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Portfolio Diversification
Range
Most Diversified
35 instruments
June 6, 2024
Least Diversified
0 instruments
February 2, 2025
Average
30.8 instruments
Most Consistent Holdings
Top 5
GOOG99.66%
META99.66%
MSFT99.66%
AMZN99.66%
DIS99.66%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Inditex (ITX.MC) | 8.57% | 6.59% | 93.7% | - |
| Alphabet (GOOG) | 7.82% | 11% | 99.66% | - |
| Meta (META) | 7.14% | 8.4% | 99.66% | - |
| Microsoft (MSFT) | 5.9% | 4.27% | 99.66% | - |
 BlackStone (BX) | 4.92% | 3.12% | 99.66% | - |
 Holcim (HOLN.ZU) | 4.21% | 3.02% | 98.79% | - |
| Amazon (AMZN) | 3.8% | 3.08% | 99.66% | - |
 Brookfield (BN.US) | 3.65% | 3.88% | 91.88% | - |
 UBS (UBSG.ZU) | 3.39% | 3.41% | 99.66% | - |
 Caterpillar (CAT) | 3.34% | 6.51% | 95.24% | - |
 ABB (ABBN.ZU) | 3.26% | 5.28% | 95.24% | - |
| Disney (DIS) | 2.65% | 1.79% | 99.66% | - |
 Swiss Re (SREN.ZU) | 2.64% | 4.27% | 83.43% | - |
 BMW (BMW.DE) | 2.45% | 0% | 70.36% | 12/16/2024 |
 Richemont (CFR.ZU) | 2.16% | 0% | 76.73% | 4/4/2025 |
 Vonovia (VNA.DE) | 2.04% | 2.75% | 82.29% | - |
 Palantir (PLTR) | 1.93% | 0% | 59.56% | 7/8/2024 |
 Bitcoin (BTC) | 1.91% | 7.43% | 42.32% | - |
 Berkshire Hathaway (BRK.B) | 1.76% | 0% | 67.34% | 5/14/2025 |
 Ford (F) | 1.62% | 0% | 59.56% | 7/8/2024 |
 Apollo (APO) | 1.61% | 1.52% | 88.93% | - |
 Intel (INTC) | 1.61% | 0% | 48.96% | 1/30/2024 |
 Wix (WIX) | 1.56% | 0% | 62.31% | 3/5/2025 |
 LVMH (MC.PA) | 1.18% | 1.06% | 59.02% | - |
 3M (MMM) | 0.96% | 0% | 41.05% | 7/8/2024 |
 Paramount (PSKY) | 0.94% | 0% | 48.96% | 1/30/2024 |
 Qualcomm (QCOM) | 0.92% | 0% | 61.1% | 1/27/2025 |
 Icahn Enterprises (IEP) | 0.89% | 0% | 22.8% | 12/28/2022 |
 Logitech (LOGN.ZU) | 0.85% | 0% | 39.7% | 9/27/2023 |
 Interactive Brokers Group (IBKR) | 0.75% | 3.35% | 29.64% | - |
 Wise (WISE.L) | 0.73% | 0.52% | 92.76% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.64% | 1.66% | 40.11% | - |
 Host Hotels (HST) | 0.59% | 3% | 22.8% | - |
 Tencent (0700.HK) | 0.57% | 0% | 16.3% | 9/8/2022 |
 BASF (BAS.DE) | 0.57% | 0% | 39.97% | 9/19/2025 |
 Prosus (PRX.NV) | 0.47% | 0% | 16.1% | 12/15/2022 |
 Boeing (BA) | 0.47% | 1.83% | 28.57% | - |
 Brookfield (BAM) | 0.47% | 0% | 50.91% | 1/21/2025 |
 Baidu (BIDU) | 0.44% | 0% | 14.22% | 8/3/2022 |
 Markel (MKL) | 0.44% | 1.78% | 25.55% | - |
 Nestle (NESN.ZU) | 0.38% | 1.3% | 29.11% | - |
 Bilfinger (GBF.DE) | 0.33% | 0% | 10.93% | 6/13/2022 |
 Adyen (ADYEN.NV) | 0.32% | 0% | 33.94% | 1/13/2025 |
 ProSiebenSat.1 (PSM.DE) | 0.32% | 0% | 24.61% | 9/27/2023 |
 Telefonica (TEF.MC) | 0.32% | 1.23% | 22.07% | - |
 UnitedHealth (UNH) | 0.31% | 1.47% | 19.25% | - |
 Alibaba (BABA) | 0.3% | 0% | 16.23% | 9/7/2022 |
 Chubb (CB) | 0.29% | 1.43% | 24.08% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.29% | 0% | 26.63% | 9/23/2025 |
 Mondelez (MDLZ) | 0.28% | 0% | 16.1% | 9/19/2025 |
 Lam Research (LRCX) | 0.26% | 0% | 15.49% | 8/23/2022 |
 GM (GM) | 0.23% | 0% | 11% | 12/19/2024 |
 Vale (VALE) | 0.21% | 0% | 6.17% | 4/21/2022 |
 HarbourVest (HVPE.L) | 0.19% | 0% | 6.71% | 4/11/2022 |
 Volkswagen (VOW3.DE) | 0.19% | 0% | 16.83% | 6/7/2024 |
 AMD (AMD) | 0.18% | 0% | 5.84% | 3/29/2022 |
 Ams (AMS.ZU) | 0.18% | 0% | 7.38% | 4/21/2022 |
 Energy Transfer (ET) | 0.17% | 0% | 9.99% | 6/17/2022 |
