Portfolio Diversification
Range
Most Diversified
54 instruments
June 11, 2025
Least Diversified
0 instruments
January 24, 2025
Average
27.6 instruments
Most Consistent Holdings
Top 5
BRK.B95.83%
SPY95.83%
CNDX.L95.83%
AMD79.17%
LMT78.47%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 24, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR S&P 500 ETF (SPY) | 12.19% | 9.32% | 95.83% | - |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 11.97% | 9.34% | 95.83% | - |
| Berkshire Hathaway (BRK.B) | 8.03% | 6.7% | 95.83% | - |
| AMD (AMD) | 3.43% | 0% | 79.17% | 6/12/2025 |
 Alphabet (GOOG) | 2.74% | 6.12% | 65.28% | - |
| Lockheed Martin (LMT) | 2.42% | 0% | 78.47% | 6/11/2025 |
 Constellation Brands (STZ) | 2.36% | 0% | 64.58% | 5/22/2025 |
 Microsoft (MSFT) | 2.33% | 3.64% | 66.67% | - |
 Meta (META) | 2.21% | 3.61% | 65.28% | - |
 Apple (AAPL) | 2.14% | 2.93% | 65.28% | - |
 Amazon (AMZN) | 2% | 4.25% | 56.25% | - |
 Tesla (TSLA) | 1.43% | 0.92% | 63.19% | - |
 Dell (DELL) | 1.18% | 0.53% | 70.83% | - |
 Diageo (DGE.L) | 1.16% | 0.86% | 61.11% | - |
 Palantir (PLTR) | 1.01% | 0.95% | 45.14% | - |
 NVIDIA (NVDA) | 0.96% | 2.08% | 48.61% | - |
 ASML (ASML) | 0.87% | 1.73% | 48.61% | - |
 Airbus (AIR.PA) | 0.69% | 0% | 40.97% | 6/6/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.66% | 1.03% | 56.25% | - |
 UnitedHealth (UNH) | 0.64% | 1.95% | 48.61% | - |
 Nike (NKE) | 0.64% | 0.93% | 56.25% | - |
 Fugro NV (FUR.NV) | 0.62% | 1.43% | 41.67% | - |
 iShares MSCI Germany ETF (EWG) | 0.59% | 1.13% | 48.61% | - |
 PepsiCo (PEP) | 0.5% | 1.33% | 48.61% | - |
 Wendy's (WEN) | 0.49% | 1.25% | 48.61% | - |
 General Dynamics (GD) | 0.45% | 0.48% | 56.25% | - |
 Barry Callebaut (BARN.ZU) | 0.44% | 1.06% | 43.06% | - |
 Barrick (B) | 0.41% | 0% | 40.97% | 6/5/2025 |
 Kraft Heinz (KHC) | 0.41% | 1.76% | 48.61% | - |
 Hewlett Packard Enterprise (HPE) | 0.35% | 0% | 34.03% | 6/13/2025 |
 General Mills (GIS) | 0.35% | 0.87% | 48.61% | - |
 Campbell Soup (CPB) | 0.31% | 1.28% | 48.61% | - |
 Disney (DIS) | 0.3% | 0.66% | 48.61% | - |
 Morgan Stanley (MS) | 0.3% | 0.6% | 48.61% | - |
 Bank of America (BAC) | 0.29% | 0.58% | 48.61% | - |
 Walmart (WMT) | 0.28% | 0.52% | 48.61% | - |
 Adobe (ADBE) | 0.28% | 0.53% | 48.61% | - |
 AutoNation (AN) | 0.28% | 0.55% | 48.61% | - |
 T. Rowe Price (TROW) | 0.28% | 0.52% | 48.61% | - |
 Visa (V) | 0.28% | 0.52% | 48.61% | - |
 Waters (WAT) | 0.26% | 0.49% | 48.61% | - |
 Honeywell (HON) | 0.26% | 0% | 45.14% | 6/11/2025 |
 Target (TGT) | 0.25% | 0.47% | 48.61% | - |
 Merck (MRK) | 0.24% | 0.98% | 24.31% | - |
 PulteGroup (PHM) | 0.22% | 0.49% | 41.67% | - |
 Mercedes-Benz (MBG.DE) | 0.21% | 0.46% | 41.67% | - |
 Edison (EIX) | 0.21% | 1.15% | 19.44% | - |
 Gates Industrial (GTES) | 0.2% | 0% | 31.94% | 5/23/2025 |
 Starbucks (SBUX) | 0.18% | 1.01% | 18.75% | - |
 Universal Corp (UVV) | 0.18% | 0% | 31.94% | 6/2/2025 |
 ConAgra (CAG) | 0.18% | 0.86% | 19.44% | - |
 LVMH (MC.PA) | 0.16% | 0.85% | 18.06% | - |
 Airbnb (ABNB) | 0.13% | 0% | 23.61% | 5/21/2025 |
 Chipotle (CMG) | 0.13% | 0.9% | 13.89% | - |
 BYD (01211.HK) | 0.11% | 0.92% | 11.81% | - |
 Clorox (CLX) | 0.1% | 1.33% | 7.64% | - |
 Colgate (CL) | 0.08% | 0.91% | 9.03% | - |
 eToro Group LTD (ETOR) | 0.08% | 0.42% | 18.06% | - |
 Energy Transfer (ET) | 0.07% | 0.94% | 7.64% | - |
 Legrand (LR.PA) | 0.04% | 0% | 8.33% | 5/12/2025 |
 Aena (AENA.MC) | 0.02% | 0.44% | 4.17% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
There is no history available for this day.