Portfolio Diversification
Range
Most Diversified
23 instruments
December 24, 2024
Least Diversified
0 instruments
May 9, 2023
Average
19.2 instruments
Most Consistent Holdings
Top 5
AAPL99.73%
META99.73%
SMSN.L99.73%
NVDA98%
MSFT97.6%
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) | 14.05% | 21.94% | 98% | - |
 Broadcom (AVGO) | 9.48% | 11.45% | 96.13% | - |
 Adobe (ADBE) | 6.89% | 0% | 52.93% | 7/1/2024 |
 Dell (DELL) | 6.59% | 4.99% | 96.13% | - |
| Microsoft (MSFT) | 5.69% | 4.13% | 97.6% | - |
 TSMC (TSM) | 5.44% | 6.09% | 96.13% | - |
 Western Digital (WDC) | 5.33% | 3.28% | 96.13% | - |
 IBM (IBM) | 5.32% | 4.89% | 96.13% | - |
 McDonald's (MCD) | 4.2% | 2.79% | 97.47% | - |
 Gold (Non Expiry) (GOLD) | 3.39% | 5.97% | 65.47% | - |
 Cisco (CSCO) | 3.37% | 2.57% | 96.13% | - |
 STMicroelectronics (STMPA.PA) | 2.88% | 1.02% | 97.47% | - |
 EUSTX50 Index (Non Expiry) (EUSTX50) | 2.56% | 4.79% | 48.4% | - |
| Apple (AAPL) | 2.35% | 1.8% | 99.73% | - |
 Tesla (TSLA) | 2.28% | 0% | 49.07% | 6/3/2024 |
| Meta (META) | 2.24% | 6.72% | 99.73% | - |
 Spotify (SPOT) | 2.1% | 2.99% | 97.47% | - |
 MongoDB (MDB) | 2.04% | 0% | 67.2% | 10/28/2024 |
 Alibaba (BABA) | 1.74% | 3.59% | 48.13% | - |
 Qualcomm (QCOM) | 1.66% | 2.58% | 48.4% | - |
 BAT (BATS.L) | 1.35% | 4.12% | 32.53% | - |
| Samsung (SMSN.L) | 1.11% | 0.38% | 99.73% | - |
 AMD (AMD) | 0.89% | 1.69% | 41.87% | - |
 GER40 Index (Non Expiry) (GER40) | 0.8% | 0% | 5.07% | 6/16/2023 |
 Synopsys (SNPS) | 0.79% | 1.39% | 44.67% | - |
 Canon (CAJPY) | 0.52% | 0% | 8.8% | 7/31/2023 |
 Alphabet (GOOG) | 0.34% | 0% | 17.07% | 8/5/2024 |
 Coffee Arabica (Expiring Future) (Coffee.FUT) | 0.33% | 0% | 6.53% | 2/12/2025 |
 JPN225 Index (Non Expiry) (JPN225) | 0.16% | 0% | 4.27% | 7/9/2024 |
 Sandisk Corp/DE (SNDK) | 0.12% | 0.78% | 13.07% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.05% | 0% | 0.4% | 7/20/2023 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0.01% | 0% | 0.53% | 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% |