 Fintech Acquisition Corp. V (FTCV) | 0.14% | 0% | 4.43% | 3/8/2022 |
 Global X Uranium ETF (URA) | 0.12% | 0% | 13.41% | 8/21/2024 |
 UMG (UMG.NV) | 0.12% | 0% | 12.21% | 5/14/2025 |
 TSMC (TSM) | 0.12% | 0% | 8.45% | 11/12/2024 |
 Douglas AG (DOU.DE) | 0.11% | 1.01% | 10.8% | - |
 Uber (UBER) | 0.11% | 0% | 6.44% | 5/14/2025 |
 Carrier (CARR) | 0.11% | 1.21% | 10.46% | - |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.11% | 0% | 9.86% | 12/5/2024 |
 Adobe (ADBE) | 0.09% | 0% | 7.98% | 3/27/2025 |
 Rio Tinto (RIO.L) | 0.09% | 0% | 7.44% | 5/10/2022 |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 0.08% | 0% | 5.16% | 1/28/2025 |
 Sinopec (0386.HK) | 0.08% | 0% | 7.44% | 5/11/2022 |
 Franklin FTSE India ETF (FLIN) | 0.08% | 0% | 5.7% | 10/4/2024 |
 Porsche (PAH3.DE) | 0.07% | 0% | 16.83% | 6/7/2024 |
 Tesla (TSLA) | 0.07% | 0% | 9.59% | 6/20/2024 |
 Pfizer (PFE) | 0.06% | 0% | 5.84% | 3/29/2022 |
 Aker BP (AKRBP.OL) | 0.06% | 0.65% | 10.8% | - |
 Marvell (MRVL) | 0.05% | 0% | 4.29% | 2/7/2025 |
 eToro Group LTD (ETOR) | 0.05% | 0.38% | 11.4% | - |
 Alibaba (9988.HK) | 0.04% | 0% | 5.9% | 3/30/2022 |
 Williams-Sonoma (WSM) | 0.04% | 0% | 9.32% | 10/27/2022 |
 Fiverr (FVRR) | 0.03% | 0% | 2.95% | 12/15/2022 |
 SPDR S&P Homebuilders ETF (XHB) | 0.02% | 0% | 2.35% | 3/5/2025 |
 Investec (INVP.L) | 0.02% | 0% | 1.21% | 1/18/2022 |
 Renovaro (LNAI) | 0.02% | 0% | 4.9% | 7/9/2024 |
 ARK Genomic Revolution ETF (ARKG) | 0.02% | 0% | 0.87% | 1/13/2022 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.02% | 0% | 1.88% | 4/7/2025 |
 Nio (NIO) | 0.02% | 0% | 1.21% | 1/18/2022 |
 Madrigal (MDGL) | 0.01% | 0% | 7.44% | 7/8/2024 |
 Solana (SOL) | 0.01% | 0.71% | 1.74% | - |
 Cardano (ADA) | 0.01% | 0% | 1.14% | 1/17/2022 |
 Arrival (ARVLF) | 0.01% | 0% | 1.01% | 5/10/2022 |
 KKR (KKR) | 0.01% | 0% | 0.34% | 3/10/2025 |
 Solventum (SOLV) | 0% | 0% | 0.67% | 4/12/2024 |
 Loomis (LOOMIS.ST) | 0% | 0% | 0.27% | 12/20/2024 |
 Accelleron (ACLN.ZU) | 0% | 0% | 1.48% | 10/27/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 6.58% | 11.04% |
| Bitcoin (BTC) | 16.62% | 9.2% |
| Meta (META) | 3.82% | 8.29% |
| Inditex (ITX.MC) | 3.65% | 6.75% |
| Microsoft (MSFT) | 4.19% | 5.07% |
| Caterpillar (CAT) | 2.98% | 4.85% |
| ABB (ABBN.ZU) | 3.44% | 4.23% |
| BlackStone (BX) | 4.26% | 4.13% |
| Swiss Re (SREN.ZU) | 4.7% | 4.12% |
| Brookfield (BN.US) | 3.99% | 3.95% |
| UBS (UBSG.ZU) | 2.55% | 3.88% |
| Holcim (HOLN.ZU) | 2.97% | 3.35% |
| Amazon (AMZN) | 3.49% | 3.34% |
| Interactive Brokers Group (IBKR) | 3.18% | 2.92% |
| Host Hotels (HST) | 3.18% | 2.63% |
| Vonovia (VNA.DE) | 3.67% | 2.34% |
| Apollo (APO) | 1.7% | 2.05% |
| Disney (DIS) | 2.8% | 1.91% |
| Markel (MKL) | 2.55% | 1.79% |
| Boeing (BA) | 2.12% | 1.69% |
| UnitedHealth (UNH) | 2.12% | 1.61% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 1.87% | 1.46% |
| LVMH (MC.PA) | 1.91% | 1.3% |
| Chubb (CB) | 1.91% | 1.28% |
| Nestle (NESN.ZU) | 1.76% | 1.19% |
| Telefonica (TEF.MC) | 2.25% | 1.12% |
| Douglas AG (DOU.DE) | 1.69% | 1.09% |
| Carrier (CARR) | 1.78% | 0.99% |
| Aker BP (AKRBP.OL) | 0.85% | 0.55% |
| Wise (WISE.L) | 0.42% | 0.53% |
| eToro Group LTD (ETOR) | 0.85% | 0.42% |
Cash & Instruments Over Time
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