Portfolio Diversification
Range
Most Diversified
54 instruments
April 16, 2024
Least Diversified
15 instruments
April 12, 2022
Average
34.4 instruments
Most Consistent Holdings
Top 5
DIS100%
INTC100%
KO100%
VOD100%
TSLA100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Tesla (TSLA) | 8.03% | 2.51% | 100% | - |
| Intel (INTC) | 7.19% | 1% | 100% | - |
| Coca-Cola (KO) | 5.8% | 4.14% | 100% | - |
 SPDR S&P 500 ETF (SPY) | 5.13% | 10.48% | 55.61% | - |
 Berkshire Hathaway (BRK.B) | 4.53% | 7.98% | 55.61% | - |
 iShares Core High Dividend ETF (HDV) | 4.41% | 2.41% | 100% | - |
 Microchip (MCHP) | 3.94% | 1.84% | 100% | - |
 Bitcoin (BTC) | 3.91% | 0% | 59.95% | 2/28/2024 |
 Spotify (SPOT) | 3.44% | 5.52% | 100% | - |
 Meta (META) | 2.95% | 0% | 57.19% | 2/13/2024 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 2.62% | 6.05% | 52.61% | - |
| Vodafone (VOD) | 2.42% | 0.45% | 100% | - |
 Apple (AAPL) | 2.27% | 3.3% | 55.61% | - |
 McDonald's (MCD) | 2.25% | 3.56% | 55.61% | - |
 PayPal (PYPL) | 2.14% | 0.4% | 100% | - |
 Pinterest (PINS) | 2.05% | 0.62% | 100% | - |
| Disney (DIS) | 2.01% | 0.48% | 100% | - |
 Xiaomi (1810.HK) | 1.85% | 1.57% | 100% | - |
 TSMC (TSM) | 1.77% | 4.66% | 48.42% | - |
 Alphabet (GOOG) | 1.4% | 2.92% | 48.97% | - |
 BAT (BATS.L) | 1.39% | 3.08% | 52.29% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 1.25% | 2.54% | 48.5% | - |
 Alibaba (BABA) | 1.22% | 0.32% | 100% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.18% | 1.58% | 55.61% | - |
 Build and Build (BNB) | 1.05% | 0% | 44.39% | 8/11/2023 |
 Vanguard Information Technology (VGT) | 1.04% | 2.11% | 52.61% | - |
 Siemens (SIE.DE) | 1.01% | 2.15% | 52.29% | - |
 Volkswagen (VOW3.DE) | 1% | 1.05% | 55.61% | - |
 iShares MSCI China ETF (MCHI) | 0.91% | 1.86% | 55.61% | - |
 Amazon (AMZN) | 0.87% | 1.99% | 48.97% | - |
 Mercedes-Benz (MBG.DE) | 0.85% | 1.12% | 52.29% | - |
 Infineon (IFX.DE) | 0.77% | 1.56% | 48.34% | - |
 SPDR Gold (GLD) | 0.69% | 1.21% | 55.61% | - |
 NVIDIA (NVDA) | 0.61% | 0% | 22.2% | 7/8/2024 |
 Microsoft (MSFT) | 0.6% | 1.11% | 52.29% | - |
 Imperial Brands (IMB.L) | 0.6% | 1.21% | 52.29% | - |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.59% | 0.88% | 55.61% | - |
 Real Estate Select Sector SPDR (XLRE) | 0.58% | 0.77% | 55.61% | - |
 iShares Silver Trust (SLV) | 0.57% | 1.14% | 52.61% | - |
 Allianz (ALV.DE) | 0.57% | 1.06% | 52.29% | - |
 Mastercard (MA) | 0.55% | 0.95% | 52.29% | - |
 E.ON (EOAN.DE) | 0.51% | 1% | 52.29% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 0.51% | 0.69% | 52.61% | - |
 PepsiCo (PEP) | 0.48% | 1.24% | 48.82% | - |
 Stellar (XLM) | 0.45% | 0% | 7.9% | 4/11/2022 |
 Procter & Gamble (PG) | 0.44% | 0.71% | 48.82% | - |
 Ford (F) | 0.43% | 0.75% | 48.42% | - |
 Visa (V) | 0.42% | 0.93% | 45.1% | - |
 Walmart (WMT) | 0.41% | 1.08% | 38.86% | - |
