Portfolio Diversification
Range
Most Diversified
32 instruments
January 4, 2024
Least Diversified
0 instruments
November 13, 2023
Average
15.4 instruments
Most Consistent Holdings
Top 5
MSFT77.7%
NVDA76.13%
NFLX68.82%
GOOG66.72%
META59.76%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since September 29, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 10.43% | 0% | 77.7% | 3/28/2025 |
| NVIDIA (NVDA) | 6.33% | 13.58% | 76.13% | - |
| Alphabet (GOOG) | 4.37% | 0% | 66.72% | 3/28/2025 |
| Netflix (NFLX) | 4.32% | 0% | 68.82% | 4/1/2025 |
 Amazon (AMZN) | 3.84% | 0% | 56.1% | 4/1/2025 |
| Meta (META) | 3.31% | 0% | 59.76% | 4/1/2025 |
 Coca-Cola (KO) | 3.11% | 0% | 51.22% | 4/7/2025 |
 Costco (COST) | 2.69% | 0% | 50% | 4/7/2025 |
 UnitedHealth (UNH) | 2.27% | 0% | 46.69% | 3/27/2025 |
 Procter & Gamble (PG) | 2.17% | 0% | 46.34% | 4/1/2025 |
 Goldman Sachs (GS) | 1.84% | 0% | 44.25% | 4/1/2025 |
 Tesla (TSLA) | 1.84% | 0% | 35.71% | 2/6/2025 |
 JPMorgan (JPM) | 1.81% | 0% | 44.25% | 4/1/2025 |
 Apple (AAPL) | 1.81% | 0% | 45.82% | 4/1/2025 |
 Walmart (WMT) | 1.8% | 0% | 43.73% | 4/7/2025 |
 TSMC (TSM) | 1.78% | 0% | 43.73% | 4/1/2025 |
 Alibaba (BABA) | 1.78% | 0% | 43.21% | 3/28/2025 |
 Visa (V) | 1.69% | 0% | 43.03% | 4/1/2025 |
 Prysmian (PRY.MI) | 1.69% | 0% | 20.56% | 4/5/2024 |
 PayPal (PYPL) | 1.69% | 0% | 42.68% | 4/1/2025 |
 Mastercard (MA) | 1.67% | 0% | 42.68% | 4/1/2025 |
 Morgan Stanley (MS) | 1.65% | 0% | 42.68% | 4/1/2025 |
 Leonardo (LDO.MI) | 1.64% | 0% | 16.03% | 4/5/2024 |
 Disney (DIS) | 1.63% | 0% | 43.73% | 4/7/2025 |
 AMD (AMD) | 1.56% | 0% | 43.21% | 3/27/2025 |
 UniCredit (UCG.MI) | 1.49% | 0% | 13.76% | 4/5/2024 |
 Alphabet (GOOGL) | 1.45% | 0% | 41.99% | 3/28/2025 |
 EA (EA) | 1.42% | 0% | 42.68% | 4/1/2025 |
 PDD Holdings (PDD) | 1.27% | 0% | 41.99% | 3/28/2025 |
 ASML (ASML) | 1.14% | 0% | 41.81% | 3/27/2025 |
 Chefs' Warehouse (CHEF) | 1.12% | 0% | 7.84% | 1/12/2024 |
 Xiaomi (1810.HK) | 1.01% | 0% | 9.76% | 1/25/2024 |
 Bitcoin (BTC) | 0.83% | 0% | 3.83% | 1/12/2024 |
 Ocular Therapeutix (OCUL) | 0.82% | 0% | 12.89% | 2/29/2024 |
 Coinbase (COIN) | 0.82% | 0% | 6.27% | 1/10/2024 |
 Generali (G.MI) | 0.66% | 0% | 0.7% | 5/20/2024 |
 UMG (UMG.NV) | 0.6% | 0% | 9.58% | 2/22/2024 |
 SPDR Gold MiniShares Trust (GLDM) | 0.51% | 14.04% | 3.48% | - |
 ASM (ASM.NV) | 0.5% | 14.82% | 3.48% | - |
 Wise (WISE.L) | 0.49% | 13.88% | 3.48% | - |
 Meta (CASH) | 0.48% | 14.41% | 3.48% | - |
 iShares MSCI China UCITS ETF (ICGA.DE) | 0.47% | 13.49% | 3.48% | - |
 Henkel (HEN3.DE) | 0.46% | 12.68% | 3.48% | - |
 SPDR Gold (GLD) | 0.37% | 0% | 1.92% | 4/7/2025 |
 Invesco Physical Gold ETC (8PSG.DE) | 0.35% | 0% | 1.74% | 4/7/2025 |
 Hasbro (HAS) | 0.35% | 0% | 0.35% | 5/1/2024 |
 Omnicom (OMC) | 0.34% | 0% | 5.57% | 2/9/2024 |
 Bayer (BAYN.DE) | 0.32% | 0% | 5.57% | 1/8/2024 |
 Grab (GRAB) | 0.3% | 0% | 9.41% | 4/1/2025 |
 Stellantis (STLAM.MI) | 0.29% | 0% | 5.4% | 1/8/2024 |
 Arcutis (ARQT) | 0.28% | 0% | 3.83% | 2/29/2024 |
 Nexi (NEXI.MI) | 0.23% | 0% | 3.48% | 12/27/2023 |
