Portfolio Diversification
Range
Most Diversified
66 instruments
May 25, 2024
Least Diversified
0 instruments
February 2, 2025
Average
51.2 instruments
Most Consistent Holdings
Top 5
DIS99.88%
INTC99.88%
BIDU99.88%
BABA99.88%
VOW3.DE99.88%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Baidu (BIDU) | 3.87% | 2.89% | 99.88% | - |
| Alibaba (BABA) | 3.61% | 1.09% | 99.88% | - |
| Disney (DIS) | 3.58% | 2.83% | 99.88% | - |
| Volkswagen (VOW3.DE) | 3.41% | 3.98% | 99.88% | - |
| 2.86% | 0% | 25.57% | 8/4/2023 | |
 iShares MSCI China ETF (MCHI) | 2.82% | 1.82% | 99.88% | - |
| Intel (INTC) | 2.74% | 2.71% | 99.88% | - |
 Vanguard S&P 500 ETF (VOO) | 2.38% | 3.06% | 90.95% | - |
 Amazon (AMZN) | 2.36% | 1.55% | 82.03% | - |
 iShares Global clean energy ETF (ICLN) | 2.25% | 1.01% | 99.88% | - |
 Alphabet (GOOGL) | 2.13% | 1.96% | 99.88% | - |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 2.01% | 0% | 66.22% | 7/12/2024 |
 iShares MSCI Eurozone ETF (EZU) | 2% | 0% | 73.34% | 9/9/2024 |
 PayPal (PYPL) | 1.91% | 2.05% | 99.88% | - |
 Diageo (DEO) | 1.73% | 4.22% | 35.83% | - |
 iShares Core Dividend Growth ETF (DGRO) | 1.71% | 0% | 65.02% | 7/2/2024 |
 Apple (AAPL) | 1.7% | 0% | 80.22% | 11/6/2024 |
 Bayer (BAYN.DE) | 1.56% | 2.87% | 81.06% | - |
 Lufthansa (LHA.DE) | 1.48% | 3.04% | 69.84% | - |
 Nike (NKE) | 1.48% | 3.64% | 53.68% | - |
 Boeing (BA) | 1.46% | 1.29% | 92.88% | - |
 Vanguard FTSE All-World ex-US (VEU) | 1.45% | 6.58% | 27.26% | - |
 Microsoft (MSFT) | 1.45% | 0.8% | 82.15% | - |
 McDonald's (MCD) | 1.38% | 0% | 70.81% | 8/19/2024 |
 Vanguard Real Estate ETF (VNQ) | 1.37% | 0% | 62.36% | 6/10/2024 |
 Proximus (PROX.BR) | 1.32% | 3.01% | 51.99% | - |
 Hello Group (MOMO) | 1.3% | 0.51% | 99.88% | - |
 Verizon (VZ) | 1.29% | 0% | 69.84% | 10/11/2024 |
 AbbVie (ABBV) | 1.21% | 0% | 57.78% | 7/2/2024 |
 UiPath (PATH) | 1.2% | 3.45% | 44.51% | - |
 Zoom (ZM) | 1.19% | 1.79% | 50.54% | - |
 Warner Bros Discovery (WBD) | 1.12% | 0.97% | 86.49% | - |
 Coinbase (COIN) | 1.03% | 0.44% | 91.92% | - |
 Kraft Heinz (KHC) | 1% | 3.92% | 34.98% | - |
 Etsy (ETSY) | 0.96% | 1.76% | 55.49% | - |
 Global X Uranium ETF (URA) | 0.96% | 0% | 66.22% | 7/12/2024 |
 TUI AG (TUI.L) | 0.96% | 0% | 66.71% | 7/16/2024 |
 Enphase (ENPH) | 0.86% | 1.62% | 49.7% | - |
 Shell (SHEL.L) | 0.86% | 0% | 75.51% | 9/27/2024 |
 Pinterest (PINS) | 0.85% | 0% | 91.31% | 2/7/2025 |
 Novo-Nordisk (NVO) | 0.83% | 3.85% | 20.51% | - |
 Qualcomm (QCOM) | 0.83% | 0% | 32.33% | 5/2/2024 |
 Estee Lauder (EL) | 0.79% | 1.44% | 46.56% | - |
 UPS (UPS) | 0.75% | 2.73% | 39.57% | - |
 Philips (PHIA.NV) | 0.73% | 0% | 68.4% | 7/30/2024 |
 Supermicro (SMCI) | 0.67% | 0.4% | 28.23% | - |
 Starbucks (SBUX) | 0.63% | 0.45% | 47.04% | - |
 E.ON (EOAN.DE) | 0.6% | 0% | 57.06% | 6/25/2024 |
 Pfizer (PFE) | 0.59% | 0% | 29.31% | 8/19/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.55% | 0% | 66.1% | 9/3/2024 |
 Nio (NIO) | 0.53% | 0.11% | 99.88% | - |
 Coca-Cola (KO) | 0.52% | 0% | 41.5% | 9/6/2024 |
 Align (ALGN) | 0.48% | 4.72% | 22.8% | - |
 Bristol-Myers Squibb (BMY) | 0.48% | 0.41% | 44.63% | - |
 ASML (ASML.NV) | 0.46% | 3.07% | 23.64% | - |
