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Portfolio Diversification
Range
Most Diversified
13 instruments
August 12, 2024
Least Diversified
2 instruments
February 19, 2024
Average
9.4 instruments
Most Consistent Holdings
Top 5
INDA99.6%
BTC93.11%
IS3T.DE80.13%
SWDA.L71.13%
GLD58.15%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 19, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 17.15% | 20.91% | 71.13% | - |
 The-Chameleon | 8.76% | 0% | 18.81% | 7/11/2024 |
 Realty Income (O) | 8.58% | 13.43% | 57.09% | - |
| iShares MSCI India ETF (INDA) | 8.39% | 5.69% | 99.6% | - |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 6.55% | 9.5% | 56.82% | - |
| iShares MSCI World Mid-Cap Equ (IS3T.DE) | 5.94% | 5.65% | 80.13% | - |
| Bitcoin (BTC) | 4.36% | 1.55% | 93.11% | - |
| SPDR Gold (GLD) | 3.78% | 0% | 58.15% | 9/24/2025 |
 Planet Labs (PL) | 3.01% | 0% | 31.79% | 10/22/2025 |
 Vanguard Real Estate ETF (VNQ) | 2.38% | 0% | 26.75% | 2/6/2025 |
 Trinity Capital (TRIN) | 1.99% | 8.83% | 18.54% | - |
 UGI (UGI) | 1.97% | 7.53% | 22.91% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 1.9% | 0% | 15.76% | 11/8/2024 |
 Rocket Lab (RKLB) | 1.75% | 0% | 15.63% | 2/3/2025 |
 Ishares Russell 2000 ETF (IWM) | 1.67% | 0% | 13.38% | 10/28/2024 |
 thomaspj | 1.61% | 0% | 17.75% | 7/11/2024 |
 Coherent (COHR) | 1.43% | 0% | 11.66% | 1/10/2025 |
 Sirius XM (SIRI) | 1.41% | 1.86% | 53.51% | - |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 1.39% | 0% | 15.89% | 7/24/2024 |
 SentinelOne (S.US) | 1.32% | 0% | 18.15% | 3/7/2025 |
 ISHARES MSCI INDIA SMALL-CAP (SMIN.US) | 1.31% | 0% | 15.23% | 10/28/2024 |
 iShares iBonds Dec 2026 Term $ Corp UCITS ETF (D26A.L) | 1.17% | 0% | 12.32% | 10/21/2024 |
 Ionq (IONQ) | 1% | 0% | 8.08% | 1/8/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 0.98% | 0% | 21.85% | 8/5/2024 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.87% | 0% | 3.84% | 4/12/2024 |
 Atos (ATO.PA) | 0.61% | 0% | 15.76% | 4/25/2025 |
 Symbotic (SYM) | 0.5% | 8.46% | 5.7% | - |
 Var Energi ASA (VAR.OL) | 0.43% | 9.17% | 5.56% | - |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.31% | 0% | 6.23% | 4/8/2024 |
 Ethereum (ETH) | 0.28% | 0% | 7.15% | 10/4/2024 |
 Solana (SOL) | 0.27% | 0% | 7.15% | 10/4/2024 |
 Intellia (NTLA) | 0.24% | 0% | 6.49% | 1/10/2025 |
 Cardano (ADA) | 0.22% | 0% | 4.37% | 9/13/2024 |
 NuScale Power (SMR) | 0.21% | 0% | 3.31% | 2/28/2025 |
 Vinci (DG.PA) | 0.19% | 0% | 2.38% | 4/23/2024 |
 ARBE Robotics (ARBE) | 0.19% | 0% | 3.31% | 2/28/2025 |
 Intuitive Machines (LUNR) | 0.17% | 0% | 2.12% | 12/4/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.13% | 0% | 12.45% | 10/28/2024 |
 NVIDIA (NVDA) | 0.08% | 0% | 1.06% | 3/27/2024 |
 FRA40 Index (Non Expiry) (FRA40) | 0.07% | 0% | 0.4% | 7/1/2024 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 0.13% | 7/12/2024 |
 XRP (XRP) | 0% | 0% | 0.66% | 7/11/2025 |
 Nacon SAS (NACON.PA) | 0% | 0% | 0.4% | 12/30/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 24.37% | 25.36% |
| Realty Income (O) | 15.14% | 14.11% |
| iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 10.23% | 11.49% |
| Trinity Capital (TRIN) | 12.89% | 10.96% |
| UGI (UGI) | 9.2% | 9.34% |
| iShares MSCI India ETF (INDA) | 8.59% | 7.61% |
| iShares MSCI World Mid-Cap Equ (IS3T.DE) | 6.44% | 6.66% |
| Bitcoin (BTC) | 1.68% | 2.18% |
| Sirius XM (SIRI) | 2.87% | 2% |
Cash & Instruments Over Time
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