global clean energy ETF (ICLN) | 1.99% | 1.18% | 99.91% | - |
 Amazon (AMZN) | 1.97% | 0% | 71.72% | 7/10/2025 |
 PayPal (PYPL) | 1.91% | 1.67% | 99.91% | - |
 Nike (NKE) | 1.83% | 2.67% | 63.81% | - |
 Alphabet (GOOGL) | 1.82% | 0% | 87.18% | 7/25/2025 |
 Bayer (BAYN.DE) | 1.77% | 0.64% | 85.2% | - |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 1.57% | 0% | 51.74% | 7/12/2024 |
 iShares MSCI Eurozone ETF (EZU) | 1.56% | 0% | 57.3% | 9/9/2024 |
 Vanguard FTSE All-World ex-US (VEU) | 1.54% | 0% | 37.61% | 10/9/2025 |
 Kraft Heinz (KHC) | 1.54% | 3.21% | 49.2% | - |
 Lufthansa (LHA.DE) | 1.42% | 0% | 66.07% | 8/19/2025 |
 UiPath (PATH) | 1.39% | 0.92% | 56.64% | - |
 iShares Core Dividend Growth ETF (DGRO) | 1.33% | 0% | 50.8% | 7/2/2024 |
 Apple (AAPL) | 1.33% | 0% | 62.68% | 11/6/2024 |
 UPS (UPS) | 1.3% | 2.14% | 52.78% | - |
 Novo-Nordisk (NVO) | 1.27% | 2.03% | 37.89% | - |
 Boeing (BA) | 1.25% | 0% | 80.3% | 7/10/2025 |
 Align (ALGN) | 1.17% | 3.86% | 39.68% | - |
 Microsoft (MSFT) | 1.14% | 0% | 65.79% | 5/6/2025 |
 Hello Group (MOMO) | 1.14% | 0.52% | 99.91% | - |
 Proximus (PROX.BR) | 1.13% | 0% | 44.3% | 5/28/2025 |
 Zoom (ZM) | 1.13% | 0% | 51.74% | 8/27/2025 |
 McDonald's (MCD) | 1.08% | 0% | 55.33% | 8/19/2024 |
 Vanguard Real Estate ETF (VNQ) | 1.07% | 0% | 48.73% | 6/10/2024 |
 Etsy (ETSY) | 1.01% | 0.79% | 65.22% | - |
 Verizon (VZ) | 1.01% | 0% | 54.57% | 10/11/2024 |
 Enphase (ENPH) | 1% | 1.38% | 60.7% | - |
 AbbVie (ABBV) | 0.94% | 0% | 45.15% | 7/2/2024 |
 Warner Bros Discovery (WBD) | 0.93% | 0% | 73.8% | 6/24/2025 |
 Estee Lauder (EL) | 0.89% | 1.16% | 58.25% | - |
 Coinbase (COIN) | 0.81% | 0% | 73.52% | 5/7/2025 |
 Global X Uranium ETF (URA) | 0.75% | 0% | 51.74% | 7/12/2024 |
 TUI AG (TUI.L) | 0.75% | 0% | 52.12% | 7/16/2024 |
 Bristol-Myers Squibb (BMY) | 0.71% | 1.81% | 56.46% | - |
 Shell (SHEL.L) | 0.67% | 0% | 59% | 9/27/2024 |
 Pinterest (PINS) | 0.67% | 0% | 71.35% | 2/7/2025 |
 Airbnb (ABNB) | 0.65% | 1.43% | 44.86% | - |
 iShares Semiconductor ETF (SOXX) | 0.65% | 0% | 27.62% | 9/8/2025 |
 Qualcomm (QCOM) | 0.65% | 0% | 25.26% | 5/2/2024 |
 Boston Properties (BXP) | 0.62% | 1.96% | 33.27% | - |
 Supermicro (SMCI) | 0.6% | 0.2% | 43.92% | - |
 Philips (PHIA.NV) | 0.57% | 0% | 53.44% | 7/30/2024 |
 ASML (ASML.NV) | 0.54% | 0% | 24.32% | 6/20/2025 |
 Healthpeak (DOC) | 0.51% | 1.86% | 32.8% | - |
 Starbucks (SBUX) | 0.51% | 0% | 39.77% | 5/21/2025 |
 Target (TGT) | 0.47% | 2.57% | 18.85% | - |
 E.ON (EOAN.DE) | 0.47% | 0% | 44.58% | 6/25/2024 |
 Pfizer (PFE) | 0.46% | 0% | 22.9% | 8/19/2024 |
 ConAgra (CAG) | 0.46% | 2.96% | 14.14% | - |
 Nio (NIO) | 0.44% | 0.13% | 99.91% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 0.43% | 0% | 51.65% | 9/3/2024 |
 Coca-Cola (KO) | 0.41% | 0% | 32.42% | 9/6/2024 |
 Snapchat (SNAP) | 0.37% | 3.68% | 10.08% | - |
 Accenture (ACN) | 0.37% | 0.27% | 56.55% | - |
