Portfolio Diversification
Range
Most Diversified
55 instruments
November 20, 2024
Least Diversified
4 instruments
August 27, 2023
Average
34.1 instruments
Most Consistent Holdings
Top 5
NVDA67.49%
BTC56.18%
TSLA54.3%
RR.L51.11%
ETH49.47%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Core MSCI World UCITS ETF (SWDA.L) | 8.61% | 0% | 45.29% | 8/2/2023 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 4.71% | 0% | 32.43% | 2/24/2023 |
 iShares Core MSCI Europe ETF (IEUR) | 3.35% | 0% | 46.52% | 8/17/2023 |
| Tesla (TSLA) | 3.33% | 0% | 54.3% | 3/3/2025 |
| Bitcoin (BTC) | 3.15% | 1.34% | 56.18% | - |
| Ethereum (ETH) | 2.71% | 0% | 49.47% | 2/1/2024 |
| NVIDIA (NVDA) | 2.04% | 0% | 67.49% | 1/30/2025 |
| Rolls-Royce (RR.L) | 1.81% | 3.18% | 51.11% | - |
 iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 1.63% | 0% | 12.86% | 8/2/2023 |
 Palantir (PLTR) | 1.52% | 2.95% | 47.75% | - |
 AppLovin (APP) | 1.51% | 3.36% | 42.51% | - |
 Microsoft (MSFT) | 1.31% | 0% | 35.22% | 3/31/2023 |
 Berkshire Hathaway (BRK.B) | 1.18% | 0% | 13.43% | 9/18/2023 |
 Apple (AAPL) | 1.07% | 0% | 32.92% | 9/18/2023 |
 MicroStrategy (MSTR) | 1.05% | 2.96% | 40.38% | - |
 Alphabet (GOOG) | 1.03% | 0% | 35.3% | 8/18/2023 |
 Spotify (SPOT) | 1.02% | 3.1% | 39.56% | - |
 Robinhood (HOOD) | 1.01% | 3.37% | 36.28% | - |
 Meta (META) | 0.97% | 0% | 38.17% | 12/31/2024 |
 Vistra (VST) | 0.81% | 0% | 33.74% | 3/31/2025 |
 Broadcom (AVGO) | 0.81% | 0% | 31.04% | 3/10/2025 |
 Royal Caribbean (RCL) | 0.8% | 0% | 31.45% | 3/31/2025 |
 Amazon (AMZN) | 0.78% | 0% | 32.68% | 2/27/2023 |
 Eli Lilly (LLY) | 0.78% | 0% | 26.78% | 11/15/2024 |
 GSK (GSK.L) | 0.78% | 0% | 32.43% | 2/24/2023 |
 ING (INGA.NV) | 0.76% | 0% | 30.14% | 1/26/2023 |
 AT&T (T) | 0.76% | 0% | 32.68% | 2/27/2023 |
 DraftKings (DKNG) | 0.74% | 0% | 20.48% | 5/27/2024 |
 Rheinmetall (RHM.DE) | 0.74% | 2.95% | 31.94% | - |
 Dell (DELL) | 0.71% | 0% | 23.1% | 8/5/2024 |
 Starbucks (SBUX) | 0.7% | 0% | 10.65% | 8/23/2023 |
 Siemens Energy (ENR.DE) | 0.7% | 3.3% | 25.88% | - |
 Encavis (ECV.DE) | 0.7% | 0% | 8.03% | 12/11/2023 |
 Natera (NTRA) | 0.68% | 0% | 26.78% | 3/4/2025 |
 E.ON (EOAN.DE) | 0.66% | 0% | 34.56% | 3/23/2023 |
 Wingstop (WING) | 0.65% | 0% | 24.24% | 11/27/2024 |
 Arista (ANET) | 0.65% | 0% | 28.26% | 1/6/2025 |
