Portfolio Diversification
Range
Most Diversified
161 instruments
March 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
80.9 instruments
Most Consistent Holdings
Top 5
03690.HK99.92%
BTC99.92%
ADA99.92%
PSKY99.16%
SMG95.49%
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 |
|---|---|---|---|---|
 ValueGurus | 6.74% | 0% | 50.57% | 5/21/2025 |
 Private-Equity | 6.47% | 0% | 49.5% | 5/5/2025 |
 DividendGrowth | 5.38% | 0% | 41.79% | 5/20/2025 |
 BlackRock (BLK) | 5.17% | 0% | 90.68% | 5/5/2025 |
 BigTech | 3.27% | 0% | 40.79% | 5/5/2025 |
 TheBigBanks | 3.19% | 0% | 40.79% | 5/5/2025 |
 PayPal (PYPL) | 2.31% | 0% | 74.79% | 10/7/2024 |
| Bitcoin (BTC) | 2.25% | 2.56% | 99.92% | - |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 2.07% | 0% | 90.68% | 5/5/2025 |
 Microsoft (MSFT) | 1.63% | 0% | 52.18% | 12/14/2023 |
 BlackStone (BX) | 1.48% | 0% | 34.84% | 12/14/2023 |
 Amazon (AMZN) | 1.41% | 0% | 40.57% | 12/14/2023 |
 MSCI (MSCI) | 1.35% | 0% | 52.18% | 12/14/2023 |
 Carlyle (CG) | 1.3% | 0% | 27.5% | 11/14/2023 |
 Volkswagen (VOW3.DE) | 1.29% | 0% | 85.87% | 3/3/2025 |
| Cardano (ADA) | 1.28% | 1.11% | 99.92% | - |
 Alphabet (GOOG) | 1.27% | 0% | 37.51% | 12/14/2023 |
 Persimmon (PSN.L) | 1.15% | 0% | 90.76% | 5/8/2025 |
 Genuit (GEN.L) | 1.06% | 0% | 90.68% | 5/5/2025 |
 Vanguard Total Bond Market ETF (BND) | 1.01% | 0% | 90.68% | 5/5/2025 |
 Brookfield (BN.US) | 0.95% | 0% | 24.98% | 11/14/2023 |
 Global X Cloud Computing ETF (CLOU) | 0.86% | 0% | 95.42% | 7/8/2025 |
 IIPR (IIPR) | 0.83% | 0% | 91.83% | 5/22/2025 |
 Verizon (VZ) | 0.82% | 0% | 86.4% | 3/10/2025 |
 Block Inc. (XYZ) | 0.75% | 0% | 95.49% | 7/9/2025 |
 T. Rowe Price (TROW) | 0.74% | 0% | 91.6% | 5/19/2025 |
 Vivendi (VIV.PA) | 0.74% | 0% | 90.68% | 5/5/2025 |
 Shopify (SHOP) | 0.72% | 0% | 73.19% | 9/20/2024 |
 Aramco (SAOC) | 0.71% | 0% | 70.51% | 5/22/2025 |
| Scotts (SMG) | 0.7% | 0% | 95.49% | 7/9/2025 |
 Genus (GNS.L) | 0.69% | 0% | 90.76% | 5/8/2025 |
 Xiaomi (1810.HK) | 0.65% | 0% | 63.71% | 5/14/2024 |
 Renishaw (RSW.L) | 0.64% | 0% | 90.68% | 5/5/2025 |
 Intel (INTC) | 0.64% | 0% | 90.68% | 5/5/2025 |
 Etsy (ETSY) | 0.64% | 0% | 92.44% | 5/30/2025 |
 ARK Innovation ETF (ARKK) | 0.62% | 0% | 90.68% | 5/5/2025 |
 Nio (NIO) | 0.61% | 0% | 90.68% | 5/5/2025 |
 DoorDash (DASH.US) | 0.58% | 0% | 78% | 11/19/2024 |
| Paramount (PSKY) | 0.58% | 0% | 99.16% | 8/26/2025 |
