Portfolio Diversification
Range
Most Diversified
23 instruments
December 24, 2024
Least Diversified
0 instruments
May 9, 2023
Average
18.9 instruments
Most Consistent Holdings
Top 5
AAPL99.71%
META99.71%
SMSN.L99.71%
NVDA97.82%
MSFT97.39%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since May 9, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 13.58% | 17.43% | 97.82% | - |
 Broadcom (AVGO) | 9.41% | 8.75% | 95.79% | - |
 Adobe (ADBE) | 7.5% | 0% | 57.62% | 7/1/2024 |
 Dell (DELL) | 6.74% | 4.38% | 95.79% | - |
| Microsoft (MSFT) | 5.81% | 4.23% | 97.39% | - |
 Western Digital (WDC) | 5.54% | 2.65% | 95.79% | - |
 TSMC (TSM) | 5.38% | 6.18% | 95.79% | - |
 IBM (IBM) | 5.33% | 5.71% | 95.79% | - |
 McDonald's (MCD) | 4.29% | 3.61% | 97.24% | - |
 Cisco (CSCO) | 3.43% | 2.91% | 95.79% | - |
 Gold (Non Expiry) (GOLD) | 3.09% | 7.04% | 62.41% | - |
 STMicroelectronics (STMPA.PA) | 3.05% | 1.07% | 97.24% | - |
 Tesla (TSLA) | 2.49% | 0% | 53.41% | 6/3/2024 |
| Apple (AAPL) | 2.38% | 2.29% | 99.71% | - |
 EUSTX50 Index (Non Expiry) (EUSTX50) | 2.31% | 5.76% | 43.83% | - |
 MongoDB (MDB) | 2.22% | 0% | 73.15% | 10/28/2024 |
 Spotify (SPOT) | 2.01% | 3.17% | 97.24% | - |
| Meta (META) | 1.84% | 6.81% | 99.71% | - |
 Qualcomm (QCOM) | 1.55% | 3.07% | 43.83% | - |
 Alibaba (BABA) | 1.52% | 5.14% | 43.54% | - |
| Samsung (SMSN.L) | 1.17% | 0.44% | 99.71% | - |
 BAT (BATS.L) | 1.07% | 4.89% | 26.56% | - |
 GER40 Index (Non Expiry) (GER40) | 0.87% | 0% | 5.52% | 6/16/2023 |
 AMD (AMD) | 0.83% | 1.72% | 36.72% | - |
 Synopsys (SNPS) | 0.72% | 1.58% | 39.77% | - |
 Canon (CAJPY) | 0.57% | 0% | 9.58% | 7/31/2023 |
 Alphabet (GOOG) | 0.37% | 0% | 18.58% | 8/5/2024 |
 Coffee Arabica (Expiring Future) (Coffee.FUT) | 0.36% | 0% | 7.11% | 2/12/2025 |
 JPN225 Index (Non Expiry) (JPN225) | 0.17% | 0% | 4.64% | 7/9/2024 |
 Sandisk Corp/DE (SNDK) | 0.06% | 0.99% | 5.37% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.05% | 0% | 0.44% | 7/20/2023 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0.01% | 0% | 0.58% | 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% |