 TotalEnergies (TTE.PA) | 0.6% | 0% | 19.82% | 9/7/2022 |
 Howmet Aerospace (HWM) | 0.6% | 3.07% | 24.98% | - |
 FICO (FICO) | 0.58% | 0% | 16.79% | 1/13/2025 |
 Coinbase (COIN) | 0.58% | 0% | 32.19% | 12/31/2024 |
 Sea (SE) | 0.57% | 2.86% | 23.75% | - |
 Emcor (EME) | 0.56% | 0% | 25.72% | 2/18/2025 |
 Adobe (ADBE) | 0.56% | 0% | 38.57% | 1/2/2024 |
 Crowdstrike (CRWD) | 0.55% | 0% | 19.25% | 7/25/2024 |
 Vertiv (VRT) | 0.55% | 0% | 24.73% | 1/29/2025 |
 Realty Income (O) | 0.52% | 0% | 31.2% | 2/9/2023 |
 Pro Medicus (PME.ASX) | 0.51% | 0% | 19.9% | 4/7/2025 |
 BlackRock (BLK) | 0.5% | 0% | 12.86% | 8/2/2023 |
 Pfizer (PFE) | 0.5% | 0% | 26.86% | 12/14/2022 |
 JPMorgan (JPM) | 0.5% | 0% | 32.35% | 2/23/2023 |
 XPeng (XPEV) | 0.48% | 2.74% | 15.32% | - |
 Procter & Gamble (PG) | 0.47% | 0% | 24.82% | 11/14/2022 |
 Visa (V) | 0.47% | 0% | 28.75% | 1/9/2023 |
 Cardano (ADA) | 0.46% | 0% | 39.97% | 5/29/2023 |
 Makemytrip (MMYT) | 0.45% | 0% | 29.32% | 1/27/2025 |
 Ubiquiti (UI) | 0.45% | 2.95% | 18.67% | - |
 Abercrombie & Fitch (ANF) | 0.45% | 0% | 26.78% | 11/27/2024 |
 Toll Brothers (TOL) | 0.45% | 0% | 20.39% | 12/9/2024 |
 Volkswagen (VOW3.DE) | 0.45% | 0% | 32.43% | 2/24/2023 |
 Carvana (CVNA) | 0.44% | 3.2% | 16.46% | - |
 BYD (01211.HK) | 0.44% | 2.88% | 13.51% | - |
 China Tobacco (6055.HK) | 0.44% | 2.92% | 18.1% | - |
 TSMC (TSM) | 0.43% | 0% | 32.68% | 2/27/2023 |
 Harmony Gold (HMY) | 0.42% | 0% | 19.16% | 11/6/2024 |
 Texas Pacific (TPL) | 0.42% | 2.49% | 17.61% | - |
 Hedera Hashgraph (HBAR) | 0.42% | 1.21% | 22.36% | - |
 Williams-Sonoma (WSM) | 0.42% | 0% | 19.16% | 11/6/2024 |
 Builders FirstSource (BLDR) | 0.42% | 0% | 14.66% | 6/7/2024 |
 Airbus (AIR.PA) | 0.41% | 0% | 23.75% | 11/1/2022 |
 Axon (AXON) | 0.41% | 3.08% | 16.95% | - |
 Saab (SAABB.ST) | 0.41% | 3.09% | 18.02% | - |
 Johnson & Johnson (JNJ) | 0.4% | 0% | 19.98% | 8/23/2023 |
 Tencent (0700.HK) | 0.4% | 0% | 32.76% | 2/28/2023 |
 New Oriental (EDU) | 0.4% | 0% | 17.12% | 8/1/2024 |
 Xiaomi (1810.HK) | 0.39% | 2.96% | 13.02% | - |
 Brenntag (BNR.DE) | 0.38% | 0% | 32.43% | 2/24/2023 |
 MongoDB (MDB) | 0.38% | 0% | 8.6% | 1/2/2024 |
 Pure Storage (PSTG) | 0.38% | 0% | 16.79% | 11/8/2024 |
 XRP (XRP) | 0.38% | 1.41% | 23.67% | - |
 3M (MMM) | 0.37% | 0% | 32.68% | 2/27/2023 |