 Clorox (CLX) | 0.37% | 1.83% | 58.91% | - |
 American Water (AWK) | 0.36% | 0% | 28.75% | 9/8/2025 |
 Edgewell (EPC) | 0.35% | 2.5% | 11.5% | - |
 Paycom (PAYC) | 0.34% | 0% | 33.46% | 5/7/2025 |
 Aurora Cannabis (ACB) | 0.34% | 0% | 56.64% | 10/11/2024 |
 Marshalls (MSLH.L) | 0.32% | 2.98% | 10.74% | - |
 CVS Health (CVS) | 0.31% | 0% | 29.41% | 5/7/2025 |
 US Natural Gas (UNG) | 0.31% | 0% | 12.16% | 7/2/2024 |
 Just Eat (TKWY.NV) | 0.31% | 0% | 63.34% | 11/13/2024 |
 Alfen (ALFEN.NV) | 0.3% | 3.23% | 9.71% | - |
 Adobe (ADBE) | 0.3% | 3.26% | 23% | - |
 Sif Holding NV (SIFG.NV) | 0.29% | 2.79% | 9.43% | - |
 Constellation Brands (STZ) | 0.27% | 3.09% | 9.05% | - |
 Alexandria (ARE) | 0.27% | 2.51% | 16.12% | - |
 Meta (META) | 0.27% | 0% | 21.02% | 8/15/2023 |
 iShares Core High Dividend ETF (HDV) | 0.27% | 0% | 27.52% | 7/2/2024 |
 Centene (CNC) | 0.26% | 2.03% | 14.89% | - |
 Greggs (GRG.L) | 0.25% | 2.08% | 12.25% | - |
 Adyen (ADYEN.NV) | 0.25% | 0% | 35.53% | 6/12/2024 |
 Edison (EIX) | 0.24% | 1.56% | 16.31% | - |
 Wizz Air (WIZZ.L) | 0.24% | 1.77% | 12.25% | - |
 Hut 8 (HUT) | 0.23% | 0% | 63.34% | 11/13/2024 |
 Ethereum (ETH) | 0.23% | 0% | 27.52% | 7/9/2024 |
 AMD (AMD) | 0.23% | 0% | 26.01% | 6/16/2025 |
 Bitcoin (BTC) | 0.22% | 3.64% | 16.31% | - |
 Match Group (MTCH) | 0.21% | 0% | 24.98% | 8/6/2025 |
 TSMC (TSM) | 0.19% | 0% | 31.67% | 2/6/2024 |
 Heineken (HEIA.NV) | 0.18% | 0% | 21.11% | 6/20/2025 |
 Gartner (IT) | 0.17% | 1.95% | 8.29% | - |
 Lululemon (LULU) | 0.16% | 0% | 10.93% | 12/23/2024 |
 Virgin Galactic (SPCE) | 0.16% | 0.02% | 93.21% | - |
 New Fortress Energy (NFE) | 0.15% | 0.26% | 26.3% | - |
 Tesla (TSLA) | 0.15% | 0% | 21.77% | 6/10/2024 |
 Logitech (LOGI) | 0.15% | 0% | 16.68% | 12/13/2023 |
 iShares Core MSCI Europe ETF (IEUR) | 0.14% | 0% | 15.83% | 6/5/2025 |
 Abbott (ABT) | 0.13% | 0% | 5.66% | 3/3/2023 |
 Splunk Inc (SPLK) | 0.12% | 0% | 24.22% | 9/21/2023 |
 Cardano (ADA) | 0.12% | 0% | 36.38% | 1/29/2024 |
 Humana (HUM) | 0.12% | 0% | 2.92% | 8/18/2025 |
 Fiserv (FISV) | 0.11% | 3.29% | 3.49% | - |
 Wells Fargo (WFC) | 0.11% | 0% | 39.77% | 3/6/2024 |
 Signify (LIGHT.NV) | 0.1% | 0% | 10.37% | 6/12/2024 |
 Charter (CHTR) | 0.1% | 0% | 5.18% | 4/5/2024 |
 AT&T (T) | 0.1% | 0% | 51.37% | 7/8/2024 |
 Workhorse (WKHS) | 0.1% | 0% | 71.72% | 2/11/2025 |
 Hershey (HSY) | 0.09% | 0% | 5.94% | 7/23/2025 |
 Unilever (ULVR.L) | 0.09% | 0% | 11.78% | 5/31/2024 |
 Carnival (CCL) | 0.08% | 0% | 9.24% | 6/16/2025 |
 B&M (BME.L) | 0.08% | 0% | 3.77% | 9/8/2025 |
 Spotify (SPOT) | 0.07% | 0% | 7.45% | 3/23/2023 |
 Akamai (AKAM) | 0.07% | 0% | 5% | 8/8/2025 |
 AES (AES) | 0.07% | 0% | 4.52% | 7/9/2025 |
 Fortinet (FTNT) | 0.07% | 0% | 7.82% | 2/7/2024 |
 Bechtle (BC8.DE) | 0.07% | 0% | 6.97% | 3/5/2025 |
 Pool Corp. (POOL) | 0.06% | 1.7% | 3.58% | - |
 American Tower (AMT) | 0.06% | 0% | 14.33% | 4/11/2024 |
