Portfolio Diversification
Range
Most Diversified
36 instruments
January 27, 2022
Least Diversified
0 instruments
February 2, 2025
Average
24.6 instruments
Most Consistent Holdings
Top 5
AMZN99.92%
GOOG99.47%
PLTR96.27%
CRM93.68%
META87.51%
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 |
|---|---|---|---|---|
| Amazon (AMZN) | 7.14% | 8.81% | 99.92% | - |
| Alphabet (GOOG) | 5.96% | 5.99% | 99.47% | - |
| Salesforce (CRM) | 5.49% | 1.94% | 93.68% | - |
| Meta (META) | 5.09% | 2.57% | 87.51% | - |
| Palantir (PLTR) | 3.72% | 3.95% | 96.27% | - |
 Canadian Solar (CSIQ) | 3.38% | 0% | 66.87% | 6/28/2024 |
 ServiceNow (NOW) | 2.42% | 0.94% | 82.56% | - |
 Adobe (ADBE) | 2.3% | 0% | 64.66% | 5/30/2024 |
 CyberArk (CYBR) | 2.23% | 0% | 69.54% | 8/2/2024 |
 Disney (DIS) | 2.13% | 0% | 65.73% | 6/18/2024 |
 Apple (AAPL) | 1.99% | 1.55% | 71.06% | - |
 TripAdvisor (TRIP) | 1.95% | 0% | 62.53% | 5/8/2024 |
 Alibaba (BABA) | 1.75% | 0% | 64.2% | 5/23/2024 |
 Nio (NIO) | 1.65% | 0% | 63.06% | 5/8/2024 |
 Universal Display (OLED) | 1.58% | 0% | 69.31% | 7/30/2024 |
 Tesla (TSLA) | 1.54% | 0% | 80.81% | 3/17/2025 |
 NVIDIA (NVDA) | 1.43% | 0% | 58.42% | 2/25/2025 |
 iShares Core DAX UCITS ETF (DAXEX.DE) | 1.41% | 12.29% | 10.97% | - |
 Microsoft (MSFT) | 1.19% | 2.82% | 68.7% | - |
 Vanguard Short-Term Corporate (VCSH) | 1.18% | 0% | 6.47% | 4/9/2025 |
 Coca-Cola (KO) | 1.17% | 3.33% | 38.39% | - |
 Caterpillar (CAT) | 1.01% | 1.44% | 48.13% | - |
 AMD (AMD) | 0.95% | 0% | 69.15% | 2/25/2025 |
 Waste Management (WM) | 0.9% | 0% | 37.01% | 5/13/2025 |
 HP (HPQ) | 0.87% | 0% | 47.14% | 5/31/2024 |
 Autodesk (ADSK) | 0.78% | 0% | 65.19% | 6/6/2024 |
 Crowdstrike (CRWD) | 0.73% | 0% | 65.65% | 7/30/2024 |
 Delta (DAL) | 0.72% | 0% | 39.15% | 7/15/2024 |
 iShares MSCI India ETF (INDA) | 0.7% | 0% | 11.12% | 5/8/2025 |
 SolarEdge (SEDG) | 0.68% | 0% | 41.96% | 6/10/2024 |
 PayPal (PYPL) | 0.61% | 0% | 54.91% | 5/17/2024 |
 Palo Alto Networks (PANW) | 0.6% | 4.6% | 30.85% | - |
 Twilio (TWLO) | 0.55% | 0% | 63.06% | 5/8/2024 |
 Twitter (TWTR) | 0.55% | 0% | 8.76% | 4/26/2022 |
 TSMC (TSM) | 0.53% | 1.13% | 31.45% | - |
 American Water (AWK) | 0.53% | 3.31% | 14.78% | - |
 Diamondback (FANG) | 0.52% | 0% | 27.65% | 5/7/2025 |
 iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 0.5% | 0% | 2.44% | 1/13/2025 |