 Just Eat (TKWY.NV) | 0.55% | 0% | 90.68% | 5/5/2025 |
 Snowflake (SNOW) | 0.54% | 0% | 90.83% | 5/9/2025 |
 Paycom (PAYC) | 0.53% | 0% | 90.76% | 5/8/2025 |
 Xinyi Solar (0968.HK) | 0.52% | 0% | 91.83% | 5/22/2025 |
 Invesco China Technology ETF (CQQQ) | 0.52% | 0% | 90.68% | 5/5/2025 |
 Alibaba (BABA) | 0.51% | 0% | 91.6% | 5/19/2025 |
 Intellia (NTLA) | 0.51% | 0% | 90.68% | 5/5/2025 |
 Amplify Transformational Data Sharing ETF (BLOK) | 0.51% | 0% | 77.39% | 11/11/2024 |
 Skyworks (SWKS) | 0.49% | 0% | 91.83% | 5/22/2025 |
 JLL (JLL) | 0.48% | 0% | 58.14% | 3/1/2024 |
 Alibaba (9988.HK) | 0.47% | 0% | 91.67% | 5/20/2025 |
 Niu (NIU) | 0.47% | 0% | 90.68% | 5/5/2025 |
 Nintendo (NTDOY) | 0.47% | 0% | 53.32% | 12/29/2023 |
 Cloudflare (NET) | 0.47% | 0% | 84.03% | 2/7/2025 |
 Nano Dimension (NNDM) | 0.47% | 0% | 90.68% | 5/5/2025 |
 Lemonade (LMND) | 0.46% | 0% | 90.68% | 5/5/2025 |
 Moderna (MRNA) | 0.45% | 0% | 90.68% | 5/5/2025 |
 Sunrun (RUN) | 0.43% | 0% | 90.68% | 5/5/2025 |
 Palantir (PLTR) | 0.42% | 0% | 56.76% | 2/12/2024 |
 Cisco (CSCO) | 0.42% | 0% | 55.39% | 1/25/2024 |
 Douyu (DOYU) | 0.4% | 0% | 91.6% | 5/19/2025 |
 Continental (CON.DE) | 0.39% | 0% | 55.69% | 1/29/2024 |
 3D Systems (DDD) | 0.38% | 0% | 90.68% | 5/5/2025 |
 Uber (UBER) | 0.38% | 0% | 49.89% | 11/14/2023 |
 Unity (U) | 0.38% | 0% | 91.6% | 5/19/2025 |
 Mercedes-Benz (MBG.DE) | 0.38% | 0% | 51.49% | 12/5/2023 |
 Digital Turbine (APPS) | 0.37% | 0% | 90.68% | 5/5/2025 |
 Fiverr (FVRR) | 0.37% | 0% | 90.76% | 5/8/2025 |
 QuantumScape (QS) | 0.37% | 0% | 90.68% | 5/5/2025 |
 Netflix (NFLX) | 0.36% | 0% | 55.31% | 1/24/2024 |
 Sea (SE) | 0.35% | 0% | 91.6% | 5/19/2025 |
| Meituan (03690.HK) | 0.33% | 0.13% | 99.92% | - |
 China SCE (1966.HK) | 0.32% | 0% | 90.76% | 5/8/2025 |
 Asana (ASAN) | 0.31% | 0% | 90.68% | 5/5/2025 |
 Canaan (CAN) | 0.31% | 0% | 90.68% | 5/5/2025 |
 Applied Materials (AMAT) | 0.3% | 0% | 52.18% | 12/14/2023 |
 AVEVA Group PLC (AVV.L) | 0.28% | 0% | 27.43% | 1/17/2023 |
 Rolls-Royce (RR.L) | 0.28% | 0% | 51.03% | 11/29/2023 |
 Alibaba Health (00241.HK) | 0.27% | 0% | 90.76% | 5/8/2025 |
 Rivian (RIVN) | 0.27% | 0% | 91.06% | 5/19/2025 |
 Reata Pharmaceuticals Inc (RETA) | 0.26% | 0% | 30.63% | 3/1/2023 |
 Lockheed Martin (LMT) | 0.26% | 0% | 21.47% | 12/20/2023 |
 Cleanspark (CLSK) | 0.25% | 0% | 56.76% | 2/12/2024 |
 BioNano (BNGO) | 0.23% | 0% | 76.62% | 1/6/2025 |
 Newegg (NEGG) | 0.23% | 0% | 90.68% | 5/5/2025 |
