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Portfolio Diversification
Range
Most Diversified
21 instruments
March 31, 2026
Least Diversified
0 instruments
January 2, 2023
Average
6.8 instruments
Most Consistent Holdings
Top 5
NVDA33.2%
FLOT32.78%
JNJ32.45%
MSFT32.04%
GOOGL30.13%
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 |
|---|---|---|---|---|
| iShares Floating Rate Bond ETF (FLOT) | 17.38% | 0% | 32.78% | 1/2/2025 |
| NVIDIA (NVDA) | 4.79% | 3.67% | 33.2% | - |
 AMD (AMD) | 3.59% | 0% | 28.56% | 4/10/2026 |
| Microsoft (MSFT) | 3.09% | 10.3% | 32.04% | - |
 iShares MSCI France ETF (EWQ) | 2.65% | 0% | 28.64% | 6/20/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 2.41% | 0% | 26.82% | 11/11/2024 |
 VanEck Morningstar Wide Moat ETF (MOAT) | 1.91% | 0% | 26.49% | 6/20/2024 |
 TSMC (TSM) | 1.7% | 0% | 29.3% | 4/17/2026 |
 BYD (01211.HK) | 1.51% | 3.13% | 28.06% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.39% | 0% | 19.78% | 6/20/2024 |
| Alphabet (GOOGL) | 1.34% | 0% | 30.13% | 5/1/2026 |
 Amazon (AMZN) | 1.34% | 0% | 28.73% | 4/17/2026 |
 Repsol (REP.MC) | 1.33% | 0% | 26.74% | 3/19/2026 |
 iShares Physical Gold ETC (PPFB.DE) | 1.18% | 0% | 22.02% | 4/17/2026 |
 TotalEnergies (TTE.PA) | 1.1% | 0% | 15.23% | 10/17/2025 |
 iShares Core S&P 500 ETF (IVV) | 1.06% | 0% | 11.92% | 10/12/2023 |
 Meta (META) | 1% | 2.13% | 16.23% | - |
| Johnson & Johnson (JNJ) | 0.99% | 1.77% | 32.45% | - |
 Palantir (PLTR) | 0.56% | 3.83% | 14.65% | - |
 Hermes (RMS.PA) | 0.55% | 0% | 13.91% | 10/17/2025 |
 FICO (FICO) | 0.54% | 4.83% | 16.14% | - |
 Duolingo (DUOL) | 0.53% | 5.56% | 11.26% | - |
 Pinterest (PINS) | 0.49% | 4.37% | 14.57% | - |
 Coca-Cola (KO) | 0.49% | 0% | 14.4% | 10/21/2025 |
 iShares 0-1 Year Treasury Bond (SHV) | 0.45% | 0% | 7.95% | 1/2/2025 |
 SPDR Gold (GLD) | 0.44% | 0% | 10.18% | 9/22/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.3% | 0% | 7.2% | 11/7/2024 |
 Emaar (EMAAR.AE) | 0.24% | 8.43% | 4.06% | - |
 Reddit Inc (RDDT) | 0.23% | 0% | 9.35% | 4/17/2026 |
 Toro (TORO) | 0.2% | 0% | 9.52% | 12/4/2023 |
 Kenvue (KVUE) | 0.18% | 0% | 2.24% | 6/20/2023 |
 Celanese (CE) | 0.16% | 0% | 0.5% | 11/11/2024 |
 Bitcoin (BTC) | 0.12% | 0% | 2.81% | 6/20/2023 |
 Hudson (HDSN) | 0.12% | 0% | 0.5% | 11/11/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.1% | 0% | 6.62% | 11/3/2023 |
 Gold (Non Expiry) (GOLD) | 0.09% | 0% | 0.83% | 9/5/2023 |
 UPS (UPS) | 0.09% | 3.76% | 3.48% | - |
 Bristol-Myers Squibb (BMY) | 0.08% | 0% | 5.71% | 6/20/2024 |
 iShares 0-5 Year TIPS Bond ETF (STIP) | 0.08% | 0% | 2.32% | 3/4/2024 |
 Boeing (BA) | 0.08% | 0% | 5.22% | 6/20/2024 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.07% | 0% | 2.9% | 10/12/2023 |
 Invesco QQQ (QQQ) | 0.07% | 0% | 0.5% | 1/2/2025 |
 Honeywell (HON) | 0.07% | 3.44% | 2.65% | - |
 AESI Holdings (AESI) | 0.07% | 0% | 1.08% | 6/6/2023 |
 ASML (ASML) | 0.06% | 0% | 3.15% | 1/6/2026 |
 Karoon Energy (KAR.ASX) | 0.06% | 1.13% | 6.13% | - |
 Petrobras (PBR.A) | 0.05% | 0% | 4.22% | 4/10/2026 |
 Global X SuperDividend ETF (SDIV) | 0.05% | 0% | 0.5% | 1/2/2025 |
 iShares Semiconductor ETF (SOXX) | 0.04% | 0% | 2.65% | 1/2/2025 |
 KKR (KKR) | 0.04% | 2.71% | 3.15% | - |
 American Express (AXP) | 0.03% | 0% | 3.39% | 11/3/2023 |
 Adobe (ADBE) | 0.03% | 0% | 3.89% | 6/12/2024 |
 Marqeta (MQ) | 0.03% | 0% | 0.17% | 11/7/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.03% | 0% | 2.81% | 10/12/2023 |
 Natural Gas (Non Expiry) (NATGAS) | 0.02% | 0% | 0.5% | 11/13/2023 |
 TRON (TRX) | 0.02% | 0% | 7.78% | 6/20/2024 |
 JELD-WEN (JELD) | 0.01% | 0% | 0.08% | 11/6/2024 |
 Micron (MU) | 0.01% | 0% | 0.83% | 4/10/2026 |
 XRP (XRP) | 0.01% | 0% | 1.08% | 8/15/2023 |
 Amp (AMP) | 0.01% | 0% | 1.08% | 8/15/2023 |
 Cloudflare (NET) | 0% | 0% | 0.25% | 4/13/2026 |
 ProShares UltraPro QQQ (TQQQ) | 0% | 0% | 0.17% | 1/2/2025 |
 Alphabet (GOOG) | 0% | 0% | 1.16% | 4/9/2024 |
 ServiceNow (NOW) | 0% | 1.75% | 0.17% | - |
 Dogecoin (DOGE) | 0% | 0% | 0.91% | 3/28/2024 |
 MSC (MSM) | 0% | 0% | 0.25% | 6/17/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 13.45% | 15.53% |
| NVIDIA (NVDA) | 11.77% | 12.99% |
| Microsoft (MSFT) | 12.45% | 11.55% |
| Meta (META) | 8.34% | 7.67% |
| TSMC (TSM) | 4.89% | 6.38% |
| BYD (01211.HK) | 6.89% | 4.96% |
| Amazon (AMZN) | 4.92% | 4.58% |
| Alphabet (GOOGL) | 2.74% | 3.93% |
| Repsol (REP.MC) | 2.9% | 3.44% |
| Johnson & Johnson (JNJ) | 1.66% | 1.93% |
| Palantir (PLTR) | 2% | 1.89% |
| Pinterest (PINS) | 2% | 1.8% |
| FICO (FICO) | 1.67% | 1.55% |
| ASML (ASML) | 1.67% | 1.54% |
| iShares Physical Gold ETC (PPFB.DE) | 1% | 0.96% |
Cash & Instruments Over Time
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