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Portfolio Diversification
Range
Most Diversified
93 instruments
December 10, 2024
Least Diversified
6 instruments
November 16, 2025
Average
86.1 instruments
Most Consistent Holdings
Top 5
V100%
CTSH100%
AVGO100%
BE100%
BTC100%
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 |
|---|---|---|---|---|
 DJ30 Index (Non Expiry) (DJ30) | 8.51% | 6.47% | 99.91% | - |
 Meta (META) | 5.84% | 5.75% | 99.91% | - |
 Microsoft (MSFT) | 5.39% | 4.46% | 99.91% | - |
 Alphabet (GOOG) | 5.15% | 6.82% | 99.91% | - |
 SPX500 Index (Non Expiry) (SPX500) | 5.11% | 4.5% | 99.91% | - |
 Berkshire Hathaway (BRK.B) | 4.92% | 3.51% | 99.91% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 4.88% | 3.9% | 99.91% | - |
 Cummins (CMI) | 4.13% | 4.36% | 99.91% | - |
| Bitcoin (BTC) | 3.83% | 2.64% | 100% | - |
 Skechers (SKX) | 3.66% | 0% | 85.14% | 9/17/2025 |
 Johnson & Johnson (JNJ) | 3.64% | 3.25% | 99.91% | - |
 Amazon (AMZN) | 3.49% | 2.7% | 99.91% | - |
 Gold (Non Expiry) (GOLD) | 2.85% | 7.72% | 63.68% | - |
 Ethereum (ETH) | 2.5% | 1.18% | 99.91% | - |
 Disney (DIS) | 2.38% | 0% | 88.71% | 10/28/2025 |
 Vanguard S&P 500 ETF (VOO) | 2.22% | 2.47% | 99.91% | - |
 HKG50 Index (Non Expiry) (HKG50) | 2.2% | 0% | 88.71% | 10/28/2025 |
 Vanguard Total Stock Market ETF (VTI) | 2.14% | 2.4% | 99.91% | - |
 NVIDIA (NVDA) | 1.84% | 3.01% | 99.91% | - |
 Cardano (ADA) | 1.75% | 0% | 88.71% | 10/28/2025 |
 Intel (INTC) | 1.67% | 1.44% | 99.91% | - |
 Tesla (TSLA) | 1.53% | 3.72% | 99.91% | - |
 Paramount (PSKY) | 1.06% | 0% | 88.71% | 10/28/2025 |
 SPDR Gold (GLD) | 1.05% | 5.46% | 40.14% | - |
 iShares Gold Trust (IAU) | 1.05% | 5.45% | 40.14% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.79% | 2% | 39.27% | - |
| Bloom Energy (BE) | 0.69% | 2.09% | 100% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.56% | 1.36% | 40.31% | - |
 SAP (SAP.DE) | 0.52% | 0.31% | 99.91% | - |
 Fisker (FSRNQ) | 0.51% | 0.03% | 99.91% | - |
 Apple (AAPL) | 0.51% | 1.2% | 99.91% | - |
| Broadcom (AVGO) | 0.44% | 0.55% | 100% | - |
 Siemens (SIE.DE) | 0.42% | 0.32% | 99.91% | - |
 Invesco QQQ (QQQ) | 0.41% | 1.29% | 40.14% | - |
 iShares Russell 1000 Growth ETF (IWF) | 0.41% | 1.25% | 40.14% | - |
 TSMC (TSM) | 0.41% | 1.72% | 28.58% | - |
 Cisco (CSCO) | 0.38% | 0.46% | 99.91% | - |
 Infineon (IFX.DE) | 0.33% | 0.22% | 99.91% | - |
 Best Buy (BBY) | 0.29% | 0.14% | 99.91% | - |
 Caterpillar (CAT) | 0.28% | 0.34% | 99.83% | - |
 Paccar (PCAR) | 0.27% | 0.2% | 99.91% | - |
 Adidas (ADS.DE) | 0.27% | 0.11% | 99.91% | - |
 T-Mobile (TMUS) | 0.26% | 0.19% | 99.91% | - |
 Costco (COST) | 0.25% | 0.2% | 99.91% | - |
 Uber (UBER) | 0.24% | 0.17% | 99.91% | - |
 Walmart (WMT) | 0.24% | 0.25% | 99.91% | - |
 Goldman Sachs (GS) | 0.24% | 0.24% | 99.91% | - |