 Credit Suisse Group AG (CSGN.ZU) | 0.23% | 0% | 38.04% | 6/8/2023 |
 iShares Silver Trust (SLV) | 0.23% | 0% | 7.26% | 4/6/2022 |
 KKR (KKR) | 0.22% | 0% | 27.88% | 1/23/2023 |
 Boeing (BA) | 0.21% | 0% | 17.11% | 8/16/2022 |
 SPDR Gold (GLD) | 0.2% | 0% | 7.72% | 4/12/2022 |
 Fintech Acquisition Corp. V (FTCV) | 0.19% | 0% | 24.68% | 12/9/2022 |
 Check Point (CHKP) | 0.18% | 0% | 5.04% | 12/14/2023 |
 Nikola (NKLAQ) | 0.17% | 0% | 77.62% | 11/14/2024 |
 HarbourVest (HVPE.L) | 0.17% | 0% | 16.58% | 8/8/2022 |
 Verint (VRNT) | 0.16% | 0% | 8.4% | 8/26/2025 |
 Porsche (P911.DE) | 0.16% | 0% | 20.86% | 3/19/2024 |
 GigaCloud (GCT) | 0.15% | 1.85% | 9.17% | - |
 Travelzoo (TZOO) | 0.15% | 1.34% | 9.24% | - |
 First Solar (FSLR) | 0.14% | 0% | 23.07% | 12/19/2023 |
 Apple (AAPL) | 0.14% | 0% | 33.54% | 12/14/2023 |
 Volvo (VOLV-A.ST) | 0.14% | 0% | 34.45% | 12/15/2023 |
 Catalent (CTLT) | 0.13% | 0% | 22.31% | 2/2/2024 |
 Fresh Del Monte (FDP) | 0.12% | 1.09% | 7.49% | - |
 Roblox (RBLX) | 0.12% | 0% | 21.01% | 11/14/2023 |
 Star Bulk (SBLK) | 0.12% | 1.28% | 9.24% | - |
 Enphase (ENPH) | 0.11% | 0% | 15.74% | 7/26/2022 |
 Alphabet (GOOGL) | 0.11% | 0% | 12.38% | 7/20/2022 |
 Herbalife (HLF) | 0.1% | 1.67% | 6.42% | - |
 Trifast (TRI.L) | 0.1% | 1.18% | 9.24% | - |
 International Seaways (INSW) | 0.1% | 1.66% | 6.57% | - |
 Bumble (BMBL) | 0.1% | 0% | 15.28% | 7/20/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.1% | 0% | 16.2% | 8/3/2022 |
 Thermo Fisher (TMO) | 0.1% | 0% | 15.81% | 7/28/2022 |
 Intermex (IMXI) | 0.1% | 1.78% | 7.03% | - |
 FinVolution (FINV) | 0.1% | 1.18% | 6.95% | - |
 Structure Therapeutics (GPCR) | 0.1% | 1.08% | 9.24% | - |
 Samsung (SMSN.L) | 0.1% | 0% | 23.76% | 12/15/2023 |
 Penumbra (PEN) | 0.09% | 0% | 18.49% | 9/7/2022 |
 Agios (AGIO) | 0.09% | 1.16% | 7.56% | - |
 Ethereum (ETH) | 0.09% | 0% | 6.88% | 4/1/2022 |
 Progyny (PGNY) | 0.09% | 1.41% | 6.57% | - |
 Hackett (HCKT) | 0.09% | 1.15% | 7.26% | - |
 Fidelis (FIHL) | 0.09% | 1.46% | 6.57% | - |
 ThyssenKrupp (TKA.DE) | 0.09% | 1.1% | 8.02% | - |
 Akva Group ASA (AKVA.OL) | 0.09% | 1.31% | 7.18% | - |
 Axos Financial (AX) | 0.09% | 1.33% | 7.26% | - |
 Immersion (IMMR) | 0.09% | 0.93% | 8.63% | - |
 Quanex (NX) | 0.09% | 1.34% | 6.95% | - |
 Brunswick (BC) | 0.09% | 0% | 16.81% | 8/11/2022 |
 Consensus Cloud (CCSI) | 0.09% | 1.17% | 8.33% | - |
 Kitwave (KITW.L) | 0.09% | 1.06% | 8.1% | - |
