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Portfolio Diversification
Range
Most Diversified
54 instruments
June 11, 2025
Least Diversified
0 instruments
January 24, 2025
Average
35.4 instruments
Most Consistent Holdings
Top 5
BRK.B97.3%
SPY97.3%
CNDX.L97.06%
MSFT86.76%
AAPL86.27%
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 |
|---|---|---|---|---|
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 11.38% | 14.31% | 97.06% | - |
| State Street SPDR S&P 500 ETF (SPY) | 11.36% | 14.12% | 97.3% | - |
| Berkshire Hathaway (BRK.B) | 8.37% | 11.11% | 97.3% | - |
 Amazon (AMZN) | 3.77% | 5.74% | 83.09% | - |
 Alphabet (GOOG) | 3.75% | 0% | 60.05% | 11/20/2025 |
| Microsoft (MSFT) | 3.34% | 4.21% | 86.76% | - |
| Apple (AAPL) | 3.29% | 5.16% | 86.27% | - |
 Meta (META) | 3.26% | 4.58% | 86.27% | - |
 Clorox (CLX) | 1.75% | 3.36% | 65.93% | - |
 Edison (EIX) | 1.69% | 3.99% | 70.34% | - |
 UnitedHealth (UNH) | 1.55% | 2.39% | 80.64% | - |
 Visa (V) | 1.34% | 2.32% | 80.15% | - |
 Kraft Heinz (KHC) | 1.31% | 2.23% | 80.39% | - |
 NVIDIA (NVDA) | 1.27% | 0% | 54.41% | 11/20/2025 |
 AMD (AMD) | 1.21% | 0% | 27.94% | 6/12/2025 |
 PepsiCo (PEP) | 1.2% | 2.18% | 80.64% | - |
 Lockheed Martin (LMT) | 1.12% | 0% | 47.06% | 10/15/2025 |
 Fugro NV (FUR.NV) | 1.07% | 1.78% | 76.72% | - |
 Diageo (DGE.L) | 0.94% | 0.9% | 84.31% | - |
 Mastercard (MA) | 0.93% | 1.74% | 62.75% | - |
 Campbell Soup (CPB) | 0.9% | 1.35% | 80.39% | - |
 Procter & Gamble (PG) | 0.89% | 1.79% | 62.5% | - |
 Wendy's (WEN) | 0.86% | 1.11% | 80.39% | - |
 Constellation Brands (STZ) | 0.83% | 0% | 22.79% | 5/22/2025 |
 Nike (NKE) | 0.71% | 0.53% | 83.09% | - |
 Novo Nordisk (NOVO-B.CO) | 0.69% | 0.62% | 82.84% | - |
 General Mills (GIS) | 0.65% | 0.97% | 80.64% | - |
 Starbucks (SBUX) | 0.64% | 0% | 63.97% | 2/12/2026 |
 Energy Transfer (ET) | 0.63% | 1.29% | 65.93% | - |
 Colgate (CL) | 0.61% | 1.26% | 66.67% | - |
 iShares MSCI Germany ETF (EWG) | 0.59% | 0% | 52.21% | 11/7/2025 |
 LVMH (MC.PA) | 0.58% | 0% | 56.62% | 1/15/2026 |
 ConAgra (CAG) | 0.57% | 1.02% | 70.1% | - |
 BYD (01211.HK) | 0.54% | 0.89% | 67.65% | - |
 Chipotle (CMG) | 0.54% | 0.85% | 67.65% | - |
 Tesla (TSLA) | 0.53% | 0% | 25% | 6/27/2025 |
 Barry Callebaut (BARN.ZU) | 0.53% | 0% | 46.57% | 10/23/2025 |
 Dell (DELL) | 0.46% | 0% | 32.35% | 7/16/2025 |
 eToro Group LTD (ETOR) | 0.43% | 0.61% | 69.61% | - |
 General Dynamics (GD) | 0.43% | 0% | 68.63% | 1/7/2026 |
 Target (TGT) | 0.43% | 0.8% | 80.64% | - |
 Smucker (SJM) | 0.42% | 0% | 28.68% | 10/13/2025 |
 Adobe (ADBE) | 0.41% | 0.52% | 79.9% | - |
