Portfolio Diversification
Range
Most Diversified
54 instruments
June 11, 2025
Least Diversified
0 instruments
January 24, 2025
Average
36 instruments
Most Consistent Holdings
Top 5
BRK.B96.51%
SPY96.51%
CNDX.L96.19%
MSFT82.86%
AAPL82.22%
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) | 10.78% | 11.78% | 96.51% | - |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 10.75% | 12.09% | 96.19% | - |
| Berkshire Hathaway (BRK.B) | 7.84% | 9.25% | 96.51% | - |
 Alphabet (GOOG) | 4.85% | 0% | 77.78% | 11/20/2025 |
 Amazon (AMZN) | 3.24% | 5.14% | 78.1% | - |
| Microsoft (MSFT) | 3.07% | 4.06% | 82.86% | - |
 Meta (META) | 2.95% | 3.74% | 82.22% | - |
| Apple (AAPL) | 2.8% | 4.69% | 82.22% | - |
 NVIDIA (NVDA) | 1.65% | 0% | 70.48% | 11/20/2025 |
 AMD (AMD) | 1.57% | 0% | 36.19% | 6/12/2025 |
 Lockheed Martin (LMT) | 1.46% | 0% | 60.95% | 10/15/2025 |
 Clorox (CLX) | 1.38% | 2.53% | 55.87% | - |
 UnitedHealth (UNH) | 1.31% | 2.33% | 74.92% | - |
 Edison (EIX) | 1.22% | 2.59% | 61.59% | - |
 Kraft Heinz (KHC) | 1.1% | 1.87% | 74.6% | - |
 Visa (V) | 1.08% | 1.98% | 74.6% | - |
 Constellation Brands (STZ) | 1.08% | 0% | 29.52% | 5/22/2025 |
 PepsiCo (PEP) | 0.98% | 1.66% | 74.92% | - |
 Diageo (DGE.L) | 0.95% | 0.85% | 80% | - |
 Fugro NV (FUR.NV) | 0.94% | 1.21% | 70.48% | - |
 Wendy's (WEN) | 0.79% | 1.06% | 74.6% | - |
 Campbell Soup (CPB) | 0.78% | 1.28% | 74.6% | - |
 iShares MSCI Germany ETF (EWG) | 0.77% | 0% | 67.62% | 11/7/2025 |
 Nike (NKE) | 0.76% | 0.5% | 78.1% | - |
 Mastercard (MA) | 0.71% | 1.51% | 51.75% | - |
 Tesla (TSLA) | 0.68% | 0% | 32.38% | 6/27/2025 |
 Barry Callebaut (BARN.ZU) | 0.68% | 0% | 60.32% | 10/23/2025 |
 Procter & Gamble (PG) | 0.68% | 1.4% | 51.75% | - |
 Novo Nordisk (NOVO-B.CO) | 0.66% | 0.64% | 78.1% | - |
 Dell (DELL) | 0.59% | 0% | 41.9% | 7/16/2025 |
 LVMH (MC.PA) | 0.57% | 1.3% | 60.32% | - |
 General Mills (GIS) | 0.57% | 0.83% | 74.92% | - |
 Starbucks (SBUX) | 0.57% | 1.03% | 60.95% | - |
 Smucker (SJM) | 0.55% | 0% | 37.14% | 10/13/2025 |
 Palantir (PLTR) | 0.49% | 0% | 24.13% | 6/27/2025 |
 Energy Transfer (ET) | 0.49% | 0.95% | 55.87% | - |
 General Dynamics (GD) | 0.48% | 0.62% | 78.1% | - |
 Colgate (CL) | 0.47% | 0.87% | 56.83% | - |
 Merck (MRK) | 0.47% | 0% | 49.21% | 10/14/2025 |
 ConAgra (CAG) | 0.47% | 0.75% | 61.27% | - |
 BYD (01211.HK) | 0.46% | 0.76% | 58.1% | - |
 Chipotle (CMG) | 0.45% | 0.67% | 58.41% | - |
 ASML (ASML) | 0.42% | 0% | 23.49% | 6/20/2025 |
 eToro Group LTD (ETOR) | 0.38% | 0.67% | 60.63% | - |
 Adobe (ADBE) | 0.38% | 0.49% | 74.29% | - |
 Waters (WAT) | 0.36% | 0.61% | 74.6% | - |
 Target (TGT) | 0.36% | 0.5% | 74.92% | - |
 Walmart (WMT) | 0.35% | 0% | 64.13% | 10/27/2025 |
 Mercedes-Benz (MBG.DE) | 0.34% | 0.58% | 70.48% | - |
 T. Rowe Price (TROW) | 0.34% | 0% | 60.95% | 10/16/2025 |
 PulteGroup (PHM) | 0.32% | 0% | 57.78% | 10/16/2025 |
 Airbus (AIR.PA) | 0.32% | 0% | 18.73% | 6/6/2025 |
 Aena (AENA.MC) | 0.24% | 0.49% | 53.33% | - |
 Disney (DIS) | 0.23% | 0% | 35.87% | 7/29/2025 |
 Morgan Stanley (MS) | 0.2% | 0% | 31.75% | 7/16/2025 |
 Barrick (B) | 0.19% | 0% | 18.73% | 6/5/2025 |
 AutoNation (AN) | 0.18% | 0% | 31.43% | 7/15/2025 |
 Bank of America (BAC) | 0.18% | 0% | 29.21% | 7/8/2025 |
 Hewlett Packard Enterprise (HPE) | 0.16% | 0% | 15.56% | 6/13/2025 |
 Honeywell (HON) | 0.12% | 0% | 20.63% | 6/11/2025 |
 Gates Industrial (GTES) | 0.09% | 0% | 14.6% | 5/23/2025 |
 Universal Corp (UVV) | 0.08% | 0% | 14.6% | 6/2/2025 |
 Airbnb (ABNB) | 0.06% | 0% | 10.79% | 5/21/2025 |
 Legrand (LR.PA) | 0.02% | 0% | 3.81% | 5/12/2025 |
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.