 RIT Capital (RCP.L) | 0.09% | 1.05% | 8.02% | - |
 SunCoke (SXC) | 0.09% | 1.24% | 6.42% | - |
 Hello Group (MOMO) | 0.09% | 1.18% | 6.95% | - |
 CRITEO (CRTO) | 0.09% | 1.19% | 7.03% | - |
 James Fisher (FSJ.L) | 0.09% | 1.06% | 7.49% | - |
 Sanlorenzo (SL.MI) | 0.08% | 1.44% | 6.19% | - |
 Select Medical (SEM) | 0.08% | 1.13% | 6.57% | - |
 Speedy Hire (SDY.L) | 0.08% | 0.94% | 7.26% | - |
 Alpha Metallurgical (AMR) | 0.08% | 1.23% | 6.95% | - |
 Lindblad Expeditions (LIND) | 0.08% | 0% | 5.04% | 8/18/2025 |
 Euronet (EEFT) | 0.08% | 0.86% | 8.1% | - |
 KBR (KBR) | 0.08% | 0.95% | 8.1% | - |
 Columbus McKinnon (CMCO) | 0.08% | 0.92% | 8.17% | - |
 Qualcomm (QCOM) | 0.08% | 0% | 15.28% | 7/20/2022 |
 Seagen Inc (SGEN) | 0.08% | 0% | 12.76% | 6/17/2022 |
 Kontron (KTN.DE) | 0.08% | 1.07% | 6.72% | - |
 Avadel (AVDL) | 0.08% | 2.13% | 4.43% | - |
 Coats (COA.L) | 0.08% | 0.96% | 7.56% | - |
 PDD Holdings (PDD) | 0.08% | 0% | 11.92% | 6/6/2022 |
 Jenoptik (JEN.DE) | 0.08% | 0.84% | 7.49% | - |
 Krones (KRN.DE) | 0.08% | 0.91% | 7.49% | - |
 Green Brick (GRBK) | 0.08% | 0% | 6.65% | 8/18/2025 |
 Matson (MATX) | 0.08% | 0.93% | 7.49% | - |
 Card Factory (CARD.L) | 0.08% | 1.1% | 7.26% | - |
 SGL Carbon (SGL.DE) | 0.08% | 0.88% | 7.49% | - |
 JPMorgan (JPM) | 0.08% | 0% | 20.17% | 12/14/2023 |
 Dole (DOLE) | 0.08% | 0.97% | 7.03% | - |
 Morgan (MGAM.L) | 0.08% | 0.97% | 7.03% | - |
 Andersons (ANDE) | 0.08% | 1.18% | 6.65% | - |
 SITE Centers (SITC) | 0.07% | 0.79% | 7.18% | - |
 Kontoor Brands (KTB) | 0.07% | 1.17% | 7.03% | - |
 Mcbride (MCB.L) | 0.07% | 0.77% | 7.49% | - |
 YETI (YETI) | 0.07% | 0% | 5.81% | 7/22/2025 |
 Italmobiliare (ITM.MI) | 0.07% | 1.06% | 6.65% | - |
 SolarEdge (SEDG) | 0.07% | 0% | 11.69% | 6/3/2022 |
 Crown Castle (CCI) | 0.07% | 0% | 7.18% | 4/5/2022 |
 Electrolux (ELUXB.ST) | 0.07% | 0% | 0.61% | 6/10/2025 |
 Collegium (COLL) | 0.07% | 1.65% | 4.43% | - |
 XP (XP) | 0.07% | 0.92% | 6.72% | - |
 G-III Apparel (GIII) | 0.07% | 1.59% | 4.43% | - |
 LegalZoom (LZ) | 0.07% | 0% | 4.66% | 8/11/2025 |
 Qifu Technology (QFIN) | 0.07% | 0.67% | 6.95% | - |
 SMP (SMP.US) | 0.06% | 1.59% | 4.43% | - |
 Liquidity Services (LQDT) | 0.06% | 1.47% | 4.35% | - |
 Helmerich & Payne (HP) | 0.06% | 1.7% | 3.97% | - |
 Array Technologies (ARRY) | 0.06% | 1.58% | 4.35% | - |
 NetScout (NTCT) | 0.06% | 1.39% | 4.43% | - |
 Blue Bird (BLBD) | 0.06% | 0% | 3.74% | 8/18/2025 |
