Portfolio Diversification
Range
Most Diversified
65 instruments
February 1, 2023
Least Diversified
26 instruments
March 20, 2025
Average
49.6 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
VALE100%
ETSY100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 8.78% | 6.2% | 100% | - |
| Alphabet (GOOG) | 8.55% | 7.07% | 100% | - |
| Meta (META) | 5.92% | 6.83% | 100% | - |
 GainersQtr | 5.77% | 0% | 47.87% | 12/31/2024 |
 Coca-Cola (KO) | 4.25% | 0% | 49.14% | 4/18/2024 |
 Stellantis (STLAM.MI) | 4.12% | 4.11% | 50.86% | - |
 AT&T (T) | 3.94% | 3.62% | 97.47% | - |
 Realty Income (O) | 3.84% | 2.35% | 96.66% | - |
 Tesla (TSLA) | 3.64% | 3.02% | 91.6% | - |
 Chevron (CVX) | 3.24% | 1.42% | 97.35% | - |
 IBM (IBM) | 3.21% | 3.67% | 97.24% | - |
 ExxonMobil (XOM) | 2.74% | 0% | 89.18% | 3/19/2025 |
 Kimberly-Clark (KMB) | 2.56% | 0% | 83.54% | 1/28/2025 |
 NVIDIA (NVDA) | 2.46% | 12.71% | 21.63% | - |
| Etsy (ETSY) | 1.77% | 1% | 100% | - |
| Vale (VALE) | 1.75% | 1.26% | 100% | - |
 Tapestry (TPR) | 1.25% | 0% | 75.14% | 10/25/2024 |
 Novo Nordisk (NOVO-B.CO) | 1.21% | 6.98% | 20.94% | - |
 ASML (ASML) | 1.03% | 0% | 53.74% | 11/19/2024 |
 Xinyi Solar (0968.HK) | 0.85% | 0% | 81.59% | 12/20/2024 |
 Palantir (PLTR) | 0.7% | 0% | 55.12% | 5/8/2025 |
 Bitcoin (BTC) | 0.68% | 0% | 20.94% | 8/8/2024 |
 Alibaba (9988.HK) | 0.64% | 0% | 81.59% | 12/20/2024 |
 Xiaomi (1810.HK) | 0.6% | 0% | 83.2% | 1/3/2025 |
 Nio (NIO) | 0.59% | 0% | 77.56% | 11/15/2024 |
 Snowflake (SNOW) | 0.59% | 0.11% | 100% | - |
 Endesa (ELE.MC) | 0.58% | 0% | 20.94% | 6/20/2024 |
 Broadcom (AVGO) | 0.56% | 3.01% | 17.72% | - |
 JD.com (JD.US) | 0.54% | 0% | 77.56% | 11/15/2024 |
 Kering (KER.PA) | 0.53% | 0.7% | 43.5% | - |
 Altria (MO) | 0.52% | 0% | 10.13% | 3/3/2025 |
 Block Inc. (XYZ) | 0.52% | 0% | 81.47% | 12/19/2024 |
 Corsair (CRSR) | 0.5% | 0% | 77.56% | 11/15/2024 |
 Lemonade (LMND) | 0.45% | 0% | 81.47% | 12/19/2024 |
 Ethereum (ETH) | 0.43% | 0% | 16.92% | 2/17/2025 |
 Oracle (ORCL) | 0.41% | 2.74% | 14.61% | - |
 Lululemon (LULU) | 0.4% | 0% | 24.17% | 5/13/2025 |
 Baidu (BIDU) | 0.39% | 0% | 77.56% | 11/15/2024 |
 Aspen Aerogels (ASPN) | 0.39% | 0% | 13% | 12/19/2024 |
 Trupanion (TRUP) | 0.37% | 1.53% | 22.32% | - |
 Adobe (ADBE) | 0.36% | 1.34% | 19.22% | - |
 Peloton (PTON) | 0.35% | 0% | 81.47% | 12/19/2024 |
 Microsoft (MSFT) | 0.34% | 0% | 16.46% | 12/11/2024 |
 Ulta (ULTA) | 0.33% | 1.12% | 16.34% | - |
 Cloudflare (NET) | 0.33% | 0% | 49.37% | 1/3/2025 |