 Munich Re (MUV2.DE) | 0.37% | 0% | 19.82% | 9/7/2022 |
 Kinross Gold (KGC) | 0.37% | 3.08% | 14.74% | - |
 UCB (UCB.BR) | 0.37% | 0% | 17.44% | 2/24/2025 |
 BASF (BAS.DE) | 0.36% | 0% | 21.29% | 8/24/2023 |
 Comfort Systems USA (FIX) | 0.35% | 0% | 26.21% | 1/29/2025 |
 CAVA (CAVA) | 0.35% | 0% | 14.5% | 12/27/2024 |
 Solana (SOL) | 0.34% | 0% | 43.73% | 12/27/2024 |
 GoDaddy (GDDY) | 0.34% | 0% | 16.3% | 2/21/2025 |
 Brookdale (BKD) | 0.34% | 0% | 23.1% | 11/4/2024 |
 Flex (FLEX) | 0.33% | 0% | 17.44% | 12/31/2024 |
 Uber (UBER) | 0.33% | 0% | 12.94% | 5/8/2024 |
 Tenet Healthcare (THC) | 0.33% | 0% | 14.17% | 11/21/2024 |
 Medpace (MEDP) | 0.32% | 0% | 15.81% | 10/21/2024 |
 UniCredit (UCG.MI) | 0.31% | 0% | 7.45% | 1/2/2024 |
 Disney (DIS) | 0.31% | 0% | 32.68% | 2/27/2023 |
 LVMH (MC.PA) | 0.3% | 0% | 24.82% | 9/18/2023 |
 ASML (ASML.NV) | 0.3% | 0% | 35.46% | 4/3/2023 |
 Splunk Inc (SPLK) | 0.3% | 0% | 7.45% | 1/2/2024 |
 Teva (TEVA) | 0.3% | 0% | 13.84% | 11/14/2024 |
 NRG Energy (NRG) | 0.29% | 0% | 11.88% | 3/10/2025 |
 PDD Holdings (PDD) | 0.28% | 0% | 7.53% | 2/1/2024 |
 AMD (AMD) | 0.28% | 0% | 9.5% | 5/1/2024 |
 SAP (SAP.DE) | 0.28% | 0% | 32.43% | 2/24/2023 |
 Zscaler (ZS) | 0.28% | 0% | 10.89% | 4/15/2024 |
 Deckers (DECK) | 0.28% | 0% | 12.2% | 7/2/2024 |
 Alpha Metallurgical (AMR) | 0.27% | 0% | 11.88% | 5/27/2024 |
 Sprouts (SFM) | 0.27% | 2.81% | 10.48% | - |
 Embraer (ERJ) | 0.26% | 0% | 11.96% | 12/27/2024 |
 Centrica (CNA.L) | 0.26% | 0% | 6.22% | 12/4/2023 |
 M/I Homes (MHO) | 0.26% | 0% | 11.88% | 5/27/2024 |
 Nutanix (NTNX) | 0.26% | 0% | 10.24% | 5/30/2024 |
 Targa Resources (TRGP) | 0.26% | 0% | 12.69% | 4/15/2025 |
 United Airlines (UAL) | 0.25% | 0% | 10.89% | 3/31/2025 |
 Crinetics (CRNX) | 0.23% | 0% | 20.23% | 11/6/2024 |
 China Molybdenum (03993.HK) | 0.23% | 0% | 11.88% | 11/4/2024 |
 Leonardo (LDO.MI) | 0.22% | 2.91% | 7.7% | - |
 Cosmos (ATOM) | 0.22% | 0% | 5.41% | 2/27/2024 |
 Besi (BESI.NV) | 0.22% | 0% | 5.08% | 1/2/2024 |
 Affirm (AFRM) | 0.22% | 0% | 10.73% | 1/17/2025 |
 HeidelbergCement (HEI.DE) | 0.21% | 2.82% | 7.29% | - |
 Commerzbank (CBK.DE) | 0.21% | 3.07% | 7.29% | - |
 Unilever (ULVR.L) | 0.2% | 0% | 19.82% | 9/7/2022 |
 Interactive Brokers (IBKR) | 0.2% | 0% | 9.34% | 3/13/2025 |