 Titan Machinery (TITN) | 0.06% | 0% | 4.66% | 7/8/2025 |
 IBM (IBM) | 0.05% | 0% | 11.15% | 5/27/2022 |
 Taboola (TBLA) | 0.05% | 1.19% | 4.35% | - |
 Garrett Motion (GTX.US) | 0.05% | 1.2% | 4.58% | - |
 Stride (LRN) | 0.05% | 0% | 5.42% | 7/31/2025 |
 First Commonwealth (FCF) | 0.05% | 0% | 4.66% | 7/9/2025 |
 S&T Bancorp (STBA) | 0.05% | 0% | 4.66% | 7/7/2025 |
 Endesa (ELE.MC) | 0.05% | 0% | 11.08% | 5/26/2022 |
 Farmer Mac (AGM) | 0.05% | 0% | 3.74% | 9/2/2025 |
 TEMIT (TEM.L) | 0.05% | 0% | 3.97% | 7/14/2025 |
 Global Ship Lease (GSL) | 0.05% | 1.48% | 3.44% | - |
 Diebold Nixdorf (DBD) | 0.05% | 0% | 4.05% | 7/21/2025 |
 PSP (PSPN.ZU) | 0.05% | 0% | 7.26% | 4/6/2022 |
 Elders (ELD.ASX) | 0.05% | 0% | 3.51% | 7/22/2025 |
 ExxonMobil (XOM) | 0.05% | 0% | 13.22% | 12/14/2023 |
 MRC Global (MRC.US) | 0.05% | 0% | 3.9% | 6/27/2025 |
 Vanguard Small-Cap Value ETF (VBR) | 0.05% | 0% | 9.4% | 5/4/2022 |
 FLEX LNG Ltd (FLNG.OL) | 0.05% | 0% | 4.28% | 7/31/2025 |
 Mvb Financial (MVBF) | 0.05% | 0% | 3.74% | 7/9/2025 |
 UFP Industries (UFPI) | 0.05% | 0% | 3.97% | 7/14/2025 |
 Kelly Services (KELYA.US) | 0.04% | 1.39% | 3.21% | - |
 Pacira (PCRX) | 0.04% | 1.69% | 2.75% | - |
 Kraft Heinz (KHC) | 0.04% | 0% | 9.47% | 12/14/2023 |
 Inmode (INMD) | 0.04% | 0.94% | 4.51% | - |
 LTC Properties (LTC.US) | 0.04% | 0% | 10.31% | 5/16/2022 |
 Just Group (JUST.L) | 0.04% | 0% | 4.43% | 7/31/2025 |
 Renold (RNO.L) | 0.04% | 0% | 2.75% | 6/13/2025 |
 Visa (V) | 0.04% | 0% | 7.87% | 4/14/2022 |
 Ribbon (RBBN) | 0.04% | 1.32% | 3.28% | - |
 Atlantica (AY) | 0.04% | 0% | 10.39% | 5/17/2022 |
 Willis Towers Watson (WTW) | 0.04% | 0.35% | 11.15% | - |
 Canal+ France (CAN.L) | 0.04% | 0% | 10.47% | 5/5/2025 |
 Splunk Inc (SPLK) | 0.04% | 0% | 6.8% | 3/31/2022 |
 Airbus (AIR.PA) | 0.04% | 0% | 7.87% | 4/14/2022 |
 Coca-Cola (KO) | 0.04% | 0% | 7.26% | 4/6/2022 |
 Mastercard (MA) | 0.04% | 0% | 7.72% | 4/12/2022 |
 Gentex (GNTX) | 0.04% | 0% | 3.44% | 7/14/2025 |
 Nemetschek (NEM.DE) | 0.04% | 0% | 7.33% | 4/7/2022 |
 NGS (NGS) | 0.04% | 0% | 3.21% | 7/3/2025 |
 Vanguard Total Stock Market ETF (VTI) | 0.04% | 0% | 7.72% | 4/12/2022 |
 Target (TGT) | 0.04% | 0% | 7.87% | 4/14/2022 |
 DHT Holdings (DHT) | 0.04% | 0% | 2.6% | 8/18/2025 |
 Renewables Infrastructure Group (TRIG.L) | 0.04% | 0% | 7.33% | 4/7/2022 |
 DiamondRock Hospitality (DRH) | 0.04% | 0% | 2.52% | 7/14/2025 |
