Portfolio Diversification
Range
Most Diversified
54 instruments
June 11, 2025
Least Diversified
0 instruments
January 24, 2025
Average
34 instruments
Most Consistent Holdings
Top 5
BRK.B97.14%
SPY97.14%
CNDX.L97.14%
MSFT77.14%
AAPL76.19%
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) | 11.34% | 9.52% | 97.14% | - |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 11.2% | 9.5% | 97.14% | - |
| Berkshire Hathaway (BRK.B) | 7.91% | 7.76% | 97.14% | - |
 Alphabet (GOOG) | 3.87% | 6.66% | 76.19% | - |
| Microsoft (MSFT) | 2.79% | 3.71% | 77.14% | - |
 Amazon (AMZN) | 2.73% | 4.28% | 70% | - |
 Meta (META) | 2.69% | 3.78% | 76.19% | - |
| Apple (AAPL) | 2.43% | 3.22% | 76.19% | - |
 AMD (AMD) | 2.35% | 0% | 54.29% | 6/12/2025 |
 Lockheed Martin (LMT) | 1.81% | 1.37% | 65.24% | - |
 Constellation Brands (STZ) | 1.62% | 0% | 44.29% | 5/22/2025 |
 NVIDIA (NVDA) | 1.41% | 2.46% | 64.76% | - |
 Diageo (DGE.L) | 1.05% | 0.9% | 72.86% | - |
 Tesla (TSLA) | 1.03% | 0% | 48.57% | 6/27/2025 |
 UnitedHealth (UNH) | 0.98% | 1.78% | 64.76% | - |
 Dell (DELL) | 0.89% | 0% | 62.86% | 7/16/2025 |
 Clorox (CLX) | 0.89% | 2.53% | 36.67% | - |
 Fugro NV (FUR.NV) | 0.87% | 1.35% | 59.05% | - |
 Kraft Heinz (KHC) | 0.84% | 1.77% | 64.76% | - |
 PepsiCo (PEP) | 0.77% | 1.46% | 64.76% | - |
 Nike (NKE) | 0.77% | 1.11% | 70% | - |
 Visa (V) | 0.76% | 1.79% | 64.76% | - |
 iShares MSCI Germany ETF (EWG) | 0.75% | 1.11% | 64.76% | - |
 Palantir (PLTR) | 0.74% | 0% | 36.19% | 6/27/2025 |
 Edison (EIX) | 0.74% | 2.22% | 44.76% | - |
 Wendy's (WEN) | 0.7% | 1.1% | 64.76% | - |
 Novo Nordisk (NOVO-B.CO) | 0.69% | 0.64% | 70% | - |
 Barry Callebaut (BARN.ZU) | 0.65% | 1.14% | 60.95% | - |
 ASML (ASML) | 0.63% | 0% | 35.24% | 6/20/2025 |
 Campbell Soup (CPB) | 0.59% | 1.21% | 64.76% | - |
 General Mills (GIS) | 0.49% | 0.77% | 64.76% | - |
 Airbus (AIR.PA) | 0.47% | 0% | 28.1% | 6/6/2025 |
 Merck (MRK) | 0.46% | 0.97% | 48.1% | - |
 General Dynamics (GD) | 0.46% | 0.51% | 70% | - |
 Smucker (SJM) | 0.45% | 1.56% | 30.48% | - |
 Starbucks (SBUX) | 0.43% | 0.92% | 44.29% | - |
 Mastercard (MA) | 0.41% | 1.41% | 30.48% | - |
 Procter & Gamble (PG) | 0.4% | 1.32% | 30.48% | - |
 LVMH (MC.PA) | 0.37% | 0.87% | 43.33% | - |
 T. Rowe Price (TROW) | 0.37% | 0.57% | 64.76% | - |
 ConAgra (CAG) | 0.36% | 0.73% | 44.76% | - |
 Walmart (WMT) | 0.36% | 0.54% | 64.76% | - |
 Chipotle (CMG) | 0.36% | 0.74% | 40.48% | - |
 Adobe (ADBE) | 0.34% | 0.46% | 64.29% | - |
 Disney (DIS) | 0.34% | 0% | 53.81% | 7/29/2025 |
 BYD (01211.HK) | 0.34% | 0.76% | 39.52% | - |
 Target (TGT) | 0.33% | 0.46% | 64.76% | - |
 Colgate (CL) | 0.33% | 0.83% | 37.62% | - |
 Energy Transfer (ET) | 0.33% | 0.85% | 36.67% | - |
 PulteGroup (PHM) | 0.32% | 0.59% | 60% | - |
 Waters (WAT) | 0.32% | 0.4% | 64.76% | - |
 eToro Group LTD (ETOR) | 0.31% | 0.6% | 43.81% | - |
 Morgan Stanley (MS) | 0.3% | 0% | 47.62% | 7/16/2025 |
 Mercedes-Benz (MBG.DE) | 0.28% | 0.47% | 59.05% | - |
 Barrick (B) | 0.28% | 0% | 28.1% | 6/5/2025 |
 AutoNation (AN) | 0.27% | 0% | 47.14% | 7/15/2025 |
 Bank of America (BAC) | 0.26% | 0% | 43.81% | 7/8/2025 |
 Hewlett Packard Enterprise (HPE) | 0.24% | 0% | 23.33% | 6/13/2025 |
 Honeywell (HON) | 0.18% | 0% | 30.95% | 6/11/2025 |
 Aena (AENA.MC) | 0.15% | 0.47% | 33.33% | - |
 Gates Industrial (GTES) | 0.14% | 0% | 21.9% | 5/23/2025 |
 Universal Corp (UVV) | 0.12% | 0% | 21.9% | 6/2/2025 |
 Airbnb (ABNB) | 0.09% | 0% | 16.19% | 5/21/2025 |
 Legrand (LR.PA) | 0.03% | 0% | 5.71% | 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.