Portfolio Diversification
Range
Most Diversified
36 instruments
January 27, 2022
Least Diversified
0 instruments
February 2, 2025
Average
24.9 instruments
Most Consistent Holdings
Top 5
AMZN99.91%
PLTR99.91%
GOOG99.36%
TSLA92.88%
CRM92.43%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 6.99% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 6.21% | 0% | 99.36% | 2/1/2025 |
| Salesforce (CRM) | 6.21% | 0% | 92.43% | 2/1/2025 |
 Meta (META) | 5.52% | 0% | 85.04% | 2/1/2025 |
 Canadian Solar (CSIQ) | 4.05% | 0% | 80.11% | 6/28/2024 |
| Palantir (PLTR) | 3.78% | 0% | 99.91% | 2/1/2025 |
 ServiceNow (NOW) | 2.77% | 0% | 79.11% | 2/1/2025 |
 Adobe (ADBE) | 2.75% | 0% | 77.46% | 5/30/2024 |
 CyberArk (CYBR) | 2.67% | 0% | 83.3% | 8/2/2024 |
 Disney (DIS) | 2.56% | 0% | 78.74% | 6/18/2024 |
 TripAdvisor (TRIP) | 2.34% | 0% | 74.91% | 5/8/2024 |
 Alibaba (BABA) | 2.1% | 0% | 76.92% | 5/23/2024 |
 Apple (AAPL) | 2.09% | 0% | 65.33% | 2/1/2025 |
 Nio (NIO) | 1.98% | 0% | 75.55% | 5/8/2024 |
 Universal Display (OLED) | 1.89% | 0% | 83.03% | 7/30/2024 |
| Tesla (TSLA) | 1.78% | 0% | 92.88% | 2/1/2025 |
 NVIDIA (NVDA) | 1.66% | 0% | 67.88% | 2/1/2025 |
 AMD (AMD) | 1.11% | 0% | 80.75% | 2/1/2025 |
 HP (HPQ) | 1.04% | 0% | 56.48% | 5/31/2024 |
 Microsoft (MSFT) | 0.97% | 0% | 62.5% | 2/1/2025 |
 Waste Management (WM) | 0.95% | 0% | 37.5% | 1/2/2025 |
 Autodesk (ADSK) | 0.93% | 0% | 78.1% | 6/6/2024 |
 Crowdstrike (CRWD) | 0.87% | 0% | 78.65% | 7/30/2024 |
 Caterpillar (CAT) | 0.86% | 0% | 37.86% | 2/1/2025 |
 Delta (DAL) | 0.86% | 0% | 46.9% | 7/15/2024 |
 SolarEdge (SEDG) | 0.82% | 0% | 50.27% | 6/10/2024 |
 PayPal (PYPL) | 0.73% | 0% | 65.78% | 5/17/2024 |
 Coca-Cola (KO) | 0.68% | 0% | 26.19% | 2/1/2025 |
 Twilio (TWLO) | 0.66% | 0% | 75.55% | 5/8/2024 |
 Twitter (TWTR) | 0.65% | 0% | 10.49% | 4/26/2022 |
 iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 0.6% | 0% | 2.92% | 1/13/2025 |
 Diamondback (FANG) | 0.57% | 0% | 24.91% | 12/6/2024 |
 Prologis (PLD) | 0.55% | 0% | 76.19% | 8/8/2024 |
 First Solar (FSLR) | 0.48% | 0% | 29.47% | 12/9/2022 |
 Vanguard Short-Term Bond ETF (BSV) | 0.42% | 0% | 3.56% | 1/13/2025 |
 Booking (BKNG) | 0.35% | 0% | 37.59% | 3/20/2023 |
 TSMC (TSM) | 0.33% | 0% | 17.88% | 2/1/2025 |
 Vanguard Short-Term Corporate (VCSH) | 0.31% | 0% | 1.73% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 0.29% | 0% | 4.65% | 2/1/2025 |
 Kinsale (KNSL) | 0.25% | 0% | 23.27% | 2/1/2025 |
 Booz Allen (BAH) | 0.23% | 0% | 18.8% | 7/26/2022 |
 Lockheed Martin (LMT) | 0.23% | 0% | 25.18% | 1/28/2025 |
 UnitedHealth (UNH) | 0.23% | 0% | 14.32% | 12/6/2024 |
 Palo Alto Networks (PANW) | 0.22% | 0% | 17.15% | 2/1/2025 |
 Agree Realty (ADC) | 0.19% | 0% | 14.69% | 7/12/2022 |
 GE (GE) | 0.18% | 0% | 4.01% | 6/13/2024 |
 Occidental (OXY) | 0.07% | 0% | 3.56% | 8/23/2022 |
 Gold (Non Expiry) (GOLD) | 0.07% | 0% | 13.5% | 1/17/2025 |
 Adecoagro (AGRO) | 0.05% | 0% | 5.66% | 7/15/2024 |
 Visa (V) | 0.05% | 0% | 6.02% | 8/8/2024 |
 ASML (ASML) | 0.04% | 0% | 3.56% | 2/1/2025 |
 Goldman Sachs (GS) | 0.04% | 0% | 3.38% | 7/18/2024 |
 Geberit (GEBN.ZU) | 0.03% | 0% | 5.66% | 10/10/2024 |
 Barrick (GOLD.BARRICK) | 0.03% | 0% | 5.66% | 10/24/2024 |
 Kering (KER.PA) | 0.03% | 0% | 2.46% | 6/14/2024 |
 AvalonBay (AVB) | 0.02% | 0% | 3.01% | 3/3/2023 |
 Roche (ROG.ZU) | 0.02% | 0% | 3.19% | 9/12/2024 |
 Netflix (NFLX) | 0.01% | 0% | 0.64% | 1/28/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.46% | 12/31/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.09% | 8/1/2024 |
 Nestle (NESN.ZU) | 0% | 0% | 0.46% | 8/13/2024 |
 Lowe's (LOW) | 0% | 0% | 0.46% | 8/13/2024 |
 Hims & Hers (HIMS) | 0% | 0% | 0.46% | 12/11/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 22.14% | 20.81% |
| Vanguard Short-Term Bond ETF (BSV) | 12.71% | 11.97% |
| Palantir (PLTR) | 5.08% | 7.3% |
| Amazon (AMZN) | 5.08% | 6.59% |
| iShares MSCI India ETF (INDA) | 7.12% | 6.4% |
| Coca-Cola (KO) | 3.81% | 3.34% |
| Alphabet (GOOG) | 3.05% | 3.32% |
| Meta (META) | 2.54% | 2.75% |
| Tesla (TSLA) | 2.29% | 2.61% |
| NVIDIA (NVDA) | 2.54% | 2.51% |
| TSMC (TSM) | 2.29% | 2.34% |
| Salesforce (CRM) | 1.91% | 2.06% |
| Apple (AAPL) | 1.65% | 1.77% |
| Lockheed Martin (LMT) | 1.78% | 1.46% |
| Palo Alto Networks (PANW) | 1.27% | 1.25% |
| ASML (ASML) | 1.27% | 1.16% |
| Kinsale (KNSL) | 1.02% | 1.07% |
| Waste Management (WM) | 1.02% | 0.95% |
| Microsoft (MSFT) | 0.76% | 0.76% |
| Gold (Non Expiry) (GOLD) | 0.51% | 0.46% |