 Playtika (PLTK) | 0.04% | 0.79% | 3.97% | - |
 Canadian Solar (CSIQ) | 0.03% | 0% | 7.72% | 4/12/2022 |
 Merck (MRK) | 0.03% | 0% | 7.26% | 4/6/2022 |
 Unilever (ULVR.L) | 0.03% | 0% | 9.01% | 4/29/2022 |
 Metrocity (MCBS) | 0.03% | 0% | 2.9% | 7/14/2025 |
 Rio Tinto (RIO.L) | 0.03% | 0% | 7.26% | 4/6/2022 |
 Waste Management (WM) | 0.03% | 0% | 7.26% | 4/6/2022 |
 Opera (OPRA) | 0.03% | 0% | 2.14% | 7/9/2025 |
 Robert Walters (RWA.L) | 0.03% | 0% | 2.83% | 6/13/2025 |
 BlueLinx (BXC) | 0.03% | 0% | 2.52% | 7/8/2025 |
 Rpc (RES) | 0.03% | 0% | 2.52% | 7/9/2025 |
 Coherent (COHR) | 0.03% | 0% | 2.6% | 7/8/2025 |
 American Tower (AMT) | 0.03% | 0% | 6.72% | 4/4/2022 |
 3i Infrastructure (3IN.L) | 0.03% | 0% | 7.1% | 4/4/2022 |
 German American (GABC) | 0.03% | 0% | 2.52% | 7/9/2025 |
 Airbnb (ABNB) | 0.03% | 0% | 7.79% | 4/13/2022 |
 ServiceNow (NOW) | 0.03% | 0% | 8.94% | 4/28/2022 |
 Havas Bv (HAVAS.NV) | 0.03% | 0% | 10.47% | 5/5/2025 |
 JOYY (JOYY) | 0.03% | 1.66% | 1.91% | - |
 Rightmove (RMV.L) | 0.03% | 0% | 7.1% | 4/4/2022 |
 Leidos (LDOS) | 0.03% | 0% | 7.26% | 4/6/2022 |
 Louis Hachette Group (ALHG.PA) | 0.03% | 0% | 10.47% | 5/5/2025 |
 Open Lending (LPRO) | 0.03% | 0% | 2.06% | 6/4/2025 |
 Clearfield (CLFD) | 0.03% | 1.34% | 1.91% | - |
 Willdan Group (WLDN) | 0.03% | 0% | 2.06% | 6/30/2025 |
 Evraz PLC (EVR.L) | 0.02% | 0% | 4.58% | 3/1/2022 |
 Workday (WDAY) | 0.02% | 0% | 8.94% | 4/28/2022 |
 Bank of China (3988.HK) | 0.02% | 0% | 8.86% | 4/27/2022 |
 Sigma Lithium (SGML) | 0.02% | 1.38% | 1.68% | - |
 Ionis (IONS) | 0.02% | 0% | 6.8% | 3/31/2022 |
 Corsair (CRSR) | 0.02% | 1.37% | 1.68% | - |
 NVIDIA (NVDA) | 0.02% | 0% | 6.65% | 3/29/2022 |
 EA (EA) | 0.02% | 0% | 8.79% | 4/26/2022 |
 Vanguard Real Estate ETF (VNQ) | 0.02% | 0% | 7.26% | 4/6/2022 |
 JOST (JST.DE) | 0.02% | 1.2% | 1.6% | - |
 McDonald's (MCD) | 0.02% | 0% | 6.8% | 3/31/2022 |
 Akamai (AKAM) | 0.02% | 0% | 7.72% | 4/12/2022 |
 DraftKings (DKNG) | 0.02% | 0% | 5.58% | 3/22/2022 |
 Verisign (VRSN) | 0.02% | 0% | 6.8% | 3/31/2022 |
 Novo Nordisk (NOVO-B.CO) | 0.02% | 0% | 6.8% | 3/31/2022 |
 AstraZeneca (AZN.L) | 0.02% | 0% | 6.8% | 3/31/2022 |
 Entergy (ETR) | 0.02% | 0% | 7.26% | 4/6/2022 |
 Iberdrola (IBE.MC) | 0.02% | 0% | 7.26% | 4/6/2022 |
 Raytheon (RTX) | 0.02% | 0% | 7.41% | 4/8/2022 |
 Legal & General (LGEN.L) | 0.02% | 0% | 7.26% | 4/6/2022 |
 Fiserv (FI) | 0.02% | 0% | 7.87% | 4/14/2022 |