 Customers Bancorp (CUBI) | 0.19% | 0% | 8.44% | 4/15/2024 |
 Onto Innovation (ONTO) | 0.19% | 0% | 13.68% | 7/30/2024 |
 Pandora (PNDORA.CO) | 0.19% | 0% | 5.08% | 1/2/2024 |
 Agnico Eagle (AEM) | 0.19% | 2.87% | 6.96% | - |
 Cameco (CCJ) | 0.19% | 0% | 5.08% | 1/2/2024 |
 SoFi (SOFI) | 0.19% | 0% | 8.68% | 2/26/2025 |
 Sanofi (SAN.PA) | 0.18% | 0% | 1.56% | 9/18/2023 |
 Toast (TOST) | 0.18% | 0% | 8.6% | 3/3/2025 |
 McDonald's (MCD) | 0.18% | 0% | 23.42% | 10/28/2022 |
 Kraft Heinz (KHC) | 0.18% | 0% | 1.56% | 9/18/2023 |
 YPF (YPF) | 0.17% | 0% | 8.27% | 4/7/2025 |
 Micron (MU) | 0.17% | 0% | 7.62% | 7/18/2024 |
 e.l.f. (ELF) | 0.17% | 0% | 8.76% | 4/19/2024 |
 Core & Main (CNM) | 0.17% | 0% | 6.72% | 6/4/2024 |
 TBC (TBCG.L) | 0.17% | 0% | 1.47% | 9/18/2023 |
 Stellar (XLM) | 0.16% | 1.36% | 15.89% | - |
 PayPal (PYPL) | 0.16% | 0% | 6.06% | 4/9/2024 |
 Apollo (APO) | 0.16% | 0% | 3.52% | 11/1/2023 |
 GE (GE) | 0.16% | 0% | 3.52% | 11/1/2023 |
 Melrose (MRO.L) | 0.16% | 0% | 3.52% | 11/1/2023 |
 Mercedes-Benz (MBG.DE) | 0.16% | 0% | 1.56% | 9/18/2023 |
 NIO (9866.HK) | 0.16% | 0% | 2.05% | 9/18/2023 |
 PulteGroup (PHM) | 0.15% | 0% | 4.83% | 2/1/2024 |
 AngloGold Ashanti (AU) | 0.15% | 2.97% | 5.24% | - |
 Banco Sabadell (SAB.MC) | 0.15% | 0% | 7.7% | 10/28/2024 |
 Alamos Gold (AGI) | 0.15% | 2.89% | 5.49% | - |
 Coherent (COHR) | 0.14% | 0% | 7.78% | 2/7/2025 |
 Celsius (CELH) | 0.14% | 0% | 6.63% | 6/3/2024 |
 Modine (MOD) | 0.14% | 0% | 12.37% | 8/5/2024 |
 Informatica (INFA) | 0.14% | 0% | 11.79% | 7/15/2024 |
 Philip Morris (PM) | 0.14% | 2.89% | 5.24% | - |
 Tencent Music (TME) | 0.14% | 0% | 6.8% | 8/19/2024 |
 Fox (FOXA) | 0.13% | 2.71% | 5.24% | - |
 PepsiCo (PEP) | 0.13% | 0% | 19.82% | 9/7/2022 |
 Rxsight (RXST) | 0.13% | 0% | 12.37% | 8/1/2024 |
 Tapestry (TPR) | 0.13% | 0% | 5.73% | 3/11/2025 |
 Installed Building Products (IBP) | 0.13% | 0% | 12.37% | 8/12/2024 |
 F&G Annuities & Life (FG) | 0.13% | 0% | 5.24% | 3/7/2024 |
 AZEK (AZEK) | 0.12% | 0% | 11.96% | 8/7/2024 |
 GDS (GDS) | 0.12% | 0% | 6.55% | 1/6/2025 |
 JD.com (JD.US) | 0.12% | 0% | 28.34% | 1/4/2023 |
 Carnival (CCL) | 0.12% | 0% | 3.52% | 11/1/2023 |
 BYD Electronic (00285.HK) | 0.12% | 0% | 2.46% | 11/2/2023 |
 China Taiping (00966.HK) | 0.11% | 0% | 7.94% | 1/13/2025 |
