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Portfolio Diversification
Range
Most Diversified
9 instruments
March 8, 2025
Least Diversified
0 instruments
February 23, 2025
Average
7 instruments
Most Consistent Holdings
Top 5
STZ99.08%
OXY97.47%
BRK.B97.24%
LDO.MI96.55%
KO90.34%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 23, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Constellation Brands (STZ) | 27.79% | 26.16% | 99.08% | - |
| Berkshire Hathaway (BRK.B) | 25.01% | 25.89% | 97.24% | - |
| Leonardo (LDO.MI) | 8.69% | 9.2% | 96.55% | - |
| Occidental (OXY) | 7.21% | 9.26% | 97.47% | - |
| Coca-Cola (KO) | 7.15% | 8.54% | 90.34% | - |
 Procter & Gamble (PG) | 5.85% | 6.93% | 80.92% | - |
 eToro Group LTD (ETOR) | 3.56% | 0% | 70.8% | 3/20/2026 |
 Logista (LOG.MC) | 3.12% | 0% | 38.39% | 8/14/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 0.48% | 0% | 12.41% | 10/7/2025 |
 BlackRock (BLK) | 0.19% | 0% | 3.45% | 3/11/2025 |
 Enbridge (ENB) | 0.17% | 0% | 3.68% | 3/12/2025 |
 Goldman Sachs (GS) | 0.14% | 0% | 1.61% | 3/10/2025 |
 Enel (ENEL.MI) | 0.09% | 0% | 3.68% | 3/12/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 26.16% | 28.96% |
| Constellation Brands (STZ) | 28.09% | 24.86% |
| Leonardo (LDO.MI) | 7.58% | 8.95% |
| Coca-Cola (KO) | 7.44% | 8% |
| Procter & Gamble (PG) | 7.02% | 7.11% |
| Occidental (OXY) | 7.34% | 6.85% |
| eToro Group LTD (ETOR) | 7.11% | 4.19% |
Cash & Instruments Over Time
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