 OptimizeRx (OPRX) | 0.02% | 0% | 1.38% | 8/11/2025 |
 Sprouts (SFM) | 0.02% | 0% | 7.26% | 4/6/2022 |
 NetEase (NTES) | 0.02% | 0% | 6.88% | 4/1/2022 |
 Booz Allen (BAH) | 0.02% | 0% | 6.72% | 3/30/2022 |
 PepsiCo (PEP) | 0.02% | 0% | 7.26% | 4/6/2022 |
 Avast PLC (AVST.L) | 0.02% | 0% | 7.33% | 4/7/2022 |
 Bristol-Myers Squibb (BMY) | 0.02% | 0% | 7.26% | 4/6/2022 |
 AbbVie (ABBV) | 0.02% | 0% | 7.26% | 4/6/2022 |
 GSK (GSK.L) | 0.02% | 0% | 7.26% | 4/6/2022 |
 ELMOS (ELG.DE) | 0.02% | 0% | 1.53% | 6/19/2025 |
 Xylem (XYL) | 0.02% | 0% | 4.81% | 4/8/2022 |
 3i (III) | 0.02% | 0% | 6.8% | 3/31/2022 |
 Tyson Foods (TSN) | 0.02% | 0% | 7.26% | 4/6/2022 |
 China Overseas (0688.HK) | 0.02% | 0% | 7.1% | 4/4/2022 |
 Johnson & Johnson (JNJ) | 0.02% | 0% | 7.26% | 4/6/2022 |
 Daqo New Energy (DQ) | 0.02% | 1.55% | 1.3% | - |
 Wynn Resorts (WYNN) | 0.02% | 0% | 6.8% | 3/31/2022 |
 Radware (RDWR) | 0.02% | 1.29% | 1.38% | - |
 PubMatic (PUBM) | 0.02% | 1.32% | 1.3% | - |
 A.G. Barr (BAG.L) | 0.02% | 1.35% | 1.3% | - |
 AstraZeneca (AZN) | 0.02% | 0% | 6.65% | 3/29/2022 |
 Quaker Chemical (KWR) | 0.02% | 0% | 1.45% | 6/10/2025 |
 Palo Alto Networks (PANW) | 0.02% | 0% | 6.04% | 3/31/2022 |
 Rekor Systems (REKR) | 0.02% | 0% | 1.15% | 5/22/2025 |
 Custom Truck (CTOS) | 0.01% | 0% | 1.15% | 5/22/2025 |
 Silicon Motion (SIMO) | 0.01% | 0% | 1.07% | 5/22/2025 |
 DRDGOLD (DRD) | 0.01% | 0% | 1.15% | 5/22/2025 |
 Shore Bancshares (SHBI) | 0.01% | 0% | 1.15% | 5/22/2025 |
 Mattel (MAT) | 0.01% | 0% | 3.59% | 2/16/2022 |
 Gentherm (THRM) | 0.01% | 0% | 0.84% | 8/11/2025 |
 Smartcraft ASA (SMCRT.OL) | 0.01% | 0% | 1.07% | 6/5/2025 |
 Savills (SVS.L) | 0.01% | 0% | 0.99% | 6/4/2025 |
 BMW (BMW.DE) | 0.01% | 0% | 2.67% | 4/5/2022 |
 ODP (ODP) | 0.01% | 1.42% | 0.69% | - |
 Cadeler A/S (CADLR.OL) | 0.01% | 1.22% | 0.69% | - |
 Bitdeer (BTDR) | 0.01% | 0% | 0.61% | 6/10/2025 |
 US Physical Therapy (USPH) | 0.01% | 0% | 0.53% | 8/26/2025 |
 AbCellera (ABCL) | 0.01% | 0% | 0.53% | 5/15/2025 |
 Astronics (ATRO) | 0.01% | 0% | 0.53% | 6/4/2025 |
 Nebius Group NV (NBIS) | 0.01% | 0% | 0.46% | 5/29/2025 |
 Buckle (BKE) | 0% | 0% | 0.38% | 6/10/2025 |
 Lumibird SA (LBIRD.PA) | 0% | 1.38% | 0.23% | - |
 Arendals Fossekompani ASA (AFK.OL) | 0% | 0% | 0.15% | 6/13/2025 |
 Trinseo (TSE) | 0% | 0% | 0.08% | 5/8/2025 |
 Foresight Group (FSG.L) | 0% | 0% | 0.08% | 5/9/2025 |
 DXC Technology (DXC) | 0% | 0% | 0.23% | 2/3/2022 |