 Li Auto (LI) | 0.11% | 0% | 2.46% | 12/1/2023 |
 Evolution Mining (EVN.ASX) | 0.11% | 2.71% | 4.26% | - |
 iShares Core High Dividend ETF (HDV) | 0.1% | 0% | 1.15% | 8/2/2023 |
 Quant (QNT) | 0.1% | 0% | 1.23% | 1/3/2024 |
 Jefferies (JEF) | 0.1% | 0% | 5.32% | 1/23/2025 |
 TRON (TRX) | 0.1% | 1.47% | 7.37% | - |
 Apellis (APLS) | 0.1% | 0% | 3.85% | 3/20/2024 |
 SPDR Gold (GLD) | 0.09% | 0% | 2.87% | 2/1/2024 |
 Dogecoin (DOGE) | 0.09% | 0% | 9.91% | 3/9/2025 |
 Iovance (IOVA) | 0.09% | 0% | 4.42% | 4/16/2024 |
 Alibaba (BABA) | 0.09% | 0% | 3.44% | 4/9/2025 |
 IAG (IAG.L) | 0.09% | 0% | 3.93% | 4/3/2025 |
 KKR (KKR) | 0.08% | 0% | 5.16% | 1/13/2025 |
 Futu (FUTU) | 0.08% | 0% | 3.44% | 4/4/2025 |
 Qifu Technology (QFIN) | 0.08% | 0% | 4.91% | 12/27/2024 |
 Aave (AAVE) | 0.07% | 0% | 7.94% | 4/3/2025 |
 Duolingo (DUOL) | 0.07% | 0% | 3.19% | 2/28/2025 |
 Vera (VERA) | 0.07% | 0% | 7.45% | 5/29/2024 |
 Marvell (MRVL) | 0.07% | 0% | 4.26% | 2/21/2025 |
 ARM (ARM) | 0.07% | 0% | 4.59% | 12/9/2024 |
 On (ONON) | 0.07% | 0% | 3.69% | 2/14/2025 |
 Standard Chartered (STAN.L) | 0.06% | 0% | 2.62% | 4/4/2025 |
 Decentraland (MANA) | 0.06% | 0% | 0.82% | 12/23/2023 |
 Bitfarms (BITF) | 0.06% | 0% | 3.11% | 4/9/2024 |
 First Citizens (FCNCA) | 0.06% | 0% | 1.15% | 10/2/2023 |
 Fetch.ai (FET) | 0.05% | 0% | 1.23% | 1/3/2024 |
 Shopify (SHOP) | 0.05% | 0% | 1.15% | 10/2/2023 |
 HelloFresh (HFG.DE) | 0.05% | 0% | 1.06% | 10/2/2023 |
 Palo Alto Networks (PANW) | 0.04% | 0% | 1.64% | 2/21/2024 |
 China Unicom HK (0762.HK) | 0.03% | 0% | 0.49% | 9/18/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.03% | 0% | 0.49% | 9/18/2023 |
 Limbach (LMB) | 0.03% | 0% | 3.19% | 4/10/2024 |
 GigaCloud (GCT) | 0.03% | 0% | 2.29% | 3/26/2024 |
 Goosehead Insurance (GSHD) | 0.03% | 0% | 1.23% | 3/1/2024 |
 EyePoint Pharmaceuticals (EYPT) | 0.02% | 0% | 2.29% | 3/26/2024 |
 Nuvalent (NUVL) | 0.02% | 0% | 2.13% | 4/8/2024 |
 Warner Bros Discovery (WBD) | 0.02% | 0% | 3.36% | 5/23/2022 |
 Sui (SUI) | 0.01% | 0% | 2.7% | 12/27/2024 |
 Algorand (ALGO) | 0.01% | 0% | 1.15% | 1/14/2025 |
 Oscar Health (OSCR) | 0.01% | 0% | 0.98% | 3/14/2024 |
 Shiba (in millions) (SHIBxM) | 0.01% | 0% | 1.06% | 11/30/2024 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 0.08% | 8/18/2023 |
