Portfolio Diversification
Range
Most Diversified
66 instruments
May 25, 2024
Least Diversified
0 instruments
February 2, 2025
Average
50.3 instruments
Most Consistent Holdings
Top 5
DIS99.9%
INTC99.9%
BIDU99.9%
BABA99.9%
VOW3.DE99.9%
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) | 3.68% | 1.56% | 99.9% | - |
| Volkswagen (VOW3.DE) | 3.43% | 3.19% | 99.9% | - |
| Alibaba (BABA) | 3.15% | 1.37% | 99.9% | - |
| Disney (DIS) | 3.14% | 0.6% | 99.9% | - |
| Intel (INTC) | 2.73% | 2.6% | 99.9% | - |
 iShares MSCI China ETF (MCHI) | 2.51% | 0% | 95.86% | 9/10/2025 |
| 2.34% | 0% | 20.91% | 8/4/2023 | |
 Vanguard S&P 500 ETF (VOO) | 2.27% | 0% | 91.42% | 10/9/2025 |
 Amazon (AMZN) | 2.06% | 0% | 75.05% | 7/10/2025 |
 Diageo (DEO) | 2.04% | 2.98% | 47.53% | - |
 iShares Global clean energy ETF (ICLN) | 2.02% | 1.15% | 99.9% | - |
 PayPal (PYPL) | 1.92% | 1.83% | 99.9% | - |
 Alphabet (GOOGL) | 1.9% | 0% | 91.22% | 7/25/2025 |
 Nike (NKE) | 1.79% | 2.71% | 62.13% | - |
 Bayer (BAYN.DE) | 1.76% | 2.16% | 84.52% | - |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 1.64% | 0% | 54.14% | 7/12/2024 |
 iShares MSCI Eurozone ETF (EZU) | 1.63% | 0% | 59.96% | 9/9/2024 |
 Vanguard FTSE All-World ex-US (VEU) | 1.61% | 0% | 39.35% | 10/9/2025 |
 Lufthansa (LHA.DE) | 1.48% | 0% | 69.13% | 8/19/2025 |
 Kraft Heinz (KHC) | 1.46% | 3.34% | 46.84% | - |
 iShares Core Dividend Growth ETF (DGRO) | 1.39% | 0% | 53.16% | 7/2/2024 |
 Apple (AAPL) | 1.39% | 0% | 65.58% | 11/6/2024 |
 UiPath (PATH) | 1.37% | 2.07% | 54.64% | - |
 Boeing (BA) | 1.31% | 0% | 84.02% | 7/10/2025 |
 UPS (UPS) | 1.25% | 3.11% | 50.59% | - |
 Novo-Nordisk (NVO) | 1.23% | 2.34% | 35.01% | - |
 Microsoft (MSFT) | 1.2% | 0% | 68.84% | 5/6/2025 |
 Proximus (PROX.BR) | 1.19% | 0% | 46.35% | 5/28/2025 |
 Zoom (ZM) | 1.19% | 0% | 54.14% | 8/27/2025 |
 Hello Group (MOMO) | 1.17% | 0.51% | 99.9% | - |
 McDonald's (MCD) | 1.13% | 0% | 57.89% | 8/19/2024 |
 Vanguard Real Estate ETF (VNQ) | 1.12% | 0% | 50.99% | 6/10/2024 |
 Align (ALGN) | 1.06% | 3.28% | 36.88% | - |
 Verizon (VZ) | 1.05% | 0% | 57.1% | 10/11/2024 |
 Etsy (ETSY) | 1.02% | 1.05% | 63.61% | - |
 AbbVie (ABBV) | 0.99% | 0% | 47.24% | 7/2/2024 |
 Enphase (ENPH) | 0.98% | 1.64% | 58.88% | - |
 Warner Bros Discovery (WBD) | 0.98% | 0% | 77.22% | 6/24/2025 |
 Estee Lauder (EL) | 0.88% | 1.12% | 56.31% | - |
 Coinbase (COIN) | 0.85% | 0% | 76.92% | 5/7/2025 |
 Global X Uranium ETF (URA) | 0.78% | 0% | 54.14% | 7/12/2024 |