 Warner Bros Discovery (WBD) | 0% | 0% | 0.53% | 8/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| DividendGrowth | 14.94% | 17.76% |
| Private-Equity | 10.37% | 15.63% |
| ValueGurus | 11.29% | 14.69% |
| BigTech | 5.7% | 8.54% |
| TheBigBanks | 5.25% | 8.09% |
| Volkswagen (VOW3.DE) | 3.96% | 4.08% |
| BlackRock (BLK) | 1.65% | 3.17% |
| PIMCO Active Bond Exchange-Traded Fund (BOND) | 2.14% | 2.39% |
| Vanguard Total Bond Market ETF (BND) | 1.81% | 2.09% |
| Bitcoin (BTC) | 0.66% | 1.82% |
| Genuit (GEN.L) | 1.65% | 1.56% |
| Aramco (SAOC) | 1.32% | 1.54% |
| Verizon (VZ) | 1.32% | 1.38% |
| Cardano (ADA) | 1.98% | 1.35% |
| Persimmon (PSN.L) | 1.65% | 1.3% |
| Block Inc. (XYZ) | 1.15% | 0.86% |
| IIPR (IIPR) | 1.48% | 0.85% |
| Scotts (SMG) | 0.82% | 0.61% |
| ARK Innovation ETF (ARKK) | 0.82% | 0.57% |
| Renishaw (RSW.L) | 0.66% | 0.57% |
| T. Rowe Price (TROW) | 0.66% | 0.57% |
| Vivendi (VIV.PA) | 1.65% | 0.56% |
| Cloudflare (NET) | 0.66% | 0.54% |
| Etsy (ETSY) | 0.99% | 0.52% |
| Global X Cloud Computing ETF (CLOU) | 0.49% | 0.51% |
| Lemonade (LMND) | 0.82% | 0.5% |
| Snowflake (SNOW) | 0.66% | 0.49% |
| Just Eat (TKWY.NV) | 0.82% | 0.49% |
| Canal+ France (CAN.L) | 0% | 0.42% |
| Fiverr (FVRR) | 0.66% | 0.39% |
| Sea (SE) | 0.66% | 0.37% |
| Invesco China Technology ETF (CQQQ) | 0.66% | 0.37% |
| Genus (GNS.L) | 0.66% | 0.35% |
| Alibaba (BABA) | 0.66% | 0.34% |
| Nano Dimension (NNDM) | 0.99% | 0.32% |
| Alibaba (9988.HK) | 0.66% | 0.32% |
| Paycom (PAYC) | 0.49% | 0.28% |
| Havas Bv (HAVAS.NV) | 0% | 0.28% |
| Paramount (PSKY) | 0.99% | 0.28% |
| Douyu (DOYU) | 0.66% | 0.27% |
| Skyworks (SWKS) | 0.33% | 0.27% |
| Louis Hachette Group (ALHG.PA) | 0% | 0.26% |
| Unity (U) | 0.82% | 0.25% |
| Asana (ASAN) | 0.66% | 0.23% |
| Meituan (03690.HK) | 0.33% | 0.23% |
| Canaan (CAN) | 0.99% | 0.19% |
| Nio (NIO) | 0.99% | 0.19% |
| Xinyi Solar (0968.HK) | 0.66% | 0.19% |
| Intellia (NTLA) | 0.99% | 0.19% |
| Sunrun (RUN) | 0.66% | 0.18% |
| Niu (NIU) | 0.99% | 0.18% |
| QuantumScape (QS) | 0.82% | 0.17% |
| Intel (INTC) | 0.33% | 0.16% |
| Alibaba Health (00241.HK) | 0.66% | 0.14% |
| Rivian (RIVN) | 0.49% | 0.12% |
| 3D Systems (DDD) | 0.82% | 0.12% |
| Moderna (MRNA) | 0.49% | 0.11% |
| Newegg (NEGG) | 1.32% | 0.06% |
| Digital Turbine (APPS) | 0.82% | 0.06% |
| China SCE (1966.HK) | 0.82% | 0.06% |
| Nikola (NKLAQ) | 0.66% | 0% |
| BioNano (BNGO) | 0.82% | 0% |