 Shell (SHEL.L) | 0.38% | 0.72% | 45.73% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 0.38% | 0.53% | 52.61% | - |
 Johnson & Johnson (JNJ) | 0.36% | 0.73% | 45.1% | - |
 Nestle (NESN.ZU) | 0.36% | 0.51% | 48.82% | - |
 Starbucks (SBUX) | 0.36% | 0.61% | 48.82% | - |
 Coinbase (COIN) | 0.3% | 1.19% | 38.63% | - |
 Heineken (HEIA.NV) | 0.28% | 0.6% | 39.02% | - |
 iShares MSCI India ETF (INDA) | 0.18% | 0.44% | 36.41% | - |
 XRP (XRP) | 0.11% | 0% | 7.9% | 4/11/2022 |
 Ethereum (ETH) | 0.1% | 0% | 5.77% | 2/28/2024 |
 IOTA (MIOTA) | 0.06% | 0% | 19.75% | 12/3/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.87% | 12/22/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.16% | 11/16/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 9.9% | 10.93% |
| Berkshire Hathaway (BRK.B) | 7.82% | 8.54% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 5.04% | 5.11% |
| Apple (AAPL) | 3.47% | 4.35% |
| TSMC (TSM) | 2.61% | 4.32% |
| Coca-Cola (KO) | 4.34% | 4.11% |
| Spotify (SPOT) | 1.74% | 3.91% |
| McDonald's (MCD) | 4.34% | 3.9% |
| Tesla (TSLA) | 2.95% | 3.46% |
| Alphabet (GOOG) | 2.61% | 3.25% |
| Vanguard Dividend Appreciation ETF (VIG) | 2.61% | 2.7% |
| iShares Core High Dividend ETF (HDV) | 2.61% | 2.55% |
| BAT (BATS.L) | 2.6% | 2.51% |
| Vanguard Information Technology (VGT) | 1.74% | 2.14% |
| Amazon (AMZN) | 1.74% | 2.13% |
| Siemens (SIE.DE) | 1.74% | 1.94% |
| iShares MSCI China ETF (MCHI) | 1.74% | 1.68% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.74% | 1.68% |
| Microchip (MCHP) | 2.61% | 1.6% |
| Infineon (IFX.DE) | 1.74% | 1.42% |
| Mercedes-Benz (MBG.DE) | 1.74% | 1.34% |
| Volkswagen (VOW3.DE) | 1.74% | 1.19% |
| Imperial Brands (IMB.L) | 0.87% | 1.14% |
| Walmart (WMT) | 0.87% | 1.14% |
| Xiaomi (1810.HK) | 0.87% | 1.06% |
| SPDR Gold (GLD) | 0.87% | 1.05% |
| Microsoft (MSFT) | 0.87% | 1.02% |
| Mastercard (MA) | 0.87% | 1.01% |
| Allianz (ALV.DE) | 0.87% | 0.98% |
| Intel (INTC) | 2.78% | 0.96% |
| iShares Silver Trust (SLV) | 0.87% | 0.95% |
| Visa (V) | 0.87% | 0.94% |
| Procter & Gamble (PG) | 0.87% | 0.86% |
| Real Estate Select Sector SPDR (XLRE) | 0.87% | 0.84% |
| iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.87% | 0.84% |
| The Health Care Select Sector SPDR Fund (XLV) | 0.87% | 0.81% |
| Coinbase (COIN) | 0.87% | 0.8% |
| Shell (SHEL.L) | 0.87% | 0.76% |
| E.ON (EOAN.DE) | 0.87% | 0.75% |
| Ford (F) | 0.87% | 0.73% |
| Johnson & Johnson (JNJ) | 0.87% | 0.72% |
| PepsiCo (PEP) | 0.87% | 0.7% |
| Starbucks (SBUX) | 0.87% | 0.67% |
| Heineken (HEIA.NV) | 0.87% | 0.62% |
| Nestle (NESN.ZU) | 0.87% | 0.58% |
| Global X Lithium & Battery Tech ETF (LIT) | 0.87% | 0.57% |
| Pinterest (PINS) | 0.87% | 0.53% |
| PayPal (PYPL) | 1.74% | 0.51% |
| Disney (DIS) | 0.87% | 0.49% |
| iShares MSCI India ETF (INDA) | 0.52% | 0.47% |
| Vodafone (VOD) | 0.87% | 0.38% |
| Alibaba (BABA) | 0.87% | 0.25% |