 TUI AG (TUI.L) | 0.78% | 0% | 54.54% | 7/16/2024 |
 Shell (SHEL.L) | 0.7% | 0% | 61.74% | 9/27/2024 |
 Pinterest (PINS) | 0.7% | 0% | 74.65% | 2/7/2025 |
 iShares Semiconductor ETF (SOXX) | 0.68% | 0% | 28.9% | 9/8/2025 |
 Qualcomm (QCOM) | 0.68% | 0% | 26.43% | 5/2/2024 |
 Bristol-Myers Squibb (BMY) | 0.67% | 1.5% | 54.54% | - |
 Airbnb (ABNB) | 0.62% | 1.45% | 42.31% | - |
 Supermicro (SMCI) | 0.62% | 0.32% | 41.32% | - |
 Philips (PHIA.NV) | 0.6% | 0% | 55.92% | 7/30/2024 |
 ASML (ASML.NV) | 0.57% | 0% | 25.44% | 6/20/2025 |
 Boston Properties (BXP) | 0.55% | 1.98% | 30.18% | - |
 Starbucks (SBUX) | 0.53% | 0% | 41.62% | 5/21/2025 |
 E.ON (EOAN.DE) | 0.49% | 0% | 46.65% | 6/25/2024 |
 Pfizer (PFE) | 0.48% | 0% | 23.96% | 8/19/2024 |
 Nio (NIO) | 0.45% | 0.18% | 99.9% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 0.45% | 0% | 54.04% | 9/3/2024 |
 Healthpeak (DOC) | 0.44% | 2.02% | 29.68% | - |
 Coca-Cola (KO) | 0.43% | 0% | 33.93% | 9/6/2024 |
 American Water (AWK) | 0.38% | 0% | 30.08% | 9/8/2025 |
 Target (TGT) | 0.38% | 2.53% | 15.09% | - |
 Accenture (ACN) | 0.37% | 0.25% | 54.64% | - |
 Paycom (PAYC) | 0.36% | 0% | 35.01% | 5/7/2025 |
 Aurora Cannabis (ACB) | 0.35% | 0% | 59.27% | 10/11/2024 |
 ConAgra (CAG) | 0.34% | 3.18% | 10.16% | - |
 CVS Health (CVS) | 0.33% | 0% | 30.77% | 5/7/2025 |
 US Natural Gas (UNG) | 0.32% | 0% | 12.72% | 7/2/2024 |
 Just Eat (TKWY.NV) | 0.32% | 0% | 66.27% | 11/13/2024 |
 Clorox (CLX) | 0.31% | 0% | 57.89% | 8/19/2024 |
 Meta (META) | 0.28% | 0% | 21.99% | 8/15/2023 |
 iShares Core High Dividend ETF (HDV) | 0.28% | 0% | 28.8% | 7/2/2024 |
 Adyen (ADYEN.NV) | 0.26% | 0% | 37.18% | 6/12/2024 |
 Hut 8 (HUT) | 0.24% | 0% | 66.27% | 11/13/2024 |
 Ethereum (ETH) | 0.24% | 0% | 28.8% | 7/9/2024 |
 Edgewell (EPC) | 0.24% | 2.95% | 7.4% | - |
 AMD (AMD) | 0.24% | 0% | 27.22% | 6/16/2025 |
 Match Group (MTCH) | 0.22% | 0% | 26.13% | 8/6/2025 |
 Snapchat (SNAP) | 0.22% | 3.57% | 6.02% | - |
 TSMC (TSM) | 0.2% | 0% | 33.14% | 2/6/2024 |
 Marshalls (MSLH.L) | 0.2% | 2.77% | 6.61% | - |
 Heineken (HEIA.NV) | 0.19% | 0% | 22.09% | 6/20/2025 |
 Alexandria (ARE) | 0.18% | 1.4% | 12.33% | - |
 Edison (EIX) | 0.18% | 1.54% | 12.43% | - |
 Centene (CNC) | 0.18% | 1.86% | 10.95% | - |
 Sif Holding NV (SIFG.NV) | 0.17% | 3.04% | 5.23% | - |
 Alfen (ALFEN.NV) | 0.17% | 3.08% | 5.52% | - |
 Wizz Air (WIZZ.L) | 0.17% | 1.76% | 8.19% | - |
 Adobe (ADBE) | 0.17% | 3.2% | 19.43% | - |
 Greggs (GRG.L) | 0.17% | 2.03% | 8.19% | - |