 Merck (MRK) | 0.23% | 0.15% | 99.91% | - |
| Visa (V) | 0.23% | 0.15% | 100% | - |
 Allianz (ALV.DE) | 0.22% | 0.17% | 99.91% | - |
 Mastercard (MA) | 0.22% | 0.15% | 99.91% | - |
 Kroger (KR) | 0.22% | 0.17% | 99.91% | - |
 Shell (SHEL.L) | 0.22% | 0.16% | 99.91% | - |
 AstraZeneca (AZN.L) | 0.22% | 0.16% | 99.91% | - |
 Linde (LIN) | 0.21% | 0.15% | 99.91% | - |
 McDonald's (MCD) | 0.21% | 0.14% | 99.83% | - |
 Allstate (ALL) | 0.21% | 0.16% | 99.91% | - |
 JPMorgan (JPM) | 0.2% | 0.17% | 99.91% | - |
 Ballard Power (BLDP) | 0.2% | 0% | 70.72% | 4/4/2025 |
 Salesforce (CRM) | 0.19% | 0.09% | 99.91% | - |
 Coca-Cola (KO) | 0.19% | 0.14% | 99.91% | - |
 Unilever (ULVR.L) | 0.19% | 0.11% | 99.91% | - |
 Boeing (BA) | 0.19% | 0.13% | 99.91% | - |
 Procter & Gamble (PG) | 0.19% | 0.11% | 99.91% | - |
 Honeywell (HON) | 0.18% | 0.12% | 99.91% | - |
 PepsiCo (PEP) | 0.18% | 0.1% | 99.91% | - |
 MetLife (MET) | 0.18% | 0.1% | 99.91% | - |
 Adobe (ADBE) | 0.17% | 0.06% | 99.91% | - |
 FedEx (FDX) | 0.17% | 0.14% | 99.91% | - |
 NXP (NXPI) | 0.17% | 0.09% | 99.91% | - |
 Netflix (NFLX) | 0.17% | 0.15% | 99.91% | - |
 PUMA (PUM.DE) | 0.17% | 0% | 88.71% | 10/28/2025 |
 Texas Instruments (TXN) | 0.17% | 0.1% | 99.91% | - |
 Home Depot (HD) | 0.16% | 0.1% | 99.91% | - |
 UnitedHealth (UNH) | 0.16% | 0.06% | 99.91% | - |
 AMD (AMD) | 0.16% | 0.13% | 99.91% | - |
| Cognizant (CTSH) | 0.15% | 0.08% | 100% | - |
 Starbucks (SBUX) | 0.15% | 0.09% | 99.91% | - |
 Comcast (CMCSA) | 0.14% | 0.07% | 99.91% | - |
 Infosys (INFY) | 0.14% | 0.06% | 99.91% | - |
 Verizon (VZ) | 0.13% | 0.1% | 99.91% | - |
 Nestle (NESN.ZU) | 0.13% | 0.06% | 99.91% | - |
 Airbnb (ABNB) | 0.11% | 0.07% | 99.91% | - |
 FuelCell Energy (FCEL) | 0.11% | 0% | 70.72% | 4/4/2025 |
 Plug Power (PLUG) | 0.11% | 0% | 70.72% | 4/4/2025 |
 Nike (NKE) | 0.1% | 0.03% | 99.91% | - |
 Nio (NIO) | 0.09% | 0% | 70.72% | 4/4/2025 |
 Target (TGT) | 0.09% | 0% | 88.71% | 10/28/2025 |
 Nikola (NKLAQ) | 0.05% | 0% | 58.56% | 11/15/2024 |
 Sea (SE) | 0.04% | 0.03% | 99.91% | - |
 Block Inc. (XYZ) | 0.04% | 0% | 70.72% | 4/4/2025 |
 Lucid (LCID) | 0.04% | 0.04% | 41.36% | - |
 Lyft (LYFT) | 0.03% | 0% | 70.72% | 4/4/2025 |
 TRON (TRX) | 0.02% | 0.02% | 99.91% | - |
 Solstice Advanced Materi (SOLS) | 0% | 0.01% | 10.69% | - |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.01% | 7.65% | - |
 VERSANT MEDIA GROUP INC (VSNT) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 4.43% | 7.21% |
| DJ30 Index (Non Expiry) (DJ30) | 6.11% | 6.62% |
| Gold (Non Expiry) (GOLD) | 6.11% | 6.48% |
| Meta (META) | 4.74% | 5.9% |
| Microsoft (MSFT) | 4.28% | 4.73% |
| SPX500 Index (Non Expiry) (SPX500) | 3.06% | 4.63% |
| SPDR Gold (GLD) | 5.5% | 4.58% |
| iShares Gold Trust (IAU) | 5.5% | 4.57% |
| Tesla (TSLA) | 3.67% | 4.23% |
| Cummins (CMI) | 3.06% | 4.15% |
