Portfolio Diversification
Range
Most Diversified
23 instruments
December 24, 2024
Least Diversified
0 instruments
May 9, 2023
Average
19.4 instruments
Most Consistent Holdings
Top 5
AAPL99.75%
META99.75%
SMSN.L99.75%
NVDA98.14%
MSFT97.77%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 9, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 14.71% | 24.73% | 98.14% | - |
 Broadcom (AVGO) | 9.6% | 11.05% | 96.41% | - |
 Dell (DELL) | 6.48% | 4.99% | 96.41% | - |
 Adobe (ADBE) | 6.39% | 0% | 49.13% | 7/1/2024 |
| Microsoft (MSFT) | 5.57% | 4.05% | 97.77% | - |
 TSMC (TSM) | 5.51% | 6.26% | 96.41% | - |
 IBM (IBM) | 5.28% | 3.93% | 96.41% | - |
 Western Digital (WDC) | 5.2% | 4.05% | 96.41% | - |
 McDonald's (MCD) | 4.07% | 2.26% | 97.65% | - |
 Gold (Non Expiry) (GOLD) | 3.54% | 4.94% | 67.95% | - |
 Cisco (CSCO) | 3.31% | 2.29% | 96.41% | - |
 STMicroelectronics (STMPA.PA) | 2.76% | 0.86% | 97.65% | - |
 EUSTX50 Index (Non Expiry) (EUSTX50) | 2.69% | 4% | 52.1% | - |
| Meta (META) | 2.55% | 6.55% | 99.75% | - |
| Apple (AAPL) | 2.3% | 1.59% | 99.75% | - |
 Spotify (SPOT) | 2.16% | 3.99% | 97.65% | - |
 Tesla (TSLA) | 2.12% | 0% | 45.54% | 6/3/2024 |
 MongoDB (MDB) | 1.9% | 0% | 62.38% | 10/28/2024 |
 Alibaba (BABA) | 1.86% | 3.16% | 51.86% | - |
 Qualcomm (QCOM) | 1.72% | 2.14% | 52.1% | - |
 BAT (BATS.L) | 1.54% | 4.13% | 37.38% | - |
| Samsung (SMSN.L) | 1.05% | 0.38% | 99.75% | - |
 AMD (AMD) | 0.96% | 2.11% | 46.04% | - |
 Synopsys (SNPS) | 0.83% | 1.59% | 48.64% | - |
 GER40 Index (Non Expiry) (GER40) | 0.74% | 0% | 4.7% | 6/16/2023 |
 Canon (CAJPY) | 0.48% | 0% | 8.17% | 7/31/2023 |
 Alphabet (GOOG) | 0.31% | 0% | 15.84% | 8/5/2024 |
 Coffee Arabica (Expiring Future) (Coffee.FUT) | 0.31% | 0% | 6.06% | 2/12/2025 |
 Sandisk Corp/DE (SNDK) | 0.17% | 0.74% | 19.31% | - |
 JPN225 Index (Non Expiry) (JPN225) | 0.14% | 0% | 3.96% | 7/9/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.04% | 0% | 0.37% | 7/20/2023 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0.01% | 0% | 0.5% | 12/26/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 12.44% | 22.61% |
| Broadcom (AVGO) | 5.8% | 11.39% |
| TSMC (TSM) | 6.09% | 6.71% |
| Dell (DELL) | 3.4% | 5.66% |
| Gold (Non Expiry) (GOLD) | 7.16% | 5.14% |
| Coffee Arabica (Expiring Future) (Coffee.FUT) | 7.16% | 4.81% |
| EUSTX50 Index (Non Expiry) (EUSTX50) | 7.16% | 4.75% |
| IBM (IBM) | 3.94% | 4.46% |
| Microsoft (MSFT) | 4.66% | 4.14% |
| Western Digital (WDC) | 3.94% | 4.01% |
| BAT (BATS.L) | 5.37% | 3.83% |
| Qualcomm (QCOM) | 5.79% | 2.93% |
| Alibaba (BABA) | 3.96% | 2.92% |
| McDonald's (MCD) | 4.1% | 2.85% |
| Cisco (CSCO) | 3.22% | 2.6% |
| Apple (AAPL) | 2.82% | 2.44% |
| Spotify (SPOT) | 1.06% | 2.2% |
| AMD (AMD) | 3.58% | 1.91% |
| Synopsys (SNPS) | 2.86% | 1.59% |
| STMicroelectronics (STMPA.PA) | 3.05% | 1.31% |
| Meta (META) | 0.43% | 0.75% |
| Samsung (SMSN.L) | 0.72% | 0.36% |