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Portfolio Diversification
Range
Most Diversified
9 instruments
March 8, 2025
Least Diversified
0 instruments
February 23, 2025
Average
6.8 instruments
Most Consistent Holdings
Top 5
STZ98.55%
OXY96.89%
BRK.B96.69%
LDO.MI96.27%
KO90.68%
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) | 27.31% | 24.34% | 98.55% | - |
| Berkshire Hathaway (BRK.B) | 24.96% | 27.42% | 96.69% | - |
| Leonardo (LDO.MI) | 8.68% | 9.37% | 96.27% | - |
| Occidental (OXY) | 7.33% | 8.4% | 96.89% | - |
| Coca-Cola (KO) | 7.26% | 8.85% | 90.68% | - |
 Procter & Gamble (PG) | 5.91% | 7.25% | 82.19% | - |
 eToro Group LTD (ETOR) | 3.21% | 0% | 63.77% | 3/20/2026 |
 Logista (LOG.MC) | 2.81% | 0% | 34.58% | 8/14/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 0.43% | 0% | 11.18% | 10/7/2025 |
 BlackRock (BLK) | 0.17% | 0% | 3.11% | 3/11/2025 |
 Enbridge (ENB) | 0.16% | 0% | 3.31% | 3/12/2025 |
 Goldman Sachs (GS) | 0.12% | 0% | 1.45% | 3/10/2025 |
 Enel (ENEL.MI) | 0.08% | 0% | 3.31% | 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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