 Prologis (PLD) | 0.46% | 0% | 63.59% | 8/8/2024 |
 SPDR Gold (GLD) | 0.41% | 3.76% | 12.41% | - |
 First Solar (FSLR) | 0.4% | 0% | 24.6% | 12/9/2022 |
 Kinsale (KNSL) | 0.4% | 0% | 25.67% | 4/25/2025 |
 Vanguard Short-Term Bond ETF (BSV) | 0.35% | 0% | 2.97% | 1/13/2025 |
 Booking (BKNG) | 0.29% | 0% | 31.38% | 3/20/2023 |
 Procter & Gamble (PG) | 0.28% | 2.33% | 12.19% | - |
 Occidental (OXY) | 0.27% | 2.98% | 12.49% | - |
 Uber (UBER) | 0.26% | 2.46% | 15.84% | - |
 Walmart (WMT) | 0.21% | 0% | 10.81% | 8/21/2025 |
 Ferrari (RACE) | 0.21% | 1.39% | 14.55% | - |
 Booz Allen (BAH) | 0.19% | 0% | 15.69% | 7/26/2022 |
 Lockheed Martin (LMT) | 0.19% | 0% | 21.02% | 1/28/2025 |
 UnitedHealth (UNH) | 0.19% | 0% | 11.96% | 12/6/2024 |
 McDonald's (MCD) | 0.17% | 1.11% | 14.7% | - |
 Agree Realty (ADC) | 0.16% | 0% | 12.26% | 7/12/2022 |
 Pfizer (PFE) | 0.16% | 1.06% | 14.24% | - |
 GE (GE) | 0.15% | 0% | 3.35% | 6/13/2024 |
 Johnson & Johnson (JNJ) | 0.1% | 0% | 6.09% | 6/20/2025 |
 Gold (Non Expiry) (GOLD) | 0.06% | 0% | 11.27% | 1/17/2025 |
 ASML (ASML) | 0.06% | 0% | 4.72% | 2/25/2025 |
 MercadoLibre (MELI) | 0.05% | 2.28% | 2.28% | - |
 NuScale Power (SMR) | 0.05% | 0% | 3.5% | 7/22/2025 |
 Visa (V) | 0.05% | 0% | 5.41% | 6/18/2025 |
 Adecoagro (AGRO) | 0.04% | 0% | 4.72% | 7/15/2024 |
 Goldman Sachs (GS) | 0.03% | 0% | 2.82% | 7/18/2024 |
 Geberit (GEBN.ZU) | 0.03% | 0% | 4.72% | 10/10/2024 |
 Barrick (B) | 0.02% | 0% | 4.72% | 10/24/2024 |
 Kering (KER.PA) | 0.02% | 0% | 2.06% | 6/14/2024 |
 Constellation Brands (STZ) | 0.02% | 0% | 0.69% | 2/27/2025 |
 AvalonBay (AVB) | 0.02% | 0% | 2.51% | 3/3/2023 |
 Roche (ROG.ZU) | 0.01% | 0% | 2.67% | 9/12/2024 |
 Lululemon (LULU) | 0.01% | 0% | 1.75% | 9/5/2025 |
 Arista (ANET) | 0.01% | 0% | 0.76% | 6/20/2025 |
 Netflix (NFLX) | 0.01% | 0% | 0.53% | 1/28/2022 |
 GE Vernova (GEV) | 0.01% | 0% | 0.76% | 2/21/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.38% | 12/31/2024 |
 GER40 Index (Non Expiry) (GER40) | 0% | 0% | 0.15% | 5/28/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.08% | 8/1/2024 |
 Nestle (NESN.ZU) | 0% | 0% | 0.38% | 8/13/2024 |
 Lowe's (LOW) | 0% | 0% | 0.38% | 8/13/2024 |
 Hims & Hers (HIMS) | 0% | 0% | 0.38% | 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% |