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Portfolio Diversification
Range
Most Diversified
22 instruments
May 6, 2026
Least Diversified
0 instruments
November 14, 2025
Average
15.2 instruments
Most Consistent Holdings
Top 5
GOOG99.6%
AMZN99.6%
JD.US99.6%
META99.51%
V99.51%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 14.11% | 5.96% | 99.6% | - |
| Amazon (AMZN) | 13.9% | 8.42% | 99.6% | - |
| Meta (META) | 13.82% | 6.66% | 99.51% | - |
 Alibaba (BABA) | 7.96% | 3.85% | 99.51% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 7.03% | 8.04% | 99.51% | - |
 BAT (BATS.L) | 5.78% | 0% | 98.95% | 5/22/2026 |
 CVS Health (CVS) | 4.55% | 4.49% | 77.25% | - |
| Visa (V) | 3.86% | 1.64% | 99.51% | - |
 Adobe (ADBE) | 3.72% | 0% | 98.95% | 5/22/2026 |
 Pershing Square (PSH.L) | 3.6% | 7.44% | 32.79% | - |
| JD.com (JD.US) | 3.47% | 1.55% | 99.6% | - |
 Bristol-Myers Squibb (BMY) | 2.8% | 0% | 98.87% | 5/22/2026 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.28% | 6.28% | 37% | - |
 Baidu (BIDU) | 1.81% | 0% | 73.04% | 7/1/2025 |
 Centene (CNC) | 1.79% | 0% | 53.28% | 5/22/2026 |
 Starbucks (SBUX) | 1.62% | 0% | 37.73% | 3/31/2025 |
 UnitedHealth (UNH) | 1.56% | 6.13% | 24.05% | - |
 Mobico (MCG.L) | 1.12% | 5.63% | 19.11% | - |
 Teleperformance (TEP.PA) | 1.1% | 0.42% | 71.98% | - |
 Viscofan (VIS.MC) | 0.75% | 5.64% | 14.25% | - |
 Liberty Media (LSXMA) | 0.62% | 0% | 21.54% | 9/11/2024 |
 Microsoft (MSFT) | 0.46% | 7.72% | 8.91% | - |
 PayPal (PYPL) | 0.36% | 2.53% | 14.25% | - |
 Douyu (DOYU) | 0.33% | 0% | 27.45% | 12/13/2023 |
 Cellnex (CLNX.MC) | 0.31% | 4.3% | 9.15% | - |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.06% | 9.7% | 0.65% | - |
 Wolters Kluwer (WKL.NV) | 0.03% | 3.43% | 1.7% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Pershing Square (PSH.L) | 9.44% | 10.5% |
| Meta (META) | 5.6% | 9.62% |
| Alphabet (GOOG) | 3.84% | 8.68% |
| Amazon (AMZN) | 5.86% | 8.65% |
| iShares Core S&P Small-Cap ETF (IJR) | 8.92% | 8.37% |
| Mobico (MCG.L) | 9.9% | 6.71% |
| UnitedHealth (UNH) | 6.22% | 6.42% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 8.3% | 6.33% |
| Alibaba (BABA) | 7.45% | 5.47% |
| CVS Health (CVS) | 4.89% | 4.71% |
| Viscofan (VIS.MC) | 5.88% | 4.53% |
| Adobe (ADBE) | 5.49% | 4.48% |
| Centene (CNC) | 4.31% | 4.02% |
| BAT (BATS.L) | 2.12% | 2.74% |
| PayPal (PYPL) | 3.69% | 2.73% |
| Visa (V) | 1.66% | 2.12% |
| JD.com (JD.US) | 3.17% | 1.86% |
| Bristol-Myers Squibb (BMY) | 1.96% | 1.29% |
| Teleperformance (TEP.PA) | 1.31% | 0.49% |
Cash & Instruments Over Time
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