 Shopify (SHOP) | 0.06% | 0% | 5.28% | 7/10/2024 |
 Altria (MO) | 0.05% | 0% | 5.94% | 6/12/2024 |
 NVIDIA (NVDA) | 0.05% | 0% | 6.41% | 5/14/2025 |
 Marathon Digital (MARA) | 0.05% | 0% | 7.63% | 5/4/2023 |
 General Mills (GIS) | 0.05% | 0% | 5.47% | 6/10/2024 |
 FuelCell Energy (FCEL) | 0.03% | 0% | 6.6% | 1/16/2024 |
 Salesforce (CRM) | 0.03% | 0% | 5.94% | 3/6/2023 |
 Flow Traders (FLOW.NV) | 0.02% | 0% | 2.54% | 2/6/2024 |
 Netflix (NFLX) | 0.02% | 0% | 2.07% | 1/23/2023 |
 Desktop Metal (DM) | 0.02% | 0% | 2.07% | 2/20/2024 |
 Alpha Metallurgical (AMR) | 0.02% | 0% | 0.47% | 8/12/2025 |
 Storj (STORJ) | 0.01% | 0% | 0.85% | 2/28/2024 |
 PostNL (PNL.NV) | 0.01% | 0% | 1.23% | 12/11/2023 |
 ABN AMRO (ABN.NV) | 0.01% | 0% | 1.13% | 1/13/2023 |
 Novavax (NVAX) | 0% | 0% | 33.18% | 12/26/2023 |
 SAP (SAP.DE) | 0% | 0% | 1.13% | 1/13/2023 |
 Meituan (03690.HK) | 0% | 0% | 14.14% | 8/28/2023 |
 A O Smith (AOS) | 0% | 0% | 0.09% | 6/17/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard FTSE All-World ex-US (VEU) | 5.58% | 6.34% |
| Novo-Nordisk (NVO) | 4.79% | 5.24% |
| Volkswagen (VOW3.DE) | 4.79% | 4.62% |
| Diageo (DEO) | 3.99% | 4.56% |
| Intel (INTC) | 5.43% | 4.16% |
| Alibaba (BABA) | 3.99% | 3.42% |
| Baidu (BIDU) | 3.99% | 3.37% |
| Bayer (BAYN.DE) | 3.99% | 3.15% |
| Disney (DIS) | 2.43% | 3.1% |
| American Water (AWK) | 2.39% | 2.77% |
| Kraft Heinz (KHC) | 2.37% | 2.69% |
| Lufthansa (LHA.DE) | 2.39% | 2.68% |
| Proximus (PROX.BR) | 3.19% | 2.62% |
| Nike (NKE) | 2.4% | 2.45% |
| Enphase (ENPH) | 2.39% | 2.43% |
| Etsy (ETSY) | 2.19% | 2.4% |
| UiPath (PATH) | 2.39% | 2.39% |
| Estee Lauder (EL) | 2.39% | 2.27% |
| Supermicro (SMCI) | 3.19% | 2.22% |
| ASML (ASML.NV) | 1.6% | 2.02% |
| Vanguard S&P 500 ETF (VOO) | 1.59% | 2% |
| iShares Semiconductor ETF (SOXX) | 1.59% | 1.9% |
| UPS (UPS) | 1.6% | 1.78% |
| Align (ALGN) | 1.6% | 1.74% |
| Boeing (BA) | 1.6% | 1.61% |
| iShares MSCI China ETF (MCHI) | 1.6% | 1.47% |
| Warner Bros Discovery (WBD) | 1.2% | 1.44% |
| Zoom (ZM) | 0.8% | 1.21% |
| iShares Global clean energy ETF (ICLN) | 1.6% | 1.14% |
| Airbnb (ABNB) | 0.8% | 1.06% |
| PayPal (PYPL) | 1.75% | 1.02% |
| Match Group (MTCH) | 0.8% | 1% |
| Bechtle (BC8.DE) | 0.8% | 0.98% |
| Healthpeak (DOC) | 0.8% | 0.96% |
| Boston Properties (BXP) | 0.8% | 0.94% |
| iShares Core MSCI Europe ETF (IEUR) | 0.8% | 0.93% |
| Heineken (HEIA.NV) | 0.8% | 0.89% |
| Hello Group (MOMO) | 1.2% | 0.81% |
| Coinbase (COIN) | 0.4% | 0.72% |
| Alphabet (GOOGL) | 0.4% | 0.59% |
| Starbucks (SBUX) | 0.4% | 0.58% |
| Paycom (PAYC) | 0.4% | 0.55% |
| Bristol-Myers Squibb (BMY) | 0.4% | 0.54% |
| Accenture (ACN) | 0.4% | 0.52% |
| Pinterest (PINS) | 0.8% | 0.5% |
| CVS Health (CVS) | 0.44% | 0.4% |
| Nio (NIO) | 0.72% | 0.16% |
| Virgin Galactic (SPCE) | 0.4% | 0.03% |
| Workhorse (WKHS) | 0.8% | 0.02% |