| NASDAQ100 Index (Non Expiry) (NSDQ100) | 3.06% | 4.01% |
| Berkshire Hathaway (BRK.B) | 3.06% | 3.56% |
| Bitcoin (BTC) | 3.06% | 3.4% |
| NVIDIA (NVDA) | 1.53% | 3.18% |
| Amazon (AMZN) | 3.36% | 2.94% |
| Johnson & Johnson (JNJ) | 3.36% | 2.81% |
| Vanguard S&P 500 ETF (VOO) | 2.75% | 2.51% |
| Vanguard Total Stock Market ETF (VTI) | 2.75% | 2.44% |
| State Street Financial Select Sector SPDR ETF (XLF) | 2.9% | 2.17% |
| Ethereum (ETH) | 3.07% | 1.77% |
| TSMC (TSM) | 1.22% | 1.55% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 1.83% | 1.37% |
| Bloom Energy (BE) | 0.76% | 1.35% |
| Invesco QQQ (QQQ) | 1.53% | 1.33% |
| iShares Russell 1000 Growth ETF (IWF) | 1.53% | 1.32% |
| Apple (AAPL) | 1.38% | 1.27% |
| Intel (INTC) | 2.45% | 1.23% |
| Broadcom (AVGO) | 0.15% | 0.58% |
| Cisco (CSCO) | 0.46% | 0.46% |
| SAP (SAP.DE) | 0.31% | 0.38% |
| Siemens (SIE.DE) | 0.31% | 0.34% |
| Caterpillar (CAT) | 0.15% | 0.28% |
| Goldman Sachs (GS) | 0.15% | 0.26% |
| Walmart (WMT) | 0.15% | 0.23% |
| Infineon (IFX.DE) | 0.31% | 0.21% |
| Allianz (ALV.DE) | 0.15% | 0.19% |
| Uber (UBER) | 0.15% | 0.19% |
| JPMorgan (JPM) | 0.15% | 0.19% |
| Paccar (PCAR) | 0.15% | 0.18% |
| T-Mobile (TMUS) | 0.15% | 0.17% |
| Costco (COST) | 0.15% | 0.17% |
| Visa (V) | 0.15% | 0.17% |
| Allstate (ALL) | 0.15% | 0.16% |
| Mastercard (MA) | 0.15% | 0.16% |
| AstraZeneca (AZN.L) | 0.15% | 0.15% |
| Kroger (KR) | 0.15% | 0.15% |
| AMD (AMD) | 0.15% | 0.15% |
| Shell (SHEL.L) | 0.15% | 0.14% |
| Adidas (ADS.DE) | 0.31% | 0.14% |
| Best Buy (BBY) | 0.31% | 0.14% |
| Netflix (NFLX) | 0.15% | 0.14% |
| Linde (LIN) | 0.15% | 0.13% |
| Merck (MRK) | 0.15% | 0.13% |
| McDonald's (MCD) | 0.15% | 0.13% |
| Salesforce (CRM) | 0.15% | 0.12% |
| MetLife (MET) | 0.15% | 0.12% |
| Boeing (BA) | 0.15% | 0.12% |
| Coca-Cola (KO) | 0.15% | 0.12% |
| Unilever (ULVR.L) | 0.15% | 0.11% |
| FedEx (FDX) | 0.15% | 0.11% |
| NXP (NXPI) | 0.15% | 0.1% |
| Cognizant (CTSH) | 0.15% | 0.1% |
| Honeywell (HON) | 0.15% | 0.1% |
| Procter & Gamble (PG) | 0.15% | 0.1% |
| PepsiCo (PEP) | 0.15% | 0.09% |
| Home Depot (HD) | 0.15% | 0.09% |
| Texas Instruments (TXN) | 0.15% | 0.09% |
| Adobe (ADBE) | 0.15% | 0.08% |
| Infosys (INFY) | 0.15% | 0.08% |
| Starbucks (SBUX) | 0.15% | 0.08% |
| Verizon (VZ) | 0.15% | 0.08% |
| Airbnb (ABNB) | 0.15% | 0.07% |
| Comcast (CMCSA) | 0.15% | 0.06% |
| Nestle (NESN.ZU) | 0.15% | 0.06% |
| UnitedHealth (UNH) | 0.15% | 0.06% |
| Sea (SE) | 0.15% | 0.04% |
| Lucid (LCID) | 0.11% | 0.04% |
| Nike (NKE) | 0.15% | 0.04% |
| Fisker (FSRNQ) | 3.92% | 0.03% |
| TRON (TRX) | 0.01% | 0.02% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.01% |
| Solstice Advanced Materi (SOLS) | 0% | 0.01% |
| Cardano (ADA) | 0% | 0% |
Cash & Instruments Over Time
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