 Palantir (PLTR) | 0.38% | 0% | 18.63% | 6/27/2025 |
 Merck (MRK) | 0.36% | 0% | 37.99% | 10/14/2025 |
 Mercedes-Benz (MBG.DE) | 0.33% | 0% | 64.71% | 1/16/2026 |
 Waters (WAT) | 0.33% | 0% | 66.18% | 1/8/2026 |
 ASML (ASML) | 0.32% | 0% | 18.14% | 6/20/2025 |
 Aena (AENA.MC) | 0.32% | 0.65% | 63.48% | - |
 Walmart (WMT) | 0.27% | 0% | 49.51% | 10/27/2025 |
 T. Rowe Price (TROW) | 0.26% | 0% | 47.06% | 10/16/2025 |
 PulteGroup (PHM) | 0.25% | 0% | 44.61% | 10/16/2025 |
 Airbus (AIR.PA) | 0.24% | 0% | 14.46% | 6/6/2025 |
 Disney (DIS) | 0.18% | 0% | 27.7% | 7/29/2025 |
 Morgan Stanley (MS) | 0.15% | 0% | 24.51% | 7/16/2025 |
 Barrick (B) | 0.15% | 0% | 14.46% | 6/5/2025 |
 AutoNation (AN) | 0.14% | 0% | 24.26% | 7/15/2025 |
 Bank of America (BAC) | 0.14% | 0% | 22.55% | 7/8/2025 |
 Hewlett Packard Enterprise (HPE) | 0.13% | 0% | 12.01% | 6/13/2025 |
 Honeywell (HON) | 0.09% | 0% | 15.93% | 6/11/2025 |
 Gates Industrial (GTES) | 0.07% | 0% | 11.27% | 5/23/2025 |
 Universal Corp (UVV) | 0.06% | 0% | 11.27% | 6/2/2025 |
 Airbnb (ABNB) | 0.05% | 0% | 8.33% | 5/21/2025 |
 Legrand (LR.PA) | 0.02% | 0% | 2.94% | 5/12/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 9.31% | 12.08% |
| State Street SPDR S&P 500 ETF (SPY) | 9.84% | 11.78% |
| Berkshire Hathaway (BRK.B) | 9.84% | 9.22% |
| Amazon (AMZN) | 4.37% | 5.12% |
| Apple (AAPL) | 3.28% | 4.49% |
| Microsoft (MSFT) | 3.28% | 4.11% |
| Meta (META) | 3.28% | 3.86% |
| Edison (EIX) | 2.73% | 2.75% |
| Clorox (CLX) | 3.28% | 2.44% |
| UnitedHealth (UNH) | 2.73% | 2.27% |
| Visa (V) | 2.19% | 2.12% |
| Kraft Heinz (KHC) | 2.19% | 1.81% |
| PepsiCo (PEP) | 1.64% | 1.62% |
| Mastercard (MA) | 1.64% | 1.57% |
| Procter & Gamble (PG) | 1.64% | 1.38% |
| LVMH (MC.PA) | 1.09% | 1.32% |
| Campbell Soup (CPB) | 1.64% | 1.2% |
| Fugro NV (FUR.NV) | 1.64% | 1.16% |
| Wendy's (WEN) | 1.64% | 1.03% |
| Starbucks (SBUX) | 1.09% | 1.01% |
| Energy Transfer (ET) | 1.09% | 0.93% |
| Colgate (CL) | 1.09% | 0.88% |
| General Mills (GIS) | 1.09% | 0.84% |
| Diageo (DGE.L) | 1.09% | 0.78% |
| ConAgra (CAG) | 1.09% | 0.76% |
| BYD (01211.HK) | 1.09% | 0.74% |
| Chipotle (CMG) | 1.09% | 0.73% |
| Novo Nordisk (NOVO-B.CO) | 1.09% | 0.69% |
| General Dynamics (GD) | 0.55% | 0.63% |
| Mercedes-Benz (MBG.DE) | 0.55% | 0.61% |
| Waters (WAT) | 0.55% | 0.6% |
| eToro Group LTD (ETOR) | 1.09% | 0.55% |
| Target (TGT) | 0.55% | 0.53% |
| Adobe (ADBE) | 0.55% | 0.53% |
| Aena (AENA.MC) | 0.55% | 0.5% |
| Nike (NKE) | 0.55% | 0.49% |
Cash & Instruments Over Time
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