 Aurora Cannabis (ACB) | 0.43% | 0% | 72.5% | 10/11/2024 |
 iShares Semiconductor ETF (SOXX) | 0.43% | 3.45% | 18.21% | - |
 Paycom (PAYC) | 0.43% | 0.51% | 40.65% | - |
 Airbnb (ABNB) | 0.41% | 1.63% | 29.43% | - |
 US Natural Gas (UNG) | 0.4% | 0% | 15.56% | 7/2/2024 |
 Just Eat (TKWY.NV) | 0.39% | 0% | 81.06% | 11/13/2024 |
 Accenture (ACN) | 0.39% | 0.36% | 44.51% | - |
 CVS Health (CVS) | 0.39% | 0.52% | 35.46% | - |
 Clorox (CLX) | 0.38% | 0% | 70.81% | 8/19/2024 |
 Meta (META) | 0.34% | 0% | 26.9% | 8/15/2023 |
 iShares Core High Dividend ETF (HDV) | 0.34% | 0% | 35.22% | 7/2/2024 |
 American Water (AWK) | 0.34% | 0.92% | 19.66% | - |
 Adyen (ADYEN.NV) | 0.32% | 0% | 45.48% | 6/12/2024 |
 Hut 8 (HUT) | 0.3% | 0% | 81.06% | 11/13/2024 |
 Ethereum (ETH) | 0.3% | 0% | 35.22% | 7/9/2024 |
 TSMC (TSM) | 0.24% | 0% | 40.53% | 2/6/2024 |
 Boston Properties (BXP) | 0.21% | 2.27% | 14.6% | - |
 Lululemon (LULU) | 0.2% | 0% | 13.99% | 12/23/2024 |
 Virgin Galactic (SPCE) | 0.2% | 0.01% | 91.31% | - |
 Tesla (TSLA) | 0.19% | 0% | 27.86% | 6/10/2024 |
 Logitech (LOGI) | 0.19% | 0% | 21.35% | 12/13/2023 |
 Match Group (MTCH) | 0.18% | 0.78% | 18.94% | - |
 Heineken (HEIA.NV) | 0.17% | 0.91% | 19.54% | - |
 AMD (AMD) | 0.17% | 1.51% | 26.3% | - |
 Abbott (ABT) | 0.17% | 0% | 7.24% | 3/3/2023 |
 Bitcoin (BTC) | 0.17% | 0% | 16.89% | 7/2/2024 |
 Splunk Inc (SPLK) | 0.15% | 0% | 31% | 9/21/2023 |
 Cardano (ADA) | 0.15% | 0% | 46.56% | 1/29/2024 |
 Wells Fargo (WFC) | 0.14% | 0% | 50.9% | 3/6/2024 |
 iShares Core MSCI Europe ETF (IEUR) | 0.14% | 0.9% | 14.6% | - |
 Signify (LIGHT.NV) | 0.13% | 0% | 13.27% | 6/12/2024 |
 Charter (CHTR) | 0.13% | 0% | 6.63% | 4/5/2024 |
 AT&T (T) | 0.13% | 0% | 65.74% | 7/8/2024 |
 Healthpeak (DOC) | 0.12% | 0.78% | 13.99% | - |
 Workhorse (WKHS) | 0.12% | 0% | 91.8% | 2/11/2025 |
 Unilever (ULVR.L) | 0.11% | 0% | 15.08% | 5/31/2024 |
 Spotify (SPOT) | 0.09% | 0% | 9.53% | 3/23/2023 |
 Fortinet (FTNT) | 0.09% | 0% | 10.01% | 2/7/2024 |
 Bechtle (BC8.DE) | 0.09% | 0% | 8.93% | 3/5/2025 |
 American Tower (AMT) | 0.07% | 0% | 18.34% | 4/11/2024 |
 Shopify (SHOP) | 0.07% | 0% | 6.76% | 7/10/2024 |
 Altria (MO) | 0.07% | 0% | 7.6% | 6/12/2024 |
 Marathon Digital (MARA) | 0.07% | 0% | 9.77% | 5/4/2023 |
 General Mills (GIS) | 0.06% | 0% | 7% | 6/10/2024 |
 Adobe (ADBE) | 0.06% | 0% | 19.42% | 6/12/2024 |
 New Fortress Energy (NFE) | 0.06% | 1.17% | 5.67% | - |
 NVIDIA (NVDA) | 0.04% | 0.77% | 5.19% | - |
 FuelCell Energy (FCEL) | 0.04% | 0% | 8.44% | 1/16/2024 |
 Carnival (CCL) | 0.04% | 0.77% | 4.83% | - |
 Salesforce (CRM) | 0.03% | 0% | 7.6% | 3/6/2023 |
 Flow Traders (FLOW.NV) | 0.03% | 0% | 3.26% | 2/6/2024 |
 Netflix (NFLX) | 0.03% | 0% | 2.65% | 1/23/2023 |
 Desktop Metal (DM) | 0.02% | 0% | 2.65% | 2/20/2024 |
 Storj (STORJ) | 0.01% | 0% | 1.09% | 2/28/2024 |
 PostNL (PNL.NV) | 0.01% | 0% | 1.57% | 12/11/2023 |
 ABN AMRO (ABN.NV) | 0.01% | 0% | 1.45% | 1/13/2023 |
 Novavax (NVAX) | 0.01% | 0% | 42.46% | 12/26/2023 |
 SAP (SAP.DE) | 0% | 0% | 1.45% | 1/13/2023 |
 Meituan (03690.HK) | 0% | 0% | 18.09% | 8/28/2023 |
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% |