Portfolio Diversification
Range
Most Diversified
57 instruments
July 16, 2024
Least Diversified
1 instruments
February 23, 2023
Average
32.9 instruments
Most Consistent Holdings
Top 5
TTE.PA100%
AMZN82.06%
BAC82.06%
HD82.06%
KO82.06%
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 |
|---|---|---|---|---|
| TotalEnergies (TTE.PA) | 14.22% | 3.23% | 100% | - |
| Amazon (AMZN) | 3.12% | 1.42% | 82.06% | - |
 Goldman Sachs (GS) | 2.83% | 1.26% | 80.31% | - |
| Bank of America (BAC) | 2.81% | 1.55% | 82.06% | - |
 Qualcomm (QCOM) | 2.71% | 1.91% | 82.06% | - |
| Coca-Cola (KO) | 2.38% | 1.34% | 82.06% | - |
 Pfizer (PFE) | 2.37% | 3.61% | 82.06% | - |
 McDonald's (MCD) | 2.32% | 1.49% | 82.06% | - |
 Take-Two (TTWO) | 2.25% | 1.81% | 79.69% | - |
 Barrick (B) | 2.03% | 0% | 78.25% | 8/1/2025 |
 SPDR S&P 500 ETF (SPY) | 1.98% | 3.18% | 44.54% | - |
 Bitcoin (BTC) | 1.93% | 0% | 52.37% | 7/23/2024 |
 UPS (UPS) | 1.88% | 4.42% | 71.75% | - |
 CVS Health (CVS) | 1.85% | 2.71% | 82.06% | - |
 Garmin (GRMN) | 1.84% | 1.62% | 71.75% | - |
 Nio (NIO) | 1.84% | 0% | 49.48% | 7/23/2024 |
 Lockheed Martin (LMT) | 1.84% | 2.33% | 71.75% | - |
 AT&T (T) | 1.82% | 1.83% | 71.75% | - |
 Starbucks (SBUX) | 1.82% | 1.29% | 71.75% | - |
| Home Depot (HD) | 1.8% | 1.45% | 82.06% | - |
 Citi (C) | 1.79% | 1.44% | 71.75% | - |
 Intel (INTC) | 1.71% | 3.31% | 71.75% | - |
 Siemens (SIE.DE) | 1.7% | 1.61% | 69.38% | - |
 Procter & Gamble (PG) | 1.65% | 1.37% | 71.75% | - |
 JPMorgan (JPM) | 1.6% | 1.17% | 71.75% | - |
 Realty Income (O) | 1.55% | 3.7% | 62.99% | - |
 Merck (MRK) | 1.5% | 4.92% | 62.99% | - |
 Ford (F) | 1.5% | 2.13% | 71.75% | - |
 ABB (ABBN.ZU) | 1.48% | 1.74% | 69.38% | - |
 Walmart (WMT) | 1.4% | 1.41% | 62.99% | - |
 Verizon (VZ) | 1.4% | 2.13% | 62.99% | - |
 Volkswagen (VOW3.DE) | 1.22% | 2.31% | 69.38% | - |
 Ethereum (ETH) | 1.17% | 0% | 49.59% | 7/23/2024 |
 Intuit (INTU) | 1.1% | 1.43% | 62.99% | - |
 Broadcom (AVGO) | 1.09% | 1.47% | 48.04% | - |
 AMD (AMD) | 1.09% | 2.09% | 44.54% | - |
 NVIDIA (NVDA) | 1.09% | 2.12% | 48.04% | - |
 Nintendo (NTDOY) | 1.08% | 0% | 57.22% | 5/12/2025 |
 Main Street Capital (MAIN) | 1.05% | 4% | 42.27% | - |
 Pembina (PBA) | 1% | 3.1% | 42.27% | - |
 Invesco QQQ (QQQ) | 0.98% | 1.9% | 25.36% | - |
 howtogetref | 0.95% | 0% | 7.63% | 2/18/2025 |
 BlackRock (BLK) | 0.93% | 1.48% | 43.09% | - |
 Visa (V) | 0.91% | 1.66% | 48.04% | - |
 Alphabet (GOOG) | 0.83% | 1.48% | 41.96% | - |
 Vanguard S&P 500 ETF (VOO) | 0.82% | 0% | 13.71% | 12/6/2024 |
 Hedera Hashgraph (HBAR) | 0.81% | 0% | 11.86% | 7/6/2023 |
 Alibaba Health (00241.HK) | 0.81% | 0% | 5.26% | 2/22/2023 |
 Cronos (CRO) | 0.78% | 0% | 21.65% | 7/26/2024 |
 Apple (AAPL) | 0.76% | 1.78% | 44.54% | - |
 Tencent (0700.HK) | 0.68% | 1.69% | 48.04% | - |
 Xiaomi (1810.HK) | 0.63% | 0% | 30.93% | 5/12/2025 |
 Atos (ATO.PA) | 0.58% | 0% | 15.05% | 5/28/2025 |