 Farfetch (FTCHQ) | 0.32% | 0% | 56.04% | 5/10/2024 |
 Amazon (AMZN) | 0.32% | 0% | 12.77% | 7/29/2024 |
 Intel (INTC) | 0.32% | 0% | 15.19% | 1/7/2025 |
 Alibaba Health (00241.HK) | 0.31% | 0% | 81.59% | 12/20/2024 |
 Canadian Solar (CSIQ) | 0.3% | 0% | 77.56% | 11/15/2024 |
 Asensus (ASXC) | 0.28% | 0% | 68.24% | 8/25/2024 |
 BioNano (BNGO) | 0.28% | 0% | 77.56% | 11/15/2024 |
 Airbnb (ABNB) | 0.27% | 0% | 81.47% | 12/19/2024 |
 Spotify (SPOT) | 0.25% | 0% | 50.86% | 3/26/2024 |
 Oatly (OTLY) | 0.24% | 0% | 77.56% | 11/15/2024 |
 TRON (TRX) | 0.21% | 0% | 46.38% | 2/15/2024 |
 Tilray (TLRY) | 0.21% | 0% | 77.56% | 11/15/2024 |
 Jumia (JMIA) | 0.2% | 0% | 77.56% | 11/15/2024 |
 Official Trump (Experimental) (TRUMP) | 0.2% | 1.22% | 14.96% | - |
 Pinterest (PINS) | 0.2% | 0% | 77.56% | 11/15/2024 |
 STMicroelectronics (STMMI.MI) | 0.19% | 0% | 11.51% | 2/20/2025 |
 Zillow (Z) | 0.19% | 0% | 58.34% | 7/12/2024 |
 Organigram (OGI) | 0.19% | 0% | 77.56% | 11/15/2024 |
 Engie (ENGI.PA) | 0.18% | 0% | 4.6% | 6/20/2024 |
 Boxlight (BOXL) | 0.18% | 0% | 77.56% | 11/15/2024 |
 Fiverr (FVRR) | 0.17% | 0% | 77.56% | 11/15/2024 |
 Uber (UBER) | 0.16% | 0% | 37.17% | 11/27/2023 |
 Axcelis (ACLS) | 0.16% | 0.97% | 15.3% | - |
 Roku (ROKU) | 0.16% | 0% | 77.56% | 11/15/2024 |
 PDD Holdings (PDD) | 0.16% | 0% | 37.28% | 11/28/2023 |
 Gevo (GEVO) | 0.15% | 0% | 77.56% | 11/15/2024 |
 LVMH (MC.PA) | 0.15% | 0% | 6.79% | 1/23/2025 |
 Porsche (P911.DE) | 0.13% | 1.51% | 7.48% | - |
 Tencent Music (TME) | 0.13% | 0% | 55.12% | 5/2/2024 |
 Pfizer (PFE) | 0.12% | 0% | 1.61% | 4/29/2024 |
 Cocrystal Pharma (COCP) | 0.12% | 0% | 77.56% | 11/15/2024 |
 Ferrari (RACE) | 0.12% | 3.02% | 5.87% | - |
 Cara (TVRD) | 0.11% | 0% | 39.7% | 12/19/2023 |
 Eni (ENI.MI) | 0.11% | 0% | 6.56% | 3/6/2024 |
 DoorDash (DASH.US) | 0.1% | 0% | 7.94% | 1/21/2025 |
 Coinbase (COIN) | 0.09% | 0% | 81.47% | 12/19/2024 |
 KBR (KBR) | 0.08% | 0% | 4.95% | 10/17/2024 |
 BNP Paribas (BNP.PA) | 0.08% | 0% | 5.18% | 6/24/2024 |
 Crowdstrike (CRWD) | 0.07% | 0% | 43.61% | 1/22/2024 |
 Cardano (ADA) | 0.07% | 0% | 38.43% | 12/8/2023 |
 Ethereum Classic (ETC) | 0.07% | 0% | 77.56% | 11/15/2024 |
 Zynerba Pharmaceuticals Inc (ZYNE) | 0.07% | 0% | 32.57% | 10/18/2023 |
 Ocugen (OCGN) | 0.06% | 0% | 50.75% | 3/25/2024 |
 BMW (BMW.DE) | 0.06% | 0% | 6.56% | 6/17/2024 |
 Intesa Sanpaolo (ISP.MI) | 0.06% | 0% | 2.3% | 11/1/2023 |
 Shopify (SHOP) | 0.05% | 0% | 2.76% | 6/4/2024 |