 American Express (AXP) | 0.01% | 0% | 0.08% | 8/18/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.08% | 8/17/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.08% | 12/12/2023 |
 Avalanche (AVAX) | 0.01% | 0% | 1.23% | 2/14/2024 |
 Powell Industries (POWL) | 0% | 0% | 0.49% | 3/8/2024 |
 Sana (SANA) | 0% | 0% | 0.33% | 3/6/2024 |
 Meituan (03690.HK) | 0% | 0% | 0.08% | 3/30/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| AppLovin (APP) | 2.02% | 6.39% |
| NVIDIA (NVDA) | 2.56% | 4.19% |
| Rolls-Royce (RR.L) | 3.26% | 4.11% |
| Siemens Energy (ENR.DE) | 2.36% | 2.82% |
| Pro Medicus (PME.ASX) | 2.36% | 2.77% |
| Robinhood (HOOD) | 2.06% | 2.62% |
| Palantir (PLTR) | 2.04% | 2.6% |
| Spotify (SPOT) | 2.3% | 2.52% |
| Royal Caribbean (RCL) | 2.36% | 2.46% |
| Natera (NTRA) | 2.02% | 2.28% |
| Makemytrip (MMYT) | 2.07% | 2.24% |
| GoDaddy (GDDY) | 1.75% | 2.01% |
| FICO (FICO) | 2.29% | 1.95% |
| Vistra (VST) | 1.65% | 1.94% |
| Ubiquiti (UI) | 1.75% | 1.93% |
| Axon (AXON) | 2.29% | 1.92% |
| Broadcom (AVGO) | 2.29% | 1.92% |
| Sea (SE) | 1.75% | 1.91% |
| UCB (UCB.BR) | 1.75% | 1.89% |
| KKR (KKR) | 2.29% | 1.88% |
| Howmet Aerospace (HWM) | 1.75% | 1.87% |
| Interactive Brokers (IBKR) | 2.29% | 1.87% |
| Emcor (EME) | 1.75% | 1.86% |
| Arista (ANET) | 1.61% | 1.85% |
| United Airlines (UAL) | 2.02% | 1.84% |
| Coherent (COHR) | 2.29% | 1.83% |
| Tesla (TSLA) | 2.29% | 1.8% |
| SoFi (SOFI) | 1.89% | 1.78% |
| Rheinmetall (RHM.DE) | 1.75% | 1.74% |
| Marvell (MRVL) | 2.02% | 1.7% |
| Jefferies (JEF) | 1.9% | 1.7% |
| Comfort Systems USA (FIX) | 2.02% | 1.69% |
| Texas Pacific (TPL) | 2.02% | 1.62% |
| YPF (YPF) | 1.89% | 1.6% |
| Carvana (CVNA) | 2.16% | 1.6% |
| Xiaomi (1810.HK) | 1.89% | 1.6% |
| On (ONON) | 1.89% | 1.59% |
| Tapestry (TPR) | 1.89% | 1.59% |
| GDS (GDS) | 1.89% | 1.58% |
| Toast (TOST) | 2.02% | 1.53% |
| Vertiv (VRT) | 1.75% | 1.53% |
| MicroStrategy (MSTR) | 2.22% | 1.51% |
| China Tobacco (6055.HK) | 1.75% | 1.5% |
| Affirm (AFRM) | 1.67% | 1.48% |
| Targa Resources (TRGP) | 1.89% | 1.48% |
| China Taiping (00966.HK) | 1.75% | 1.2% |
| Hedera Hashgraph (HBAR) | 1.01% | 1% |
| XRP (XRP) | 1.21% | 0.96% |
| Algorand (ALGO) | 1.01% | 0.81% |
| Aave (AAVE) | 0.94% | 0.74% |
| Dogecoin (DOGE) | 1% | 0.73% |
| Stellar (XLM) | 1.21% | 0.71% |