 iShares Russell 1000 Growth ETF (IWF) | 0.55% | 0% | 13.71% | 12/6/2024 |
 HTG Molecular Diagnostics Inc (HTGMQ) | 0.53% | 0% | 27.42% | 12/20/2023 |
 Jaguar Health (JAGX) | 0.45% | 0% | 10.62% | 7/6/2023 |
 iShares Core High Dividend ETF (HDV) | 0.34% | 1.46% | 17.94% | - |
 Vinci (DG.PA) | 0.24% | 1.95% | 12.68% | - |
 Johnson & Johnson (JNJ) | 0.24% | 0% | 2.89% | 1/30/2023 |
 Unilever (ULVR.L) | 0.21% | 2.49% | 10.52% | - |
 PepsiCo (PEP) | 0.17% | 2.25% | 8.56% | - |
 USD/CHF (USDCHF) | 0.13% | 0% | 0.62% | 6/15/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0.07% | 0% | 10.93% | 7/26/2024 |
 Legrand (LR.PA) | 0.07% | 1.43% | 4.95% | - |
 HP (HPQ) | 0.06% | 1.59% | 4.54% | - |
 Solana (SOL) | 0.06% | 0% | 5.88% | 7/23/2024 |
 EUR/USD (EURUSD) | 0.05% | 0% | 0.31% | 2/6/2023 |
 Polkadot (DOT) | 0.03% | 0% | 6.19% | 7/26/2024 |
 Helium (HNT) | 0.03% | 0% | 5.77% | 7/23/2024 |
 Dogecoin (DOGE) | 0.02% | 0% | 10.93% | 7/26/2024 |
 Synthetix (SNX) | 0.02% | 0% | 10.93% | 7/26/2024 |
 Biconomy (BICO) | 0.02% | 0% | 10.93% | 7/26/2024 |
 Gala V2 (GALA) | 0.02% | 0% | 10.93% | 7/26/2024 |
 dYdX (DYDX) | 0.02% | 0% | 10.93% | 7/26/2024 |
 Jasmy (JASMY) | 0.02% | 0% | 5.77% | 7/23/2024 |
 IoTex (IOTX) | 0.01% | 0% | 6.08% | 7/26/2024 |
 Starknet (STRK) | 0.01% | 0% | 6.08% | 7/26/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| howtogetref | 20.13% | 14.17% |
| Broadcom (AVGO) | 2.51% | 3.54% |
| Xiaomi (1810.HK) | 1.6% | 2.74% |
| Walmart (WMT) | 1.91% | 2.7% |
| NVIDIA (NVDA) | 2.38% | 2.61% |
| Amazon (AMZN) | 1.9% | 2.57% |
| BlackRock (BLK) | 2.13% | 2.54% |
| Starbucks (SBUX) | 2.4% | 2.53% |
| Visa (V) | 2.13% | 2.51% |
| AT&T (T) | 1.99% | 2.5% |
| Take-Two (TTWO) | 2.07% | 2.49% |
| Garmin (GRMN) | 1.71% | 2.46% |
| JPMorgan (JPM) | 1.97% | 2.44% |
| Goldman Sachs (GS) | 1.7% | 2.4% |
| TotalEnergies (TTE.PA) | 2.68% | 2.4% |
| Citi (C) | 1.88% | 2.35% |
| Alphabet (GOOG) | 2.13% | 2.34% |
| Siemens (SIE.DE) | 2.07% | 2.31% |
| Bank of America (BAC) | 1.9% | 2.28% |
| SPDR S&P 500 ETF (SPY) | 2.13% | 2.19% |
| Procter & Gamble (PG) | 2.08% | 2.14% |
| ABB (ABBN.ZU) | 1.89% | 2.13% |
| Pembina (PBA) | 2.13% | 2.01% |
| Verizon (VZ) | 2.03% | 2% |
| Realty Income (O) | 2.13% | 1.97% |
| Lockheed Martin (LMT) | 1.91% | 1.95% |
| Coca-Cola (KO) | 2% | 1.92% |
| Ford (F) | 2.2% | 1.89% |
| AMD (AMD) | 2.59% | 1.83% |
| Qualcomm (QCOM) | 1.93% | 1.83% |
| Apple (AAPL) | 1.59% | 1.79% |
| Main Street Capital (MAIN) | 1.6% | 1.78% |
| Intel (INTC) | 2.44% | 1.7% |
| UPS (UPS) | 1.65% | 1.44% |
| Volkswagen (VOW3.DE) | 1.6% | 1.41% |
| Barrick (B) | 1.57% | 1.37% |
| Merck (MRK) | 1.58% | 1.36% |
| Home Depot (HD) | 1.06% | 1.21% |
| McDonald's (MCD) | 1.17% | 1.18% |
| Tencent (0700.HK) | 1.06% | 1.13% |
| Pfizer (PFE) | 1.33% | 1.13% |
| Nintendo (NTDOY) | 0.94% | 1.09% |
| Intuit (INTU) | 1.06% | 1.03% |
| CVS Health (CVS) | 1.12% | 0.79% |