 XRP (XRP) | 0.05% | 0% | 21.86% | 7/13/2023 |
 Molina (MOH) | 0.05% | 0% | 2.3% | 2/27/2025 |
 Plug Power (PLUG) | 0.04% | 0% | 3.45% | 2/1/2023 |
 Hermes (RMS.PA) | 0.04% | 0% | 2.65% | 6/17/2024 |
 Tenable (TENB) | 0.04% | 0% | 2.88% | 3/25/2025 |
 Build and Build (BNB) | 0.04% | 0% | 11.74% | 4/16/2023 |
 TSMC (TSM) | 0.04% | 0% | 3.34% | 9/6/2024 |
 Inditex (ITX.MC) | 0.03% | 0% | 2.65% | 3/13/2025 |
 Castle Biosciences (CSTL) | 0.03% | 0% | 1.84% | 10/11/2024 |
 Credit Agricole (ACA.PA) | 0.02% | 0% | 2.53% | 7/5/2024 |
 ABB (ABBN.ZU) | 0.02% | 0% | 1.27% | 1/7/2025 |
 Dogecoin (DOGE) | 0.02% | 0% | 10.13% | 4/1/2023 |
 Qualys (QLYS) | 0.02% | 0% | 1.84% | 1/21/2025 |
 Cadence (CDNS) | 0.02% | 0% | 1.61% | 10/29/2024 |
 Bitcoin Cash (BCH) | 0.02% | 0% | 19.56% | 6/23/2023 |
 Nike (NKE) | 0.02% | 0% | 0.69% | 1/21/2025 |
 Corteva (CTVA) | 0.01% | 0% | 1.73% | 9/18/2024 |
 TotalEnergies (TTE.PA) | 0.01% | 0% | 0.81% | 3/1/2024 |
 Hims & Hers (HIMS) | 0.01% | 0% | 0.58% | 3/11/2025 |
 AXA (CS.PA) | 0% | 0% | 0.35% | 6/17/2024 |
 Visa (V) | 0% | 0% | 0.12% | 5/7/2025 |
 Duolingo (DUOL) | 0% | 0% | 0.12% | 1/3/2025 |
 ServiceNow (NOW) | 0% | 0% | 0.12% | 1/3/2025 |
 ASML (ASML.NV) | 0% | 0% | 0.12% | 4/18/2023 |
 Solventum (SOLV) | 0% | 0% | 0.69% | 4/8/2024 |
 Zynerba Pharmaceuticals, Inc. CVR (ZYNE.CVR) | 0% | 0% | 0% | - |
 Svitzer (SVITZR.CO) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 4.42% | 7.98% |
| Apple (AAPL) | 4.83% | 7.95% |
| Novo Nordisk (NOVO-B.CO) | 7.48% | 6.58% |
| Tesla (TSLA) | 7.65% | 6.55% |
| Meta (META) | 1.9% | 6.39% |
| Stellantis (STLAM.MI) | 8.16% | 6.12% |
| Altria (MO) | 6.63% | 5.77% |
| NVIDIA (NVDA) | 4.76% | 4.4% |
| Realty Income (O) | 4.08% | 3.2% |
| IBM (IBM) | 2.04% | 3.19% |
| Trupanion (TRUP) | 3.57% | 3.11% |
| AT&T (T) | 2.72% | 3.08% |
| Broadcom (AVGO) | 3.4% | 2.98% |
| Adobe (ADBE) | 3.23% | 2.91% |
| Chevron (CVX) | 3.4% | 2.78% |
| ExxonMobil (XOM) | 2.72% | 2.44% |
| Intel (INTC) | 2.04% | 1.95% |
| Kimberly-Clark (KMB) | 2.04% | 1.89% |
| Molina (MOH) | 2.04% | 1.88% |
| ABB (ABBN.ZU) | 2.04% | 1.87% |
| Lululemon (LULU) | 1.5% | 1.81% |
| Vale (VALE) | 2.18% | 1.5% |
| DoorDash (DASH.US) | 1.36% | 1.19% |
| STMicroelectronics (STMMI.MI) | 1.36% | 1.17% |
| Etsy (ETSY) | 1.36% | 1.06% |
| Kering (KER.PA) | 1.36% | 1.02% |
| Xiaomi (1810.HK) | 0.26% | 0.25% |
| Snowflake (SNOW) | 0.2% | 0.14% |
| Farfetch (FTCHQ) | 1.22% | 0% |
| Zynerba Pharmaceuticals, Inc. CVR (ZYNE.CVR) | 0% | 0% |