 Lululemon (LULU) | 0.16% | 0% | 11.44% | 12/23/2024 |
 Virgin Galactic (SPCE) | 0.16% | 0.02% | 92.9% | - |
 Tesla (TSLA) | 0.16% | 0% | 22.78% | 6/10/2024 |
 Logitech (LOGI) | 0.15% | 0% | 17.46% | 12/13/2023 |
 iShares Core MSCI Europe ETF (IEUR) | 0.15% | 0% | 16.57% | 6/5/2025 |
 New Fortress Energy (NFE) | 0.15% | 0.32% | 22.88% | - |
 Constellation Brands (STZ) | 0.15% | 3.04% | 4.83% | - |
 Abbott (ABT) | 0.14% | 0% | 5.92% | 3/3/2023 |
 Bitcoin (BTC) | 0.14% | 0% | 13.81% | 7/2/2024 |
 Splunk Inc (SPLK) | 0.13% | 0% | 25.35% | 9/21/2023 |
 Cardano (ADA) | 0.12% | 0% | 38.07% | 1/29/2024 |
 Humana (HUM) | 0.12% | 0% | 3.06% | 8/18/2025 |
 Wells Fargo (WFC) | 0.11% | 0% | 41.62% | 3/6/2024 |
 Signify (LIGHT.NV) | 0.1% | 0% | 10.85% | 6/12/2024 |
 Charter (CHTR) | 0.1% | 0% | 5.42% | 4/5/2024 |
 AT&T (T) | 0.1% | 0% | 53.75% | 7/8/2024 |
 Workhorse (WKHS) | 0.1% | 0% | 75.05% | 2/11/2025 |
 Hershey (HSY) | 0.1% | 0% | 6.21% | 7/23/2025 |
 Unilever (ULVR.L) | 0.09% | 0% | 12.33% | 5/31/2024 |
 Gartner (IT) | 0.09% | 2.01% | 4.04% | - |
 Carnival (CCL) | 0.08% | 0% | 9.66% | 6/16/2025 |
 B&M (BME.L) | 0.08% | 0% | 3.94% | 9/8/2025 |
 Spotify (SPOT) | 0.07% | 0% | 7.79% | 3/23/2023 |
 Akamai (AKAM) | 0.07% | 0% | 5.23% | 8/8/2025 |
 AES (AES) | 0.07% | 0% | 4.73% | 7/9/2025 |
 Fortinet (FTNT) | 0.07% | 0% | 8.19% | 2/7/2024 |
 Bechtle (BC8.DE) | 0.07% | 0% | 7.3% | 3/5/2025 |
 American Tower (AMT) | 0.06% | 0% | 14.99% | 4/11/2024 |
 Shopify (SHOP) | 0.06% | 0% | 5.52% | 7/10/2024 |
 Altria (MO) | 0.06% | 0% | 6.21% | 6/12/2024 |
 NVIDIA (NVDA) | 0.06% | 0% | 6.71% | 5/14/2025 |
 Marathon Digital (MARA) | 0.05% | 0% | 7.99% | 5/4/2023 |
 General Mills (GIS) | 0.05% | 0% | 5.72% | 6/10/2024 |
 FuelCell Energy (FCEL) | 0.03% | 0% | 6.9% | 1/16/2024 |
 Salesforce (CRM) | 0.03% | 0% | 6.21% | 3/6/2023 |
 Flow Traders (FLOW.NV) | 0.02% | 0% | 2.66% | 2/6/2024 |
 Netflix (NFLX) | 0.02% | 0% | 2.17% | 1/23/2023 |
 Desktop Metal (DM) | 0.02% | 0% | 2.17% | 2/20/2024 |
 Alpha Metallurgical (AMR) | 0.02% | 0% | 0.49% | 8/12/2025 |
 Storj (STORJ) | 0.01% | 0% | 0.89% | 2/28/2024 |
 PostNL (PNL.NV) | 0.01% | 0% | 1.28% | 12/11/2023 |
 ABN AMRO (ABN.NV) | 0.01% | 0% | 1.18% | 1/13/2023 |
 Novavax (NVAX) | 0% | 0% | 34.71% | 12/26/2023 |
 SAP (SAP.DE) | 0% | 0% | 1.18% | 1/13/2023 |
 Meituan (03690.HK) | 0% | 0% | 14.79% | 8/28/2023 |
 A O Smith (AOS) | 0% | 0% | 0.1% | 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% |