 iShares Physical Gold ETC (PPFB.DE) | 0.23% | 0% | 1.74% | 4/7/2025 |
 Italgas (IG.MI) | 0.22% | 0% | 3.83% | 1/30/2024 |
 RWE (RWE.DE) | 0.21% | 0% | 4.36% | 1/11/2024 |
 Starbucks (SBUX) | 0.2% | 0% | 0.35% | 5/16/2024 |
 BNP Paribas (BNP.PA) | 0.17% | 0% | 0.17% | 5/21/2024 |
 ExxonMobil (XOM) | 0.17% | 0% | 0.17% | 5/14/2024 |
 iShares Silver Trust (SLV) | 0.17% | 0% | 1.74% | 4/7/2025 |
 Warner Bros Discovery (WBD) | 0.16% | 0% | 1.74% | 3/22/2024 |
 Colgate (CL) | 0.15% | 0% | 2.44% | 2/9/2024 |
 SushiSwap (SUSHI) | 0.14% | 0% | 0.17% | 11/12/2023 |
 Banca Generali (BGN.MI) | 0.14% | 0% | 2.26% | 2/12/2024 |
 Ethereum (ETH) | 0.13% | 0% | 3.14% | 1/12/2024 |
 Snam (SRG.MI) | 0.12% | 0% | 1.92% | 1/26/2024 |
 celesh | 0.12% | 0% | 0.17% | 12/6/2023 |
 TotalEnergies (TTE.PA) | 0.1% | 0% | 2.44% | 1/11/2024 |
 Gaotu (GOTU) | 0.1% | 0% | 1.22% | 1/10/2024 |
 Santander (SAN.MC) | 0.1% | 0% | 1.39% | 12/15/2023 |
 Sino Bio (01177.HK) | 0.08% | 0% | 2.44% | 1/11/2024 |
 Lenovo (0992.HK) | 0.07% | 0% | 2.44% | 1/26/2024 |
 XRP (XRP) | 0.07% | 0% | 0.17% | 11/19/2023 |
 iShares Italy Govt Bond UCITS ETF (IS0M.DE) | 0.06% | 0% | 1.39% | 1/5/2024 |
 Unilever (ULVR.L) | 0.06% | 0% | 1.74% | 1/8/2024 |
 Dometic (DOM.ST) | 0.05% | 0% | 1.57% | 1/5/2024 |
 Altice USA (ATUS) | 0.05% | 0% | 1.39% | 1/4/2024 |
 Terna (TRN.MI) | 0.05% | 0% | 0.35% | 12/13/2023 |
 Nezatron | 0.05% | 0% | 0.17% | 12/6/2023 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.04% | 0% | 1.39% | 1/5/2024 |
 LVMH (MC.PA) | 0.04% | 0% | 1.39% | 1/5/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.04% | 0% | 1.22% | 1/4/2024 |
 Adidas (ADS.DE) | 0.04% | 0% | 1.22% | 1/4/2024 |
 Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 0.04% | 0% | 1.22% | 1/4/2024 |
 Global SuperDividend US ETF (DIV) | 0.04% | 0% | 0.87% | 12/13/2023 |
 Reddit Inc (RDDT) | 0.03% | 0% | 0.17% | 3/27/2024 |
 Supermicro (SMCI) | 0.03% | 0% | 0.35% | 2/27/2024 |
 Verizon (VZ) | 0.02% | 0% | 0.7% | 1/12/2024 |
 AT&T (T) | 0.02% | 0% | 0.7% | 1/12/2024 |
 Solana (SOL) | 0.02% | 0% | 0.17% | 11/11/2023 |
 Siemens (SIE.DE) | 0.01% | 0% | 0.17% | 12/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 3.66% | 5.69% |
| Netflix (NFLX) | 3.73% | 4.64% |
| Walmart (WMT) | 3.66% | 4.25% |
| PayPal (PYPL) | 3.66% | 4.21% |
| TSMC (TSM) | 3.69% | 3.99% |
| Morgan Stanley (MS) | 3.66% | 3.98% |
| Disney (DIS) | 3.66% | 3.98% |
| Visa (V) | 3.66% | 3.95% |
| Amazon (AMZN) | 3.67% | 3.93% |
| Mastercard (MA) | 3.66% | 3.92% |
| Goldman Sachs (GS) | 3.71% | 3.8% |
| Meta (META) | 3.66% | 3.78% |
| Apple (AAPL) | 3.71% | 3.77% |
| NVIDIA (NVDA) | 3.66% | 3.75% |
| JPMorgan (JPM) | 3.68% | 3.7% |
| Alphabet (GOOGL) | 3.66% | 3.66% |
| Costco (COST) | 3.69% | 3.66% |
| Alphabet (GOOG) | 3.62% | 3.64% |
| Alibaba (BABA) | 3.66% | 3.49% |
| EA (EA) | 3.66% | 3.26% |
| Procter & Gamble (PG) | 3.69% | 3.26% |
| Microsoft (MSFT) | 3.7% | 3.25% |
| Coca-Cola (KO) | 3.71% | 3.08% |
| UnitedHealth (UNH) | 3.73% | 2.94% |
| AMD (AMD) | 3.66% | 2.87% |
| PDD Holdings (PDD) | 3.66% | 2.47% |
| ASML (ASML) | 3.66% | 2.41% |